SBI Dynamic Bond (SBIDYNAMICBO.BO) 過往股價及數據 Yahoo 財經

格隆汇2月27日｜随着韩股盘中由跌转升，A股市场中韩半导体ETF(513310)午后开盘下挫后快速拉升，一度涨超7%，报4.65元，创历史新高，目前溢价率达26.16%。自去年10月以来，该基金因高溢价持续对外发布风险提示。根据最新披露的信息，该基金前五大重仓股分别为三星电子、SK海力士、寒武纪、中芯国际、海光信息。

【有線新聞】昂坪360遭軟件攻擊勒索，估計有員工、年票賓客及市集租戶資料被盜取。 昂坪360指周四發現內部網絡系統無法正常運作，部分資料遭盜取及勒索，即日已經報警及通報個人資料私隱專員公署，初步評估牽涉員工、年票賓客，以及推廣活動及資訊名單上的賓客、供應商及昂坪市集租戶等姓名及聯絡方法，已設立特別查詢熱線，對事件帶來不便致歉。又指纜車運作系統、售票及商品的電子支付服務均屬於其他獨立的系統，事件不影響纜車服務安全及賓客電子支付的資料。

Thailand is eyeing a billion-dollar tourist bounce over the next five years from hosting Tomorrowland, which makes its Asia debut in December. An estimated 150,000 young ravers are expected to flood the resort city of Pattaya for the world’s largest electronic music festival. For years a touchstone of global tourism, the kingdom recently has seen its popularity wane as the strong baht deters some travellers while regional rivals Vietnam and Malaysia gobble up market share. To turn the trajectory...

Falling returns, investment exit worries, longer holding periods and tougher fundraising conditions are hobbling the private equity industry, with experts warning that only the strongest will survive. According to a report by Bain & Co , private equity delivered low payouts to investors for a fourth consecutive year, weighed down by roughly 32,000 unsold companies worth about $3.8 trillion. It's taking longer to sell these businesses: about seven years on average now, compared with five to six years between 2010 and 2021, the report released Monday said, adding that exit volumes dropped by 2% last year. "It's a very bumpy road right now for PE firms," said Romain Bégramian, managing partner at GP Score, which evaluates and verifies private equity firms' value-creation capabilities. "Finally the long needed Darwinian selection is taking place." Going extinct definitely is going to happen for some of [the smaller funds] GP Score Romain Bégramian Private equity firms returned only about 14% of the money they're managing back to investors in 2025, lowest since the 2008-09 global financial crisis The industry has been grappling with weak exits and stubbornly low distributions to fund investors, known as limited partners, mounting pressure on fund managers to prove if they can still create value. Fundraising has become increasingly concentrated among established brands with smaller or emerging managers struggling to secure commitments for new vehicles, even as they hold onto aging portfolio companies bought near peak valuations during the low interest rate, liquidity-fueled 2021–2022 easy-money boom, market watchers told CNBC. "Based on the current environment, where we are seeing many funds, big or small, struggle to raise capital, there will be many managers who have raised their last fund; they just don't know it yet," said Kyle Walters, senior analyst at private market data provider PitchBook. "And those in the former camp will likely wind down quietly, and that will ...

South Korea said it will grant conditional approval to Google ’s request to transfer high-precision map data overseas, marking a significant shift in a long-running policy dispute over digital sovereignty and national security. Google Maps has long offered limited functionality in South Korea because of restrictions on exporting detailed geographic data, a policy rooted in security concerns. In recent years, the issue has become a flash point in broader trade talks with Washington, which has accused Seoul of discriminating against US tech companies. In a landmark decision Friday, the government said in a statement that it would allow Alphabet Inc.’s Google to export 1:5,000-scale digital map data, paving the way for improved navigation and location-based services, while maintaining oversight of sensitive information. Seoul said it would attach strict security conditions to the deal, especially in connection to military bases and other sensitive facilities. The conditional approval signals a recalibration under President Lee Jae Myung administration as it seeks to balance security priorities with ambitions to position South Korea as a digital and artificial intelligence hub. The country is home to two of the world’s top chipmakers, Samsung Electronics Co. and SK Hynix . The issue has been contentious for nearly two decades. Google first made a formal request in 2007, and South Korea has repeatedly rejected it on national security grounds. South Korea remains technically at war with North Korea, as the 1950-53 Korean War ended in an armistice rather than a peace treaty. Under existing rules, foreign companies are required to store detailed map data on servers located in South Korea. That policy has limited Google Maps’ precision compared with local rivals such as Naver Corp. and Kakao Corp. , which can provide more detailed navigation services under domestic regulations. The shift from rejection to security-based carve-outs marks a pragmatic middle ground. It attempts...

Google Maps has long offered limited functionality in South Korea because of restrictions on exporting detailed geographic data, a policy rooted in security concerns. In recent years, the issue has become a flash point in broader trade talks with Washington, which has accused Seoul of discriminating against US tech companies.

