騰訊控股(00700)出現大手買入1.38萬股，成交價$513.5，涉資708.63萬 AASTOCKS.com

格隆汇2月26日｜南下资金净卖出港股超50亿港元。

National Stock Exchange of India Ltd. has issued a request for proposals to investment banks, inviting them to pitch for roles on its long-awaited initial public offering, according to people familiar with the matter. The exchange plans to select advisers by mid-March, according to some of the people, who asked not to be identified as the information is private. The company didn’t immediately respond to an email seeking comment. NSE this month formed a committee and appointed Rothschild & Co. as an independent adviser to oversee the listing process. Rothschild is leading the selection of lead bankers, legal counsel and other intermediaries. The move signals renewed momentum for what could rank among India’s largest ever share sales. The IPO had been stalled for several years amid regulatory and legal challenges. The exchange operates the world’s busiest derivatives market by number of contracts traded. The planned share sale will be entirely an offer for sale, with existing shareholders expected to divest about 4% to 4.5% of the company’s equity, Bloomberg News has reported . Based on prices in the unlisted market, the IPO could raise approximately $2.5 billion. NSE Hires Rothschild to Help Pick Bankers, Lawyers For India IPO India’s NSE Kicks Off IPO Process After Board Approval Temasek, LIC Are Said to Plan Share Sales in NSE’s India IPO (1)

KRONOS Worldwide ( KRO ) declares $0.05/share quarterly dividend , in line with previous. Payable March 19; for shareholders of record March 10; ex-div March 10. See KRO Dividend Scorecard, Yield Chart, & Dividend Growth. More on KRONOS Worldwide Kronos: Downgrading To Sell On Declining Margins Amid Struggling Fundamentals Seeking Alpha’s Quant Rating on KRONOS Worldwide Historical earnings data for KRONOS Worldwide Dividend scorecard for KRONOS Worldwide Financial information for KRONOS Worldwide

The early childhood education sector will receive its lowest level of subsidy in more than a decade as the number of preschools falls to a 13-year low, with the government cancelling two grants for kindergartens in the new school year. According to the annual budget announced on Wednesday, the early childhood sector will receive only HK$4.5 billion (US$575 million) from the government in 2026–27, representing a 6.6 per cent drop from the current financial year. “This is mainly due to decreased...

Oracle (ORCL) Stock Rebounds to $147.89 on Analyst Upgrade, AI Cloud Momentum Offsets Recent Sell-Off Concerns International Business Times Australia

Oracle (ORCL) Stock Rebounds to $147.89 on Analyst Upgrade, AI Cloud Momentum Offsets Recent Sell-Off Concerns International Business Times AU

WaterBridge Infrastructure LLC ( WBI ) declares $0.05/share quarterly dividend . Payable March 19; for shareholders of record March 5; ex-div March 5. See WBI Dividend Scorecard, Yield Chart, & Dividend Growth. More on WaterBridge Infrastructure LLC Seeking Alpha’s Quant Rating on WaterBridge Infrastructure LLC Historical earnings data for WaterBridge Infrastructure LLC Financial information for WaterBridge Infrastructure LLC

格隆汇2月26日丨铂科新材(300811.SZ)涨3.48%，报88.970元，股价创历史新高，总市值257.84亿元。

格隆汇2月26日｜日本厚生劳动省26日公布的人口动态统计(初值)显示，包含外国人的2025年新生儿数为705,809人，跌至历史新低。较上年同期减少2.1%，连续10年减少。

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2月26日，据路透援引业内人士称，美国航空航天和半导体公司的供应商面临日益严重的稀土短缺问题，其中两家供应商甚至因此拒绝了一些客户订单。短缺主要集中在例如钇和钪的稀土元素上，这是17种元素家族中的小众成员，在国防技术、航空航天和半导体领域发挥着虽小但至关重要的作用。 航空航天供应链专家Kevin Michaels表示，虽然钇供应短缺尚未影响喷气发动机生产，但制造商仍然感到担忧。半导体研究公司SemiAnalysis创始人兼首席执行官Dylan Patel表示，美国半导体制造商的钪库存即将告罄，这将使下一代5G芯片的生产面临风险。

