Group 1 - SF Express (09699) expects a profit of no less than RMB 238 million for the year ending December 31, 2025, representing an increase of at least 80% compared to 2024. Adjusted net profit is projected to be no less than RMB 376 million, a growth of at least 158%, with revenue expected to reach no less than RMB 22 billion, a 40% increase from 2024 [1] - Fuhong Hanlin (02696) shares rose nearly 5% following a successful offline researcher meeting in San Francisco regarding its international multi-center Phase III clinical study for HLX22, a new anti-HER2 monoclonal antibody [1] - Xpeng Motors (09868) saw a decline of over 2.2% as it reported January vehicle deliveries of 20,011 units, a year-on-year decrease of 34.07% and a month-on-month decrease of 46.65% [1] Group 2 - Engineering machinery stocks continued to rise, with Zoomlion (01157) up 7.47% and Sany International (00631) up 3.57%. The total import and export trade of engineering machinery in China for 2025 is projected to be USD 62.743 billion, a year-on-year increase of 13.2% [2] - Ruipu Lanjun (00666) shares increased over 5% after announcing its first profit forecast since listing, expecting a net profit of RMB 630 million to RMB 730 million for the year ending December 31, 2025 [2] - Pony.ai (02026) shares rose over 2.5% following a partnership with Aitbot to build a fully autonomous driving service fleet [2] Group 3 - MINIMAX-WP (00100) shares surged over 12.7% after the release of the MiniMax Music 2.5 audio model, which achieved breakthroughs in "paragraph-level strong control" and "physical-level high fidelity" [3] - China International Marine Containers (02039) shares rose over 12% after discussing its data center business and container manufacturing performance in an investor relations activity [3] Group 4 - WanGuo Gold Group (03939) shares increased over 6.8% after announcing an expected profit of approximately RMB 1.4 billion to RMB 1.5 billion for 2025, a year-on-year increase of about 143% to 161% due to rising sales volume and prices of gold products [4] - Junda Co., Ltd. (02865) shares rose over 13% after completing a placement agreement [4] Group 5 - Carnival Cruise Line (CCL.US) shares rose 8.09% as U.S. House Speaker Mike Johnson expressed confidence in gaining Republican support to end the government shutdown [5] - Major tech stocks like AMD (AMD.US) and Intel (INTC.US) saw gains, with AMD up 4.03% and Intel up 5.04%, following unexpected expansion in U.S. manufacturing activity [5] - The storage sector strengthened, with SanDisk (SNDK.US) up 15.44% as demand for AI and data centers continues to drive price increases in DRAM and NAND Flash products [6] Group 6 - Disney (DIS.US) shares fell 7.4% despite reporting a 5% year-on-year revenue increase to USD 26 billion for Q1 2026, exceeding analyst expectations [7] - Coterra Energy (CTRA.US) shares dropped 3.6% following Devon Energy's announcement of a significant acquisition deal [6] - Oracle (ORCL.US) shares declined 2.75% as the company plans to raise USD 45 billion to USD 50 billion for expanding its cloud infrastructure [8]

Core Insights - The Walt Disney Company reported an Earnings Per Share (EPS) of $1.63, exceeding the forecast of $1.57, and revenue of approximately $25.98 billion, surpassing the expected $25.70 billion [1][6] Financial Performance - Despite the positive financial results, Disney's stock declined over 5% due to softer-than-expected guidance for the upcoming fiscal second quarter [2] - Management indicated weaker international visitation to U.S. parks and a significant decrease in Entertainment operating profit, impacted by high marketing expenses for holiday releases [2] Segment Performance - Disney's parks and experiences segment continues to thrive, and the movie business is rebounding [3] - Streaming revenue and operating income have shown growth, suggesting potential underestimation of the streaming business's profitability [3] Valuation Metrics - The price-to-earnings (P/E) ratio is approximately 15.19, reflecting the price investors are willing to pay for each dollar of earnings [4] - The price-to-sales ratio is about 1.97, indicating the company's market value relative to its revenue [4] - The enterprise value to sales ratio is around 2.39 [4] - The enterprise value to operating cash flow ratio is approximately 12.47, providing insight into the company's valuation in relation to its cash flow from operations [5] - The earnings yield is about 6.58%, offering a perspective on the return on investment for shareholders [5] - The debt-to-equity ratio is 0.41, indicating the proportion of debt used to finance the company's assets relative to shareholders' equity [5]

近日，由"海外数据调查机构Civixplorer"发布的《全球最赚钱媒体特许经营权排行榜》在社媒中广泛传播。榜单统计了全球最赚钱的26个IP，数据涵盖这 些IP截至2025年12月止，在游戏、电影、电视、玩具、卡牌、书籍及商品等方面的一切收入。 榜单显示，"精灵宝可梦"以总收入2880亿美元成为全球最赚钱IP，远超第2名"Hello Kitty"近2000亿美元。"维尼熊""米老鼠""星球大战""马力欧""面包超 人""迪士尼公主系列""漫威"以及"JUMP漫画"进入前十。 而中国IP竟然无一上榜，"哪吒""原神""LABUBU"这些近年被大肆宣传、作为中国文化出海典型的大爆款，在顶级全球IP面前被"秒得渣都不剩"。 事实真的是这样吗？或许吧。 但首先，Civixplorer不是数据调查机构，而是一家无官方认证、主要发布数据可视化图片的自媒体（为方便阅读，下文英文网站页面截图，均已自动翻译 为中文）。 首页 关于 博客 Q ■ 商店 哪吒、LABUBU没上榜？因为2025全球最赚钱IP排行榜是假的？ Civixplorer是什么分析公司吗 Civixplorer并非正规分析公司,甚至不具备合法注册的机构主体资 ...

