2月27日，据"合生商业"消息，在今年的春节档期，合生商业携手YSL、周大福、波司登、烤匠等战略 品牌打造"新春品牌周"，助力经营"开门红"。 2月15日至2月23日，全国5座城市、15个购物中心联动共创，实现销售额突破6.2亿元，客流量超470万 人次。全国范围内餐饮业态、潮玩零售业态、运动零售业态等大幅度提升，涌现出销冠商户数近200 个，消费活力蓬勃绽放。 客流量超470万人次。 ...

| 股票名称 | 沽空金额↓ | 沽空比率 | 偏离值 | | --- | --- | --- | --- | | 阿里巴巴-W(09988) | 15.03 亿元 | 10.51% | -2.02% | | 中国平安(02318) | 13.20 亿元 | 32.00% | 3.87% | | 腾讯控股(00700) | 8.92 亿元 | 6.75% | -1.56% | | 汇丰控股(00005) | 7.71 亿元 | 17.54% | -1.77% | | 美团-W(03690) | 7.60 亿元 | 23.38% | 1.92% | | 小米集团-W(01810) | 6.98 亿元 | 16.03% | -5.75% | | 新鸿基地产(00016) | 5.85 亿元 | 45.19% | 6.30% | | 紫金矿业(02899) | 5.73 亿元 | 23.75% | 4.90% | | 宁德时代(03750) | 5.49 亿元 | 27.70% | 3.43% | | 友邦保险(01299) | 5.41 亿元 | 24.00% | 5.57% | 前十大沽空偏离值排行 | 股票名 ...

[Table_Page] 行业专题研究|纺织服饰 2026 年 2 月 26 日 证券研究报告 | 分析师： [Tabl | 糜韩杰 | 分析师： | 钟泽宇 | | --- | --- | --- | --- | | e_Author] | SAC 执证号：S0260516020001 | | SAC 执证号：S0260526020002 | | | SFC CE.no: BPH764 | | | | | 021-38003650 | | 020-66336949 | | | mihanjie@gf.com.cn | | zhongzeyu@gf.com.cn | | | 请注意，钟泽宇并非香港证券及期货事务监察委员会的注册持牌人，不可在香港从事受监管活动。 | | | [本报告联系人： Table_C ontacter] [Table_Summary] 核心观点： 相关研究 [Table_Report ： ] 纺织服装行业全球观察之亚瑟士:FY2025：业绩持续高增长，FY2026 展望乐观 2026-02-25 纺织服装行业全球观察之德克斯户外:FY2026Q3：HOKA 营收持续高增，公司上调业绩指引 ...

[Table_Page] 行业专题研究|纺织服饰 2026 年 2 月 25 日 证券研究报告 [Table_Title] 纺织服装行业全球观察之安德玛 FY2026Q3：泛欧洲和拉美地区销售回暖，营收指引略有上调 [Tabl e_Author] 分析师： 糜韩杰 分析师： 董建芳 SAC 执证号：S0260516020001 SFC CE.no: BPH764 SAC 执证号：S0260525060002 021-38003650 dongjianfang@gf.com.cn mihanjie@gf.com.cn 请注意，董建芳并非香港证券及期货事务监察委员会的注册持牌人，不可在香港从事受监管活动。 [Table_Summary] 核心观点： 识别风险，发现价值 请务必阅读末页的免责声明 1/8 972918116公共联系人2026-02-25 16:56:24 [本报告联系人： Table_C ontacter] 安德玛公布 FY2026Q3 业绩（2025 年 10 月-2025 年 12 月）。（1）收入：FY2026Q3 实现营收 13.28 亿美 元，同比下降 4.7%；FY2026Q1-3 实现 ...

