Core Viewpoint - Recently, Jili Rigging (002342.SZ) experienced a significant drop, closing at 17.15 yuan, following the circulation of false claims regarding its involvement in the aerospace sector and substantial project wins [1] Group 1: Company Clarification - Jili Rigging issued a statement addressing the false media reports that labeled it as a "new leader in commercial aerospace" and a "leader in rocket recovery" [1] - The company clarified that it has never engaged with any media or individuals regarding the aforementioned claims and has not made any statements on these topics [1] - The misleading information included assertions about winning a 458 million yuan project for a rocket recovery system in Hainan and having over 200 million yuan in orders in the aerospace sector, with production scheduled until the third quarter of 2026 [1]

Core Viewpoint - China Construction Bank has issued a risk warning regarding the recent volatility in the precious metals market, urging investors to be cautious and manage their investments wisely during the upcoming holiday period [1] Group 1: Market Conditions - Recent fluctuations in domestic and international precious metal prices have intensified, leading to increased market risks [1] - The approach to investing in precious metals should be rational and prudent, taking into account individual financial situations and risk tolerance [1] Group 2: Risk Management Recommendations - Investors are advised to maintain a balanced and moderate allocation to precious metals and to control their positions carefully to avoid impulsive trading [1] - It is important for investors to monitor their holdings and margin balance regularly to mitigate risks associated with the precious metals market [1] Group 3: Bank's Actions - To enhance risk control, China Construction Bank will implement dynamic trading limit management for its gold products from February 14 to February 23 [1] - The bank will also suspend physical repurchase services during this period [1]

Core Insights - Morgan Stanley's CEO Ted Pick received a salary increase to $45 million for 2025, with 75% of his bonus deferred for three years in the form of equity awards [1] - Morgan Stanley achieved its best-ever performance in 2025, with earnings per share reaching record highs, driven by its entry into the debt capital markets and funding projects related to the AI boom [1] - Morgan Stanley's stock price surged by 41% in 2025, outperforming the S&P 500 index, which rose by 16% [1] Compensation Trends - Other Wall Street executives also saw significant salary increases, with Goldman Sachs CEO David Solomon's pay rising by 21% to $47 million [1] - Wells Fargo's Charlie Scharf received a 28% pay increase to $40 million [1] - JPMorgan's Jamie Dimon saw a 10% salary growth, bringing his compensation to $43 million [1]

格隆汇2月12日｜据中新经纬，2月11日，国产射频龙头卓胜微发布公告，公司于近日收到实际控制人之 一许志翰先生的通知，其与ZHANG YU（张昱）女士经友好协商，已解除婚姻关系，并就离婚财产分 割事宜做出相关安排。根据两人签订的《分割协议》，许志翰将其直接持有的公司无限售条件流通股份 1715万股（占公司总股本的3.21%），分割至张昱名下。许志翰现为卓胜微董事长、总经理，2024年从 公司获得的税前报酬总额312.08万元。截至11日收盘，卓胜微最新市值402亿元，按此计算许志翰将价 值12.9亿元的股票分给了前妻。 ...

Group 1 - The core viewpoint of the article is that Pershing Square, led by Bill Ackman, has established a new position in Meta Platforms, representing 10% of the company's capital, approximately $2 billion, by the end of 2025 [1] - The investment rationale is based on the belief that artificial intelligence (AI) will enhance Meta's content recommendation and personalized advertising capabilities, potentially unlocking new opportunities in wearable devices and AI digital assistants for enterprises [1] - Pershing Square began acquiring Meta shares in November at an average cost of $625 per share, with the stock price having increased by 11% since then and an additional 3% rise anticipated by early 2026 [1] Group 2 - Meta's stock has declined approximately 13% over the past six months, attributed to investor concerns regarding the company's significant investments in AI [1] - Pershing Square views Meta's business model as one of the direct beneficiaries of AI integration [1]

Core Viewpoint - Cisco, as the world's largest manufacturer of computer networking and internet equipment, has released an optimistic earnings forecast for the upcoming quarter, indicating strong demand from clients building artificial intelligence systems [1] Group 1: Earnings Forecast - For the fiscal quarter ending in April, Cisco expects revenue to reach between $15.4 billion and $15.6 billion, surpassing Wall Street's average expectation of $15.2 billion [1] - The company is adjusting its chips and networking equipment to handle the massive data required by artificial intelligence data centers [1] Group 2: Market Demand - Analyst Woo Jin Ho noted that artificial intelligence remains a strong sales growth driver, with large data center operators continuing to expand their AI infrastructure deployments, thereby increasing demand for higher-capacity networks [1] - Cisco's stock price increased by 30% last year, reflecting positive market sentiment [1]