迪士尼流媒体业务在本季度有哪些亮点？ 迪士尼 20260202 摘要 迪士尼 2025 年已上映三部票房超 10 亿美元的影片，包括《阿凡达： 火与灰》，《疯狂动物城 2》成为好莱坞史上票房最高的动画电影，全 球票房超过 17 亿美元，位列全球影史前十，表明其内容制作能力强劲， 对股票交易策略有积极影响。 《疯狂动物城 2》的成功不仅提升了 Disney+的观看量，还显著带动了 上海迪士尼乐园的游客量，预示着 IP 联动对主题乐园业务的积极影响， 为投资者提供参考。 迪士尼流媒体业务通过本地内容投入、技术改进和与 OpenAI 的合作 （Sora 生成内容），提升用户体验和互动，ESP Unlimited 的应用也 表现出良好的用户参与度，这些举措有望提升订阅用户数和营收。 ESPN 在体育赛事转播方面表现出色，收视率创下多项纪录，并完成与 NFL 的交易，获得 NFL Network 及 RedZone 频道线性转播权，进一 步丰富了其内容矩阵，巩固了其在体育行业的领导地位。 迪士尼未来几年内计划上映多部备受期待的新片，包括《穿普拉达的女 王 2》、《曼达洛人与古古》、《玩具总动员 5》等，这些影片有望延 ...

Looks like even "The Most Magical Place on Earth" isn't enough to entice foreign travelers who are skipping the US. Disney is facing some "international visitation headwinds" at its parks in the US, which include Disney World in Florida and Disneyland in California, the Walt Disney Company said in its first-quarter earnings report on Monday.Despite the slowdown in international visitors, the company reported growth in its experiences segment, with visitation at its domestic parks up 1% in the most recent q ...

Major U.S. indexes finished Monday higher, led by a 1.05% jump in the Dow Jones Industrial Average to 49,407.66. The S&P 500 added 0.5% to 6,976.44, and the Nasdaq climbed 0.56% to 23,592.10.These are the top stocks that gained the attention of retail traders and investors through the day.Palantir Technologies Inc. (NASDAQ:PLTR)Palantir’s stock rose by 0.81%, closing at $147.78. The stock hit an intraday high of $151.40 and a low of $146.65, with a 52-week range of $66.12 to $207.52. The stock gained 6.97% ...

U.S. President Donald Trump and Indian Prime Minister Narendra Modi shake hands as they attend a joint press conference at the White House in Washington, D.C., U.S., Feb. 13, 2025.The world's largest economy has struck a deal with the most populous nation.U.S. President Donald Trump announced Monday that America will lower so-called reciprocal tariffs on India to 18% from 25%. As part of the deal, New Delhi will "BUY AMERICAN" at "a much higher level," and stop buying oil from Russia. Instead, India will im ...

【环球时报特约记者 董铭 顾安安】漫威2026年第一部超英题材作品《奇迹人》上月开播后，凭借独特的"反英雄"设定和"好莱坞背景"获得不错的反 响。在经历了《美国队长4》、《雷霆特攻队*》和《神奇四侠：初露锋芒》的"雷声大雨点小"后，漫威似乎发现了另一种超级英雄故事的讲述方式， 但能否就此把超英题材带出低谷，还得等年底的《复仇者联盟5：毁灭之日》上映后才能下结论。 the state DOOMSDAY 12.18.26 the states of the MARVEL STUDIOS and and the states and and and the first and 一个 " 不太漫威 " 的故事 《奇迹人》上月底在"迪士尼+"等流媒体平台上线，讲述了一个发生在"漫威宇宙"但又"不太漫威"的故事。剧中主角西蒙是一名好莱坞的非裔小演 员，虽然有着表演梦想，但一直只能跑龙套。同时，西蒙也是一位超能力者，当他紧张愤怒时，爆发出的超能力可能带来巨大的破坏力，他也因此被 漫威宇宙中的"灾难控制局"盯上，想方设法搜集证据要把他关入"超能力者监狱"。 《奇迹人》中另一位重要角色则是奥斯卡影帝本·金斯利饰演的老演员崔弗， ...

Group 1 - The fourth quarter earnings season is ongoing, with major companies like Alphabet, Amazon, AMD, Qualcomm, and Palantir reporting results [1] - As of January 30, 33% of S&P 500 companies have reported their fourth quarter results, with an estimated 11.9% increase in earnings per share, marking the 10th consecutive quarter of annual earnings growth for the index [2][4] - Analysts initially expected an 8.3% increase in earnings per share, which was revised upwards due to strong performance from tech companies, reflecting a shift from the previous quarter's 13.6% growth rate [4] Group 2 - Big Tech companies are setting the tone for the earnings season, with ongoing capital expenditures and themes such as artificial intelligence and economic policies influencing market dynamics [5] - Upcoming earnings reports will include updates from companies like Disney, Chipotle, PepsiCo, Uber, and Snap, indicating continued investor interest in diverse sectors [5]

Disney Will Have a New CEO Soon. Who Is Josh D'Amaro? - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Who Is Josh D'Amaro, the Potential Next CEO of Disney?By [Angela Palumbo]ShareResize---ReprintsIn this article[DIS]Josh D'Amaro is the cur ...