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港交所:2月16日,贝莱德持有的药明生物H股多头头寸从5.22%降至4.51%。


Xin Lang Cai Jing· 2026-02-20 09:49
港交所:2月16日,贝莱德持有的药明生物H股多头头寸从5.22%降至4.51%。 来源:滚动播报 ...
场景变革:“AI+”如何打开消费新空间?
Xin Hua She· 2026-02-20 09:47
新华社合肥2月20日电(记者马姝瑞)机器人灵活地扭动着身体,为游客献上舞蹈表演,与大家合影留 念;机器狗蹦蹦跳跳,时而举起机械爪向游客拜年,时而热情发声祝福游客"新年好"……春节假期,安 徽省芜湖市繁昌区"繁昌·北站1969文化创意街区"十分热闹,机器人、机器狗用"卖力"的巡演,吸引游 客纷纷拍照打卡。 "机器人的智能程度、互动能力越来越丰富,对于游客而言,这些'机器小伙伴'的加入让文旅新业态增 加了不少新鲜感、科技感、互动感。特别是春节期间,机器人大受欢迎'档期'满满,供不应求!"在这 个文化创意街区组织春节文旅活动的安徽春谷文化旅游产业发展有限公司副总经理唐琴说。 对于文旅产业而言,智能机器人进入现实消费场景,直接起到了吸引客流、增加流量的作用,展现 出"人工智能+"消费提质的突出成效。唐琴告诉记者,有了机器人的助阵,街区人气明显上升,不少游 客都是"奔着机器人来",单日最高客流量达到1万人次以上。 在人工智能技术的赋能下,更多新消费需求也"从无到有"被挖掘出来,AI翻译耳机、AI玩具、AI眼镜 等搭载"AI+"功能的"新年货"让人应接不暇。 "我们的讯飞AI翻译耳机去年12月正式上市后,首月销量就超过5 ...
The Zacks Analyst Blog UnitedHealth, Honeywell , Shopify and Optex Systems
ZACKS· 2026-02-20 09:47
Core Viewpoint - The Zacks Equity Research team highlights recent performance and outlook for several companies, including UnitedHealth Group, Honeywell, Shopify, and Optex Systems, emphasizing their respective strengths and challenges in the current market environment [2][4][5][6][12]. UnitedHealth Group Inc. (UNH) - UnitedHealth's shares have declined by 3.9% over the past six months, slightly better than the Zacks Medical - HMOs industry's decline of 4.6% [4]. - The company faces rising medical costs, with a medical care ratio (MCR) projected at 89.1% for 2025, alongside elevated debt and interest expenses impacting financial flexibility [4]. - Despite the share price decline, UnitedHealth's fourth-quarter earnings exceeded estimates, supported by steady revenue growth from Optum and UnitedHealthcare, and strong cash flow with significant shareholder returns [5]. Honeywell International Inc. (HON) - Honeywell's shares have outperformed the Zacks Diversified Operations industry over the past six months, increasing by 18.6% compared to 1.4% for the industry [6]. - The company benefits from strong performance in commercial aviation and building automation, particularly in the Aerospace segment driven by defense business strength and growth in air transport flight hours [6]. - However, Honeywell faces challenges in its Industrial Automation segment due to lower demand, increasing operating costs, and significant balance sheet debt from acquisitions [8]. Shopify Inc. (SHOP) - Shopify's shares have underperformed the Zacks Internet - Services industry, declining by 12.7% compared to a 43.1% increase for the industry [9]. - The company is experiencing gross margin pressure due to higher hosting costs and a new paid trial program, which affects profitability [9]. - Despite these challenges, Shopify's expanding merchant base and investment in AI-driven tools are expected to enhance customer engagement and operational efficiency [10][11]. Optex Systems Holdings, Inc. (OPXS) - Optex Systems' shares have outperformed the Zacks Aerospace - Defense Equipment industry, increasing by 20.1% compared to 18.6% for the industry [12]. - The company reported a 31.7% year-over-year increase in Q1 FY26 orders, driven by strong demand for periscopes and optical assemblies, with quarterly revenues rising by 11.6% to $9.1 million [12][13]. - Recent multi-year contract awards exceeding $6 million provide revenue visibility into 2027, although gross margins have declined due to mix pressure and higher general and administrative costs [13].
