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阿里巴巴港股涨超3%。
Xin Lang Cai Jing· 2026-02-23 01:50
来源:滚动播报 阿里巴巴港股涨超3%。 ...
科网股早盘全线回暖 美团-W涨超5%京东集团-SW涨超4%
Xin Lang Cai Jing· 2026-02-23 01:49
Group 1 - The technology stocks showed a significant rebound in early trading, with Meituan-W (03690) rising by 5.26% to HKD 85 [1] - JD Group-SW (09618) increased by 4.53% to HKD 108.50 [1] - Alibaba-W (09988) saw an increase of 3.26%, reaching HKD 151.90 [1] - Kuaishou-W (01024) rose by 3.38% to HKD 68.75 [1] - Tencent (00700) experienced a 2.40% increase, trading at HKD 534.50 [1]
港股异动 | 科网股全线回暖 美团-W(03690)涨超5% 机构称AI投资有望进入产业趋势下半场
智通财经网· 2026-02-23 01:44
智通财经APP获悉,科网股全线回暖,截至发稿,美团-W(03690)涨5.14%,报84.9港元;京东集团- SW(09618)涨3.56%,报107.5港元;阿里巴巴-W(09988)涨2.65%,报151港元;快手-W(01024)涨 2.63%,报68.25港元;腾讯(00700)涨2.01%,报532.5港元。 开源证券则表示,关注AI商业化及应用场景拓展;开源模型能力持续提升下,AI云需求有望持续验 证,AI应用有望带动推理需求持续增长,国产AI芯片增长迅速,昆仑芯正式启动中国香港上市进程, 推荐阿里巴巴-W、拼多多,百度集团-SW,受益标的腾讯控股。 消息面上,阿里旗下阿里云宣布开源新一代千问Qwen3.5-Plus大模型,其API价格每百万Token低至0.8 元人民币。中银国际发布研报称,本轮AI行情尚未出现明显泡沫化特征,2026年AI投资有望进入产业 趋势下半场。 ...
研判2026!中国烘鞋器行业发展背景、产业链、市场规模、竞争格局、发展趋势:场景拓展与全球化推动,行业市场规模持续上涨[图]
Chan Ye Xin Xi Wang· 2026-02-23 01:32
内容概要:作为小型家用电器赛道的细分品类,烘鞋器行业近年来实现稳步发展,这一趋势是人群扩 容、认知普及与需求升级三重核心驱动力的叠加。首先,我国烘鞋器需求人群主要聚焦在南方潮湿气候 区(如华南、华东)家庭,而随着消费场景的不断拓展,户外工作者、运动爱好者等特殊人群进一步扩 大了市场需求。同时,随着健康生活理念的深入,足部健康与卫生防护的重要性被广泛提及,烘鞋器凭 借"除菌抑菌""去除异味"等功能逐渐受到市场的欢迎。此外,需求升级是驱动烘鞋器行业持续发展的核 心动力,直接推动产品结构从"低价同质化"向"高端差异化"转型,进而满足不同消费者的需求。数据显 示,2025年中国烘鞋器行业市场规模达到10亿元,同比上涨25.0%。预计未来随着烘鞋器市场渗透率的 提高,烘鞋器行业市场规模有望进一步上涨。 相关上市企业:彩虹集团(003023)、美的集团(000333)、京东集团-SW(09618)、阿里巴巴-W (09988)、拼多多(PDD)等。 相关企业:浙江超人科技股份有限公司、台州市中联电器有限公司、佛山市格林盈璐电器科技有限公 司、广东志高空调有限公司、北京中欧普瑞科技有限公司、诺氪(浙江)科技有限公司、奥克斯 ...
智通港股沽空统计|2月23日
智通财经网· 2026-02-23 00:25
前十大沽空偏离值排行 | 股票名称 | 沽空金额 | 沽空比率 | 偏离值↓ | | --- | --- | --- | --- | | 腾讯控股-R(80700) | 718.87 万元 | 95.69% | 46.66% | | 北控水务集团(00371) | 2003.99 万元 | 51.14% | 40.88% | | 中粮家佳康(01610) | 651.78 万元 | 49.54% | 40.50% | | 百奥赛图-B(02315) | 382.66 万元 | 40.57% | 38.35% | | 巨子生物(02367) | 1733.60 万元 | 51.28% | 38.24% | | 北京汽车(01958) | 487.93 万元 | 57.02% | 37.52% | | 小米集团-WR(81810) | 352.03 万元 | 81.53% | 37.28% | | 先声药业(02096) | 610.97 万元 | 49.63% | 37.17% | | 德康农牧(02419) | 559.96 万元 | 47.79% | 36.28% | | 江南布衣(03306) | 602 ...
