乌克兰武装部队总参谋部2月21日发布通报说，过去一夜，乌军使用多枚“火烈鸟”巡航导弹对俄罗斯中部乌德穆尔特共和国沃特金斯克市一家军工厂发动袭击。“火烈鸟”飞向俄战略、战术导弹生产基地根据乌军公布的信息，位于俄中部乌德穆尔特共和国沃特金斯克市的这家军工厂生产“亚尔斯”洲际导弹、“布拉瓦”潜射洲际导弹和“伊斯坎德尔-M”战术导弹。乌克兰武装部队总参谋部声称，此次巡航导弹攻击，导致军工厂“起火”。（央视新闻）

BELIMO Holding AG press release ( BLHWF ): FY GAAP EPS of CHF 14.77. Revenue of CHF 1.12B (+19.1% Y/Y). More on BELIMO Holding AG BELIMO Holding AG 2025 Q4 - Results - Earnings Call Presentation BELIMO Holding AG (BLHWF) 2025 Sales/ Trading Statement Call - Slideshow Seeking Alpha’s Quant Rating on BELIMO Holding AG Historical earnings data for BELIMO Holding AG Dividend scorecard for BELIMO Holding AG

财联社2月23日讯（编辑 李维） 十大券商最新策略观点新鲜出炉，具体如下： 中信证券：涨价仍然是一季度的核心配置线索之一 我们年度策略以来的基本框架就是以中国“资源+传统制造定价权的重估”作为基底。配置的核心逻辑是中国份额优势明显、海外产能重置成本高或难度大并且供应弹性一定程度上被国内政策影响，基于此逻辑配置化工、有色、电力设备、新能源为基础的组合，同时增配低估值的保险和券商（一定程度上对低估值因子敞口进行暴露），并且增加了对消费链（免税、航空、酒店、景区、现制茶饮等）和地产链（优质地产开发商、建材、REITs等）的配置敞口（核心是看好行情从去年的极致分化到今年的适度扩散，以及内需和物价的温和修复）。即便经历了2月初贵金属和商品的剧烈波动、凯文沃什的提名以及美元指数的反弹、甚至是加密货币以及海外小盘科技股的大幅调整，这个基本配置框架的逻辑是不受影响的。涨价是这个配置框架下最容易直接跟踪的催化和交易线索。在我们目前的配置框架中，资源、传统制造、能源、服务消费、地产链等相关行业恰恰属于暂时隔绝于生成式AI冲击的堡垒型资产的范畴。 广发证券：A股将迎来“春季躁动”胜率最高的阶段 历史看，2月份及春节前后是春季躁动日历效应最强阶段。市场高胜率、小盘风格占优。以小盘指数为例，在春节到两会之间上涨概率为100%，在2月上涨概率为87.5%。在配置方向上，“春季躁动”上涨方向并非是“炒小炒差”、与业绩无关。2019年以来，“春季躁动”涨幅与当年一季报、一季报增速环比变化率的相关性逐步加强。参考26年年报预告及一季报前瞻，我们建议关注：存储、锂电设备/材料、海外算力、非银（券商、保险）、计算机软件等行业，这些行业或维持景气预期、或出现困境反转迹象。此外，一些产业趋势主题或者困境反转预期挂钩，那么即便没有一季报也会表现不错，类似去年春季躁动的机器人。今年可能类似的方向包括字节产业链（春晚投流，对应AI应用和国产算力）、机器人产业链、太空光伏等。 国金证券：把握全球实物资产VS中国资产这一重要主线 市场风格再平衡的核心，从来不是AI的泡沫存在与否，而在于AI的宏观影响叠加货币政策、大国政策选择，主要矛盾正在发生变化，紧缺环节已经转移。对大宗商品而言，前期价格的高波动回归后，产业定价将强于货币属性；而黄金作为风险对冲工具，在美国债务可持续性问题再度被推上台面之际，有望为组合提供更坚实的保...

格隆汇2月23日｜英国央行泰勒表示，期待今年服务业价格通胀与工资增长一同正常化。

GARP Strategy Spotlight: ADVANCED MICRO DEVICES (NASDAQ:AMD) Balances High Growth with Reasonable Valuation ChartMill

(RTTNews) - Emera Inc. (EMA.TO) reported earnings for fourth quarter that Drops, from the same period last year

OneDigital Investment Advisors LLC Has $31.32 Million Stock Holdings in Broadcom Inc. $AVGO MarketBeat

Premier Fund Managers Ltd Sells 23,671 Shares of Broadcom Inc. $AVGO MarketBeat

Broadcom Inc. $AVGO Stock Holdings Increased by Lansforsakringar Fondforvaltning AB publ MarketBeat

The European Union is poised to halt the ratification process of its trade deal with the US as it awaits more details on the new tariff program from President Donald Trump’s administration. Kasia Klimasinska reports on Bloomberg Television. (Source: Bloomberg)

