里昂发布研报称，现予中芯国际(00981) H股目标价93.3港元，中芯国际(688981.SH)A股目标价152元人 民币，均予"跑赢大市"评级。 中芯国际2025年第四季收入按季升4.5%至24.9亿美元，超越0%至2%的增长指引。期内毛利率为 19.2%，约处于18%至20%指引区间的中值。平均售价按季上升1%至每片晶圆914美元。 公司指引2026年首季收入按季持平，符合市场预期；而毛利率指引为18%至20%，略低于市场预期的 20.9%。公司预期2026年全年收入增长将高于行业平均水平，资本开支指引则大致与2025年81亿美元持 平。 ...

智通财经获悉，周三，美国股市回吐早盘涨幅最终收跌，尽管就业数据强劲提振市场，但对人工智能 (AI)冲击多个行业的担忧抑制了此轮反弹。 标普500指数微跌收盘，盘中一度有望刷新历史收盘新高，最终悉数回吐涨幅。科技权重集中的纳斯达 克100指数收涨0.3%，盘中最高上涨1%;而芝加哥期权交易所波动率指数(VIX)徘徊在18附近。 "就业报告发布后的反弹有些出人意料，毕竟近期市场更关注美联储，而非经济本身，"Nationwide首席 策略师Mark Hackett表示，"此轮抛售主要来自科技板块，延续了过去几个月的格局——国际股与价值股 领涨。" 一项衡量美股"七巨头"的指数下跌0.6%，跟踪软件股的ETF大跌2.6%。 一周多来，由于市场担忧AI对行业带来颠覆性冲击，软件股持续承压。投资者转而拥抱业务难以被AI 替代的公司。 房地产服务类股周三也走低，因市场评估该类企业面对AI技术冲击的脆弱性。世邦魏理仕(CBRE.US)重 挫12%，仲量联行(JLL.US)与Cushman & Wakefield(CWK.US)也双双下跌。 好消息反成坏消息 "成长股与动量股正承受最大压力，因市场预期利率将在更长时间维持高位， ...

Group 1 - Bill Ackman, founder of Pershing Square Capital, disclosed a significant stake in Meta Platforms (META.US), with the investment starting in late November 2025 and reaching approximately $2 billion, accounting for 10% of the firm's total assets by the end of last year [1] - Ackman believes Meta is at a critical inflection point for performance growth driven by AI technology, highlighting its leading position in content recommendation algorithms, targeted advertising, and wearable devices, which he feels is not fully reflected in the stock price [1] - Despite Meta's plans to invest $115 billion to $135 billion in capital expenditures for infrastructure by 2026, Ackman argues that the current forward P/E ratio of about 22 times is "deeply discounted" relative to its growth prospects [1] Group 2 - The heavy investment in Meta signifies a major strategic shift in Pershing Square's portfolio, as Ackman has completely exited long-held positions in traditional consumer stocks like Hilton Hotels (HLT.US), Chipotle Mexican Grill (CMG.US), and Nike (NKE.US) to focus on high-growth tech sectors [2] - Currently, Pershing Square's holdings are highly concentrated, with Meta, Alphabet (GOOGL.US), and Uber (UBER.US) forming the core of its AI strategy [2]

Core Viewpoint - The recent transfer of shares of Lattice Semiconductor (06809) from China International Capital Hong Kong Securities to Morgan Stanley Hong Kong Securities indicates significant investor activity, with a transfer value of HKD 997 million, representing 8.50% of the company's shares [1] Company Overview - Lattice Semiconductor is a leading global fabless integrated circuit design company focused on providing innovative, reliable, and energy-efficient interconnect solutions for cloud computing and AI infrastructure [1] - The company offers interconnect chips, including memory interconnect chips and PCIe/CXL interconnect chips, which are utilized across a wide range of end applications, including data centers, servers, and computers [1]

Core Viewpoint - NetEase's net profit attributable to shareholders for the fiscal year 2025 increased by 13.68% year-on-year, indicating strong financial performance and growth potential in the gaming and online services sector [1] Group 1: Financial Performance - NetEase's adjusted net profit for 2025 saw a significant year-on-year increase of 68.2%, reflecting robust operational efficiency and revenue growth [1]

香港联交所最新资料显示，2月11日，天齐锂业（002466）(09696)股东将股票存入花旗银行，存仓市值 27.65亿港元，占比39.64%。 天齐锂发布公告，经修订及重列配售协议所载全部条件均已达成，且配售已于2026年2月11日完成。配 售代理已根据经修订及重列配售协议的条款及条件按每股配售股份45.05港元的配售价向不少于6名承配 人成功配售合共6505万股配售股份。估计配售每股配售股份的净价将约为44.95港元。 此外，经修订及重列认购协议所载全部先决条件均已达成，且本金总额为人民币26亿元的债券已于2026 年2月11日完成发行。债券可在条款及条件所载的情况下转换为H股，初始转换价为每股H股51.85港元 (可予调整)，假设债券全部按每股H股51.85港元的初始转换价进行转换，债券将转换成约5648.19万股H 股。 ...

Group 1 - The core point of the article is that Hong Kong Stock Exchange data shows that on February 11, shareholders of Howie Group (603501)(00501) deposited shares into Goldman Sachs (Asia) Securities, with a market value of HKD 517 million, accounting for 9.74% [1] - Howie Group announced that on February 11, 2026, it will issue a total of approximately 11,400 shares due to the exercise of options [1] - Additionally, the company will issue and allocate 4.9411 million H-shares due to partial exercise of the over-allotment option [1]

Group 1 - The core point of the article highlights the transfer of shares of Dongwu Cement (00695) from Puyin International Securities to Masyin Securities, with a market value of HKD 378 million, representing 6.92% of the total shares [1] - Dongwu Cement's major shareholder, Goldview, previously announced in August that it sold part of its shares to Hong Kong Aviation and Fenyuan Capital, both of which have strong state-owned enterprise backgrounds [1] - Hong Kong Aviation is a wholly-owned subsidiary of Hong Kong Aviation Group, with the ultimate beneficial owner being the Suzhou State-owned Assets Supervision and Administration Commission [1] Group 2 - Fenyuan Capital is a wholly-owned subsidiary of Fenhu Investment Group, which is a core platform under the management committee of Fenhu High-tech Industrial Development Zone, also affiliated with Suzhou State-owned Assets [1]

香港联交所最新资料显示，2月11日，中天宏信(00994)股东将股票存入英皇证券香港，存仓市值3015万 港元，占比8.10%。 此前中天宏信发布公告，于2026年1月29日，公司根据购股权计划，向5名承授人要约授出5000万份购股 权，以供认购公司股本中每股面值0.01港元的普通股，但须待承授人接纳购股权后方可作实。 ...

Group 1 - The core viewpoint of the article highlights the transfer of shares of Asia Pacific Financial Investment (08193) from Huatai Hong Kong to Futu Securities International Hong Kong, with a market value of HKD 16.89 million, representing 17.5% of the total shares [1] - Asia Pacific Financial Investment reported a total revenue of HKD 11.99 million for the six months ending September 30, 2025, reflecting a year-on-year increase of 10.39% [1] - The company achieved a profit attributable to owners of HKD 27.24 million, a significant turnaround from a loss of HKD 1.13 million in the same period last year, with earnings per share of HKD 0.097 [1]