BABA's Bottom Line Catalysts: AI, China Regulation & Earnings
Youtube· 2026-02-22 21:00
do want to shift gears here though and move into talking about Chinese tech stocks and some opportunities in China. Welcome in our next guest, bring Sam back into the conversation. Joining us now, Henry Green, senior investment strategist at Crane Shares.Henry, great to have you with us. So, we've seen how this AI tech theme is playing out in US markets. How is it playing out in China. Is it similar. Is it different.What are you seeing. >> Sure. Uh, thanks for having me.Yeah, I think it is different than in ...
Baron Emerging Markets Fund Q4 2025 Portfolio Activity
Seeking Alpha· 2026-02-22 18:56
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Rolls-Royce to return as much as $2 billion to shareholders in buyback, Sky News reports
Reuters· 2026-02-22 18:06
Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Rolls-Royce to return as much as $2 billion to shareholders in buyback, Sky News reports February 22, 20266:06 PM UTCUpdated ago By Reuters Rolls Royce logo is seen in this illustration taken July 26, 2025. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab Feb 22 (Reuters) - Rolls-Royce Holdings (RR.L), opens new tab is expected to announce alongside its annual results t ...
Enel launches share buyback of up to 1 billion euros ahead of business plan
Reuters· 2026-02-22 17:45
Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Purchase Licensing Rights Enel launches share buyback of up to 1 billion euros ahead of business plan February 22, 20265:45 PM UTCUpdated ago By Reuters An enel logo is seen in a substation in Sao Paulo, Brazil, March 26, 2025. REUTERS/Amanda Perobelli Purchase Licensing Rights, opens new tab MILAN, Feb 22 (Reuters) - Italy's biggest utility Enel (ENEI.MI), opens new tab said on Sunday it woul ...
【兴证策略张启尧团队】春节假期全球资产表现与要闻速览
Xin Lang Cai Jing· 2026-02-22 07:49
Group 1 - Global assets saw an overall increase during the Spring Festival holiday, with US stocks, Korean stocks, precious metals, and crude oil all strengthening [2][3][31] - The Hang Seng Index fell by 0.6%, while the Hang Seng Technology Index dropped by 2.8%, indicating a divergence in performance between old and new technology assets [2][31] - The MSCI Global Index rose by 1.0%, with the Nasdaq increasing by 1.5% and the S&P 500 by 1.1% during the same period [3][32] Group 2 - Gold and silver prices increased by 1.7% and 8.5% respectively, while crude oil prices rose by 5.6% due to geopolitical tensions in Iran and changes in US tariff policies [4][33] - The US Supreme Court ruled that the International Emergency Economic Powers Act (IEEPA) did not authorize the president to impose large-scale tariffs, impacting Trump's tariff policies significantly [5][34] - Trump announced a temporary 10% import tariff on global goods, effective February 24, which will last for 150 days [5][34] Group 3 - The US economy showed signs of slowing down, with the fourth-quarter GDP growth at 1.4%, significantly below the expected 2.8% [9][37] - The core PCE price index for December exceeded expectations, growing by 3.0% year-on-year, which may influence future monetary policy decisions [8][36] - The Federal Reserve's January meeting minutes revealed internal divisions regarding future interest rate policies, with some members advocating for potential rate hikes [10][38] Group 4 - The Spring Festival travel demand surged, with an estimated 9.5 billion trips expected, marking a historical high [17][45] - Retail and catering sectors saw a daily sales increase of 8.6% during the holiday period compared to the previous year [19][47] - The total number of screenings during the Spring Festival reached a record high, although box office recovery was weaker than anticipated [20][48] Group 5 - Financial data for January showed a positive start, with new social financing reaching 7.2 trillion yuan, exceeding market expectations [21][49] - The Ministry of Finance and other departments announced tax incentives for technology innovation imports, effective from January 1, 2026, to December 31, 2030 [22][50] - OpenAI significantly reduced its total computing expenditure target to $600 billion by 2030, indicating a shift towards a more cautious investment strategy [23][51]