每经记者｜郑雨航 每经编辑｜何小桃 兰素英 ①【美国关税政策不确定性笼罩市场，三大期指走低】道指期货跌0.29%、标普500指数期货跌0.30%、纳指期货跌0.33%。 消息面上，美国最高法院2月20日裁决美国政府征收大规模关税政策"越权"后，美总统特朗普立即祭出新的行政令，宣布自2026年2月24日起，对来自所有 国家和地区的商品加征10%的进口关税。21日，特朗普又宣布，把这项新征收的"全球进口关税"税率由10%提升至15%。贸易政策缺乏明确性可能导致全 球前景蒙上阴影，并使各市场波动性维持高位。 ②【热门中概股普涨】中概股盘前普涨。拼多多、蔚来汽车涨近2%，京东、阿里巴巴涨超1%，百度涨超0.5%。 ③【加密货币概念股走低】比特币日内一度跌破6.5万美元，加密货币概念股盘前走低。Strategy、MARA Holdings、Terawulf跌超2%，Coinbase Global跌 近2%。 ④【芯片半导体股走低】芯片半导体板块盘前走低。台积电、阿斯麦跌超1%，美光科技跌近1%，英伟达微跌。 记者|郑雨航 编辑|何小桃 兰素英 杜恒峰 校对|魏文艺 ⑥【加州州长：美国总统正摧毁美国经济】据央视新闻，在当 ...

本集团取得除所得税前亏损 197.8万美元，较去年同季的 230.9万美元亏损减少 14.3%。业绩的改善除得 益于旅游分部的溢利贡献增加外，亦源于节省成本措施，尤其是于在纸张成本、折旧费用及坏账拨备方 面的节约。 智通财经APP讯，世界华文媒体(00685)发布截至2025年12月31日止第三季度财务报告，该集团取得营业 额3858.7万美元，同比增加2.12%;公司拥有人应占亏损168.5万美元，同比减少23.65%;每股亏损 0.1美 仙。 ...

Group 1 - The core viewpoint of the article is that Wanhua Media (00426) reported a decline in revenue and an increase in losses for the third quarter ending December 31, 2025 [1] Group 2 - The company achieved a revenue of HKD 7.725 million, representing a year-on-year decrease of 12.34% [1] - The loss attributable to shareholders was HKD 7.084 million, which is an increase of 21.14% year-on-year [1] - The loss per share was HKD 0.0177 [1]

Group 1 - The core viewpoint of the article indicates that Wanhua Media (00426.HK) reported a decline in revenue and an increase in losses for the third quarter ending December 31, 2025 [1] Group 2 - The company's revenue for the quarter was HKD 7.725 million, down approximately 12% from HKD 8.812 million in the same quarter of the previous fiscal year [1] - The company recorded a loss of HKD 7.084 million, compared to a loss of HKD 5.85 million in the same quarter of the previous fiscal year, primarily due to the decrease in revenue [1]

智通财经APP获悉，根据一项调查，尽管现在才刚步入3月，但策略师们认为，本周欧洲股市创下的历 史新高已是投资者今年能盼到的最好光景。调查显示，17位策略师的预测中值认为，欧洲斯托克600指 数2026年收官时将较周三创下的630点历史收盘高点基本持平。策略师们表示，支撑该地区股市的顺风 因素大多已兑现，而对企业盈利实现两位数增长的预期似乎要求过高。 好消息是，很少有策略师预测会出现大幅下跌，因为政府支出和低利率预计将提振欧洲经济。汇丰控股 仍是最大的多头，其目标点位为670点，意味着仍有近7%的上涨空间。只有TFS Derivatives和美国银行 两家策略师认为存在10%或更大跌幅的风险。 除泡沫时期或衰退期外，这已接近历史上的最高估值水平。与此同时，市场对季度财报的期望值，尤其 是对下半年财报的期望值，已经高到了令人担忧失望情绪会出现的地步。 法国兴业银行策略师罗兰·卡洛扬表示："我们仍认为2026年实现两位数盈利增长的预期存在风险，尤其 是在下半年。这可能会将股指略微推低至当前水平以下，尤其是考虑到市场目前正以较高的估值倍数来 消化这些高预期。"他将最新的财报季定性为积极但并不突出。 花旗集团全球及欧洲 ...

Core Viewpoint - News Corporation Class A (NWSA) reported its Q2 2026 financial data, showing a mixed performance with revenue growth but a decline in net income [1] Financial Performance - Revenue for Q2 2026 reached $2.362 billion, representing a year-over-year increase of 5.54% [1] - Net income for the same period was $193 million, which reflects a year-over-year decrease of 10.23% [1] - Earnings per share (EPS) stood at $0.40, marking a year-over-year increase of 21.21% [1] Future Outlook - No specific upcoming events such as earnings releases or investor meetings were mentioned in the current report [1] - Investors are advised to monitor the company's official announcements or financial calendar for the latest updates [1]