Broadcom Inc. $AVGO Stake Reduced by Inspire Trust Co. N.A. MarketBeat

格隆汇2月23日｜Arcellx美股盘前涨超76%，吉利德科学将以每股115美元的价格收购Arcellx。

多位券商分析师认为，节后春季行情有望延续，继续看好A股节后迎来新一轮上行，未来一段时间政策对市场的驱动可能全面提升；配置上，“科技+顺周期”行业涨价是投资主线。 春晚科技元素点燃A股赛道猜想，马年首个交易日来临，A股将如何演绎备受市场关注。 银河证券首席策略分析师杨超对第一财经记者称，今年春晚的科技元素（机器人、AI云、无人机/低空经济）对节后A股相关领域的影响，主要体现在短期情绪催化与长期产业趋势强化。尤其是机器人板块，春晚“霸屏”或驱动短期情绪，产业链公司将受关注。 就整个A股市场而言，多位券商分析师认为，节后春季行情有望延续，继续看好A股节后迎来新一轮上行，未来一段时间政策对市场的驱动可能全面提升；配置上，“科技+顺周期”行业涨价是投资主线。 春晚“科技味”驱动短期情绪 回顾马年春晚，科技元素全面霸屏，机器人从表演展示向消费级场景延伸，AI应用深度协助春晚内容制作与线上互动、红包抽奖等全流程，分会场上演超大规模无人机光影秀，此外还有量子信息、聚变能源、深空探测等科技元素。而今年春晚的“含酒量”创近年新低。 对此，有投资者感慨，这是中国科技产业的一次集体“路演”，也是“股票味最浓”的一年春晚，堪称“选股指南”。 那么，今年春晚对节后A股影响如何？杨超对记者称，春晚科技元素“霸屏”或驱动短期情绪，产业链公司将受关注。 他建议，可关注业绩确定性强的细分领域龙头，科技主线行情仍在途；同时，需警惕市场波动风险，尤其是板块估值分化驱使，部分前期涨幅较大的科技股需警惕交易拥挤风险。 “2026年春晚是AI含量高浓度的一年，也是AI应用的重要分水岭与节点。”华鑫证券传媒新消费首席分析师朱珠在研报中称，春晚后，AI的竞争也将更加热烈，各家持续推出新模型、新产品，春节后A股的AI板块有望持续演绎，传媒有望承接AI应用新红利。 春节期间受关税及地缘因素影响，全球金融市场呈现明显的情绪转换与板块轮动。美股止跌回升，大宗商品强劲反弹。港股方面，恒生指数、恒生科技指数在2月20日下挫后，2月23日高开高走强势反弹，分别上涨2.53%、3.34%。 关于上述境内外宏观因素和市场表现对A股市场的影响，杨超分析称，一方面，地缘政治因素对市场具有强扰动，美伊谈判或助推美元指数短期震荡上行，压制全球市场；同时，地缘影响对石油石化、贵金属板块（美元定价逻辑弱化）具有强脉冲效应。另一方面，美元短期提振...

Domino's Pizza ( DPZ ) declares $1.99/share quarterly dividend , 14.4% increase from prior dividend of $1.74. Forward yield 2.07% Payable March 30; for shareholders of record March 13; ex-div March 13. See DPZ Dividend Scorecard, Yield Chart, & Dividend Growth. More on Domino's Pizza Domino's Pizza: Lacks Clear Catalyst Through 2026 (Rating Downgrade) Domino's Missed The Value Rotation Domino's Pizza Is Now A Fresh Buy After The Recent Dip (Rating Upgrade) Domino's Pizza GAAP EPS of $5.35 misses by $0.04, revenue of $1.54B beats by $20M Domino's Pizza Q4 2025 Earnings Preview

格隆汇2月23日丨达美乐比萨第四季度营收15.4亿美元，预估15.2亿美元。

Comments by Ted Sarandos follow Donald Trump’s demand for company to remove Democrat from board Trump warns Netflix of ‘consequences’ unless it pulls top Democrat from board Business live – latest updates The boss of Netflix has launched a fresh defence of its $82.7bn (£61bn) takeover of Warner Bros Discovery (WBD) assets, as he defended the streaming company’s contribution to the UK film and TV industry. Ted Sarandos claimed Netflix buying WBD would bring “growth” to the entertainment industry, amid attempts by rival Paramount Skydance to launch a counter offer for the studio business which he said would do the opposite. Continue reading...

Domino's Pizza press release ( DPZ ): Q4 GAAP EPS of $5.35 misses by $0.04 . Revenue of $1.54B (+6.4% Y/Y) beats by $20M . Revenues increased $91.8 million, or 6.4%, in the fourth quarter of 2025 as compared to the fourth quarter of 2024, primarily due to higher supply chain revenues, U.S. franchise advertising revenues and U.S. franchise royalties and fees. The increase in supply chain revenues was primarily attributable to higher order volumes, as well as an increase in the Company's food basket pricing to stores, which increased 1.7% during the fourth quarter of 2025 as compared to the fourth quarter of 2024. These increases were partially offset by a shift in the relative mix of products sold by the Company. The increase in U.S. franchise advertising revenues was driven by a decrease in advertising incentives in the fourth quarter of 2025 as compared to the fourth quarter of 2024, higher same store sales and net store growth. U.S. franchise royalties and fees increased as a result of higher same store sales and net store growth. U.S. same store sales growth of 3.7% for the fourth quarter Global retail sales growth (excluding foreign currency impact) of 4.9% for the fourth quarter; International same store sales growth (excluding foreign currency impact) of 0.7% for the fourth quarter; Global net store growth of 392 for the fourth quarter; Shares +5% PM. More on Domino's Pizza Domino's Pizza: Lacks Clear Catalyst Through 2026 (Rating Downgrade) Domino's Missed The Value Rotation Domino's Pizza Is Now A Fresh Buy After The Recent Dip (Rating Upgrade) Domino's Pizza Q4 2025 Earnings Preview Domino's Pizza is a growing favorite of Berkshire Hathaway

PostNL N.V. press release ( TNTFF ): Q4 Revenue of €973M (+3.8% Y/Y). Normalised EBIT of €79M. More on PostNL N.V. PostNL N.V. 2025 Q4 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on PostNL N.V. Historical earnings data for PostNL N.V. Financial information for PostNL N.V.

We tracked where billionaire Elon Musk flew his private jet in January Austin American-Statesman

Most of the tech sector's stocks still trade at uncomfortably high levels. Not all of them, though.