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卖方研究卷海外,有头部券商成立全球研究团队,出海之战如何打?

财联社 📅 02/27 13:03
财联社2月27日讯(记者 王玉玲) 2026年开年以来,头部券商卖方研究出海动作频频。先是 国泰海通 引进原 兴业证券 经济与金融研究院联席院长、全球首席策略分析师张忆东,未来协调研究业务跨境一体化。近日, 中信建投 证券组建成立全球研究团队,并通过“全球研究团队专职负责+各相关行业常态化支持”的方式推动研究国际化落地。记者了解到, 华泰证券 研究所也将在近期推进出海新动作。 在监管要求培育国际一...

培育钻石板块午后快速拉升,沃尔德直线20cm涨停

同花顺 📅 02/27 13:03
培育钻石板块午后快速拉升,沃尔德直线20cm涨停,力量钻石、四方达、惠丰钻石纷纷拉升。

ASML says next-gen chipmaking tool ready for high-volume production: report

Seeking Alpha 📅 02/27 13:03
gentlelight/iStock via Getty Images ASML Holding's ( ASML ) next-generation chipmaking machine is ready for manufacturers to start bringing it into use for production at high volumes, a senior executive told Reuters, a big step for the chip industry. The Dutch company produces the world's only

古巴向闖入領海快艇開火美國公民一死一傷 當地批美方縱容反古巴團體活動

无线新闻 📅 02/27 13:02
古巴向闖入領海的美國快艇開火事件,美方證實死傷者包括美國公民。古巴批評美國,縱容反古巴團體活動。 一艘美國註冊快艇日前非法闖入古巴領海開火事件,釀成4死6傷,古巴當局指,十人全部是居住美國的古巴人,企圖潛入古巴實施恐怖活動。 美國官員當地周四證實,衝突中至少一名美國公民死亡,另有一名受傷,同時稱快艇上其他人,可能也是美國合法居民。 有古巴居民認為,事件是對古巴主權的侵犯。 古巴居民拉隆多說:「這是...

方向盘“退休”了,马斯克给世界发了辆“赛博出租车”

36kr 📅 02/27 13:02 9888.HKTSLA.OGOOG.O
2026年2月18日,得克萨斯州。 当第一辆银灰色的Cybercab从特斯拉超级工厂的产线滑出来时,现场工程师们可能没意识到,他们刚刚完成了汽车工业史上最大胆的"裁员"——方向盘、油门、刹车,全被开除了。 马斯克在X上发了张工厂照片,配文简单直接:"首辆Cybercab量产下线。" 没有煽情,没有感叹号,仿佛在说"今天食堂供应汉堡"一样平常。但懂行的人都知道,这家伙又在搞事情了。 如今这辆车,连考...

业内专家:人民币汇率可能双向浮动,企业和金融机构要做好汇率风险管理

同花顺 📅 02/27 13:02
中国人民银行主管的《金融时报》指出,对于后续汇率走势,业内专家建议,未来一段时期外部形势复杂多变,人民币汇率走势仍存在较大不确定性,外贸企业应做好汇率套保。“当前国际环境复杂多变,地缘政治冲突增多,俄乌战争长期化,中东局势动荡,拉美政治事件突发,格陵兰岛争端凸显,都可能加剧全球外汇市场波动,并对人民币汇率走势形成扰动。未来随着市场在汇率形成中发挥更大作用,人民币汇率可能有升有贬、双向浮动。企业和金...

港鐵星期日首次允許寵物狗乘坐重鐵網絡

无线新闻 📅 02/27 13:02
港鐵星期日首次允許寵物狗乘坐重鐵網絡。 活動是配合愛護動物協會舉行的「全城狗狗行善日」,名額有1,200個,攜帶寵物狗的乘客,須預先登記並捐款90元。要攜帶手帶作識別,必須使用列車最後一卡車廂,例如荃灣綫、觀塘綫、港島綫及將軍澳綫,要全程留在第八卡。 而寵物狗進入港鐵範圍前,必須放在完全封閉的寵物袋或背包內,不可露出任何身體部位,亦不可用有輪的寵物手推車。

Aeva Technologies Inc (AEVA) Q4 2025 Earnings Call Highlights: Record Revenue and Strategic ...

Yahoo 📅 02/27 13:01 NVDA.O
Aeva Technologies Inc (AEVA) doubles revenue and secures key collaborations, despite facing industry challenges and cash burn concerns.

財政預算案2026|陳美寶:正與內地商低空經濟跨境細節 試行以安全為原則

无线新闻 📅 02/27 13:01
《財政預算案》提出壯大新興產業,包括低空經濟擴展試驗跨境及載人。運輸及物流局局長陳美寶指,正與內地當局商討運作細節。 本港試行低空經濟近一年,即將跨出一大步,上半年會分階段推行無人機交通管理系統,無人機亦有望跨境及載人。 運輸及物流局局長陳美寶在政策記者會強調,所有試行以安全為大原則。 運輸及物流局局長陳美寶說:「我們能夠從近至遠,由輕至重,甚或簡單至複雜的場景,能夠同時便利多個營運者,或是多個航...