CSG group to supply tens of thousands of artillery and mortar ammunition to European NATO member country
Globenewswire· 2026-02-20 09:46
Group 1 - Excalibur International, part of the CSG group, has signed a contract with a NATO member country in Western Europe for the supply of tens of thousands of artillery and mortar ammunition, valued in the low hundreds of millions of euros [1] - The contract was awarded through an accelerated tender procedure due to the urgent need to replenish ammunition stocks for the armed forces of the NATO member country [1] - MSM Group will collaborate on the project, with ammunition manufactured by companies within the MSM Group, which includes major European producers meeting NATO standards [2] Group 2 - The contract exemplifies CSG group's strategy to establish and develop partnerships with NATO countries, which are crucial for European security [3] - CSG offers its production capacities to both NATO and reliable partners outside of it, enhancing the European defense industry's global significance [3] - CSG N.V. is a leading European defense group based in Prague, focusing on the development and production of defense and industrial technologies, with key manufacturing facilities across multiple countries [4] Group 3 - CSG employs over 14,000 people across its integrated and affiliated companies and reported annual revenues of EUR 4.0 billion in 2024 [4] - The group is traded on Euronext Amsterdam under the symbol CSG [4]
终于,美国开始还钱了
Xin Lang Cai Jing· 2026-02-20 09:45
联合国秘书长发言人斯特凡·杜加里克表示,这是美国总统特朗普重返白宫以来,美国首次就联合国常 规预算进行相关支付。 据央视记者当地时间2月6日获悉,美国常驻联合国代表迈克·沃尔兹曾表示,美国将在几周内向联合国 支付部分拖欠的数十亿美元款项,同时强调联合国需要继续进行改革。 央视记者当地时间19日获悉,美国近日向联合国支付约1.6亿美元,用于偿还常规预算的部分拖欠款 项,但这仅为其约20亿美元欠款的一小部分。 此前,联合国秘书长古特雷斯就联合国财政状况发出警告,称由于成员国拖欠会费,联合国面临"迫在 眉睫的财政崩溃"风险。对此,沃尔兹在接受电话采访时表示,很快就会看到第一笔款项。 责任编辑:尉旖涵 央视记者当地时间19日获悉,美国近日向联合国支付约1.6亿美元,用于偿还常规预算的部分拖欠款 项,但这仅为其约20亿美元欠款的一小部分。 责任编辑:尉旖涵 联合国秘书长发言人斯特凡·杜加里克表示,这是美国总统特朗普重返白宫以来,美国首次就联合国常 规预算进行相关支付。 据央视记者当地时间2月6日获悉,美国常驻联合国代表迈克·沃尔兹曾表示,美国将在几周内向联合国 支付部分拖欠的数十亿美元款项,同时强调联合国需要继续进行改 ...
钯金期货日内涨2%,现报1759.65美元/盎司
Mei Ri Jing Ji Xin Wen· 2026-02-20 09:45
每经AI快讯,2月20日,钯金期货日内涨2%,现报1759.65美元/盎司。 (文章来源:每日经济新闻) ...
严监管持续落锤!两家投顾启富投资和策牛科技同日领罚,董事长被追责
Xin Lang Cai Jing· 2026-02-20 09:45
证券投顾行业的强监管风暴仍在持续。 原标题:《严监管持续落锤!两家投顾同日领罚,董事长被追责》 近日,深圳证监局一日之内对两家证券投资咨询机构开出罚单,剑指误导性宣传、自媒体运营不规范等 乱象。深圳市启富证券投资顾问有限公司(下称"启富投资")和策牛(深圳)科技发展有限公司(下 称"策牛科技")双双被采取责令改正的监管措施。 值得注意的是,除了机构,监管直接追责到人,启富投资董事长鲁召辉因对相关问题负有直接责任,同 步被出具警示函。 深圳两投顾同日领罚,董事长被追责 2月14日,深圳证监局连发两张投顾机构罚单。 深圳证监局发布公告,直指启富投资存在五大违规问题: 一是业务"踩线",未依法进行备案即开展上市公司收购、股权激励事项财务顾问相关业务。二是在营销 过程中存在误导性、夸大宣传,向客户承诺投资收益或未提示投资风险。三是部分未在中国证券业协会 注册登记为证券投资顾问的公司人员向客户提供投资建议。四是合规管理不到位。五是投资者适当性管 理不到位。 基于上述违规事实,深圳证监局依法对启富投资采取责令改正的监管措施,并要求公司在30日内提交全 面深入的整改报告。 与此同时,作为启富投资时任董事长兼总经理的鲁召辉, ...
比特币升破68000美元
Mei Ri Jing Ji Xin Wen· 2026-02-20 09:45
每经AI快讯,2月20日,比特币升破68000美元,日内涨1.73%。 (文章来源:每日经济新闻) ...
UAE: Motoring Along Nicely With Some Fine Tailwinds To Support It
Seeking Alpha· 2026-02-20 09:44
Core Insights - The iShares MSCI UAE ETF has been operational for nearly 12 years and is designed to passively track the MSCI All UAE Capped Index, which includes 55 companies [1] Group 1 - The ETF is passively managed, indicating that it does not actively select stocks but rather follows the performance of the underlying index [1]
Attention, Income Investors: It's Time to Load Up on Energy Transfer Stock
The Motley Fool· 2026-02-20 09:44
Energy Transfer's Q4 earnings miss is irrelevant compared to the bigger story for this midstream energy leader.When a company badly misses Wall Street's earnings estimates, its stock usually takes a beating. But that didn't happen with Energy Transfer LP (ET +0.21%) after the midstream energy leader announced its 2025 fourth-quarter results on Tuesday morning.Energy Transfer reported Q4 earnings per share of $0.25, well below the consensus estimate of $0.36 among analysts surveyed by S&P Global (SPGI 0.57%) ...