商汤-W(0020.HK)盘中涨至8.2%，现报2.6港元，总市值重回1050亿港元上方。 ...

Group 1 - AI-related stocks experienced significant gains in the morning session, with Kingsoft Cloud (03896) rising by 9.35% to HKD 7.25 [1] - Xunke (03317) saw an increase of 8.88%, trading at HKD 89.50 [1] - Huoliang Technology (01860) rose by 5.58%, reaching HKD 12.30 [1] - Kingdee International (00268) increased by 4.66%, priced at HKD 10.34 [1]

商汤-W(0020.HK)盘中涨至8.2%，现报2.6港元，总市值重回1050亿港元上方。消息上，MSCI此前公布了其2026年2月的指数季度调整结果。此次调整中， MSCI中国指数新纳入37只股票、包括商汤、禾赛等，此次调整将于2月27日收盘后生效。作为全球被动资金跟踪的重要基准，新纳入的股票预计在2月27日 生效日前后迎来被动资金流入。 近期，商汤大装置SenseCore原生AI云平台通过工业和信息化部电子工业标准化研究院组织的软件供应链安全能力评估，获评优秀级，成为全国首批通过该 项认证的企业。(格隆汇) | [] 商汤-W | 分时 多日 日K 周K 月K 季K 年K | | 1分 3分 5分 | 10分 15分 30分 v 1天：1分K v | 量示 ~ ◎ | | --- | --- | --- | --- | --- | --- | | | ャ ノ・ア・ア・ダ・ 盛・ H・ ←・ Aa ロ | | 日 8 分 U 7 | | | | 2.640 | | | | | | | 2.628 | | | | | | | 2.615 | | | | | | | 2.600 | | | | | | | 2. ...

里昂发布研报称，新鸿基地产(00016)在2026财年上半年基本净利润同比升16.7%至122亿港元，受惠于 中国物业销售利润贡献增加，部分抵销香港物业销售和租赁利润贡献的下降。中期息派0.98港元，同比 升3.2%，令人惊喜。该行将新地目标价由110港元上调至148港元，维持其评级跑赢大市。 该行表示，鉴于市场情绪好转，将净资产折价由48%收窄至30%，与1997年以来的长期平均水平持平， 因为香港开发商在重回正常周期后，可能会恢复到平均水平。 该行表示，由于高利润率项目的竣工，未来12个月盈利前景良好。假设高利润率库存的销售能够弥补竣 工项目的不足，该行预料，2027财年及2028财年净利润将分别同比升10.2%和2.6%。 ...

2月26日，蔚来集团正式披露，旗下芯片子公司安徽神玑技术有限公司已完成首轮股权融资协议签署， 融资总额超22亿元，投后估值接近百亿元。 对于融资的目的，公司称此次融资将有利于神玑公司持续地研发和推广高端、高竞争力的芯片产品，支 撑蔚来在自动驾驶、具身智能等领域的长远布局。 公开履历显示，白剑拥有丰富的硬件及芯片行业从业经验，他于2015年至2018年担任OPPO科技公司硬 件总监，主导相关硬件研发与落地工作；2018年加入小米公司，出任芯片和前瞻研究部门总经理；2020 年11月加入蔚来，担任硬件团队副总裁，随后逐步接管蔚来芯片部门、智能硬件业务，同时兼任安徽神 玑的总经理、董事，全面主导芯片自研及公司运营工作，还曾兼任蔚来手机业务负责人。 本次融资完成后，蔚来通过下属子公司仍持有安徽神玑62.7%的股份，保持绝对控股地位，安徽神玑财 务业绩将继续并入蔚来集团合并报表；外部投资方合计持有27.3%股份，剩余10%股份由管理股权激励 计划的实体持有。 张丹瑜曾获得国防科技大学硕士学位，毕业后加入华为海思，长期深耕SoC芯片和处理器设计领域，在 离职前曾担任华为海思图灵业务部AI处理器项目总监。加入蔚来后，张丹瑜 ...

Group 1 - AI-related stocks have seen significant gains, with Kingsoft Cloud (03896) up 9.05% to HKD 7.23, XunCe (03317) up 8.82% to HKD 89.45, Huily Technology (01860) up 6.27% to HKD 12.38, and Kingdee International (00268) up 4.76% to HKD 10.35 [1] - DeepSeek is reportedly testing the V4 Lite model, codenamed "Sealion-lite," which supports a context window of 1 million tokens and native multimodal reasoning [1] - Nomura's research indicates that the technological breakthroughs of DS-V4 will effectively break the "chip wall" and "memory wall," enabling the dual development of domestic computing hardware and AI applications, thus advancing the maturity of China's open-source large model ecosystem [1] - Industrial Securities believes that V4 is expected to be released in February, with significant potential in its application ecosystem [1] Group 2 - OpenRouter, the world's largest AI model API aggregation platform, reported that from September 9 to 15, Chinese models achieved a call volume of 41.2 trillion tokens, surpassing the 29.4 trillion tokens of U.S. models for the first time, with four domestic large models ranking among the top five globally [1]

