股評人梁杰文在節目中推介萬洲國際(288)，指公司估值便宜，加上去年兩度派發特別股息，反映公司資金充裕。他又表示，看好內需板塊走勢，於農曆年期間走勢。 梁杰文建議於現價、即約9.68元水平買入，目標價看11元，若跌穿9元便止蝕。 萬洲國際(288)買賣策略 買入 現價→$9.68 目標 $11 止蝕 $9 股評人阮子曦則看好印刷電路板專用設備生產商大族數控(3200)，認為公司作為內地領先PCB鑽孔設備製造商，將受惠本土AI電路板生產需求強勁增長。 阮子曦建議於現價、即約121.7元水平買入，目標價看142元，若跌穿110元便止蝕。 大族數控(3200)買賣策略 買入 現價→$121.7 目標 $142 止蝕 $110

大位科技（600589）风险提示的公告，公司自2024年通过自采和租赁服务器及芯片，向十余名客户提供租赁服务，前三季度收入1123.2万元(自采占比52.46%，租赁占比47.54%)，占营业收入的比例为3.59%，相关业务对公司业绩影响较小。公司张北数据中心项目首期于2025年10月份完工并交付，2025年收入贡献较小。该项目主要为客户提供定制化标准机房环境、可用机架和区域以及配套设备设施等资源，与现有主营业务模式相同，不涉及算力租赁（886050）业务。

Amazon stock returned 775% in the last decade, and a repeat performance is possible over the next decade. Amazon (AMZN 0.80%) stock has advanced 775% in the last decade. That means $10,000 invested in February 2016 would be worth approximately $87,500 today. Yet, most Wall Street analysts think Amazon is undervalued. The median 12-month target price of $285 per share implies 35% upside from the current share price of $210. But investors should consider what might happen over a longer time horizon. Can Amazon stock turn $10,000 into $50,000 in the next decade? Here's what investors should consider. Amazon is flexing its AI strength across three quickly growing markets Amazon has a strong position in three large industries: e-commerce, digital advertising, and cloud computing. The company is also leaning on artificial intelligence (AI) across all three business segments to drive revenue growth and expand profit margins. E-commerce Amazon runs the largest e-commerce marketplace in North America, Western Europe, and parts of the Middle East (Saudi Arabia, UAE) as measured by gross merchandise volume. Retail e-commerce sales are likely to increase at 12% annually through 2030, according to Grand View Research. Amazon is leaning on AI to make its retail operations more efficient. The company has built more than 1,000 generative AI tools to improve demand forecasting, seller insights, employee productivity, last-mile delivery, and customer service. It has also developed more productive robots and enhanced its robot fleet with AI to support more efficient navigation. In the near future, Amazon plans to enhance robots with natural language processing, which will enable human employees to instruct machines conversationally. The company is also testing humanoid robots as package delivery assistants and could eventually pair those humanoid robots with robotaxis (from Amazon subsidiary Zoox). Digital advertising Amazon is the third-largest adtech company and the largest retail a...

courtneyk/iStock via Getty Images The following segment was excerpted from the Heartland Small Cap Value Plus Strategy Q4 2025 Commentary. Attribution Analysis & Portfolio Activity The Value Plus Strategy was down 0.35% in the fourth quarter, compared with the 3.26% gain for the Russell 2000® Value Index. Our stock selection was positive in several sectors led by Information Technology and Real Estate. which accounted for some of our top-performing holding in the quarter. By contrast, the selection effect was negative in Health Care, Industrials, and Energy. Health Care represented a significant portion of our Strategy’s negative selection effect in the quarter, but that was largely driven by stocks we didn’t own, as opposed to those we held in the portfolio. Health Care represents roughly 10% of the Russell 2000® Value Index, and a good portion of that exposure in the benchmark comes from biotech companies, which in October and November rose more than 20%. However, that’s a group where we don’t have any direct exposure, as many small-cap companies are still years from turning a profit. Not owning biotech certainly hurt our performance relative to our benchmark, but that’s a decision we’re comfortable making, as our security selection process is driven by our 10 Principles of Value Investing™, which requires us to focus on fundamental factors including positive earnings dynamics. The good news is that Health Care is one of the areas where we’re seeing promising opportunities. We have also been seeing positive signs in areas of the market that touch consumers. One of the top contributors to our Strategy’s performance in the quarter, for instance, was Lamar Advertising ( LAMR ) , the nation’s leading out-of-home advertising company. LAMR, which operates as a real estate investment trust, had been underperforming for much of the year. It recently provided a solid Q3 report and very favorable outlook causing the stock to rally. When it comes to stock selection, we like ...