Group 1 - Anta Sports-R (82020), JD Health-R (86618), and Geely Automobile-R (80175) have the highest short-selling ratios at 100.00%, 100.00%, and 95.46% respectively [1] - Tencent Holdings (00700), Alibaba-W (09988), and Meituan-W (03690) lead in short-selling amounts, with 2.193 billion, 1.867 billion, and 1.658 billion respectively [1] - Geely Automobile-R (80175), Tencent Holdings-R (80700), and Blue Moon Group (06993) have the highest deviation values at 56.09%, 35.57%, and 33.29% respectively [1] Group 2 - The top short-selling ratio rankings show Anta Sports-R (82020) at 100.00% with a short-selling amount of 29.79 thousand, followed by JD Health-R (86618) at 100.00% with 9.88 thousand, and Geely Automobile-R (80175) at 95.46% with 31.09 thousand [2] - The top short-selling amounts are led by Tencent Holdings (00700) at 2.193 billion, Alibaba-W (09988) at 1.867 billion, and Meituan-W (03690) at 1.658 billion [2] - The highest short-selling deviation values are led by Geely Automobile-R (80175) at 56.09%, followed by Tencent Holdings-R (80700) at 35.57%, and Blue Moon Group (06993) at 33.29% [2]

Core Insights - Gu Ailing, a prominent Chinese Winter Olympics athlete, has gained significant attention after winning 1 gold and 2 silver medals at the Milan Winter Olympics, becoming the athlete with the most medals in freestyle skiing history [1][3] Group 1: Athlete Earnings - Gu Ailing ranks first in the Forbes athlete income list for the Winter Olympics with an income of $23 million (approximately 160 million RMB) [3] - Other top earners include Auston Matthews (hockey player) with $20 million, Lindsey Vonn (alpine skier) with $8 million, Chloe Kim (snowboarder) with $4 million, and Ilya Malinin (figure skater) with $700,000 [3] Group 2: Brand Endorsements - Gu Ailing endorses over 10 top-tier brands across various industries, including Louis Vuitton (LV), Tiffany & Co., IWC, TOD'S, Bosideng, Porsche, Anta, Faction Skis, Red Bull, TCL, Mengniu, Luckin Coffee, Bank of China, and China Mobile, covering luxury goods, automotive, outdoor sports, food and beverage, finance, and telecommunications [5] - Her impressive image and achievements have made her a sought-after figure for major brands, reflecting her status as a top athlete in the Winter Olympics [5] Group 3: Personal Insights - Gu Ailing has received praise for her authenticity, notably showing emotion during a press conference upon learning of her grandmother's passing [5] - She expressed a keen interest in AI as her primary focus outside of skiing [5]

智通财经APP获悉，2月11日,盈富基金（02800）、阿里巴巴-W（09988）、腾讯控股（00700）南向资 金净流入金额位列市场前三，分别净流入37.70 亿、23.83 亿、23.32 亿 中国太保（02601）、中金公司（03908）、中国黄金国际（02099）南向资金净流出金额位列市场前 三，分别净流出-2.82 亿、-1.62 亿、-1.52 亿 在净流入比方面，华夏恒生科技（03088）、南方东西精选（03441）、南方港美科技（03442）以 879.94%、591.15%、309.32%位列市场前三。 在净流出比方面，艾迪康控股（09860）、波司登（03998）、碧桂园服务（06098） 以-144.44%、-105.57%、-96.30%位列市场前三。 前10大资金净流入榜 | 股票名称 | 净流出(元)↓ | 净流出比 | 收盘价 | | --- | --- | --- | --- | | 中国太保(02601) | -2.82 亿 | -69.02% | 38.920（-2.70%） | | 中金公司(03908) | -1.62 亿 | -52.09% | 21.960（+0.8 ...

