Workflow
BABA(09988)
icon
Search documents
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
To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...
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]
字节不上市,把时代最大的红利留给内部人!
Sou Hu Cai Jing· 2026-02-22 06:43
图书 交易的真谛 如何找寻交易的确定性 丁亮 / 当代世界出版社 / 2025-1出版 / 280 已读过 ★★★★★ 2025.02.2 豆瓣评分。 9.8 34人 194 43人读过 4人在读 18人想读 前往京东商城购买 纸质版 ¥ 55.63 ¥ 89.00 立即贴 当代世界出版社,2025-1出版,共280页 有人说,字节不上市,等于把时代最大的红利,只留给内部人, 不让二级市场股东(也就是你我、买腾讯阿里的普通人)分享。 - 现在抢腾讯、阿里时长、广告、电商、入口的,是字节 - 但买不到字节股票的,是我们这些普通投资者 - 一边被它抢走用户,一边还拿着它对手的股票 - 等于被"双面收割" 这对普通股民、对长期持有腾讯阿里的人,真的不公平。 为什么说"对用户不好"? 1. 时代红利被封闭了 AI+短视频+全球增长,这是这十年最确定的大机会。 但它不上市,普通人只能看,不能上车。 2. 你持有的老巨头,在被它持续抽血 时长被抢、广告被抢、用户习惯被抢、AI入口被抢。 你拿着腾讯、阿里,相当于守着旧时代资产,被新时代资产持续压制。 3. 最气的是:你越用它,它越强,你手里股票越难涨 你每天刷抖音、用豆包 ...
两个马年:中国互联网的十二年轮回
Hua Xia Shi Bao· 2026-02-21 10:58
文/陈岩鹏 这个世界有时候就是这么巧。 2014年,农历甲午马年,微信红包横空出世。那一年,张小龙团队做的一个小功能,改写了中国移动支 付的格局。 2026年,农历丙午马年,AI红包全面爆发。这一年,字节、阿里、腾讯、百度砸下超过45亿元,争夺 下一代智能入口。 十二年一个轮回。 两匹"马",恰好踩准了中国互联网两次最大的浪潮。 第一个马年:那匹"黑马"是怎么跑出来的? 2014年春节,微信团队做了一个小功能——红包。 2015年春晚,微信乘胜追击,正式开启"春晚红包"时代。那一夜,"摇一摇"摇出了10亿次红包收发,摇 出了微信支付的逆袭,也摇出了此后十二年的互联网春晚大战。 十二年间:那些年我们追过的红包 从2014到2026,这十二年是怎样的十二年? 是移动互联网从崛起到饱和的十二年。是BAT从鼎盛到分化,TMD从崛起到登台的十二年。是流量从 廉价到昂贵的十二年,是用户从新鲜到疲惫的十二年。 我们看着春晚红包从"摇一摇"变成"集五福",从"拼手速"变成"拼社交",从"抢几块钱"变成"抢几亿"。 我们看着互联网大厂轮番登场,微信、支付宝、淘宝、百度、快手、抖音、京东、拼多多——没有一个 缺席过春晚。 我们也 ...
AI“百模大战”,春节爆发!
Xin Lang Cai Jing· 2026-02-21 10:02
Group 1 - The core viewpoint is that China's technology industry has initiated an AI "hundred model war," with a series of domestic AI models being released and upgraded, indicating that the impact of Chinese technology on the world is just beginning [1][17]. - Multiple Chinese tech companies, including Moonlight Dark Side, Zhiyu, and Xiyu Technology, have launched new generation AI large models since before the Spring Festival, with ByteDance releasing the Doubao Model 2.0 series on February 14, enhancing its ability to perform complex real-world tasks [3][5]. - The Seedance 2.0 video generation model was officially launched by ByteDance, showcasing its capabilities during the 2026 Spring Festival Gala, where it animated a traditional Chinese ink painting, demonstrating advanced motion and camera control [7][9]. Group 2 - The release of Seedance 2.0 has sparked global discussions, with industry insiders noting that the focus on video and image generation models represents the next stage of AI technology, with breakthroughs occurring sooner than previously expected [11]. - The recent upgrades in domestic AI models emphasize the development of "AI agents," which are designed to perform more complex tasks beyond basic language communication, resembling intelligent assistants [13]. - Alibaba released the new base model Qianwen 3.5 on February 16, which supports mixed visual and text pre-training and significantly enhances capabilities in problem-solving, spatial reasoning, and video understanding [15]. Group 3 - Following the release of domestic models, several Chinese chip companies announced compatibility with these models, indicating that they can run effectively on their chips, achieving expected performance levels [15][17]. - Huawei's Ascend chips are providing training support for domestic large models, showcasing China's rapid progress in AI despite export controls, with innovations emerging from demand-driven needs [17].
智通ADR统计 | 2月21日
智通财经网· 2026-02-20 23:59
Group 1 - Major blue-chip stocks mostly rose, with HSBC Holdings closing at HKD 137.775, up 2.59% from the previous close in Hong Kong [2] - Tencent Holdings closed at HKD 531.758, an increase of 1.87% from the previous close in Hong Kong [2] Group 2 - Tencent Holdings reported a latest price of HKD 522.000, down HKD 11.000 or 2.06%, with an ADR price of HKD 531.758, showing an increase of HKD 9.758 compared to the Hong Kong stock price [3] - Alibaba Group (W) had a latest price of HKD 147.100, down HKD 7.600 or 4.91%, with an ADR price of HKD 150.874, reflecting an increase of HKD 3.774 compared to the Hong Kong stock price [3] - HSBC Holdings had a latest price of HKD 134.300, up HKD 0.100 or 0.07%, with an ADR price of HKD 137.775, indicating an increase of HKD 3.475 compared to the Hong Kong stock price [3]