Group 1 - AI-related stocks have seen significant gains, with Kingsoft Cloud (03896) up 9.05% to HKD 7.23, XunCe (03317) up 8.82% to HKD 89.45, Huily Technology (01860) up 6.27% to HKD 12.38, and Kingdee International (00268) up 4.76% to HKD 10.35 [1] - DeepSeek is reportedly testing the V4Lite model, codenamed "Sealion-lite," which features a context window of 1 million tokens and supports native multimodal reasoning [1] - Nomura's research indicates that the technological breakthroughs of DS-V4 will effectively break the "chip wall" and "memory wall," enabling the dual development of domestic computing hardware and AI applications, thus advancing the maturity of China's open-source large model ecosystem [1] - Industrial Securities believes that V4 is expected to be released in February, with significant potential in its application ecosystem [1] Group 2 - OpenRouter, the world's largest AI model API aggregation platform, reported that from September 9 to 15, Chinese models achieved a call volume of 41.2 trillion tokens, surpassing the 29.4 trillion tokens of U.S. models for the first time, with four domestic large models ranking among the top five globally [1]

该行表示，由于高利润率项目的竣工，未来12个月盈利前景良好。假设高利润率库存的销售能够弥补竣 工项目的不足，该行预料，2027财年及2028财年净利润将分别同比升10.2%和2.6%。 该行表示，鉴于市场情绪好转，将净资产折价由48%收窄至30%，与1997年以来的长期平均水平持平， 因为香港开发商在重回正常周期后，可能会恢复到平均水平。 智通财经APP获悉，里昂发布研报称，新鸿基地产(00016)在2026财年上半年基本净利润同比升16.7%至 122亿港元，受惠于中国物业销售利润贡献增加，部分抵销香港物业销售和租赁利润贡献的下降。中期 息派0.98港元，同比升3.2%，令人惊喜。该行将新地目标价由110港元上调至148港元，维持其评级跑赢 大市。 ...

责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 新意网集团（01686）午前涨超6%，截至发稿，股价上涨6.55%，报6.67港元，成交额1.07亿港元。 新意网集团公布截至去年12月底止中期业绩。期内收入15.08亿港元，同比升2.6%，当中来自数据中心 及资讯科技设施的经常性收入上升7%至13.77亿港元；实现纯利5.31亿港元，同比增长9.7%；EBITDA 按年上升4%至10.96亿港元，利润率由72%扩大至73%。 新意网表示，MEGA IDC第一期项目于2024年上半年成功启用，总楼面面积约50万方呎，配备50兆瓦电 力。首批客户已正式投入营运，待后续阶段全面落成后，MEGA IDC将使集团于香港的数据中心总楼面 面积由去年底的230万平方呎扩充至近300万平方呎，电力容量将由150兆瓦增加至超过280兆瓦。 责任编辑：卢昱君 新意网集团（01686）午前涨超6%，截至发稿，股价上涨6.55%，报6.67港元，成交额1.07亿港元。 新意网集团公布截至去年12月底止中期业绩。期内收入15.08亿港 ...

Group 1 - Foreign investors are returning to Indian stocks at the fastest pace in eight months, with nearly $2.1 billion of local shares purchased in February, indicating strong inflows since June [1][2] - The recent US trade deal has removed uncertainty for the $5.2 trillion Indian market, contributing to the positive momentum in corporate earnings and stock performance [2][3] - The MSCI India Index gained 8.1% last year, supported by local investors, despite foreign investors cutting exposure in 2025 [3] Group 2 - Indian equities have underperformed compared to the MSCI Asia Pacific Index, which surged 25% in 2025, leaving Indian valuations relatively low, trading about 4% below their five-year average price-to-earnings ratio [4] - Earnings for FTSE India Index companies rose 10% year-on-year in the December quarter, with net income climbing 13%, indicating a recovery in corporate earnings [5] - Consensus estimates suggest fiscal 2027 earnings growth of 16% for over 250 companies, supported by recovery in nominal GDP growth, private capex, and consumption [5][6] Group 3 - Financial companies are among the top picks for global investors, with increased interest in metals and capital goods sectors [6] - Some investors caution against viewing the latest inflows as the beginning of a structural bull run, as concerns over AI's impact on software and tech firms have led to significant market value losses [6] - Foreign funds' buying is partly tactical, influenced by softer US yields and emerging-market appeal, with a cautious but clear global positioning toward India [7]