格隆汇2月26日丨法狮龙(605318.SH)涨2.56%，报80.090元，股价创历史新高，总市值100.70亿元。

Earnings Call Insights: Alkami Technology, Inc. (ALKT) Q4 2025 Management View Alex Shootman, CEO, opened with, "I am pleased to announce a strong fourth quarter performance, which caps off a great year for Alkami. For both the fourth quarter and the year, Alkami exceeded consensus revenue and adjusted EBITDA estimates. In the fourth quarter, we grew revenue 35% and increased adjusted EBITDA to $19 million." Shootman highlighted the signing of 16 new digital banking clients and 33 new MANTL clients in Q4, as well as record new client bookings for both business lines in 2025. He emphasized the acceleration of MANTL performance post-acquisition, stating MANTL now powers over 1,000 bank and credit union branches and that Alkami has 436 clients live on its two strategic platforms. Shootman cited the successful integration of Alkami’s Digital Sales and Service Platform (DSSP), noting, "When we acquired MANTL, 11 clients -- 11 Alkami clients had all 3 DSSP products. At the end of 2025, we had 45 clients that have bought all 3 products." He also detailed the impact of AI on the business, including the launch of new AI-driven products and operational efficiencies. Cassandra Hudson, CFO, stated, "2025 was a standout year for Alkami. We delivered robust revenue growth while meaningfully expanding profitability and cash flow, demonstrating the durability and leverage of our model." Hudson reported full-year total revenue of $443.6 million, adjusted EBITDA of $59.1 million, and a 13.3% adjusted EBITDA margin. She highlighted a backlog of $71 million in ARR pending implementation and noted that subscription revenue represented 95% of total revenue. Outlook For Q1 2026, Alkami expects revenue of $124.7 million to $125.7 million and adjusted EBITDA of $21.1 million to $21.9 million, with a midpoint margin of 17.2%. For full year 2026, revenue is projected at $525.5 million to $530.5 million, representing growth of 18.5% to 19.6%, and adjusted EBITDA is forecast at $93.5 million to...

SK海力士宣布，于当地时间25日在美国加利福尼亚州米尔皮塔斯的闪迪公司总部，与闪迪公司联合举办“HBF规格标准化联盟启动会”，正式发布面向AI推理时代的下一代存储器解决方案HBF（High Bandwidth Flash）的全球标准化战略。（界面新闻）

记者从交通运输部获悉，2月26日（春运第25天，农历正月初十），全社会跨区域人员流动量预计达2.22亿人次，环比下降3.8%，比2025年同期增长5.2%。其中：铁路客运量预计1565万人次，环比下降8%，比2025年同期增长9.8%。公路人员流动量（包括高速公路及普通国省道非营业性小客车人员出行量、公路营业性客运量）预计2.03亿人次，环比下降3.4%，比2025年同期增长4.8%。其中，公路营业性客运量预计3238万人次，环比下降2.2%，比2025年同期增长4.7%；高速公路及普通国省道非营业性小客车人员出行量预计1.7亿人次，环比下降3.6%，比2025年同期增长4.8%。水路客运量预计84万人次，环比下降14.2%，比2025年同期增长19.5%。民航客运量预计259万人次，环比下降1.7%，比2025年同期增长10%。（央视新闻）

格隆汇2月26日｜据路透援引业内人士称，美国航空航天和半导体公司的供应商面临日益严重的稀土短缺问题，其中两家供应商甚至因此拒绝了一些客户订单。短缺主要集中在例如钇和钪的稀土元素上，这是17种元素家族中的小众成员，在国防技术、航空航天和半导体领域发挥着虽小但至关重要的作用。航空航天供应链专家Kevin Michaels表示，虽然钇供应短缺尚未影响喷气发动机生产，但制造商仍然感到担忧。半导体研究公司SemiAnalysis创始人兼首席执行官Dylan Patel表示，美国半导体制造商的钪库存即将告罄，这将使下一代5G芯片的生产面临风险。

