2月18日，高瓴旗下专注二级市场投资的基金管理平台HHLR Advisors（简称"HHLR"）公布了截至2025年四季度末的美股持仓情况。 数据显示，截至2025年末，HHLR共持有33只美股上市公司，中概股仍是其核心配置资产。从调仓动作来看，HHLR去年显著增持了阿里巴巴和拼多多， 减持网易、富途控股等标的，持仓进一步集中在电商龙头、生物医药和科技方向。 中概股仍是"心头好" 数据显示，截至2025年末，中概股仍是HHLR的核心配置资产，市值占比达92%。而且截至去年末，HHLR前十大重仓股分别为拼多多、阿里巴巴、百济 神州、富途控股、传奇生物、ARRIVENT BIOPHARMA INC、贝壳、WEBULL CORP、CYTEK BIOSCIENCES INC和CLEARWATER ANALYTICS HLDGS I，中概股占据七席。 从减仓动作来看，截至去年四季度末，HHLR持有富途控股163万股，相较于去年三季度末的323.8万股减少近50%，持有Webull597万股，相较于去年三季 度末的3308万股几乎是清仓式减持。另外，HHLR去年四季度对网易、百度、满帮、冬海集团和Bright Schol ...

Element Solutions (NYSE:ESI) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsBen Gliklich - CEOBhavesh Lodaya - US Chemicals Equity ResearchCarey Dorman - CFOFrank Mitsch - PresidentJosh Spector - Director of Equity ResearchVarun Gokarn - VP of Strategy and IntegrationConference Call ParticipantsAleksey Yefremov - Managing Director and Equity Research AnalystChris Parkinson - Managing Director and Senior Research AnalystDuffy Fischer - Chemicals Equity Research AnalystJohn Roberts - ...

MKS (NasdaqGS:MKSI) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsDavid Lu - Senior Research AssociateJohn Lee - President and CEOMelissa Weathers - Equity Research AssociateMichael Mani - Equity Research AssociateParetosh Misra - VP of Investor RelationsRam Mayampurath - EVP and CFOConference Call ParticipantsJames Schneider - Senior Equity AnalystJim Ricchiuti - AnalystJoe Quatrochi - Director and Equity Research AnalystPeter Peng - Equity Research AnalystShane Brett - Equity Res ...

PROG (NYSE:PRG) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsAlessandra Jimenez - Senior Equity Research AssociateBrad Thomas - Associate Director of ResearchBrian Garner - CFOHarold Goetsch - Senior Managing Director and Head of Fintech and FinancialsHoang Nguyen - Equity ResearchJohn Baugh - VP of Investor RelationsKyle Joseph - Managing DirectorSteve Michaels - President and CEOConference Call ParticipantsAnthony Chukumba - Managing Director and Senior Research AnalystEunice Ah ...

Fiverr (NYSE:FVRR) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Speaker9Please note this event is being recorded. I would now like to turn the conference over to Emily Greenstein, Investor Relations. Please go ahead.Speaker2Thank you, operator, and good morning, everyone. Thank you for joining us on Fiverr's earnings conference call for the fourth quarter that ended December 31, 2025. Joining me on the call today are Micha Kaufman, Founder and CEO, and Ofer Katz, President and CFO. Before we start, I ...

LITTLE ROCK, Ark., Feb. 18, 2026 (GLOBE NEWSWIRE) -- Uniti Wholesale today announced accelerated progress on its 2026 expansion plan, including new data center on-ramps, key route upgrades, and the launch of FastWaves™—a pre-deployed optical capacity program designed to cut delivery intervals for 100G and 400G wavelength services to less than three weeks on select routes. These initiatives expand the company’s reach to critical U.S. data centers while pairing faster turn-ups with market-aligned pricing and ...

Fluor Corporation (NYSE:FLR) is one of the best stocks under $50 to invest in. On January 14, Bank of America analyst Michael Feniger raised the firm’s price target on Fluor to $47.50 from $43 and kept a Neutral rating. This adjustment was made as part of the firm’s 2026 outlook for the machinery, engineering, construction, and waste sectors. While much of Feniger’s coverage experienced a multiple re-rating to a recovery valuation as demand and earnings per share reached their lows, the analyst suggested ...

DraftKings Inc. (NASDAQ:DKNG) is one of the best stocks under $50 to invest in. On February 13, BMO Capital analyst Brian Pitz lowered the firm’s price target on DraftKings to $42 from $50 while maintaining an Outperform rating. The analyst noted that the company’s 2026 guidance fell 8% below revenue and 20% below EBITDA estimates at the midpoint. This guidance is discouraging despite management’s claims that prediction markets have a minimal impact on business. Additionally, the firm also suggested that ...

Maplebear Inc. (NASDAQ:CART) is one of the best stocks under $50 to invest in. On February 13, Needham raised its price target for Instacart from $50 to $55 and maintained a Buy rating. The firm noted that the company’s ongoing execution serves as a positive indicator against competition concerns. On the same day, Cantor Fitzgerald lowered its price target on Instacart to $47 from $54 while keeping an Overweight rating. The firm noted that Instacart reported a record 14% GTV growth in Q4 2025 and exceeded ...

我是卢明浩 【千万粉丝私域操盘手】 【深度私域陪跑服务企业超50+】 【私域三心力与三步曲首创】 这是我的第 697 篇原创文章 感谢您的悦读 ▲ 算起来，我做知识付费这个赛道已经有好几个年头了。 经常看我公众号的读者都知道，我从事的是私域领域，主要的付费项目就是给企业提供私域陪跑，也就是所谓的咨询顾问服务，toB业务。 toC业务做的不算多，偶尔会讲讲课，做了一个私域社群圈子，但不是我的重心所在。 最近这两年经常会听到的一句话，知识付费已经不能做了，还在做知识付费的肯定完蛋。 要我说啊，知识付费不会死，而且还会一直存在，但它已经换壳了，不会再像以前那么容易，用户不会那么容易被忽悠了。 知识付费经常会跟一个词联系在一起，割韭菜，但我不认同这个词，每个人对于知识的价值感知是不一样的，你不能因为自己主观的认为课程或者服务不 值这个钱，就认为是割韭菜，更多的可能还是不适合吧。 为知识买单这件事情，我认为是对创作者的尊重，对知识的尊重，而不是一味的白嫖，拿来主义，什么都想着免费获取，这样的心态注定学不到东西。 有一句话怎么说来着，免费的东西其实才是最贵的。 最近这两年，确实能够感觉到知识付费的寒冬，就是以前很好卖的课 ...