Key Points Amazon is leaning on artificial intelligence (AI) across its three core markets (e-commerce, digital advertising, and cloud computing) to drive revenue and improve profitability. Wall Street expects Amazon’s earnings to increase 17% annually over the next three years, which makes the current valuation of 29 times earnings look reasonable. Amazon would need to return 400% in the next decade to turn $10,000 into $50,000, which is theoretically possible but would require very strong earnings growth. 10 stocks we like better than Amazon › Amazon (NASDAQ: AMZN) stock has advanced 775% in the last decade. That means $10,000 invested in February 2016 would be worth approximately $87,500 today. Yet, most Wall Street analysts think Amazon is undervalued. The median 12-month target price of $285 per share implies 35% upside from the current share price of $210. But investors should consider what might happen over a longer time horizon. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Can Amazon stock turn $10,000 into $50,000 in the next decade? Here's what investors should consider. Amazon is flexing its AI strength across three quickly growing markets Amazon has a strong position in three large industries: e-commerce, digital advertising, and cloud computing. The company is also leaning on artificial intelligence (AI) across all three business segments to drive revenue growth and expand profit margins. E-commerce Amazon runs the largest e-commerce marketplace in North America, Western Europe, and parts of the Middle East (Saudi Arabia, UAE) as measured by gross merchandise volume. Retail e-commerce sales are likely to increase at 12% annually through 2030, according to Grand View Research. Amazon is leaning on AI to make its retail operations more efficient. The company has built more than 1,000 generative AI tools to improve demand forecasting...

Earnings Call Insights: Varex Imaging Corporation (VREX) Q1 2026 Management View CEO Sunny Sanyal opened the call by highlighting that "first quarter revenue was $210 million, up 5% year-over-year and towards the high end of our guidance," driven by strong cargo systems performance and a 17% year-over-year increase in the Industrial segment. The Medical segment was described as stable, with continued CT strength and increased engagement around next-generation system designs. Sanyal emphasized the impact of a modality-based go-to-market approach, stating the company "showcased Varex's offerings, including tubes, detectors, generators, connectors, heat exchangers and software as fully integrated imaging chain assemblies and subsystems rather than as individual components," which was well received by customers at RSNA. Sanyal noted that customer engagement at RSNA was "a positive signal for future demand," with opportunities likely to convert into revenue as early as fiscal 2027. CFO Shubham Maheshwari stated, "revenues of $210 million were toward the high end of our guidance. Non-GAAP gross margin of 34% and non-GAAP EPS of $0.19 were also at the high end of expectations." He explained the recent change in non-GAAP policy to exclude gains and losses from equity method investments, reflecting a strategic shift at one investee. Outlook Guidance for the second quarter of fiscal 2026 is revenue between $210 million and $225 million and non-GAAP EPS between $0.15 and $0.25. Non-GAAP gross margin is expected in the 33% to 34% range. Non-GAAP operating expenses are projected at approximately $52 million, with a tax rate of about 23%. Management described the Medical segment as stable, with "continued strength in CT" and order activity from customers. Sanyal said, "the problems of the past are -- we're past them...we feel good that the problems of the past are -- we're past them." The Industrial segment was described as having a "very strong" order pipeline, particularly in p...