財政預算案2026|當局指將用光影表演取代「幻彩詠香江」 冀下半年推出

无线新闻 📅 02/27 13:00
《財政預算案》提出,用光影表演取代「幻彩詠香江」。文化體育及旅遊局局長羅淑佩指,正研究山頂等不同選址,期望下半年推出。 有逾22年歷史的「幻彩詠香江」,將以光影表演取代。文體旅局局長羅淑佩,在《財政預算案》相關記者會時指,「幻彩詠香江」對多次來港的旅客而言,可能有不足。 文化體育及旅遊局局長羅淑佩說:「過去一年我聽了很多反饋意見,指與其再用資源,將『幻彩詠香江』大幅修改,同時亦需要很多討論,才可有...

研究称AI资本支出占美国第四季度GDP增幅的近五分之一

新浪 📅 02/27 13:00
根据潘森宏观经济公司(Pantheon Macroeconomics)的一份新分析报告,美国国内生产总值(GDP)的增长中,越来越多的份额来自于人工智能领域的资本支出以及科技股上涨对消费者支出的“财富效应”。 潘森宏观的分析师Samuel Tombs和Oliver Allen在给客户的一份报告中表示,AI资本支出“占第四季度 GDP 同比增长 2.2% 的近五分之一”。 此外,他们估计,2025 ...

Embarrassing defeat for UK’s Starmer as Greens seize Labour stronghold

Investing 📅 02/27 13:00

‘A living, moving exhibition’: Ukraine Museum opens in Berlin air-raid bunker

The Guardian 📅 02/27 13:00
Exhibits pay homage to Ukrainians’ resilience and bring home the reality that war is going on in Europe Descending into the windowless basement of a second world war air-raid bunker built for civilians in central Berlin is arguably an eerie enough evocation of what it means to endure life in a conflict. But in a modern twist, before they have even walked into the first room of the city’s new Ukrai...

The silencer and the White House Farm murders: is this the evidence that could free Jeremy Bamber?

The Guardian 📅 02/27 13:00
He has been in prison for 41 years for killing five members of his family – despite no DNA linking him to the crime. New analysis of the crime scene photographs for the Guardian suggests the prosecution’s central argument may have been wrong On 7 August 1985, five people were found dead at White House Farm in Essex , England: 28-year-old Sheila Caffell (familiarly known as Bambi) ; her six-year-ol...

Experience: my record company replaced me with an ‘impostor’

The Guardian 📅 02/27 13:00
Kendrick Lamar has sampled my track. I’d love to ask him if he knows my story Growing up in North Miami Beach in the 1980s was a lot of fun. We might not have had TikTok, but we weren’t bored: we would ride our bikes around and blast music from our boomboxes all weekend. In my mid-teens, I did a work placement at a record store. I loved it, and became something of an expert in R&B and rap, listeni...

‘Everybody wants a bestie like this guy!’ Rush on rock’s most anticipated reunion – and its greatest bromance

The Guardian 📅 02/27 13:00
After drummer Neil Peart died in 2020, many thought the Canadian prog legends would never reform. As they book a mammoth global tour, Geddy Lee and Alex Lifeson explain how their lifelong bond drew them back together The two men on the sofa, Rush’s Geddy Lee and Alex Lifeson, have known each other for 60 years now. “When we first met in junior high school, we sat beside each other, and we laughed,...

Vanished review – even Kaley Cuoco can’t save this desperately daft mystery caper

The Guardian 📅 02/27 13:00
With poor Sam Claflin virtually banished from screen, it’s up to the Big Bang Theory star to keep this woefully formulaic show afloat – and it’s a losing battle Buckle up, buttercups! Three hours of overstuffed nonsense split into four 45-minute bursts is about to come atcha, and fast. Vanished stars Kaley Cuoco, who found fame in The Big Bang Theory from 2007-2019, then starred in The Flight Atte...

If France could lead the world with Minitel in the 1980s, surely Europe can free itself from Silicon Valley’s shackles now? | Alexander Hurst

The Guardian 📅 02/27 13:00
Back then, France punched above its weight when it came to tech. The EU needs it to rediscover its taste for the cutting edge In the 1960s, France became the third country, after the US and Soviet Union, to independently place a satellite (Astérix) into orbit, and the only country to send an animal into space and – crucially, for Félicette the catstronaut – bring it back alive . A decade later, th...

