新思科技(SNPS.US)夜盘跌3.6%，报432.92美元。 消息面上，新思科技公布，第一财季营收同比增长 65%至24.1亿美元，高于分析师预期的23.9亿美元；调整后每股收益为3.77美元，亦高于分析师预期的 3.56美元。期内，知识产权部门的收入为4.07亿美元，同比下滑超6%。 展望2026财年，该公司每股收 益预期从2.49-2.9美元，下调至2.21-2.62美元，低于分析师预期的2.71美元，公司正在应对中国的出口限 制以及更广泛的经济不确定性。(格隆汇) ...

Core Insights - The 2026 Spring Festival film season showcases a diverse range of movie genres, moving away from the traditional dominance of comedy films, indicating a shift in audience preferences and industry dynamics [1] - The film economy is becoming a powerful driver of domestic demand, with a reported industry value of 817.26 billion yuan by 2025, and a box office multiplier effect of 1:15.77, suggesting significant economic contributions beyond ticket sales [1] Group 1: Film Industry Trends - The 2026 Spring Festival film season features a mix of sequels and new genres, with notable films like "Flying Life 3" and "Silent Shock" leading the box office, indicating a successful blend of commercial and artistic elements [3] - The film "Biao Ren" unexpectedly gained popularity, achieving over 1 billion yuan in daily box office revenue for three consecutive days, highlighting the potential for films to exceed initial market expectations [3] Group 2: Economic Impact and Consumer Behavior - The film industry is expanding its economic influence beyond cinemas, impacting tourism, dining, and immersive experiences, as evidenced by the collaboration between "Silent Shock" and local businesses in Shenzhen [2][7] - Dama Entertainment's strategic shift towards a "real entertainment" ecosystem integrates various entertainment forms, enhancing consumer engagement and driving spending across multiple sectors [2][8] Group 3: Dama Entertainment's Strategic Position - Dama Entertainment has positioned itself as a leader in the "real entertainment" space, successfully integrating its app to cover over 40 categories, thus enhancing its role as a hub for diverse entertainment consumption [2][8] - The company's collaboration with AI technologies, such as the integration of Qianwen APP, facilitates a seamless consumer experience from ticket purchasing to travel planning, positioning Dama to capitalize on the growing demand for experiential entertainment [9][10] Group 4: Future Opportunities and Market Dynamics - The government's push to stimulate service consumption presents significant opportunities for Dama Entertainment, which is well-placed to benefit from the transition towards higher-quality and experiential consumer services [10] - Dama's robust performance in the live event sector, with a 27% increase in projects during the Spring Festival, reflects its ability to meet rising consumer demand for diverse entertainment experiences [11] - The company's focus on IP derivatives and partnerships with major brands positions it to leverage the growing market for licensed products, enhancing revenue potential [12]

消息面上，据报道，亚马逊、谷歌、Meta、微软、xAI、甲骨文和OpenAI等科技巨头将于3月4日齐聚白 宫，正式签署特朗普在国情咨文演讲中宣布的"电费缴纳者保护承诺"。根据该承诺，上述公司将为新建 AI数据中心自行建设、引入或采购电力供应，不再依赖现有公共电网，从而避免将能源成本转嫁给普 通美国家庭。 智通财经APP获悉，重庆机电(02722)涨超7%，高见3.27港元，再创历史新高。截至发稿，涨6.56%，报 3.25港元，成交额2599.46万港元。 兴业证券此前发布研报称，重庆日立能源是日立全球750KV以上特高压变压器主要生产基地之一，受益 于海外高压电网建设；重庆康明斯为康明斯中国唯一的大缸径发动机企业，由于行业供应紧张，公司也 在积极扩充产能，数据中心和其他领域用大马力发动机预期未来几年还将持续增长。 ...

【财华社讯】澳能建设(01183.HK)早间盘中一度涨超14%，截至发稿，涨10.53%，报0.21港元。消息面 上，该公司业绩盈喜，预期截至2025年12月31日止年度将录得纯利不少于约1950万澳门元，同比增长 375.6%以上。纯利预期增加主要是来自建设业务的收入增加，由于年度内澳门半岛一座变电站及澳门 政府数据中心的大量建筑工程获得认证及市场扩张使得智能制造业务的毛利率改善。 本文源自：财华网 ...

（文章来源：每日经济新闻） 每经AI快讯，港股MINIMAX盘中一度涨超6%，截至发稿时涨5%，报792港元，成交额4.27亿港元。 ...