文章提及标的 中文在线 -- 深股通 -- 中文在线（300364）今日跌6.00%，成交额105.04亿元，换手率39.39%，盘后龙虎榜数据显示，深股通（885694）专用席位买入5.40亿元并卖出3.53亿元，3家机构专用席位净买入2.06亿元，有1家机构专用席位净卖出1.91亿元。

文章提及标的 欢瑞世纪 -- 深股通 -- 欢瑞世纪（000892）今日涨停，成交额23.48亿元，换手率33.69%，盘后龙虎榜数据显示，深股通（885694）专用席位买入6005.37万元并卖出1.04亿元，1家机构专用席位净买入4042.19万元，有2家机构专用席位净卖出1.34亿元。

格隆汇2月11日｜摩根大通将Palo Alto Networks的目标价从235美元下调至225美元，仍维持“增持”评级。(格隆汇)

ORCL.SW Oracle (SIX) at CHF109.59 on 11 Feb 2026: oversold bounce setup Meyka

文章提及标的 巨力索具 -- 深股通 -- 巨力索具（002342）今日跌3.64%，成交额76.35亿元，换手率40.08%，盘后龙虎榜数据显示，深股通（885694）专用席位买入1.60亿元并卖出1.13亿元，1家机构专用席位净买入7218.60元，有2家机构专用席位净卖出1.37亿元。

CVA Family Office LLC decreased its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 24.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 62,607 shares of the computer hardware maker's stock after selling 19,903 shares during the quarter. NVIDIA comprises approximately 1.5% of CVA Family Office LLC's investment portfolio, making the stock its 13th biggest holding. CVA Family Office LLC's holdings in NVIDIA were worth $11,681,000 at the end of the most recent quarter. Several other large investors have also bought and sold shares of the business. Harbor Asset Planning Inc. bought a new stake in NVIDIA in the second quarter valued at approximately $28,000. Winnow Wealth LLC acquired a new position in shares of NVIDIA in the 2nd quarter valued at $32,000. Longfellow Investment Management Co. LLC increased its position in shares of NVIDIA by 47.9% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock valued at $33,000 after buying an additional 67 shares in the last quarter. Spurstone Advisory Services LLC bought a new stake in shares of NVIDIA in the 2nd quarter valued at $40,000. Finally, EDENTREE ASSET MANAGEMENT Ltd acquired a new stake in NVIDIA during the 2nd quarter worth $54,000. 65.27% of the stock is currently owned by institutional investors and hedge funds. Get NVIDIA alerts: Sign Up Analyst Ratings Changes A number of analysts recently issued reports on NVDA shares. New Street Research reissued a "buy" rating and set a $307.00 target price on shares of NVIDIA in a research note on Thursday, October 30th. Citic Securities raised their price objective on shares of NVIDIA from $237.00 to $242.00 and gave the stock a "buy" rating in a report on Thursday, November 20th. Robert W. Baird reaffirmed an "outperform" rating and issued a $275.00 target price on shares of NVIDIA in a resea...

Triad Wealth Partners LLC raised its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 56.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 73,571 shares of the computer hardware maker's stock after buying an additional 26,683 shares during the quarter. NVIDIA comprises about 1.8% of Triad Wealth Partners LLC's investment portfolio, making the stock its 14th biggest holding. Triad Wealth Partners LLC's holdings in NVIDIA were worth $13,727,000 as of its most recent filing with the Securities and Exchange Commission. Several other hedge funds have also added to or reduced their stakes in NVDA. Websterrogers Financial Advisors LLC lifted its stake in NVIDIA by 2.6% during the 3rd quarter. Websterrogers Financial Advisors LLC now owns 2,118 shares of the computer hardware maker's stock valued at $395,000 after acquiring an additional 54 shares during the period. Helen Stephens Group LLC raised its holdings in shares of NVIDIA by 3.9% during the third quarter. Helen Stephens Group LLC now owns 1,483 shares of the computer hardware maker's stock valued at $277,000 after purchasing an additional 56 shares during the last quarter. Morton Brown Family Wealth LLC raised its holdings in shares of NVIDIA by 1.5% during the second quarter. Morton Brown Family Wealth LLC now owns 3,928 shares of the computer hardware maker's stock valued at $621,000 after purchasing an additional 58 shares during the last quarter. Roof Eidam Maycock Peralta LLC lifted its position in NVIDIA by 0.3% during the second quarter. Roof Eidam Maycock Peralta LLC now owns 20,903 shares of the computer hardware maker's stock valued at $3,302,000 after purchasing an additional 58 shares during the period. Finally, Alpha Wealth Funds LLC boosted its holdings in NVIDIA by 1.3% in the second quarter. Alpha Wealth Funds LLC now owns 4,634 shares of the computer hardware maker's stock worth $732,000 after purchas...

