来源：市场资讯 据彭博社，纳斯达克公司计划推出一种允许对主要股票指数进行 "是或否" 投注的期权合约，成为最新 一家进军快速增长的预测市场的交易所运营商。根据提交给美国证券交易委员会的一项规则变更提案， 该公司希望在其旗舰产品纳斯达克 100 指数和纳斯达克 100 微型指数上上市 "二元期权"。文件显示， 纳斯达克合约的定价将在 1 美分至 1 美元之间，反映市场对某一结果实现可能性的看法。这将是纳斯达 克首次涉足镜像预测市场的产品。 （来源：吴说） ...

来源：环球市场播报 与此同时，瑞银的欧盟人工智能风险篮子指数上涨3.8%。SAP AG等软件股、WPP集团等广告公司以及 威科集团等专业出版商股收复了今年部分失地。 其他欧洲个股方面，伦敦证券交易所宣布计划回购30亿英镑（41亿美元）自家股票后，股价上涨 9.1%。英德拉信息技术股价飙升21%，此前摩根士丹利指出，这家IT公司第四季度业绩"全面超预期"。 欧洲股市有望连续第八个月上涨，该地区传统经济领域的强劲表现使其免受人工智能带来的最严重冲 击。这促使投资者将资金从美国公司转向德国、法国和英国股票。 欧洲股市周四基本持平，未能激发投资者热情的英伟达业绩促使投资者抛售高涨的芯片设备股，转而买 入因人工智能扰动担忧而遭受重创的股票。 斯托克欧洲600指数在周三创下纪录新高后，周四收盘基本持平。阿斯麦控股对指数构成最大拖累，股 价下跌4.3%，因英伟达在周三财报发布后于美股交易中走低。 ...

Group 1: Construction and Building Materials - The report emphasizes the importance of monitoring the resumption of work after the holiday, with expectations for a strong start in Q1 2026, driven by the release of projects and investment growth [2][7] - Historical analysis of previous five-year plans indicates that infrastructure investment typically shows a pattern of "high at the beginning, stable later," with the first half of the "14th Five-Year Plan" demonstrating this clearly [2][7] - In Q4 2025, Honglu Steel Construction achieved a production volume of 1.41 million tons, a year-on-year increase of 11.94%, indicating a significant return on the past three years of investment in automation [8] Group 2: Non-Banking Financial Institutions - China Life Insurance reported a 54.8% year-on-year increase in revenue and a 91.5% increase in net profit for Q3, reaching 298.7 billion yuan and 126.9 billion yuan respectively [12][13] - The company’s new business value (NBV) grew by 41.8% year-on-year, reflecting strong sales performance and improved sales capabilities [14][15] - The total investment return rate increased by 104 basis points to 6.42%, attributed to a rise in equity investments and successful participation in market opportunities [15] Group 3: Hong Kong Stock Exchange - The Hong Kong Stock Exchange reported a 37% year-on-year increase in revenue and a 45% increase in net profit for the first three quarters of 2025, reaching 21.9 billion HKD and 13.4 billion HKD respectively [19][20] - The average daily trading amount (ADT) for stock securities products increased by 150% year-on-year, indicating strong market activity [20] - The exchange continues to implement strategic measures to enhance market vitality, including the introduction of new trading facilities and adjustments to trading fees [21][22] Group 4: Basic Chemicals - Sanyou Chemical is expected to achieve a net profit of approximately 0.91 billion yuan in 2025, a decline of 82% year-on-year due to falling prices of soda ash, caustic soda, and organic silicon [26][27] - The report highlights the potential recovery in the viscose staple fiber industry, with no new capacity added in recent years and a significant increase in profitability expected from price increases [27][28] - The report suggests that the profitability of soda ash and caustic soda may have bottomed out, with market dynamics indicating a potential recovery in the future [29][30] Group 5: Transportation and Logistics - Hongchuan Wisdom is expected to report a net loss of 4.4 to 4.7 billion yuan in 2025, reflecting challenges in the chemical storage business due to decreased demand [31][32] - The chemical industry is showing signs of recovery, with increased production activity and improved demand expected to enhance profitability in the future [33] - The company is positioned as a leader in chemical storage, with ongoing capacity expansion through self-built and acquired facilities [34]