格隆汇2月26日｜东莞证券研报指出，润本股份作为母婴个护细分赛道的新兴国货标杆，依托“细分破局+生态扩容”战略，核心品类驱蚊与婴童护理持续高增长，2025年前三季度收入与净利润均保持正向提升，经营基本面稳固。核心看点在于，公司通过研产销一体化布局及自有生产基地建设，构筑高安全性与成本优势，形成短期难以复制的长期市场壁垒；同时，电商渠道稳步拓展，抖音、天猫等新兴平台增长迅速，线下终端覆盖稳健，形成线上线下双轮驱动的增长模式。预计公司2025-2026每股收益分别为0.80元和0.99元，对应估值分别为29.27倍和23.74倍。首次覆盖，给予“买入”评级。

da-kuk/E+ via Getty Images Strategy overview Globally diversified core strategy based on the Global Perspectives unique investment philosophy and built with Voya's suite of proprietary and multi-manager mutual funds. Market review Global markets ended the year strongly despite disruptions. The U.S. government shutdown weighed on sentiment, adding volatility amid slowing job growth and concerns over elevated artificial intelligence valuations. Supportive earnings and central bank accommodation sustained risk appetite. The U.S. Federal Reserve continued easing, cutting rates 25 basis points in October and December, while expectations for further cuts fluctuated. U.S. equities posted modest gains, though leadership shifted. Large cap value outperformed growth, reflecting rotation away from concentrated technology exposures, while defensive sectors such as health care led amid valuation concerns. Small cap stocks also rose but lagged large caps. International equities outperformed on stronger earnings momentum and more attractive valuations. Japan benefited from renewed political clarity under Prime Minister Sanae Takaichi, reinforcing reform expectations. Emerging markets (EM) were mixed; some regions gained from global growth and AI investment, while China lagged due to ongoing property weakness and deflation. Fixed income delivered positive returns but trailed equities. Core bonds benefited from rate cuts, while high yield (HY) credit remained a bright spot, supported by solid fundamental factors and low default risk. Portfolio review The Voya GPMM MF Series posted positive absolute, but mixed relative returns. The aggressive portfolio performed best from an absolute standpoint, as stocks outperformed bonds. The income portfolio performed best from a relative standpoint. The models were in base positioning during the period. Asset allocation was additive to relative performance for the conservative and moderate growth portfolios, due primarily to an overweight to equ...

据同花顺iFinD数据，沪深京三市成交额超2万亿元，较上日此时放量1165亿元，预计全天成交金额约2.6万亿元。截至目前，沪市成交额8348亿元，深市成交额11514亿元，北证50成交额139亿元。

记者从中国国家铁路集团有限公司获悉，2月25日（正月初九），全国铁路发送旅客1701.4万人次，连续6天保持在1500万人次以上，运输安全平稳有序。2月26日（正月初十）全国铁路预计发送旅客1565万人次，计划加开旅客列车1080列，截至今日8时，铁路12306已累计预售春运期间火车票3.76亿张。各地铁路部门多措并举应对返程客流高峰，加大运力投放，落实便民利民惠民举措，全力保障旅客平安顺利返程。（央视新闻）

【有線新聞】新加坡乒乓大滿貫，中國的王曼昱晉身女單八強。 湖水藍衫的王曼昱16強與南韓的申裕斌鬥得緊湊，首局打了21分鐘，「刁時」輸19比21。這位世界第2的中國球手調整後連贏11比7、11比8反先。雙方第四局再拉鋸，王曼昱沒再手軟，「刁時」贏13比11，局數反勝3比1，八強對日本的張本美和。 男單方面，湖水藍衫、中國的林詩棟局數3比1擊敗南韓的林鐘勳，晉身八強對菲歷斯勒賓。

Asian stocks traded mostly higher on Thursday, with the Nikkei and Kospi scaling new heights, powered by Nvidia’s earnings beat and easing BoJ hike fears. Broader regional gains were capped as China’s reopening rally paused for breath and Hong Kong tech stocks struggled to find support. The benchmark KOSPI advanced 2.05% to around 6,208, marking a fresh record high as buying momentum intensified in large-cap chipmakers. The Bank of Korea held its policy interest rate steady at 2.5% for the sixth consecutive meeting in February 2026. Singapore's manufacturing production surged 16.6% year-on-year in January 2026, accelerating from an upwardly revised 10.9% gain and surpassing market expectations of 11% growth. Malaysia’s producer prices declined by 2.9% year-on-year in January 2026, marking the sharpest decline since July and slipping further from a 2.7% drop in the previous month. Japan ( NKY:IND ) rose 0.16% to above 59,000, while the broader Topix Index rose 1.3% to 3,895 on Thursday, with both benchmarks notching fresh record highs. The Japanese yen strengthened past 156 per dollar on Thursday, snapping a two-day slide as hawkish signals from the Bank of Japan supported domestic yields. Monetary policy in Japan is nearing a long-awaited exit from years of large-scale easing, Bank of Japan board member Hajime Takata said in a speech on Wednesday. He called it a “true dawn” as the central bank gradually shifts gears, stressing that how smoothly the exit unfolds will determine how the easing era is ultimately judged. China ( SHCOMP ) rose 0.04% to below 4,140 on Thursday, ending a two-day rally as declines in new energy and metal stocks dragged on the broader market, and the offshore yuan strengthened to around 6.83 per dollar on Thursday, extending its rally to a fourth straight session and reaching a new high since April 2023, as the greenback remained on the back foot. Investors are now turning their attention to next week's PMI data, which could provide insights ...

