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港股异动丨宁德时代、洛阳钼业和老铺黄金走强 获纳入恒指成份股
Ge Long Hui A P P· 2026-02-16 03:11
Group 1 - The core point of the article is the impact of the upcoming inclusion of certain companies in the Hong Kong Hang Seng Index, leading to stock price fluctuations among affected firms [1] - CATL, a leading electric vehicle battery manufacturer, saw its stock rise by 3% following the announcement of its inclusion in the Hang Seng Index [1] - Luoyang Molybdenum, a mining company, experienced a 6% increase in its stock price due to the same news [1] - The jewelry retailer Laopuhuang gained 6% in stock value as well, benefiting from the index adjustment [1] - Conversely, Zhongsheng Holdings, an automotive retailer, will be removed from the Hang Seng Index, resulting in a 2% decline in its stock price [1] - The adjustments to the Hang Seng Index will take effect on March 9, increasing the number of constituent stocks from 88 to 90 [1]
港股异动丨加密货币概念股表现活跃 星太链集团涨超80%
Ge Long Hui A P P· 2026-02-16 03:10
格隆汇2月16日|星太链集团(0399.HK)大涨超80%,国富量子涨近17%。消息面上,星太链集团发布公 告,于2026年2月12日,公司已与中国国际数智金融集团有限公司就一个黄金真实世界资产代币化项目 订立战略合作框架协议。 ...
蔚来换电单日总量创历史新高
Ge Long Hui A P P· 2026-02-16 02:11
Core Insights - NIO achieved a record high of 146,649 battery swaps in a single day on February 15, 2026, indicating strong user adoption and market validation of its battery swap model [1] - The milestone of 100 million battery swaps was reached on February 6, 2026, further solidifying the battery swap model as a mainstream solution for electric vehicle charging in China [1] - NIO has established over 8,600 charging and battery swap stations nationwide, with more than 3,700 dedicated battery swap stations [1]
中海石油化学(03983.HK)获Hermes Investment Management增持34万股
Ge Long Hui A P P· 2026-02-16 00:01
格隆汇2月16日丨根据联交所最新权益披露资料显示,2026年2月11日,中海石油化学(03983.HK)获 Hermes Investment Management Ltd在场内以每股均价2.78港元增持34万股,涉资约94.52万港元。 | 废格序號 | 大股東/董事/最高行政人員名 作出按羅的 寶入 / 費出或涉及的 每股的平均價 | | | | 持有權益的股份數目 佔已發行的 有關事件的日期相關法國股份債權證權益 | | --- | --- | --- | --- | --- | --- | | | | 原因 | 股份數目 | | ( 請參閱上述 * 註 | | | | | | | 房) 份自分比 | | | | | | | 96 ) | | CS20260213E00213 | Hermes Investment 340,000(L) | 1101(L) | | HKD 2.7800 | 251,537,630[L) 14.01(L)11/02/2026 母 魔糖泥 | | | Management Ltd | | | | | 增持后,Hermes Investment Management Ltd最 ...
马斯克:特斯拉FSD将停止一次性付费服务,转为订阅制
Ge Long Hui A P P· 2026-02-15 03:44
Core Viewpoint - Tesla will stop selling its Full Self-Driving (FSD) system through a one-time payment model and will fully adopt a monthly subscription model starting February 14 [1] Group 1: Business Model Changes - The previous pricing for the FSD system was $8,000 for a one-time payment or $99 per month for a subscription [1] - The shift to a subscription model may be influenced by CEO Elon Musk's compensation structure, which is tied to business growth metrics [1] Group 2: Performance Targets - Tesla must achieve multiple targets, including reaching 10 million FSD subscription users, for Musk to receive additional stock rewards as per a compensation plan approved by shareholders [1] Group 3: Regional Adjustments - In Australia, the deadline for the one-time purchase option has been extended to March 31 [1]
中国银行协助沙特发行百亿美元主权债
Ge Long Hui A P P· 2026-02-15 02:17
Group 1 - The core viewpoint of the article highlights that Bank of China has successfully assisted the Kingdom of Saudi Arabia in pricing and issuing a sovereign bond worth $11.5 billion, marking its fifth consecutive participation in Saudi sovereign debt issuance since 2016 [1] - Bank of China's global advantages have enabled it to attract a diverse range of Asian investors, including commercial banks, sovereign institutions, and insurance asset management, maintaining Asian investors' share at over 22% [1] - The participation of Bank of China not only helps Saudi Arabia optimize its investor structure but also demonstrates the bank's strong distribution capabilities in the Asian market [1]
东亚银行2025年全年净利润35.0亿港元 低于市场预期
Ge Long Hui A P P· 2026-02-14 20:04
Core Viewpoint - East Asia Bank announced a projected net profit of HKD 3.5 billion for the full year 2025, with an estimate of HKD 4.01 billion [1] Financial Performance - The bank's net interest income for the year is projected to be HKD 15.32 billion, exceeding the estimate of HKD 15.11 billion [1] - The non-performing loan ratio is expected to be 2.69%, better than the estimated 2.87% [1] Capital Adequacy - The common equity tier 1 capital ratio is reported at 24.7%, surpassing the estimated 23.1% [1] - The bank declared an interim dividend of HKD 0.22 per share for the year [1]
因违反账户管理规定、占压财政存款或资金等,建设银行被罚没超4350万
Ge Long Hui A P P· 2026-02-14 14:54
Group 1 - The People's Bank of China announced administrative penalties against China Construction Bank for violating account management regulations and other ten types of illegal activities [1] - China Construction Bank was warned and had illegal gains of 550,975.67 yuan confiscated, along with a fine of 42,955,100 yuan, totaling 43,506,075.67 yuan in penalties [1]
高盛推出“抗AI冲击”主题投资组合,看好甲骨文和微软等
Ge Long Hui A P P· 2026-02-14 12:05
Group 1 - Goldman Sachs has launched a new "anti-AI impact" thematic investment portfolio, betting on companies less likely to be affected by AI disruptions [1] - The portfolio includes a long position in companies that require physical execution, are heavily regulated, or must be accountable by humans, which are difficult to replace with AI [1] - On the short side, the strategy targets companies with workflows that could be gradually automated by AI, such as Duolingo and Semrush [1] Group 2 - Goldman Sachs is optimistic about AI infrastructure-related companies, covering areas like computing power, cloud services, data facilities, development tools, and cybersecurity, with Oracle and Microsoft as representative firms [1]
安踏北美首店落子洛杉矶比弗利山庄
Ge Long Hui A P P· 2026-02-14 06:23
Core Insights - Anta Group's main brand "Anta" opened its first flagship store in North America in Beverly Hills, Los Angeles, marking its first offline direct-operated store in the U.S. market [1] - The opening in Beverly Hills, a global high-end commercial landmark, aims to break the traditional outbound model of Chinese brands that rely on wholesale and agency cooperation [1] - Anta seeks to establish a new global path centered on "brand autonomy, product innovation, and cultural confidence" through its unique "brand + retail" business model and direct-to-consumer (DTC) capabilities [1]