野村控股薪酬调整与业务整合，股价近期上涨

Group 1: Company Actions - Nomura Holdings plans to increase employee compensation in its domestic brokerage division by over 5% starting April 2026 to attract and retain talent [1] - The company has appointed a new head for its Asia and Asia-Pacific equity business to accelerate the integration of its global equity operations [1] - Nomura has completed the acquisition of Macquarie Group's public asset management business in the US and Europe, aiming to strengthen its core businesses in wealth management, asset management, and trading facilitation [1] Group 2: Stock Performance - As of February 11, 2026, Nomura Holdings' stock price closed at $9.42, with a daily increase of 0.64%, a 5-day cumulative increase of 7.05%, and a year-to-date increase of 12.28% [2] - The trading volume was $13.14 million, with a turnover rate of 0.05%, and a price-to-earnings ratio (TTM) of 12.50 times, alongside a dividend yield of 4.24% [2] - Stock price fluctuations are influenced by adjustments in global capital markets and specific company events, with liquidity remaining stable [2] Group 3: Institutional Insights - Nomura Securities reports that the upcoming launch of the DeepSeek V4 model in mid-February 2026 is not expected to trigger the same global AI computing demand panic as the V3 release did last year, emphasizing its core value in driving the commercialization of AI applications through underlying architectural innovation [3] - International investment bank research highlights that Nomura is currently focusing on targets like GDS Holdings, stressing the balance between business expansion and risk control [3]