TaskUs ( TASK ) declares $3.65/share special dividend . Payable March 25; for shareholders of record March 11; ex-div March 11. See TASK Dividend Scorecard, Yield Chart, & Dividend Growth. More on TaskUs TaskUs, Inc. (TASK) Q4 2025 Earnings Call Transcript TaskUs, Inc. 2025 Q4 - Results - Earnings Call Presentation TaskUs: Need A Few More Quarters To Monitor The Situation (Rating Downgrade) TaskUs outlines 2026 revenue guidance of $1.21B–$1.24B amid $333M special dividend and AI investment TaskUs CFO to step down, names interim successor

【有線新聞】商務部舉行例行記者會，發言人指農曆新年9天長假，消費市場「年味濃、人氣旺」。至於有關中方對日相關出口管制，商務部強調完全正當、合理和合法。 商務部發言人回應有關對日出口管制的提問，強調是要制止日本「再軍事化」和擁核企圖。商務部新聞發言人何咏前：「近期日本擴軍備武步伐加速，推動取消武器出口限制、發展進攻性軍事力量、謀求修改『無核三原則』，反映出日本加速推進『再軍事化』的危險動向和擁核企圖，對地區和世界和平構成威脅。中國作為負責任大國，一貫積極履行防擴散國際義務。中方於2月24日將日本有關實體列入出口管制管控名單和關注名單，目的是制止日本『再軍事化』和擁核企圖，完全正當、合理、合法。」 針對今年農曆新年假期消費，商務部指全國重點零售和餐飲企業日均銷售額比去年同期增長5.7%，增速提高1.6個百分點。重點平台的冰雪和避寒消費分別增長一成二和兩成九，租車平台訂單量同比增加五成一，入境遊產品訂單亦比去年同期增長一成八。上海和四川離境退稅銷售額同比分別增長1.5倍和3.2倍，反映入境遊持續升溫。

Star Bulk Carriers ( SBLK ) declares $0.37/share quarterly dividend . Payable March 19; for shareholders of record March 9; ex-div March 9. See SBLK Dividend Scorecard, Yield Chart, & Dividend Growth. More on Star Bulk Carriers Star Bulk Carriers: Newer Fleets And Healthier Balance Sheet Meet Underwhelming Dividends Star Bulk Carriers Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Star Bulk Carriers Historical earnings data for Star Bulk Carriers Dividend scorecard for Star Bulk Carriers

(RTTNews) - APA Corporation (APA) reported fourth quarter net income attributable to common stock of $279 million, or $0.79 per diluted share, compared to $354 million, or $0.96 per diluted share, in the prior-year quarter. When adjusted for certain items, fourth-quarter earnings

格隆汇2月26日｜东莞证券研报指出，牧原股份是我国生猪养殖一体化龙头。公司始创于1992年，于2012年养猪事业走出河南，2014年在深交所上市；2016年养猪业务开始在东北拓展；2019年延伸产业链，开启屠宰业务；2024年，年出栏生猪7160.2万头，屠宰生猪1252.4万头。公司经过30余年的发展，现已形成集饲料加工、生猪育种、生猪养殖、屠宰加工为一体的猪肉产业链。公司不断延伸产业链，屠宰肉食业务不断发展壮大，不断巩固其竞争优势。我国生猪养殖行业短期有望迎来周期回升，行业中长期规模化和集中度仍有较大提升空间。维持对公司的“买入”评级。