大摩认为，这份规划并非特斯拉对地面光伏市场的简单布局，而是锚定地缘政治下的能源供应链安全， 以及马斯克太空数据中心的长期战略目标，同时与特斯拉现有的储能业务形成深度协同。 研报指出，这一光伏布局有望为特斯拉能源业务带来250-500亿美元的股权价值增量，折合每股6-14美 元，推动能源业务估值提升35%，成为特斯拉多元化发展的又一重要筹码。 01 一边与中国光伏企业谈着合作并审厂，一边在美国本土选址打算建厂。马斯克野心勃勃的太空光伏计 划，究竟是什么样的？ 近日，摩根士丹利发布一份研究报告，针对特斯拉宣布规划建设100GW垂直整合光伏制造产能的动 作，展开深度测算与分析。 供应链安全+太空数据中心需求 大摩分析，特斯拉此次大手笔布局光伏产能，背后有两大核心逻辑支撑，二者共同指向其长期的能源与 太空战略布局，而非短期的市场扩张。 其一，地缘政治下的能源供应链自主需求。当前全球光伏制造产能的75%以上集中在中国及东南亚地 区，美国本土光伏供应链则呈现明显的结构性失衡：晶锭、硅片、电池等上游核心环节产能不足 10GW，仅模块组装环节有65GW产能，而美国公用事业级光伏的年需求达30-40GW。 马斯克在特斯拉四季度 ...

Group 1 - The company, Heartbeat (02400), announced a share buyback plan, intending to repurchase 24,200 shares at a cost of HKD 1.9625 million [1]

Core Viewpoint - Zhihu-W (02390) announced a share repurchase plan, intending to spend approximately $116,200 to buy back about 94,600 shares on February 10, 2026 [1] Group 1 - The company plans to execute the share repurchase on February 10, 2026 [1] - The total expenditure for the share buyback is estimated at $116,200 [1] - The number of shares to be repurchased is approximately 94,600 [1]

广康生化（300804）(300804.SZ)发布公告，特定股东共青城华拓至盈贰号投资合伙企业(有限合伙)(以 下简称"华拓至盈贰号")、深圳市华拓至远叁号投资企业(有限合伙)(以下合称"华拓至远叁号")以及共青 城瑞宏凯银壹号股权投资基金合伙企业(有限合伙)(以下简称"瑞宏凯银壹号")计划自本公告披露之日起 三个交易日后的三个月内，通过集中竞价和大宗交易方式减持公司股份。其中，华拓至盈贰号和华拓至 远叁号计划合计减持不超过131.98万股，即不超过公司总股本的1.7835%；瑞宏凯银壹号计划减持不超 过198万股，即不超过公司总股本的2.6757%。 ...

Group 1 - The company, CATL, announced the public issuance of corporate bonds amounting to no more than RMB 5 billion, which has received approval from the China Securities Regulatory Commission on February 6, 2026 [1] - The inquiry for the coupon rate was conducted on February 11, 2026, with a range set between 1.60% and 2.20% [1] - The final coupon rate for the bonds, designated as "26CATLK1" with the bond code 524672, was determined to be 1.69% based on the results of the inquiry [1]

科林电气（603050）(603050.SH)发布公告，李砚如先生拟通过集中竞价及大宗交易方式合计减持不超 过604.96万股，减持比例不超过公司总股本的1.50%;屈国旺先生拟通过集中竞价及大宗交易方式合计减 持不超过604.96万股，减持比例不超过公司总股本的1.50%。 ...

Core Viewpoint - The company, Teruid (300001.SZ), has been announced as a candidate for several projects under the China Southern Power Grid's procurement framework, with a total pre-bid amount of approximately 170 million yuan [1] Group 1 - The China Southern Power Grid Supply Chain Unified Service Platform has released public announcements regarding the second batch of framework bidding projects for distribution network equipment and the fifth batch of bidding projects for primary network equipment for 2025 [1] - The company is listed as a candidate for several projects within these announcements, indicating potential future revenue opportunities [1]

Group 1 - The company Noah Holdings (06686) announced a share repurchase plan on February 10, 2026, involving an expenditure of $138,600 to buy back 58,100 shares at a price of $2.387 per share [1]

Group 1 - The company, Green Tea Group (06831), announced a share buyback plan, intending to repurchase 18,800 shares at a cost of HKD 136,200 on February 11, 2026 [1]

Group 1 - The Capital Group Companies, Inc. reduced its stake in Techtronic Industries Co. Ltd. (00669) by selling 7,995,060 shares at an average price of HKD 113.6963 per share, totaling approximately HKD 909 million [1] - After the reduction, The Capital Group's remaining shareholding is approximately 108 million shares, representing a holding percentage of 5.88% [1]