滴普科技公布，于2025年12月17日，该公司与沐曦集成电路(上海)股份有限公司(沐曦股份)订立战略合 作协议，旨在利用双方各自的优势及资源，在企业级大模型AI应用领域方面深化战略合作关系。根据 战略合作协议，双方将根据自身优势资源，聚焦制造、商业流通、交通、医疗等关键行业数智化需求， 成立联合技术攻关团队，打造从底层硬件算力平台到 AI级企业操作系统以及Agentic AI应用的全栈国产 AI端到端解决方案。 2月13日，恒生指数公司宣布截至2025年12月31日之恒生指数系列季度检讨结果，其中滴普科技(01384) 获纳入恒生综合指数。变动将于2026年3月6日(星期五)收市后实施并于2026年3月9日(星期一)起生效， 届时沪深交易所会相应调整港股通可投资标的范围。据中金研报，滴普科技有可能被调入港股通，因其 满足了包括市值、流动性和上市时间等在内的一系列标准。 ...

博雷顿(01333)发布公告，于2026年2月13日斥资1498.79万港元回购71.08万股。 ...

Group 1 - The company HuTongDa Network (09878) announced the acquisition of a 25% stake in JinTongLing (300091.SZ), with the target company's restructuring plan completed as of the announcement date [1] - The target company is a leading industrial service enterprise in China, focusing on digital technology and supply chain capabilities to empower rural retail stores [1] - The company aims to enhance the living standards of farmers through innovative supply chain and digital services, promoting the "integration of production and sales" strategy [1] Group 2 - The target company specializes in manufacturing fluid machinery, including industrial blowers and high-efficiency steam turbines, with applications in various industries such as wastewater treatment and food preservation [2] - The acquisition aligns with the company's overall strategic direction and will strengthen the synergy and value enhancement of existing business segments [2] - The company plans to nominate a majority of the board members of the target company and appoint key management personnel to lead daily operations and strategic decisions [2]

Core Viewpoint - Airbnb (ABNB.US) reported a strong performance in Q4, with revenue growth exceeding market expectations, indicating robust demand in the travel and hospitality sector [1] Financial Performance - Q4 revenue increased by 12% year-over-year to $2.78 billion, surpassing market expectations of $2.71 billion [1] - The number of booked nights and experiences rose by 10% year-over-year to 121.9 million, exceeding the market forecast of 117.6 million [1] - Total booking value grew by 16% year-over-year to $20.4 billion, also above the expected $19.4 billion [1] Future Outlook - For Q1, Airbnb projects revenue between $2.59 billion and $2.63 billion, higher than the market expectation of $2.53 billion [1]

Core Viewpoint - Coinbase reported a significant decline in revenue and a net loss for Q4, but projects substantial growth in trading volume and profitability for 2025 [1] Financial Performance - Q4 revenue decreased by 20% to $1.8 billion, exceeding market expectations [1] - The company recorded a net loss of $667 million for the quarter, compared to a net profit of $1.3 billion in the same period last year [1] - The loss was primarily attributed to impairment charges related to cryptocurrency holdings and investments [1] Future Projections - Coinbase anticipates total trading volume to exceed $5.2 trillion in 2025, representing a year-over-year growth of 156% [1] - The company expects to achieve a net profit of approximately $1.26 billion for the full year of 2025 [1] Market Share - Coinbase's market share in the spot market doubled, increasing from 3.2% at the end of 2024 to 6.4% [1]

Core Viewpoint - The Hang Seng Index Company announced the quarterly review results for the Hang Seng Index series, with Health 160 (02656) being included in the Hang Seng Composite Index, effective March 9, 2026 [1] Group 1: Company Overview - Health 160 is an experienced Chinese pharmaceutical and health products wholesaler and a leading provider of integrated digital healthcare services [1] - The company offers a variety of pharmaceutical health products and comprehensive digital healthcare solutions [1] - Health 160 operates an online healthcare service platform that connects various participants in the healthcare industry [1] Group 2: Market Impact - The inclusion of Health 160 in the Hang Seng Composite Index may lead to its potential addition to the Stock Connect program, as it meets criteria such as market capitalization, liquidity, and listing duration [1] - As of March 31, 2025, Health 160's platform has connected over 44,600 healthcare institutions since its establishment [1]