AI四小龙再掀出海热潮:Kimi靠「养龙虾」暴富,MiniMax默赚老外钱

36kr 📅 02/27 13:00 1810.HK9988.HK
去年春节,凭借「神秘东方力量」DeepSeek R1,深度求索在全球顶流大模型市场成功打响中国AI新创企业招牌。 其后很长一段时间,DeepSeek和深度求索,几乎成了中国AI新创平台及企业的代名词。 深度求索(DeepSeek)之外,中国这批大模型明星创业公司还包括月之暗面(Kimi)、智谱(GLM)、稀宇(MiniMax)等。这三家中,智谱和稀宇已经上市,月之暗面则在继续经历创投市场和用户市场...

永鼎股份成立光纤科技公司

同花顺 📅 02/27 13:00
企查查APP显示,近日,江阴永鼎光纤科技有限公司成立,法定代表人为张拥军,经营范围包含光缆销售;光纤制造;光缆制造;光纤销售;光通信设备销售;物联网技术研发等。企查查股权穿透显示,该公司由永鼎股份间接全资持股。(人民财讯)

Jeff Bezos’s $30bn AI lab seeking tens of billions for industrial sector deals

Yahoo 📅 02/27 13:00 AMZN.O
Jeff Bezos’ AI lab is raising tens of billions of dollars to acquire companies hit by the technology, seeking to capitalise on the disruption...

2025年国人人均3杯瑞幸,CEO回应外卖大战降温影响

格隆汇 📅 02/27 13:00
格隆汇2月27日|据一财,2月26日晚瑞幸咖啡发布了2025年财报,全年收入达492.9亿元,同比增长43%;全年现制饮品销量达41亿杯,相当于国人去年人均消费了约3杯瑞幸咖啡。在业绩会上,瑞幸咖啡首席执行官郭谨一也回应了外卖大战降温、2026年市场竞争等问题。对于外卖大战后续市场的影响,郭谨一表示,第四季度外卖平台补贴力度在行业淡季明显收缩,外卖占比虽环比有所下降,但仍处于较高水平。后续外卖平台...

万达继续出售资产 20亿元转让上海颛桥万达广场

同花顺 📅 02/27 13:00
从独立信源处获悉,万达以20.48亿元的价格出售了旗下位于上海的颛桥万达广场。(财联社)

Friday’s Economic Calendar

Seeking Alpha 📅 02/27 13:00
kyoshino/E+ via Getty Images 8:30 AM International Trade in Goods (Advance) This monthly report offers advance import and export data on the goods components of the monthly trade report. 8:30 AM PPI-Final Demand The Producer Price Index ( PPI ) of the Bureau of Labor

Politics And The Markets 02/27/26

Seeking Alpha 📅 02/27 13:00
This is the forum for daily political discussion on Seeking Alpha. A new version is published every market day. Please don't leave political comments on other articles or posts on the site. The comments below are not regulated with the same rigor as the rest of the site, and this is an 'enter at your own risk' area as discussion can get very heated. If you can't stand the heat... you know what the...

Poland Plans Social Media Ban for Kids in Challenge to US Tech

Bloomberg 📅 02/27 13:00
Poland is moving ahead with a new legislation that would ban social media for children under 15 years old, setting the stage for a potential battle with some of the biggest US tech companies. The draft law, whose outline will be presented by the ruling Civic Coalition party on Friday, would fine social media platforms if their services remain accessible to younger children and hold them responsibl...

騰訊控股(00700)出現大手賣出3.53萬股,成交價$526.0,涉資1.857千萬 - AASTOCKS.com

Google 📅 02/27 13:00 700.HK
騰訊控股(00700)出現大手賣出3.53萬股,成交價$526.0,涉資1.857千萬 AASTOCKS.com

HANMI Semiconductor launches world’s first high-performance memory equipment, to supply U.S. chipmaker - 매일경제

Google 📅 02/27 12:59 MU.O
HANMI Semiconductor launches world’s first high-performance memory equipment, to supply U.S. chipmaker 매일경제

2025年国人人均3杯瑞幸,CEO回应外卖大战降温的影响

同花顺 📅 02/27 12:59
2月26日晚瑞幸咖啡发布了2025年财报,全年收入达492.9亿元,同比增长43%;全年现制饮品销量达41亿杯,相当于国人去年人均消费了约3杯瑞幸咖啡。在业绩会上,瑞幸咖啡首席执行官郭谨一也回应了外卖大战降温、2026年市场竞争等问题。对于外卖大战后续市场的影响,郭谨一表示,第四季度外卖平台补贴力度在行业淡季明显收缩,外卖占比虽环比有所下降,但仍处于较高水平。后续外卖平台补贴策略持续变化,杯量结构...

SoundHound expects $225M–$260M revenue in 2026 as Agentic AI adoption accelerates across industries

Seeking Alpha 📅 02/27 12:58
Earnings Call Insights: SoundHound AI, Inc. (SOUN) Q4 2025 Management View Keyvan Mohajer, Co-Founder, CEO, President & Director, reported, “2025 was a record year for SoundHound, nearly doubling our revenue year-over-year. We also had a record fourth quarter. Revenue was up 59%, while all key profit metrics improved.” He highlighted that SoundHound
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