一位白宫官员表示，亚马逊、谷歌、Meta、微软等科技巨头高管将在3月4日参加与特朗普的会议并签署承诺文件，这些企业将通过购买或自建发电设施等方式，满足新建AI数据中心的用电需求，确保普通美国人的用电价格不会随着整体需求提升而增加。特朗普曾在2024年竞选期间承诺，将在上任后18个月之内实现电价减半。但受交通领域电气化程度提升、数据中心与工业运营用电需求激增等多重因素影响，从去年1月到12月，美国居民用电平均电价不降反升，由每千瓦时15.94美分涨至17.24美分，涨幅约为8%，明显高于整体通胀率。(央视财经)

港股恒生指数涨幅扩大至1%，恒生科技指数现涨0.97%。

These companies are going strong despite a stock sell-off.

Key PointsSoftware stocks took a hit as investors fretted over AI's disruptive potential.

XPeng Inc. (NYSE:XPEV) is one of the best transportation stocks to buy according to Wall Street analysts. On February 8, JPMorgan cut the price target on XPeng Inc. (NYSE:XPEV) to $34 from $50 while maintaining an Overweight rating on the shares. The firm told investors that it sees the auto industry in China underperforming in […]

记者从知情人士处独家获悉，夸克AI眼镜和千问AI眼镜都是由夸克眼镜团队开发的，同一个团队，同样的算法、软硬件支持只是后续推出的新的系列将和全球品牌保持一致，采用“千问(Qwen)"品牌。"阿里巴巴对AI投入在持续加大，最近千问AI助手能力进化很快，这些能力都会很快在夸克AI眼镜上落地，新功能不断。”前述知情人士补充说道。(蓝鲸新闻）

In her acceptance speech, Hannah Spencer said she was “no different from every single person in this constituency”.

格隆汇2月27日｜中邮证券研报指出，2025年前三季度，兆驰股份LED、光通信、互联网视频运营等新兴业务表现突出，利润贡献占比超60%，成为业绩增长核心引擎，各细分赛道高端化突破态势明确：LED产业链全面推进高端化转型，覆盖芯片、封装、终端应用全环节，Mini/MicroLED新型显示、车用LED、高端照明、家庭影院、一体机等高端产品市场份额持续提升；公司依托芯片、灯板、整机全环节研发制造能力与产业链协同优势，推出RGBMiniLED背光方案，凭借精准色彩管理为高端大屏提供核心背光支撑，完善高端显示布局，以高附加值产品结构推动板块盈利持续优化。光通信领域，公司持续深化“光芯片-光器件-光模块”产业链垂直整合，提升供应链自主可控性与成本竞争力，2025年下半年启动PCB生产线投建，为光通信及Mini/MicroLED业务扩张提供配套支撑，助力产品性能与良率提升，增强光模块及高端显示领域综合竞争力；产品技术迭代稳步推进，200G及以下低速光模块实现稳定量产、效益良好，400G/800G高速光模块已进入国内头部客户送样测试阶段，预计2026年二季度实现小批量出货。首次覆盖给予“买入”评级。

格隆汇2月27日｜方正科技(600601.SH)现跌7.21%报11.07元，暂成交19.7亿元，最新市值473亿元。方正科技公告称，股东方正信息产业有限责任公司因自身资金需求，拟减持不超过128,212,200股，即不超过公司总股本的3%。(格隆汇)

前不久，机构Counterpoint Research 发布了中国智能手机周度销量追踪报告，数据不太好看。今年1月，中国智能手机销量同比下降23%，大多数国产品牌都遭遇了两位数的下滑幅度，只有苹果保持了同比正增长。 这种异常的跌幅当然存在特殊原因。去年1月恰逢春节促销期撞上国补，前置了市场需求，形成整体的高基数。而今年过年时间和去年错开，国补力度又不如去年，这就导致国产手机厂商们的市场表现下滑明显。 但除此之外，苹果和其他同行还存在一个明显的区别——价位。由于价格的原因，苹果大部分机型不在补贴范围内，因此受影响较小。 除了补贴退潮，中低价位的手机们还要面对一个更大难题——存储芯片的史诗级涨价。AI的需求暴涨除了带动智谱和MINIMAX的股价暴涨、让美国燃气轮机一机难求，还榨干了存储厂商的产能。消费级内存条就此被打入冷宫，这就苦了手机厂商们。 非洲手机之王传音在去年三季度就遭遇增收不增利，毛利率抹去两个百分点。根据供应链消息，多家手机品牌下调2026年整机订单量，幅度在10%-20%不等。还有消息传出，魅族手机业务已经实质性停摆，原本将在2026年发布的魅族23也不再实质性推进。 2026年，会是智能手机的洗牌之年吗？ 冲高的老问题 国产手机品牌们冲击高端是老生常谈的问题了。 根据Counterpoint数据，2017年是智能手机出货量的分水岭。在2017年之前，全球智能手机呈现上升的趋势。2017-2020年期间，全球智能手机市场的出货量开始小幅度下滑，2023年跌落到了十年间的最低点。 市场增量见顶的情况下，消费的换机需求正在出现两个变化。 一是换机周期在变长，2020年中国消费者平均换机周期是24–25个月，但到了2025年这个周期已经拉长到了33–38个月。 二是消费者持续向更高价位机型升级，而年末假日促销、分期金融方案和以旧换新等活动共同推动了手机市场高端化趋势的发展。 从最新的市场情况来看，市场增长仍然以“价值扩张”为主，而非“规模扩张”。Counterpoint数据显示，2025 年第四季度，全球智能手机市场收入同比增长 13%，达到 1,430 亿美元，创单季度历史新高。同时，智能手机平均售价（ASP）同比增长 8%，首次在单季度内突破 400 美元。 IDC预测，2026年中国智能手机市场600美元以上市场份额将达到35.9%，同比增长5.4个百分点...

