Zhi Tong Cai Jing
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五矿地产每手买卖单位更改为80万股
Zhi Tong Cai Jing· 2026-02-13 04:34
五矿地产(00230)发布公告,股份之每手买卖单位将由2000股股份更改为80万股股份,自2026年3月2日 (星期一)上午九时正(即生效日期公告之日期)起生效,惟须待计划于2026年2月27日(星期五)(百慕达时 间)生效后方可作实。 ...
东亚银行将于4月13日派发第二次中期股息每股0.22港元
Zhi Tong Cai Jing· 2026-02-13 04:34
Core Viewpoint - East Asia Bank (00023) announced that it will distribute the second interim dividend of HKD 0.22 per share on April 13, 2026 [1] Group 1 - The company will pay a second interim dividend of HKD 0.22 per share [1]
盈大地产接获4亿美元收购Rafflesia Investment Limited的要约
Zhi Tong Cai Jing· 2026-02-13 04:27
盈大地产(00432)发布公告,于2026年2月13日,本公司接获独立第三方的要约,以代价4亿美元收购 Rafflesia Investment Limited(为本公司的间接全资附属公司)。Rafflesia Investment Limited拥有位于印尼 雅加达的顶级商业物业Pacific Century Place,Jakarta。 ...
东亚银行(00023)发布年度业绩 股东应占溢利35.01亿港元 同比减少24.02% 末期息0.61港元
Zhi Tong Cai Jing· 2026-02-13 04:21
Core Viewpoint - East Asia Bank (00023) reported a decline in interest income and net profit for the year ending December 31, 2025, indicating challenges in the macroeconomic environment while maintaining stable core business performance [1] Financial Performance - Interest income decreased to HKD 32.968 billion, a year-on-year decline of 17.18% [1] - Shareholders' profit attributable decreased to HKD 3.501 billion, down 24.02% year-on-year [1] - Basic earnings per share were HKD 1.22, with a final dividend of HKD 0.61 [1] Operational Highlights - The group's operating profit before provisions remained stable at HKD 11.2 billion [1] - Non-interest income grew by 28%, reflecting successful strategies in business diversification and establishing a sustainable business platform for future growth [1] Provisioning and Asset Valuation - The company proactively and prudently made provisions for commercial real estate exposure, with 77% of the provisions related to commercial properties in Hong Kong and mainland China [1] - The valuation of the company's investment property portfolio was adjusted down by HKD 0.723 billion [1] - The group recorded a loss of HKD 0.305 billion from associated companies and joint ventures, primarily from a joint venture in mainland China [1]
跨越百年的AI豪赌!28岁的Alphabet千亿世纪债获10倍认购,策略师警示“颠覆者”地位难保百年
Zhi Tong Cai Jing· 2026-02-13 04:11
Core Viewpoint - Alphabet (GOOGL.US) is issuing a $100 billion Century Bond to fund its artificial intelligence capital expenditures, representing a significant bet on a technology that is only three years old [1] Group 1: Bond Issuance Details - The bond issuance was oversubscribed by 10 times, indicating strong demand from investors [1] - This move contrasts with historical issuers of Century Bonds, which were typically older and more established companies [1] Group 2: Historical Comparisons and Risks - Historical examples of companies like JCPenney and General Motors, which faced significant challenges after issuing long-term debt, raise questions about the sustainability of Alphabet's business model [2] - The key issue is whether Alphabet can maintain its dominance and continue to innovate over such a long time frame [2] Group 3: Market Implications - The significant role of large tech companies in major indices suggests that Alphabet's bond issuance could have broader market implications [3] - The success of this bond issuance will depend on Alphabet's ability to remain a disruptive force in the industry for generations to come [3]
瑞康医药董事李喆解除责令候查
Zhi Tong Cai Jing· 2026-02-13 04:09
瑞康医药(002589)(002589.SZ)公告,公司于2026年2月13日收到济南市济阳区监察委员会签发的《解 除责令候查通知书》,已解除对李喆先生(公司董事、董事会秘书及副总裁)的责令候查措施。目前公司 生产经营情况正常,李喆先生正常履职中。 ...