格隆汇2月12日｜国际要闻： 大中华区要闻： 1、美股三大指数小幅收跌，谷歌、微软跌超2%，中概指数跌0.65%； 2、美国1月非农大超预期； 3、美国1月失业率4.3%，低于预期； 4、特朗普拟发布新行政令：利用政府资金重振煤炭行业； 5、消息称特朗普私下权衡是否退出美墨加贸易协定； 6、华尔街新交易逻辑：凡是可能被AI替代的公司 先卖再说； 7、报告：美国消费者债务违约率飙升至近十年来新高； 8、美国本财年至今关税收入飙升逾300%； 9、美媒：美国指示第二艘航母做好部署到中东的准备； 10、印尼持续减少镍产量以推高价格 全球最大镍矿产量配额遭大幅削减； 11、喜力：全球裁减最多6000个职位，下调2026年利润增长预期； 1、国办：在保障能源安全的基础上，分品种有节奏推进气电、水电、核电等电源进入电力市场； 2、国办：扩大绿色电力消费规模，加快建立强制消费与自愿消费相结合的绿证消费制度； 3、国务院国资委推动中央企业积极扩大算力有效投资； 4、消息人士：字节跳动自研AI芯片 与三星洽谈代工事宜； 5、中国探月工程再传捷报，2030年前实现中国人首次登陆月； 6、DeepSeek发布新模型！ 7、智谱发布 ...

格隆汇2月12日｜据华尔街日报，Meta最新年度报告中包含一则不同寻常的投资者提示。审计机构安永 就Meta为将一项价值270亿美元的数据中心项目移出资产负债表所采用的财务安排发出警示，将其列 为"关键审计事项"。这是审计机构在审计过程中所需作出的最艰难、风险最高的判断之一。Meta于去年 10月将Hyperion数据中心项目剥离出表，转入与Blue Owl Capital成立的新合资企业。Meta持有该合资企 业20%的股权，由Blue Owl管理的基金持有其余80%。持有Blue Owl股份的控股公司Beignet Investor向 投资者发行了当时创纪录的273亿美元债券。Meta关于其不对该合资企业拥有控制权的说法存在争议， 并引发投资者和立法者的关注。Meta作为一家超大规模云计算运营商，具备运营数据中心的专业能 力，而Blue Owl则是一家投资公司。该合资企业能否实现经济上的成功，将取决于Meta的决策和专业能 力。 ...

格隆汇2月12日｜德意志交易所将以11亿欧元分两批收购泛大西洋投资集团所持 ISS Stoxx 剩余股权。 首批支付7.31 亿欧元，本月支付；第二批于下月支付。 德意志交易所将通过现有现金及手头债务融资 为本次交易提供资金。 全面持股首年，预计该交易将对德意志交易所的现金每股收益（EPS）产生低个 位数的增厚效应。 根据合作协议，在无法通过 IPO 实现变现的情况下，泛大西洋投资集团可将其股份 出售给德意志交易所。 ...

如何抓住黄金波段机会？聪明钱的选择，黄金+股票一键搞定>> 格隆汇2月11日丨宝武镁业(002182.SZ)在投资者关系中表示，有被问到：铝价持续走上升通道，对镁合 金市场有影响吗？ 答：近期，全球铝价稳步上升，并不断创下新高。与此相对，镁合金价格仍处于低谷，这使得其性价比 显著提升。特别是在电动车自行车新国标发布后，镁合金需求大幅增加。例如，我司从10月份开始，镁 合金销售量在原有基础上增加了约10%，创下历史新高。预计在"十五五"期间，镁在电动两轮车的用量 将持续快速提升。另外，汽车轻量化渗透持续加速，尤其在新能源汽车领域表现突出：1、压铸厂持续 布局镁压铸，许多铝压铸厂商都在加码镁压铸布局；2、多家主流车企积极推进镁合金应用，加大镁产 品的渗透，其中某车企镁合金产品均为公司提供，单车用量目前已达 20Kg 以上，未来随着镁大型压铸 件如电驱壳体、后地板、门内板等部件上车以后，单车用镁有望达到50-100kg；3、从产品领域来看， 应用场景不断拓宽，包括仪表盘支架、电驱壳体、后地板等领域正在加速镁应用发展，从公司及同行业 其他公司的定点来看，镁合金汽车压铸件正面临着前所未有的发展良机。 ...