截至该公告日期，该款疫苗成为中国首款且唯一一款获批上市的全人群全剂量三价流感病毒亚单位疫 苗。该产品在传统病毒裂解疫苗的基础上进行重大升级，具有保护全面、组分抗原纯度高、不良反应风 险低等优势。 2月13日，恒生指数公司宣布截至2025年12月31日之恒生指数系列季度检讨结果，其中中慧生物- B(02627)获纳入恒生综合指数。变动将于2026年3月6日(星期五)收市后实施并于2026年3月9日(星期一) 起生效，届时沪深交易所会相应调整港股通可投资标的范围。据中金研报，中慧生物-B有可能被调入港 股通，因其满足了包括市值、流动性和上市时间等在内的一系列标准。 中慧生物-B(02627)发布公告，中国国家药品监督管理局已批准本集团针对所有年龄组别的三价流感病 毒亚单位疫苗的新药申请。 ...

Group 1 - The Hang Seng Index Company announced the inclusion of Easy Health (02661) in the Hang Seng Composite Index, effective from March 9, 2026, following a quarterly review [1] - Easy Health is likely to be included in the Stock Connect program due to meeting various criteria such as market capitalization, liquidity, and listing duration [1] - The company has successfully transformed from a "crowdfunding platform" to an "AI + health services + insurance protection" ecosystem, significantly increasing the proportion of health service revenue [1] Group 2 - Easy Health has established a unique brand moat in the highly fragmented digital healthcare market by focusing on public health education, differentiating itself from serious medical platforms like Yimaitong [2] - The company has become a starting point in the patient decision-making chain, leveraging its strong brand trust built from its previous crowdfunding platform [2] - The long-term value of the company is expected to further release at current stock price levels, with stock performance primarily dependent on the management's ability to deliver on transformation results [2]

2025年12月7日，国家医疗保障局公布2025年国家医保药品目录调整结果，轩竹生物自主研发的1类创新 药、CDK4/6抑制剂吡洛西利片成功纳入目录，为晚期乳腺癌患者带来医保报销新福利。 2月13日，恒生指数公司宣布截至2025年12月31日之恒生指数系列季度检讨结果，其中轩竹生物- B(02575)获纳入恒生综合指数。变动将于2026年3月6日(星期五)收市后实施并于2026年3月9日(星期一) 起生效，届时沪深交易所会相应调整港股通可投资标的范围。据中金研报，轩竹生物有可能被调入港股 通，因其满足了包括市值、流动性和上市时间等在内的一系列标准。 ...

近期，卧安机器人正式发布人形具身智能机器人onero。据了解，卧安机器人此次CES全球首发的onero 家庭保姆机器人，是专门为真实家庭场景打造的人形具身智能机器人。onero以VLA(视觉-语言-动作)模 型为核心，深度融合多模态感知、理解与动作生成能力，能看懂环境、理解环境，完成洗衣、洗碗、做 饭、收纳等繁琐家务。此外，1月10日，全球首家机器人网球训练场——深圳宝安超网中心"云馆"正式 开启试运行，卧安机器人旗下全球首款AI网球机器人Acemate重磅入驻，给运动爱好者提供随时可以陪 练的机器人运动搭子。 2月13日，恒生指数公司宣布截至2025年12月31日之恒生指数系列季度检讨结果，其中卧安机器人 (06600)获纳入恒生综合指数。变动将于2026年3月6日(星期五)收市后实施并于2026年3月9日(星期一)起 生效，届时沪深交易所会相应调整港股通可投资标的范围。据中金研报，卧安机器人有可能被调入港股 通，因其满足了包括市值、流动性和上市时间等在内的一系列标准。 ...