异动盘点0302 | 内险股延续近期跌势，油气设备股多股飙涨；光通讯概念股Applied Optoelectronics拉涨56.88%，美股芯片股普跌

Group 1 - KFM Jin De (03816) shares rose nearly 3%, with a year-to-date increase of over 360%. The company expects a net profit increase of approximately 80% to 120% for the fiscal year ending March 31, 2026, primarily due to revenue growth from clients in the network and data storage industry [1] - China Duty Free Group (01880) fell 3.49%, with a cumulative decline of nearly 30% since the holiday. During the 2026 Spring Festival, the total duty-free shopping amount was 2.72 billion yuan, a year-on-year increase of 30.8% [1] - Sino Land Company (00083) decreased by 2.03%. For the six months ending December 31, 2025, the company reported revenue of 5.185 billion HKD, a year-on-year increase of 34.54%, while net profit attributable to shareholders decreased by 15.77% to 1.533 billion HKD [1] Group 2 - Domestic insurance stocks continued to decline, with China Life (02628) down 2.79%, China Pacific Insurance (02601) down 2.62%, China Property & Casualty Insurance (02328) down 1.79%, and New China Life Insurance (01336) down 1.09% [2] - Prada (01913) fell 3.51%. According to CICC's report, Prada's revenue is expected to grow by 8% year-on-year in 2025, or by 4% to 5.642 billion euros, impacted by a negative exchange rate effect of 389 basis points [2] - Asia Pacific Satellite (01045) rose over 8%, with a current increase of 6.25%. SpaceX plans to build a factory on the moon to assemble satellites equipped with high-performance AI processors [2] Group 3 - Asia Pacific Resources (01104) increased by 2.79%. The company reported revenue of approximately 467 million HKD for the six months ending December 31, 2025, a year-on-year increase of 215.81%, and a net profit of 1.86 billion HKD, turning from a loss to profit [3] - Standard Chartered Group (02888) fell 4.08%. A report from JPMorgan indicated that the escalating military conflict in the Middle East is likely to increase market risk aversion, leading to a more significant correction for Standard Chartered due to its regional exposure [4] - The smartphone supply chain collectively declined, with Lens Technology (06613) down 6.11%, Q Technology (01478) down 4.62%, and GoerTek (01415) down 2.78%. IDC warned of an unprecedented crisis in the global smartphone market in 2026 due to memory shortages [4] Group 4 - MARA Holdings (MARA.US) rose 5.8%. The company is collaborating with Starwood Capital Group to transform some of its Bitcoin mining sites into infrastructure supporting AI applications and cloud services [5] - Oil and gas stocks generally strengthened, with Battalion Oil (BATL.US) up 33.01% and Occidental Petroleum (OXY.US) up 3.21%. Brent crude futures rose by 2.6% to $72.70 [5] - Dell Technologies (DELL.US) surged 21.93%, driven by strong demand for AI servers, reporting a record revenue of $33.4 billion for the fourth quarter, exceeding market expectations [7]