Market Movements - U.S. stock index futures are all down, with Dow futures down 0.37%, S&P 500 futures down 0.33%, and Nasdaq futures down 0.31% [1] - European indices also show declines, with Germany's DAX down 0.04%, UK's FTSE 100 down 0.01%, France's CAC40 down 0.36%, and the Euro Stoxx 50 down 0.43% [2] Oil Market - WTI crude oil is down 0.78% at $62.35 per barrel, while Brent crude is down 0.55% at $67.15 per barrel [2] - OPEC+ is leaning towards resuming oil production increases starting in April, with negotiations continuing before the March 1 meeting [2] Economic Data - The U.S. January Consumer Price Index (CPI) is expected to show a year-over-year increase slowing to 2.5%, down from 2.7% in December, marking the lowest level since May 2025 [4] - Both overall CPI and core CPI are expected to rise by 0.3% month-over-month, consistent with the previous month's increase [4] Software Sector - The software sector is experiencing significant sell-offs, but this presents a buying opportunity according to Byron Deeter from Bessemer Venture Partners, who notes that software stocks are in a state of severe overselling [5] - There is an anticipated divergence among software companies based on growth prospects and fundamentals, rather than a uniform market rebound [5] Interest Rates and Economic Outlook - JPMorgan suggests shorting two-year U.S. Treasuries, citing strong economic fundamentals that may hinder the Federal Reserve from making significant rate cuts [6] - The upcoming inflation report is expected to provide new insights into the Fed's future actions, with any signs of easing price pressures likely to boost demand for short-term bonds [6] Gold Market - ANZ Bank has raised its second-quarter gold price target to $5,800 per ounce, viewing the recent price pullback as a buying opportunity amid ongoing structural support [7] - Major Wall Street banks are showing a consensus bullish sentiment on precious metals, with Goldman Sachs targeting $5,400 and UBS and JPMorgan setting even higher targets of $6,200 and $6,300 respectively [7] Corporate Earnings - Applied Materials (AMAT) reported Q1 revenue of $7.01 billion, slightly down 2% year-over-year but above market expectations, with a positive outlook for Q2 revenue of approximately $7.65 billion [10][11] - Roku's Q4 revenue grew 16.1% year-over-year to $1.395 billion, exceeding expectations, with a positive outlook for the next quarter [10][11] - Airbnb's Q4 revenue reached $2.78 billion, up 12% year-over-year, also surpassing analyst expectations, with a positive growth forecast for 2026 [12] - Vale's Q4 revenue increased 9% to $11.06 billion, but the company reported a significant net loss due to asset impairments [13] - NatWest's Q4 pre-tax profit rose 30% to £1.94 billion, exceeding expectations, with plans to leverage AI for cost reduction and efficiency [14]

Core Insights - The company, YTO Express (圆通速递), reported a revenue of 6.612 billion yuan for its express delivery products in January 2026, representing a year-on-year growth of 23.82% [1] - The total business volume reached 2.943 billion parcels, which is an increase of 29.75% compared to the previous year [1] - The average revenue per parcel decreased to 2.25 yuan, reflecting a year-on-year decline of 4.57% [1]

智通财经APP获悉，香港联交所最新资料显示，2月10日，摩根大通增持澜起科技(06809)113.246万股， 每股作价177.6932港元，总金额约为2.01亿港元。增持后最新持股数目约为861.52万股，最新持股比例 为13.07%。 ...