今日（2月26日），港股市场高开低走，最终主要指数显著回落。 截至收盘，恒生指数报26381.02点，回落384.70点，跌幅1.44%。 恒生科技指数高开低走，最终收盘报5109.33点，下跌151.17点，跌幅2.87%，创下去年6月24日以来新 低。 恒生科技指数成分股中，小鹏汽车-W（HK09868）跌超5%，华虹半导体、哔哩哔哩、理想汽车、百度 集团、快手、地平线机器人跌超4%。权重较大的个股中，中芯国际、比亚迪股份、阿里巴巴跌超3%， 腾讯跌超2%。 受业绩利好刺激，香港交易所股价今日逆势飘红，最终上涨0.78%。 其他方面，盘面上，风电股强势领涨，东方电气大涨15%；建材水泥股集体弱势，海螺水泥跌超6%。 港股创新药集体回落，百济神州跌超9%，药明合联跌超8%，先声药业、药明生物跌超7%。 资金方面，南向资金大规模净卖出。截至收盘，南向资金净卖出港股超73亿港元。 展望后市： 焦点方面，香港交易所（HK00388）公布2025年全年业绩。公告显示，香港交易所2025年收入及其他收 益为291.61亿港元，较2024年上升30%，股东应占溢利为177.54亿港元，较2024年上升36%。2025年 ...

Group 1 - Financial support is crucial for the collaborative development of advanced manufacturing and modern services, creating a positive ecosystem [1] - Shenzhen Innovation Investment Group has managed over 500 billion yuan, investing in over 1,800 companies, with more than 90% in hard technology sectors [1] - The Guangdong-Hong Kong-Macao Greater Bay Area Venture Capital Guidance Fund has a scale of 50.45 billion yuan, aimed at supporting startups [1] Group 2 - Guangdong leads in capital market tools, holding six "firsts" in the Shenzhen Stock Exchange, including the highest number of new listings and IPO applications [2] - The Shenzhen Stock Exchange plans to enhance support for quality enterprises to go public and promote the growth of large-scale leading companies [2] Group 3 - By 2025, Guangdong's industrial enterprises are projected to exceed 19 trillion yuan in revenue, with high-tech and equipment manufacturing accounting for over 30% and 50% of industrial added value, respectively [3]

来源：经济观察网 经济观察网 根据公开信息，洲际交易所（ICE）的股票近期有以下值得关注的事件动态： 公司项目推进 全球市场事件可能间接影响洲际交易所的业务。例如，美联储政策预期变化（如2026年1月FOMC会议 纪要偏鹰）、地缘政治紧张局势（如美伊冲突）以及大宗商品价格波动（如布伦特原油期货），均可能 加剧其衍生品交易活跃度，从而引发成交额和股价波动。 洲际交易所旗下的纽约证券交易所（NYSE）正在构建一个基于区块链技术的全新交易平台，旨在实现 代币化股票和ETF的全天候交易。该平台计划于2026年内推出，但需获得监管部门批准。这一举措可能 提升交易效率并扩大投资者参与度。 行业政策与环境 以上内容基于公开资料整理，不构成投资建议。 ...