Market Overview - Cooling inflation signals have led to a valuation recovery in overseas consumer assets, with the U.S. bipartisan push for credit card interest rate cap legislation creating uncertainty in the credit card sector[1] - Weekly performance of sectors shows U.S. hotels leading with a 3.1% increase, followed by overseas sportswear at 2.5% and luxury goods at 2.2%[11] Sector Performance - The U.S. hotel sector's strong performance is attributed to Marriott and Hilton, with Marriott's Q4 2025 adjusted EBITDA exceeding market expectations, reaching $5.84 billion to $5.93 billion[6] - Overseas sportswear saw a 2.5% increase, driven by a lower-than-expected January CPI of 2.4%, enhancing Fed rate cut expectations[13] - Luxury goods increased by 2.2%, with Hermès up 4.5% due to better-than-expected FY2025 results, while LVMH fell by 4.1% due to disappointing performance in key segments[8] Consumer Trends - The jewelry sector has shown resilience, with a year-to-date increase of 13.7%, outperforming other sectors[11] - Domestic sportswear increased by 0.3%, with Anta Sports rising 4.6% following the acquisition of a stake in PUMA[13] Challenges - The credit card sector faced a significant decline of 5.5%, influenced by proposed legislation to cap interest rates, which could severely impact profitability[14] - The snack sector dropped by 4.6%, with companies like Three Squirrels experiencing a 6.2% decline due to substantial drops in e-commerce sales across major platforms[14] Valuation Insights - Valuations across various sectors remain below the historical five-year averages, with overseas sportswear expected PE at 30.1x, only 57% of the past average[9] - The luxury sector's expected PE is 26.2x, representing 49% of its historical average, indicating potential for future growth as market conditions stabilize[9]

Group 1: Stock Recommendations - 吉利汽车 (Geely Auto) has a market cap of $23.4 billion, with a target price of $25.00, indicating an upside potential of 48%[5] - 正力新能 (Zhengli New Energy) has a market cap of $2.8 billion, with a target price of $18.00, indicating an upside potential of 113%[5] - 极兔速递 (Jitu Express) has a market cap of $12.2 billion, with a target price of $13.40, indicating an upside potential of 25%[5] - 三一国际 (Sany International) has a market cap of $6.2 billion, with a target price of $20.60, indicating an upside potential of 37%[5] - 瑞幸咖啡 (Luckin Coffee) has a market cap of $11.0 billion, with a target price of $54.68, indicating an upside potential of 41%[5] Group 2: Performance Overview - The basket of 26 long positions had an average return of -2.3%, outperforming the MSCI China Index, which returned -2.4% by 0.1 percentage points[10] - Out of the 26 stocks, 11 had returns exceeding the benchmark[10] - The report includes a new addition of Datadog (DDOG US) to the buy list, while Salesforce (CRM US) has been removed[7]

转自：扬子晚报 扬子晚报网2月19日讯（通讯员 张同远 王利明 记者 高峰）大年初三，泗洪县2026年"就业在泗洪"就业 创业"春风行动"新春招聘会火爆举行，全县162家企业携6600余个优质岗位齐聚现场，涵盖机械制造、 服装纺织、电子制造、新材料等多个领域。 企业方也对招聘会效果赞不绝口。江苏盐铁食品科技有限公司人事行政部招聘经理王小磊介绍："'春风 行动'为我们和求职者搭建了高效对接平台，极大缓解了用工压力。从早上八点半到现在，已有200多人 咨询，登记了100余人。我们这次需要普工、技工、品控等200人左右，预计三天招聘会下来基本能满足 需求。" 据统计，本次招聘会共吸引斯迪克新材料、盐铁食品、波司登服装、赛益诺新材料等162家优质企业参 与，现场达成就业意向4000余人，接受就业创业政策咨询9600余人次，发放宣传单9000余张。 泗洪县劳动就业管理处主任王利明表示："此次'春风行动'既回应了群众就近就业的期盼，也为企业复 工复产注入了动能。我们通过岗位推介、政策扶持、创业展示、技能服务一体化推进，让返乡人员外出 有出路、留乡有前途，真正实现就业创业深度融合。" 本次招聘会将持续到正月初五，让求职者在 ...