格隆汇2月11日｜据华尔街日报，激进投资者Ancora Holdings已持有华纳兄弟探索公司约2亿美元的股 份，并计划反对华纳将其珍贵的电视和电影资产出售给奈飞的交易。 ...

药明生物称，该等增长主要因素包括"跟随并赢得分子"战略的成功执行，以及领先的技术平台、行业最 佳的项目交付时间及优秀的项目执行过往记录，推动集团收益增长；基于双特异性抗体和ADC(抗体偶 联药物)等快速发展的技术平台，集团扩大了对生物药行业提供包括研究和发现服务、IND前开发服务 及临床和商业化生产服务等在内的服务范围；集团多个先进技术所产生的研究服务收益增长；集团对现 有及新增产能的利用，包括欧洲生产基地的产能爬坡；集团通过药明生物精益运营管理系统(WBS)及数 字化方案实现成本节约与效率改善；及通过投资投资组合而获得的投资收益。 格隆汇2月11日｜药明生物(2269.HK)高开3.55%报41.44港元。消息面上，公司发盈喜，预期截至2025年 12月底止年度，股东应占利润将增长46.3%至49.08亿元；非国际财务报告准则经调整纯利将增长22%至 65.86亿元，收益将增长约16.7%至217.9亿元。 ...

格隆汇2月11日｜三星抹去2.3%的早盘跌幅，其首席技术官称该公司HBM4技术处于行业顶端。 ...

Core Viewpoint - The company has been deeply engaged in the photovoltaic equipment power supply sector for over 20 years, with its products covering various segments of the industry chain, including silicon materials, silicon wafers, and battery cells [1] Company Overview - The company's power supply products are compatible with mainstream battery technologies such as PERC, TOPCon, and HJT, with most products already in mass application [1] - The company is currently collaborating with relevant clients to conduct technological research and development for cutting-edge technologies like perovskite [1] Industry Context - The company aims to continue its focus on the photovoltaic power supply sector, enhancing its technological and product competitiveness to support high-quality industry development [1] - The photovoltaic industry is currently in a downward adjustment cycle, and the company has not seen significant growth in related orders [1]

Core Viewpoint - Lexin Medical (300562.SZ) is focusing on developing a multi-dimensional physiological monitoring product line that enables high-precision data collection and transmission [1] Group 1: Product Development - The company has developed a large model application in the vertical field of cardiovascular diseases [1] - Lexin Medical plans to integrate this application with its medical-grade health monitoring products [1] Group 2: Service Offering - The company aims to provide a comprehensive chronic disease management solution that includes "medical-grade smart monitoring devices + data analysis + medical health services" [1] Group 3: Future Performance - The company is currently unable to predict the impact of these related businesses on its future performance [1]

Core Viewpoint - The aging population is driving the growth of the silver economy, and the company aims to leverage its product matrix to provide comprehensive health monitoring for the elderly [1] Group 1: Company Strategy - The company currently offers a range of health monitoring products, including blood pressure, blood sugar, body fat, and heart rate monitoring for the elderly [1] - The company plans to actively seek relevant partnerships to capitalize on its existing business advantages and explore new emerging cooperation models [1] Group 2: Market Outlook - The company is unable to predict the impact of future business developments, indicating uncertainty in the market environment [1]

格隆汇2月11日｜美国能源信息署（EIA）周二表示，针对委内瑞拉相关交易的美国许可范围扩大，预 计将使这一南美国家的原油产量在2026年年中恢复至去年12月美国实施海上封锁之前的水平。在美国于 1月初抓捕委总统马杜罗后，华盛顿为施压而实施了严格的海上封锁，迫使委内瑞拉国家石油公司 （PDVSA）大幅削减产量。该封锁切断了委内瑞拉出口原油的能力，导致数百万桶原油在陆上储罐和 油轮中积压。封锁前，委内瑞拉原油日产量约为110万至120万桶。在美国政府上月授权大宗商品贸易商 维多和托克加入石油巨头雪佛龙出口委内瑞拉原油、从而帮助消化库存积压之后，PDVSA已撤回大部 分减产措施，将总产量提高至接近每日100万桶。美国政府还在上月底解除了一部分针对委内瑞拉石油 行业的制裁，以便美国公司更容易销售该国原油。 ...

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]