据港交所2月13日披露，普莱医药(江苏)股份有限公司(简称：普莱医药)向港交所主板递交上市申请，中信证券为其 独家保荐人。招股书显示，普莱医药是一家于2009年4月成立的领先创新型抗菌肽(AMP)治疗药物公司，专注于四 个核心治疗领域，即抗感染、代谢疾病、肿瘤及自身免疫疾病，致力于通过公司的专有突破性技术及候选药物解决 全球重大未被满足的健康需求。截至最后实际可行日期，普莱医药有九种候选药物，包括一种核心产品(即PL-5)及 两种主要产品(即PL-3301及PL-18)。 ProteLight Pharmaceuticals (Jiangsu) Co., Ltd. 普萊醫藥(江蘇)股份有限公司 (於中華人民共和國成立的股份有限公司) [編纂] 獨家保薦人、[编纂] [编纂]股H股(視乎[编纂]行使與否而定) [编纂]項下[编纂]數目 .. [编纂]數目 : [编纂]股H股(可予[编纂]) 「编纂]股H股(可予[编纂]及視乎[编纂]行使與否而定) [编纂]數目 : 最高[编纂] 每股H股[編纂]港元,另加1.0%經紀佣金、0.00015% : 會財局交易徵費、0.0027%證監會交易徵費及 0.00565%聯交 ...

Group 1 - The core point of the article is that JPMorgan has reduced its stake in Lens Technology (300433) (06613) by selling 396,286 shares at an average price of HKD 27.3372 per share, totaling approximately HKD 10.83 million [1] - After the reduction, JPMorgan's latest holding is approximately 17.75 million shares, representing a holding percentage of 5.88% [1]

董事会进一步宣布，经审核委员会建议，董事会已决议委任金道连城会计师事务所有限公司(金道连城) 为本公司新核数师，自2026年2月13日起生效，以填补国卫辞任后产生的临时空缺。根据本公司的公司 章程，金道连城将任职至本公司下届股东周年大会结束为止。 爱世纪集团(08507)发布公告，由于本公司未能与国卫会计师事务所有限公司(国卫)就截至2026年3月31 日止年度(2025/26财年)的审计费用达成共识，国卫已辞任本公司核数师(核数师)，自2026年2月13日起 生效。 ...

香港联交所最新资料显示，2月12日，董事会主席汪林冰增持汉港控股(01663)864.4万股，每股均价 0.083港元，总金额约为71.75万港元。增持后最新持股数目约为14.42亿股，持股比例为58.51%。 本交易涉及其他关联方：陈响玲。 ...

福寿园(01448)发布公告，周立杰女士(周女士)因彼的工作安排，已提呈辞任本公司非执行董事，自2026 年2月13日起生效。 ...

连连数字(02598)发布公告，于2026年2月13日斥资271.85万港元回购39.4万股;根据首次公开发售前购股 权计划行使股权(本公司董事除外)而发行合共48.65万股新普通股。 ...

Group 1 - The core viewpoint is that the significant rise in oil company stocks since the beginning of the year signals a positive outlook for the oil market for the remainder of the year, with the S&P 500 Energy Index up approximately 21% year-to-date, outperforming all other sectors [1] - Historical data indicates that strong starts for energy stocks often lead to strong finishes, with previous instances showing that when the energy sector rises by 10% from the start of the year to mid-February, it typically gains at least 15% for the rest of the year [4] - Investors have shown increased interest in energy stocks, as evidenced by a record investment of $2.6 billion into the SPDR Energy Select Sector ETF in January, the highest since 2008 [4] Group 2 - The ongoing geopolitical tensions in Iran, stricter sanctions on Russian exports, and risks of supply disruptions in major shipping routes have contributed to the continuous rise in oil prices [4] - DataTrek Research has noted that the energy sector has outperformed the S&P 500 index by at least 20.9 percentage points in 7 instances since 2015, with subsequent 50-day periods showing continued outperformance [4] - The energy sector's weight in the S&P 500 is slightly above 3%, providing ample room for investors to increase their allocation to this sector [4] Group 3 - The energy sector is considered a component of the S&P 500 that should never be recommended for reduction, as it often remains the only sector to rise during geopolitical or oil crises [5] - Despite the overall market decline, energy company stock prices have also experienced a downturn, indicating potential uncertainties from economic, geopolitical, and even artificial intelligence influences that could disrupt historical trends by 2026 [5]