随着国内数字经济步入高质量发展轨道，作为支撑数字经济发展的关键基础设施，数据中心及相关配套 产业正迎来需求快速增长的黄金期，展现出强劲的发展潜力。标的资产在该领域占据优势地位，拥有完 善的项目全流程运营体系，以及一批高价值的头部客户资源，通过长期服务大型互联网企业积累了较强 的竞争优势。 公司顺应当前数字经济发展的趋势，充分发挥自身在电力、新能源等领域积累的经验和优势，探索延伸 产业链，战略性布局数据中心领域，开辟新的业务增长空间。本次交易将实现双方资源优势互补，挖 掘"电算协同"优势，河南投资集团和上市公司将依托在绿色电力供应和区域布局方面的资源禀赋，为标 的资产提供战略发展空间，共同推进低碳转型，抢占行业发展机遇。 格隆汇2月11日丨豫能控股(001896.SZ)公布，公司正在筹划参股投资公司控股股东河南投资集团有限公 司(以下简称"河南投资集团")下属控股企业先天算力(河南)科技有限公司(以下简称"先天算力")，并联合 河南投资集团以先天算力为收购主体，收购郑州合盈数据有限责任公司(以下简称"郑州合盈")控股权相 关事项。本次参股投资事项尚处筹划阶段，存在较大不确定性，敬请投资者注意投资风险。 ...

根据本次发行方案，公司同意由整体协调人(代表国际包销商)于2026年2月 10 日悉数行使超额配售权， 按发售价每股 H 股股份106.89 港元发行988.35万股H股股份。前述超额配售权悉数行使后，本次发行的 H 股由6589万 股增加至7577.35万 股。香港联交所已批准该等超额配售股份上市及买卖，预计将于2026 年 2 月 13 日(星期五)上午 9 时开始在香港联交所主板上市及买卖。 格隆汇2月11日丨澜起科技(688008.SH)公布，经香港联交所批准，公司发行的6589万股H 股股票(行使超 额配售权之前)已于 2026 年 2 月 9 日在香港联交所主板挂牌并上市交易。公司 H 股股票中文简称为"澜 起科技"，英文简称为"MONTAGETECH"，股份代号为"6809"。 ...

Core Viewpoint - Mattel's stock price plummeted by 29% in after-hours trading due to disappointing holiday sales and a lower-than-expected profit outlook for 2026 [1] Group 1: Sales Performance - Mattel reported a 7% increase in fourth-quarter sales, reaching $1.77 billion, which fell short of Wall Street's forecast of $1.84 billion [1] - The company experienced a key sales period before Christmas that did not meet expectations, leading to increased discounting that pressured profit margins [1] Group 2: Profitability and Margin Impact - Due to increased discounts, tariff costs, and other factors, both profit and gross margins significantly declined [1] - The company’s annual performance outlook was also below expectations as it plans to increase investments to boost sales [1] Group 3: Competitive Landscape - In contrast, competitor Hasbro reported that shoppers were willing to pay higher prices for toys during the holiday season, allowing them to pass on tariff costs without severely impacting demand [1]

Group 1 - The Chinese government plans to enhance the integration of low-altitude equipment and information communication, promoting the adaptation and verification of 5G/5G RedCap modules with low-altitude aircraft [1] - Zhongjin International expects its sales revenue growth to exceed the average of comparable peers by 2026, with capital expenditures remaining roughly the same as in 2025 [2] - Zhongjin International reported a net profit of 1.223 billion yuan in Q4, representing a year-on-year increase of 23.2% [2] - Dong'a Ejiao plans to invest 1.485 billion yuan in the construction of a health consumer goods industrial park [2] - Xinyuan Technology (ST Xinhua Jin) faces potential suspension risks due to the approaching deadline for rectifying fund occupation issues [2] Group 2 - The Hong Kong government plans to raise the statutory minimum wage to 43.1 HKD [1] - The Shanghai metropolitan area land space planning covers 14 cities in the Yangtze River Delta [1] - Deep Blue Aerospace has made significant progress in the development of the core power system for its large reusable launch vehicle, "Star Cloud No. 2" [1]

Core Viewpoint - The U.S. stock market showed mixed results with the Dow Jones increasing by 0.1%, while the Nasdaq and S&P 500 indices decreased by 0.59% and 0.33% respectively [1] Group 1: Stock Performance - Major technology stocks experienced varied performance, with Oracle rising over 2% and Tesla increasing more than 1%, while Google and Broadcom fell over 1% [1] - The residential construction, railway transportation, and tourism sectors saw significant gains, with Marriott Hotels rising over 8%, Hilton Hotels increasing over 3%, and Union Pacific up over 2% [1] - Storage and cryptocurrency-related stocks faced notable declines, with Western Digital dropping over 8%, SanDisk down over 7%, and Seagate Technology falling over 6% [1] Group 2: Chinese Stocks - The Nasdaq Golden Dragon China Index rose by 0.87%, with popular Chinese stocks such as Li Auto increasing by 2.9%, and BYD and Alibaba both rising over 2% [1] - Other Chinese companies like NIO, Xpeng, New Oriental, and JD.com saw increases of over 1%, while Tencent fell by 1.4% and Meituan dropped by 2.8% [1]

格隆汇2月10日｜奈飞涨超3%，迪士尼涨近3%，甲骨文、赛富时涨超2%，微软、台积电涨近2%，特斯 拉涨超1%。 ...