Core Viewpoint - Huayuan Securities initiates coverage on Hong Kong Exchanges and Clearing Limited (HKEX) with a "Buy" rating, highlighting its unique ecological position connecting "capital" and "goods," along with regional monopoly, scarcity, and commercial viability [1] Group 1: Financial Performance - From 2015 to 2024, HKEX's revenue and other income are expected to grow at a compound annual growth rate (CAGR) of 6.3%, while net profit attributable to shareholders is projected to grow at a CAGR of 5.8% [1] - In Q3 2025, the average daily turnover (ADT) of stock securities products increased by 150% year-on-year to HKD 267.9 billion, with southbound and northbound trading volumes growing by 285% and 144% respectively [1] - For the first three quarters of 2025, revenue from spot trading increased by 75% year-on-year to HKD 11.1 billion, accounting for 51% of total revenue [1] Group 2: Derivatives and Commodity Performance - In Q3 2025, the average daily trading volume of derivative contracts decreased by 7% year-on-year to 727,000 contracts, while stock options saw a 30% increase in daily trading volume [2] - The commodity segment's revenue and other income grew by 9.5% year-on-year, with the average daily trading volume of LME metal contracts increasing by 3% [3] Group 3: Investment and Strategic Initiatives - Investment income for Q3 2025 decreased by 16% year-on-year to HKD 1.02 billion, primarily due to reduced investable funds from property redemptions [4] - HKEX is advancing strategic measures, including the launch of LME-approved warehousing facilities, adjustments to minimum price fluctuations, and the introduction of new products like the Hang Seng Biotechnology Index futures [5] Group 4: IPO Contributions and Market Dynamics - In the first three quarters of 2025, 69 IPOs raised a total of HKD 188.3 billion, marking a new high since 2022, with a significant increase in the number of IPO applications [6] - The top ten stocks by trading volume in Q3 2025 included seven internet and technology companies, contributing 30% to the total market ADT [7]

Core Viewpoint - Guofu Hydrogen Energy (02582) has seen a stock price increase of over 6%, currently trading at 45.08 HKD with a transaction volume of 109 million HKD, following the announcement of winning a procurement project related to low-temperature systems for nuclear fusion research [1] Group 1 - The company successfully won a bid for the procurement project from the Hefei Institute of Physical Science, Chinese Academy of Sciences, with a contract value of 3.2 million RMB [1] - The project focuses on a national-level nuclear fusion research platform's critical low-temperature systems, providing essential engineering support for stable operation, aligning with the 14th Five-Year Plan [1] - This successful bid indicates the company's low-temperature engineering technology capabilities have expanded from the hydrogen energy sector to critical components and system integration for low-temperature nuclear fusion [1] Group 2 - The new project opens up additional revenue growth opportunities for the company [1] - The collaboration between hydrogen energy and nuclear fusion technologies may create synergistic effects for future energy solutions [1]

兖煤澳大利亚(3668.HK)盘初一度跌超10%，报30.3港元。消息面上，公司公告，截至2025年12月31日止年度的年度业绩，经营收入由2024年的68.96亿澳 元减少14%至2025年的59.10亿澳元，主要由于煤炭销售收入由2024年的67.66亿澳元减少15%至2025年的57.79亿澳元所致。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：大众证券报 2026年2月25日，*ST海华（600243）召开2026年第一次临时股东会，以99.2450%的超高同意票审议通 过聘任中瑞诚会计师事务所（下称"中瑞诚所"）为2025年度审计机构，为持续多月的审计机构更换风波 暂时画上句号。 | í í 议案审议情况 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | (-) 非累积投票议案 | | | | | | | | | 1、议案名称:青海华盘实业股份有限公司关于聘任会计师事务所的议案 | | | | | | | | | 审议结果:通过 | | | | | | | | | 表决情况: | | | | | | | | | | | 同意 | | 反对 | | 弃权 | | | 股东类型 | | | | | 出例 | | 比例 | | | | 票数 | 比例(%) | 票数 | | 票数 | | | | | | | | (%) | | (%) | ...

Core Viewpoint - Guofu Hydrogen Energy (02582) has seen a stock price increase of over 6%, currently trading at 45.08 HKD with a transaction volume of 109 million HKD, following the announcement of winning a significant procurement project related to low-temperature engineering technology [1] Group 1 - The company successfully won a bid for the procurement project of an 80K cold box from the Hefei Institute of Physical Science, Chinese Academy of Sciences, with a contract value of 3.2 million RMB [1] - This project focuses on the key low-temperature systems for a national-level nuclear fusion research platform, providing essential engineering support for the stable operation of the facility, aligning with the 14th Five-Year Plan [1] - The successful bid indicates the company's low-temperature engineering technology capabilities have expanded from the hydrogen energy sector to critical components and system integration for low-temperature nuclear fusion [1] Group 2 - This development not only opens new revenue growth opportunities for the company but also highlights the synergistic effects between hydrogen energy and nuclear fusion, two future energy technologies [1]