恒生指数早盘跌1.79% 智谱续涨超11%市值破2000亿
Zhi Tong Cai Jing· 2026-02-13 04:05
港股恒生指数跌1.79%,跌484点,报26548点;恒生科技指数跌1.65%。港股早盘成交1284亿港元。 AI大模型继续高歌猛进,智谱GLM Coding Plan官宣涨价,上线即售罄。智谱(02513)继续飙升11.89%, 市值超越2000亿港元;MiniMax(00100)涨超9%。 "图模融合第一股"海致科技(02706)首挂上市,午盘暴涨逾229%。 安东油田服务(03337)盈喜后涨超9%,预期全年利润同比大增48.4%至56.6%。 兆易创新(603986)(03986)涨超3%,铠侠业绩指引远超市场预期,市场存储芯片需求激增。 健康之路(02587)盈喜后涨超18%,预计年度利润不低于5000万元,AI软件产品已贡献3000万元收入。 天工国际(00826)涨超5%,将与鲍迪克计划在国内外粉末冶金与热处理业务上展开全面协同。 阅文集团(00772)逆势涨4.59%,Seedance2.0火爆海外,AI漫剧行业有望迎来加速发展。 有色股跌幅居前。流动性挤压下贵金属遭遇抛售,机构看好供需改善品种继续表现。中国有色矿业 (01258)跌5%;紫金矿业(601899)(02899)跌5.24%;洛 ...
来凯医药午前涨超5% LAE002临床研究成果登上《自然-通讯》杂志
Zhi Tong Cai Jing· 2026-02-13 04:01
公开资料显示,LAE002(Afuresertib)是来凯医药开发的一种AKT强效抑制剂。由徐兵河院士牵头的 LAE002联合氟维司群,针对治疗HR+/HER2-局部晚期或转移性乳腺癌(LA/mBC)伴随 PIK3CA/AKT1/PTEN通路改变患者的III期临床试验AFFIRM-205正顺利推进,2025年12月已经完成III期 入组,目标于今年上半年公布顶线数据,并计划今年年中向中国国家药品监督管理局药品审评中心提交 新药上市申请。2025年11月,来凯医药与齐鲁制药签订了中国地区独家许可协议,加速商业化 LAE002。 来凯医药(02105)午前涨超5%,截至发稿,涨4.82%,报12.82港元,成交额1253.32万港元。 消息面上,国际科学期刊《自然-通讯》(Nature Communications)2月6日在线发表了中国工程院院士、中 国医学科学院肿瘤医院徐兵河教授领衔的《Afuresertib联合氟维司群治疗经治HR+HER2-晚期乳腺癌: 一项Ib期试验》,表明该联合治疗方案在晚期乳腺癌患者中显示出令人鼓舞的抗肿瘤活性和良好的安全 性特征。 ...
沃尔核材:公司H股调入港股通标的证券名单
Zhi Tong Cai Jing· 2026-02-13 04:00
沃尔核材(002130)(002130.SZ)公告,公司境外上市外资股(H股)自2026年2月13日起调入沪港通及深港 通下的港股通标的证券名单。 ...
770亿美元“弹药”蓄势待发!韩国“蚂蚁军团”携巨量资金回流 力撑韩股再续涨势
Zhi Tong Cai Jing· 2026-02-13 03:53
Group 1 - South Korean retail investors are preparing to return to the domestic stock market with a record amount of funds, aiming to chase returns in one of the hottest markets globally [1] - The available funds for stock purchases reached a historical high of 111 trillion KRW (approximately 77 billion USD), indicating a shift in investment direction among retail investors [1] - The Korean benchmark Kospi index has surged 31% year-to-date, outperforming global indices, with local institutions being the largest net buyers in this rally [1] Group 2 - President Lee Jae-myung is focusing on boosting stock market valuations and encouraging local retail investors, known as the "ant army," to shift funds from real estate and overseas markets to domestic stocks [2] - The number of active stock trading accounts in South Korea has surpassed 100 million for the first time, reflecting the effectiveness of promotional efforts by brokerages [2] - The introduction of the "Reshoring Investment Account" policy allows investors to receive up to 100% capital gains tax exemption if they reinvest profits from overseas stocks into the domestic market [2] Group 3 - South Korean regulators are preparing to approve single-stock ETFs to attract retail investors seeking leveraged returns, with a leverage cap set at two times [3] - The most favored stocks among retail investors include Hyundai Motor, SK Hynix, and Samsung Electronics, benefiting from strong corporate earnings driven by the AI boom [3] - The Korean market is experiencing a revival due to government-led initiatives and robust earnings in sectors like semiconductors, meeting investor expectations [3]