中韩半导体ETF午后开盘下挫后快速拉升，一度涨超7%。

格隆汇2月27日｜A股市场电力股表现强势，其中，协鑫能科、赣能股份、豫能控股、华银电力10CM涨停，甘肃能源、乐山电力涨超7%，广安爱众涨超6%，明星电力、电投绿能、晋控电力、建投能源、韶能股份、晶科科技、银星能源、西昌电力涨超4%。

A brand new light show to replace Hong Kong’s 22-year-old “A Symphony of the Lights” will be launched in various tourist spots such as The Peak as early as the second half of this year, the city’s tourism minister has said. Secretary for Culture, Sports and Tourism Rosanna Law Shuk-pui also said on Friday that the new show would build on last year’s “Immersive Light Show in Central”, which featured dynamic 3D projections and adaptable themes. According to the latest budget unveiled on Wednesday,...

韩国KOSPI指数转涨，扭转早盘2.43%的跌幅。

The average one-year price target for Bloom Energy (XTRA:1ZB) has been revised to 119,07 € / share. This is an increase of 16.04% from the prior estimate of 102,61 € dated February 3, 2026. The price target is an average of many targets provided by analysts. T

据同花顺iFinD数据，沪深京三市成交额超1.7万亿元，较上日此时缩量689亿元，预计全天成交金额约2.4万亿元。截至目前，沪市成交额7221亿元，深市成交额9659亿元，北证50成交额126亿元。

Key PointsThe Trade Desk's revenue growth has slowed significantly over the year.

格隆汇2月27日｜据英国金融时报，杰夫·贝佐斯斥资300亿美元打造的人工智能实验室正寻求数百亿美元的工业领域交易。

据报道，《华盛顿邮报》去年亏损超过1亿美元，这一财务困境促使该公司在本月早些时候决定裁员30%。（界面新闻）

(RTTNews) - Korea Electric Power Corp. (KEP) reported Thursday higher net profit in its fourth quarter, but operating income declined amid nearly flat sales. Profit and sales plunged sequentially.

截至2月25日收盘，智谱（02513.HK）当日股价又跌去10.75%，报收560.5港元/股；MiniMax（00100.HK)股价跌去14.37%，报收753.5港元/股。 而就在马年港股开市首个交易日，2月20日，智谱单日暴涨42.72%，MiniMax上涨14.52%，两家企业市值当日双双突破3000亿港元，短暂超过京东、快手。 行情在2月21日智谱发布GLM-5致歉信后急转直下。2月23日，其单日暴跌22.76%，MiniMax跟跌13.35%。当日二者市值合计蒸发近千亿港元。 回溯近期行情，智谱股价在短短一个多月时间内，股价暴涨暴跌。从1月8日116.2港元的发行价，一路飙升至2月20日的725港元，累计涨幅高达524%。 要知道，快手年营收超一千亿，目前总市值2800多亿；京东营收破万亿，目前总市值3000多亿。而智谱目前还处于亏损状态，总市值已达2400多亿；MiniMax也处于亏损状态，总市值2300多亿。两家成立没几年的AI初创公司，在这么短的时间，市值就几乎媲美发展了二十多年的互联网巨头。资本在人工智能领域的疯狂可见一斑。 这轮港股大模型的“过山车”，核心其实不是涨跌本身，而是一个更深层的问题：中国AI公司到底在被如何定价？ 01 这轮暴涨后又暴跌，本质是什么？ 我们先要搞清楚，两家公司自上市以来股价一路暴涨的背后逻辑。这背后有三种力量叠加。 一是海外估值锚定。OpenAI 估值冲击万亿美元级别，Anthropic 估值冲上3800亿美元。 一级市场给出的是“未来AGI入口级公司”的定价。那么港股市场自然会问：中国有没有对应标的？而智谱、MiniMax刚好是少数“纯正大模型”上市公司。 在稀缺性和对标想象空间的叠加下，估值的爆发自然显现。 二是公司股权的筹码结构放大效应。比如智谱上市战略配售比例高达60%，流通盘极小。这种小流通盘叠加高预期的赛道，资金稍微集中，市值极易被快速放大。这是典型的结构性牛市逻辑，而非全面基本面兑现。 三是技术催化叠加商业化成功的信号。 2月12日，智谱推出GLM-5，性能对标Claude，同一天宣布涨价30%。次日，MiniMax推出M2.5文本模型。这背后传递的一个信号是，有人愿意付费用这些模型。这就意味着，模型需求真实存在，用户愿意付费，商业化已经落地。这对资本市场是极强刺激。 然而，就在资本市场为智谱和Mini...