因持续的供应短缺，摩根士丹利上调了存储芯片制造商美光的业绩预期和目标价，该行重申了对美光 的"增持"评级，并将其目标价从350美元上调至450美元。 分析师约瑟夫摩尔在给客户的报告中写道，"尽管过去12个月DRAM领域发生了诸多变化，我们仍然对 未来感到兴奋"。"随着第一季度又一轮显著涨价到来，且有迹象表明2026年的供应增长几乎无法缓解我 们所预期的严重短缺，我们预计今年价格将进一步上涨"。 更深入来看，摩尔认为美光在2026年的每股收益可能高达52美元，这在很大程度上归功于高带宽内存以 及英伟达对其的旺盛需求。 "HBM无疑是这里故事的关键部分，这个市场需要保持健康，才能证明投资者愿意为'高点更高、低点 更高'的逻辑支付更高估值是合理的，"摩尔补充道。"但目前DDR5价格已经上涨到使市场变得更具吸引 力的程度，因此，尽管市场对美光在HBM4方面的地位仍有持续担忧，我们预计不会对盈利产生任何负 面影响。" 关于该股近期的下跌，摩尔表示，很难看出是什么因素引发了最近的担忧，尽管他预计SK海力士将获 得英伟达早期Rubin架构的大部分订单；而如果美光在提升HBM4产量方面遇到任何意外问题，HBM3e 仍将占据市 ...

Group 1 - Storage stocks experienced a pre-market rally, with SanDisk (SNDK.US) rising nearly 8%, and Western Digital (WDC.US), Micron Technology (MU.US), and Seagate Technology (STX.US) increasing over 4% [1] - TrendForce analysts predict that DRAM contract prices across various applications will rise by over 40% by Q4 2025, with significant price increases observed since Q1 2026 [1] - The DDR4 market is particularly affected by supply-demand imbalances, with price increases expected to accelerate in Q1 2026 and continue to rise in Q2 [1]

莱绅通灵（603900）(603900.SH)发布公告，公司于近日收到持股5%以上股东欧陆之星钻石(上海)有限 公司(简称：欧陆之星钻石)的通知，欧陆之星钻石计划减持不超过3%公司股份。 ...

Core Viewpoint - Han Kong Holdings (01663) announced that its chairman and major shareholder, Mr. Wang Linbing, purchased a total of 8.644 million shares of the company on the open market at an average price of approximately HKD 0.083 per share, with the highest price being HKD 0.083 [1] Summary by Category - **Share Purchase Details** - Mr. Wang Linbing acquired 8.644 million shares [1] - The average purchase price was about HKD 0.083 per share [1] - The highest price paid for the shares was HKD 0.083 [1]

Core Viewpoint - The company plans to invest in a new high-end printed circuit board (PCB) production project to meet the increasing demand for high-end PCBs in high-performance computing servers and next-generation high-speed network switches [1] Group 1: Project Details - The board of directors approved the proposal for the new high-end PCB production project during the 14th meeting of the 8th board on February 11, 2026 [1] - The project involves bidding for approximately 66,678.4 square meters of land use rights and has a construction period of 2 years [1] - The total investment for the project is approximately 3.3 billion RMB, with an expected annual production capacity of 140,000 square meters of high-end PCBs and an anticipated annual revenue increase of 3.05 billion RMB [1] Group 2: Strategic Alignment - The project aligns with national industrial policies and industry development trends, supporting the company's strategy of technological innovation and product upgrades [1] - It aims to expand the company's high-end product capacity to meet the long-term incremental demand for high-end PCBs in specific sectors [1] - The project is expected to have a positive market development outlook, reinforcing the company's competitive strategy in differentiated products [1]

经考虑现时的物业市况及买方就该物业所提出的代价后，董事认为出售事项为公司提供良机变现其投 资。出售事项的所得款项将有助公司改善营运资金状况以供未来可能出现机会时所需之用。公司拟将出 售事项的销售所得款项净额用作一般营运资金。 威高国际(01173)发布公告，于2026年2月12日，卖方公司的间接全资附属公司汕头韵高时装有限公司与 买方汕头市和兴强服饰有限公司订立协议，据此卖方有条件地同意出售而买方有条件地同意收购该物 业，代价为人民币2515.3万元。物业指中国广东省汕头高新区科技东路2号威高大厦第9、第10和第11 层，总楼面面积为8384.34平方米，为工业用途。 ...

Core Viewpoint - Green Tea Group (06831) announced a share buyback on February 12, 2026, spending HKD 512,300 to repurchase 72,000 shares at a price range of HKD 7.03 to HKD 7.23 per share [1] Summary by Category - **Company Actions** - The company executed a share buyback program, indicating a commitment to returning value to shareholders [1] - The total expenditure for the buyback was HKD 512,300, reflecting the company's financial strategy [1] - **Share Price Details** - The repurchase price per share ranged from HKD 7.03 to HKD 7.23, which may suggest the company's valuation perspective on its own shares [1]

Core Viewpoint - The company, Macro Technology (603256.SH), issued a risk warning announcement addressing media reports categorizing it as part of the "PCB concept" sector, clarifying that its main product, electronic-grade fiberglass cloth, is a fundamental material for PCBs, and that there have been no significant changes in its core business operations [1] Group 1 - The company has been focused on the research, production, and sales of its main products, with no major changes in its business operations [1] - The company conducted a self-inspection and found no media reports or market rumors that require clarification or response [1] - There are no significant events identified that could materially impact the company's stock trading price [1]

花旗集团利率交易部门表示，市场对美国通胀前景过于自满，因此押注价格压力上升的交易具有吸引力。花旗利率交易台策略师本杰明.威尔特希尔表 示，投资者可能低估了美国消费者的韧性，市场对通胀的预期很可能会被小幅上调。他表示："市场似乎坚信通胀会回落，但我们仍处于一个结构性更高 的通胀环境。"他建议投资者买入"五年期远期通胀掉期"。当前，美联储偏好的核心通胀指标依然顽固地维持在略低于3%的水平。 越来越多迹象显示，他们的担忧并非空穴来风。1月份，美国国债与通胀保值债券之间的收益率差大幅上升，升至数月高位。作为另一项市场预期指标的 通胀掉期也同步走高。 对通胀将卷土重来的观点基于对美国经济强劲将重新推高物价的预期，尤其是如果美国总统提名的下一任美联储主席凯文.沃什推动更快或更大幅度的降 息。更广泛地看，商品价格上涨、政府大规模举债以及人工智能支出激增，也加剧了通胀压力。 瑞银集团高级交易员本.皮尔逊表示，由美国主导的"通胀性繁荣"是今年投资者低估的最大风险。皮尔逊称，如果这种情况成为现实，将使美联储在上半 年"完全按兵不动"，并迫使市场在下半年重新计入加息预期。渣打银行G-10策略主管史蒂文.巴罗预测，如果白宫对降息的渴 ...

Group 1 - The company Xuanwu Cloud (02392) announced a share buyback on February 12, 2026, spending HKD 33.4 million to repurchase 22,500 shares at a price of HKD 1.48 per share [1]