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摩根大通增持金力永磁25.42万股 每股作价约21.72港元
Zhi Tong Cai Jing· 2026-02-13 12:52
Group 1 - Morgan Stanley increased its stake in Jinli Permanent Magnet (300748)(06680) by 254,200 shares at a price of HKD 21.7208 per share, totaling approximately HKD 5.5214 million [1] - After the increase, the total number of shares held by Morgan Stanley is approximately 16.6448 million, representing a holding percentage of 7.09% [1]
绿茶集团2月13日斥资17.08万港元回购2.44万股
Zhi Tong Cai Jing· 2026-02-13 12:52
Group 1 - The company, Green Tea Group (06831), announced a share buyback on February 13, 2026, spending HKD 170,800 to repurchase 24,400 shares [1] - The buyback price ranged from HKD 6.92 to HKD 7.06 per share [1]
Hermes Investment Management Ltd增持中海石油化学34万股 每股均价2.78港元
Zhi Tong Cai Jing· 2026-02-13 12:52
香港联交所最新资料显示,2月11日,Hermes Investment Management Ltd增持中海石油化学(03983)34万 股,每股均价2.78港元,总金额为94.52万港元。增持后最新持股数目约为2.52亿股,最新持股比例为 14.01%。 ...
Cathay Pacific Airways Limited增持国泰航空约6.43亿股 每股作价约10.84港元
Zhi Tong Cai Jing· 2026-02-13 12:52
Group 1 - Cathay Pacific Airways Limited increased its stake in Cathay Pacific (00293) by approximately 643 million shares at a price of HK$10.8374 per share, totaling around HK$6.969 billion [1] - Following the increase, the total number of shares held by the company is approximately 643 million, representing a holding percentage of 9.56% [1] - On February 12, 2026, Qatar Airways Group Q.C.S.C. executed a buyback deed for the off-market share buyback of 643,076,181 shares from Qatar at the same price of HK$10.8374 each [1]
Healthblooming Limited增持脑动极光-B120万股 每股作价约4.69港元
Zhi Tong Cai Jing· 2026-02-13 12:52
Group 1 - Healthblooming Limited increased its stake in Brainstorm Cell Therapeutics Inc. (06681) by acquiring 1.2 million shares at a price of HKD 4.6927 per share, totaling approximately HKD 5.6312 million [1] - Following this transaction, Healthblooming Limited's total shareholding in Brainstorm Cell Therapeutics Inc. reached 82.104 million shares, representing a 6.04% ownership stake [1] - The transaction involved other related parties, specifically Zhao Yujie [1]
TURING INNOVATION LIMITED增持中国科创产业投资133万股 每股均价0.765港元
Zhi Tong Cai Jing· 2026-02-13 12:52
本次交易涉及关联方:麦叶青。 香港联交所最新数据显示,2月11日,TURING INNOVATION LIMITED增持中国科创产业投资 (00339)133万股,每股均价0.765港元,总金额约为101.75万港元。增持后最新持股数目约为1.08亿股, 最新持股比例为25.11%。 ...
摩根大通增持微创医疗约89.17万股 每股作价约11.09港元
Zhi Tong Cai Jing· 2026-02-13 12:46
香港联交所最新数据显示,2月9日,摩根大通增持微创医疗(00853)89.1713万股,每股作价11.089港 元,总金额约为988.82万港元。增持后最新持股数目约为1.92亿股,持股比例为10.02%。 ...
零在科技金融附属授出本金金额为1.03亿港元的贷款
Zhi Tong Cai Jing· 2026-02-13 12:46
及何崇本博士及何世荣先生各自提供的个人担保作抵押,据此,X8Finance同意(其中包括)根据有关协 议的条款及按照其中所载条件向亨景提供2026年2月贷款;及与联旺(香港)有限公司(联旺)及何世荣先生 (作为共同借款人)订立补充贷款协议将本金金额为3500万港元的2025年7月贷款II延期,该贷款以联旺 (作为抵押人)提供的物业II的现有第二按揭作抵押,据此,X8Finance同意将2025年7月贷款II的还款日期 由2026年2月13日起延长12个月。 零在科技金融(00093)发布公告,于2026年2月13日,本公司的间接全资附属公司X8Finance(作为放款 人):与亨景有限公司(亨景,作为借款人)订立2026年2月贷款协议以提供本金金额为1.03亿港元的2026 年2月贷款,该贷款以亨景(作为抵押人)提供的物业I的第一按揭;何崇本博士(作为抵押人)提供的物业III 的第一按揭。 ...
6000亿美元豪赌下的焦虑:大厂AI支出虽激增,英伟达(NVDA.US)股价却不再随之起舞
Zhi Tong Cai Jing· 2026-02-13 12:44
Core Viewpoint - Major tech companies are increasing their spending plans on artificial intelligence infrastructure, yet Nvidia's stock price has remained stagnant for months despite being a key beneficiary of this investment trend [1][4]. Group 1: Nvidia's Stock Performance - Nvidia's stock has seen less than a 1% increase since early Q4 of last year, despite reaching an all-time high in late October [1]. - The stock's performance in early 2026 is only slightly outperforming the S&P 500, showing a slowdown compared to nearly 40% growth in 2025 [1]. - Currently, Nvidia's stock price is approximately 24 times its expected earnings, which is in line with the Nasdaq 100 and slightly above the S&P 500, but still significantly lower than its five-year average of 38 times [4]. Group 2: Capital Expenditure and Market Sentiment - Companies like Meta, Alphabet, Microsoft, and Amazon are expected to increase their capital expenditures to over $600 billion by 2026, but concerns about the returns on these investments have not significantly boosted stock prices [1]. - Analysts express worries that the ultimate benefits of AI may not keep pace with the announced capital expenditures, potentially leading to market saturation and a pause in investments [4]. - Despite the anticipated growth in Nvidia's sales by 58% this year and 28% by 2027, the valuation of Nvidia is under pressure due to expected slowdowns in revenue growth [4]. Group 3: Analyst Perspectives - Analysts have not significantly changed their revenue and profit forecasts for Nvidia for 2026 since the announcement of spending plans by major tech firms, indicating a wait-and-see approach [5]. - Market sentiment can shift rapidly, and stocks like Nvidia may experience natural consolidation periods after significant price increases [6].
协同通信:没有未获认购供股股份于配售事项下获配售
Zhi Tong Cai Jing· 2026-02-13 12:40
Core Viewpoint - The company announced that there were no unallocated shares from the rights issue available for placement, resulting in no net proceeds to be distributed to non-participating shareholders [1] Summary by Relevant Sections - **Rights Issue Results**: A total of 87.1231 million shares will be issued, which represents approximately 9.71% of the total shares available for subscription under the rights issue [1]