在中华民族万家团圆的美好时刻，以"骐骥驰骋势不可挡"为主题的总台马年春晚如约而至，为全球华人奉上一场新意迭出、吉祥喜庆的新春盛宴。 岛内媒体报道截图 在台湾岛内，总台春晚受到高度关注、密集报道。华视新闻专门制作专题报道总台春晚，联合新闻网、经济日报等岛内媒体以"8K、AI全上阵！央视2026 春晚用科技新样貌打造沉浸式'文化家宴'"等为题展开报道。人形机器人再度成为岛内关注的"顶流"，TVBS新闻台、中时新闻网的多篇评论文章点评 称，"这场春晚不仅是文艺表演，更是中国大陆机器人战略的象征性展示""人形机器人扎堆亮相马年春晚，是大陆具身智能行业在2025年迈入高速发展期 的写照"。 "春晚热"的持续扩大，与大陆综合国力和文化影响力的稳步提升密不可分。多位台湾同胞在与谭主交流时感叹， "中华民族伟大复兴势不可挡"在马年春 晚上具象化了。 "势不可挡"具象呈现 台湾同胞告诉谭主，总台马年春晚让他们印象最深的是科技风、未来感、国际范，"这场盛宴从创新科技、多元经济、国际影响力等维度铺展出万马奔腾 的奋进画卷，是祖国大陆发展势不可挡的具象呈现"。 作为观察中国发展成就的重要窗口，总台春晚近年在全球关注度持续攀升、深受海 ...

Core Insights - H&H International Investment's portfolio value reached approximately $17.5 billion by the end of Q4 2025, reflecting a 19% increase from $14.7 billion at the end of Q3 2025 [2] - The portfolio's value was around $14.5 billion at the end of 2024 [3] Portfolio Structure Changes - The portfolio consists of 14 companies, with notable changes in holdings: - Apple (AAPL) remains the largest holding at $8.8 billion, but its share decreased by 7.09% [4] - Berkshire Hathaway (BRK.B) saw a significant increase of 38.24%, now valued at $3.6 billion [4] - Nvidia (NVDA) experienced a dramatic increase of 1110.62%, with a value of $1.35 billion [4] - Pinduoduo (PDD) increased by 34.55%, valued at $1.31 billion [4] - Microsoft (MSFT) saw a 207.66% increase, reaching $415 million [4] - ASML (ASML) was significantly reduced by 87.62%, now valued at just over $10 million [4] Investment Themes - The portfolio reflects a strong focus on technology, with companies like Nvidia, Microsoft, and TSMC forming a core part of the "AI quartet" [5][19] - Despite a reduction in Apple’s holding, it remains a significant investment, with the company’s stock being actively managed through options trading [10][12] - Berkshire Hathaway is viewed as a defensive holding, with its value doubling compared to the end of 2024 [13][14] New Additions and Trends - Three new AI-related companies were added to the portfolio, including CoreWeave, Credo, and Tempus AI, indicating a strategic shift towards AI verticals [17][20][21] - The overall market sentiment towards AI investments is positive, with a belief that missing out on AI opportunities would be detrimental [19] Alibaba and Pinduoduo Holdings - Alibaba's holdings have decreased significantly, from 5.45 million shares at the end of 2024 to 2.56 million shares by the end of 2025 [22] - Pinduoduo has become the fourth largest holding in the portfolio, valued at $1.3 billion, although it is considered a riskier investment [22]

2025年出入境港澳居民数量近1800万人次，较2019年增长近300%。 凌晨一点半，剪辑软件里的导出进度条正一格一格地向前爬。好子盯着屏幕，手边是下午在港铁上没喝完的冻柠茶， 冰块早已化尽。 进度条到100%的那一刻，她点了保存。今天第三条Vlog，成了。 这条视频记录了她过去18个小时：早上8点从深圳住处出门，经福田口岸过关，9点45分踏进香港浸会大学的教室。下 午请了半天假，赶到香港的4A广告公司实习。6点下班，又折回学校上晚课。10点下课，在港铁车厢里打开剪映，把 中午拍的素材拼到一起。 视频即将发到她的账号上，那里有近4万粉丝在等她更新。 这样的节奏不只属于好子。港珠澳大桥边检站数据显示，2025年出入境港澳居民数量近1800万人次，较2019年增长近 300%。 （春节前夕，口岸处来往客流量增加。摄影/第一财经记者 王方然） 近年来，大湾区政策互通、交通便利、产业互补等优势，催生"深圳居住、香港工作"或"香港主业+内地副业"等新型职 业模式，塑造出新一代"双城青年"。有人在学业、实习和自媒体间三线并行，利用"香港IP"和特色定位去获取更高的 广告报价；有人从地产策划转行香港保险，将内地积累的客户 ...

Group 1 - Berkshire Hathaway significantly reduced its holdings in Apple and Amazon in the fourth quarter of 2025, with a 77% reduction in Amazon and a sale of over 10.29 million shares of Apple, decreasing its stake from 22.69% to 22.60% [4][5][6] - The fourth quarter marked the last 13F filing under Warren Buffett's leadership, as Greg Abel officially took over as CEO on January 1, 2026 [4][6] - Despite the reductions, Apple remains Berkshire's largest holding, while Amazon's shares fell to approximately 2.3 million, representing a drastic decline in ownership [6][7] Group 2 - Notable investor Duan Yongping also reduced his Apple holdings by 247.06 million shares, a decrease of 7.09%, while significantly increasing his investment in Nvidia by 663.93 million shares, marking a 1110.62% increase [8][9] - Duan's investment strategy appears to focus on AI, as he also initiated positions in three AI-related companies: CoreWeave, Credo, and Tempus [9][10] - Duan increased his stake in Berkshire Hathaway by 198.5 million shares, a rise of 38.24%, making it his second-largest holding [9][10]