Market Overview - The international market experienced fluctuations with rising oil prices due to escalating tensions between the US and Iran, and the US Supreme Court's decision to overturn Trump's tariff policy igniting market interest [2] - US stock markets saw slight gains, with the Dow Jones up 0.25%, Nasdaq up 1.51%, and S&P 500 up 1.07% for the week [2] - European indices performed well, with the UK FTSE 100 up 2.30%, Germany's DAX 30 up 1.39%, and France's CAC 40 up 2.45% [2] Economic Data and Federal Reserve - The latest Federal Reserve meeting minutes indicated a lack of strong willingness to cut interest rates, with some officials suggesting further rate hikes if inflation remains high [3] - The Personal Consumption Expenditures (PCE) inflation index unexpectedly accelerated in December, with a month-on-month increase of 0.4% [7] - The US economy is projected to slow down, with a seasonally adjusted annual growth rate of only 1.4% for Q4 2025 [3] Commodity Market - Geopolitical factors have driven oil prices higher, with WTI crude oil up 5.57% to $66.39 per barrel and Brent crude oil up 5.92% to $71.76 per barrel [5] - Gold and silver prices also increased, with COMEX gold futures up 0.74% to $5059.30 per ounce and silver futures up 5.69% to $82.283 per ounce [6] Corporate Earnings - Nvidia is expected to be a major focus as earnings season approaches, alongside other companies like Home Depot, Lowe's, and Berkshire Hathaway [4] - Alibaba, a Chinese concept stock, is also set to release its earnings report [4] Upcoming Economic Indicators - Key economic data releases include the Producer Price Index (PPI) on January 27, which is expected to rise by 0.3% month-on-month, and consumer confidence indices from various countries [3][7] - The upcoming week will see multiple economic indicators from Germany, France, and the Eurozone, including inflation data and consumer confidence surveys [9]

（来源：吴说） 纳斯达克正在招聘一名加密产品经理，负责领导其代币化战略。该职位将全面负责代币化路线图——从 发行、生命周期事件到互操作性——并直接与机构客户合作。 重点领域包括：合规（KYC/AML）、托 管、公司行为、API 以及规模化应用。 ...

加密货币概念股亦逆势大涨，星太链集团暴涨122.22%，连连数字一度大涨超6%，OSL集团一度大涨超2%。前一交易日，相关概念股均集体大涨。消息 面上，香港立法会议员吴杰庄透露，香港预计将于今年3月发放首批稳定币发行人牌照。 2月20日，农历正月初四，香港金融市场迎来丙午马年首个交易日。香港交易所（以下简称港交所）举行了隆重的开市仪式，敲响了农历新年的第一声锣 响。香港财政司司长陈茂波、港交所主席唐家成及行政总裁陈翊庭亲临现场致辞。尽管港股在马年首个交易日未能如愿红盘高开，但仪式现场透露出的市 场数据与信心，展现出香港金融市场强劲的韧性与活力。 2月20日，恒生指数与恒生科技指数双双承压下探，板块呈现分化态势，科技板块表现疲软，而部分周期类板块逆势逞强，个股涨跌互现，市场整体情绪 偏谨慎。截至当日收盘，香港恒生指数收跌1.10%，恒生科技指数收跌2.91%。 不过，国产AI大模型板块逆势收涨，智谱及MiniMax市值双双冲破3000亿港元。 石油概念股上涨，中远海能涨6.34%，中国石油股份涨3.7%，中国海洋石油涨2.23%。消息面上，国际油价近期走高，市场忧虑美国与伊朗紧张局势升 级，两国在中东产油区加强 ...

该决定于去年9月进行公众咨询，将进入主板市场的渠道扩大到此前在合格外国投资者 (QFI)制度 下没有资格进入主板市场的人。其中包括资产管理规模低于5亿美元的外国机构，根据原有规定，这些 机构自动被剥夺合格外国投资者（QFI）资格。 （原标题：沙特交易所2月向外国投资者开放引各方关注） 《阿拉伯海湾商业洞察》（AGBI）报道，分析人士表示，沙特阿拉伯证券交易所于2月1日向外国 投资者开放，将释放资本并注入急需的流动性。 Scope Markets高级市场分析师Mohanad Yakout表示："我们肯定会看到在沙特全股指数的外国投资 增加。" 截至去年12月，外国投资者持有已发行股份的4.7%，总价值达1110亿美元。但就可交易自由流通 股的比例而言，2020年以来外国持股比例一直没有变化，这表明外国投资者整体上维持了其在不断增长 的市场中的股份，但并未增加持股比例。 虽然目前交易所中尚无公司接近49%的外资持股比例上限，但这些改革措施可能会提高沙特阿拉伯 在MSCI新兴市场指数等外国指数中的权重，该指数用于分配1.4万亿美元的投资资本。 新规出台之际，沙特证券交易所正经历惨淡的一年。追踪主板市场的沙特证券交易 ...