Core Viewpoint - Company announced the full exercise of the over-allotment option involving a total of 9,883,500 H-shares, representing approximately 15.0% of the total shares available for subscription under the global offering before the exercise of the over-allotment option [1] Summary by Sections - **Over-allotment Option** - The overall coordinator, representing international underwriters, fully exercised the over-allotment option as of February 10, 2026 [1] - The total number of shares involved is 9,883,500 H-shares [1] - **Share Pricing and Fees** - The H-shares will be issued at a price of HKD 106.89 per share, which is the same as the offering price under the global offering, excluding various fees [1] - Fees include a 1% brokerage commission, a 0.0027% Securities and Futures Commission transaction levy, a 0.00565% Stock Exchange trading fee, and a 0.00015% Financial Reporting Council trading fee [1] - **Listing and Trading** - The Hong Kong Stock Exchange has approved the listing and trading of the over-allotment shares [1] - The over-allotment shares are expected to commence trading on the main board of the Stock Exchange at 9:00 AM on February 13, 2026 [1]

格隆汇2月10日｜高盛集团CEO大卫·所罗门表示，上周因担心人工智能竞争而导致的软件股大幅下跌可 能反应过度。"我认为上周的市场叙事有点过于宽泛了，"所罗门周二在佛罗里达州基比斯坎举行的瑞银 集团会议上表示。"（AI领域）会有赢家和输家——许多公司将成功转型并发展良好。"许多软件股因 Anthropic PBC新推出一款AI自动化工具及其对传统软件即服务业务的潜在影响而下跌。此次抛售波及 范围广泛，无论公司是否已与AI公司建立合作伙伴关系或拥有专有数据资产，均受到影响。 ...

报告指出，2026年第一季的开局相当动荡，消费者活动显著缩减。1月美国轻型汽车销量跌至年化1490 万辆，创下3年多来新低；旅游业也陷入停滞，旅店入住率年率下降1%。全美住宅建筑商协会的数据显 示，潜在购房者流量指数已降至23(指数高于50代表看好)，而租赁空置率则攀升至7.2%，为2017年以来 最高。 劳动力市场显现疲态，策略师将目前的动态描述为"低招聘、低解雇、低增长"。职位空缺数已从去年11 月的690万个跌至12月的650万个，为5年来低点。更深层的危机在于人口结构，美国工作年龄人口目前 每月减少约2万人，加上移民增速放缓，导致创造就业的引擎几近熄火。 格隆汇2月10日｜道指突破50000点大关之际，摩根资产管理首席全球策略师David Kelly发出严厉警告 称，当前股市的繁荣主要受到流动性与大型科技股业绩的支撑，呈现出"泡沫化"倾向，与实体经济存在 明显脱节。他将当前经济形容为"消费疲软、就业增长乏力、民意低迷"的综合体。 经济不平等的加剧也让民意持续低迷。随着11月中期选举临近，执政党面临巨大的席位流失风险。若民 主党重夺众议院控制权，华盛顿将陷入政策僵局，这将终结进一步财政刺激的可能性，包括 ...

Shareholder Reductions - Liu Xiaoying of Huason Pharmaceutical plans to reduce holdings by no more than 3% [1] - Dazi Yintai of Wushang Group plans to reduce holdings by no more than 3% [1] - The controlling shareholder of Runbei Hangke intends to collectively reduce holdings by no more than 3% [1] - Zhao Dongri of Rike Chemical plans to reduce holdings by no more than 3% [1] - Guo Yongfang of Guotou Intelligent plans to reduce holdings by 859.47 million shares [1] - Liu Chengyan, a director of Wangsu Technology, plans to reduce holdings by no more than 1.07% [1] - Dashu Chengzhang of Guoke Tiancai plans to reduce holdings by no more than 3% [1] - Sun Wenqiang, chairman of Haitai Technology, plans to reduce holdings by no more than 3% [1] - Baolifeng of Magu Technology plans to reduce holdings by no more than 214.96 million shares [1] - Zhang Mingyuan of Shunna Co., Ltd. plans to reduce holdings by no more than 1% [1] - Hengdian Holdings plans to reduce 964.40 million shares of Hengdian East Magnetic [1] - Tai'an Hahe has cumulatively reduced 157.2 million shares of Haimeixing [1] - The National Integrated Circuit Fund has reduced 1.08% of Yandong Micro's shares [1] Other Developments - ST Xinhua Jin faces potential suspension risk as the deadline for fund occupation rectification approaches [1] - Minglida has terminated the investment in the construction of the Zhaoqing new energy key component intelligent manufacturing project [1]