Florida Trust Wealth Management Co trimmed its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 365,389 shares of the software giant's stock after selling 8,039 shares during the quarter. Microsoft accounts for approximately 5.4% of Florida Trust Wealth Management Co's portfolio, making the stock its largest holding. Florida Trust Wealth Management Co's holdings in Microsoft were worth $189,253,000 at the end of the most recent quarter. Get Microsoft alerts: Sign Up Other hedge funds have also recently added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC increased its stake in Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after purchasing an additional 20 shares in the last quarter. Bayforest Capital Ltd acquired a new stake in Microsoft in the third quarter valued at $38,000. LSV Asset Management purchased a new position in shares of Microsoft in the fourth quarter valued at $44,000. University of Illinois Foundation acquired a new position in shares of Microsoft during the 2nd quarter worth $50,000. Finally, ROSS JOHNSON & Associates LLC boosted its position in shares of Microsoft by 155.7% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant's stock worth $59,000 after buying an additional 95 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock. Analyst Upgrades and Downgrades A number of equities analysts have issued reports on MSFT shares. Bank of America cut their target price on shares of Microsoft from $640.00 to $520.00 and set a "buy" rating for the company in a research report on Monday, January 26th. TD Cowen reissued a "buy" rating on shares of Microsoft in a ...

BankPlus Wealth Management LLC raised its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 33.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,178 shares of the computer hardware maker's stock after acquiring an additional 3,023 shares during the quarter. NVIDIA comprises approximately 1.3% of BankPlus Wealth Management LLC's investment portfolio, making the stock its 15th biggest holding. BankPlus Wealth Management LLC's holdings in NVIDIA were worth $2,272,000 as of its most recent SEC filing. A number of other large investors also recently modified their holdings of NVDA. Websterrogers Financial Advisors LLC raised its position in shares of NVIDIA by 2.6% during the third quarter. Websterrogers Financial Advisors LLC now owns 2,118 shares of the computer hardware maker's stock worth $395,000 after acquiring an additional 54 shares during the last quarter. Helen Stephens Group LLC increased its position in NVIDIA by 3.9% in the third quarter. Helen Stephens Group LLC now owns 1,483 shares of the computer hardware maker's stock worth $277,000 after purchasing an additional 56 shares during the period. Morton Brown Family Wealth LLC raised its holdings in NVIDIA by 1.5% during the 2nd quarter. Morton Brown Family Wealth LLC now owns 3,928 shares of the computer hardware maker's stock worth $621,000 after purchasing an additional 58 shares during the last quarter. Roof Eidam Maycock Peralta LLC lifted its position in NVIDIA by 0.3% during the 2nd quarter. Roof Eidam Maycock Peralta LLC now owns 20,903 shares of the computer hardware maker's stock valued at $3,302,000 after purchasing an additional 58 shares during the period. Finally, Alpha Wealth Funds LLC lifted its position in NVIDIA by 1.3% during the 2nd quarter. Alpha Wealth Funds LLC now owns 4,634 shares of the computer hardware maker's stock valued at $732,000 after purchasing an additional 59 shares duri...

文章提及标的 汇绿生态 -- 深股通 -- 汇绿生态（001267）今日涨停，成交额17.73亿元，换手率10.72%，盘后龙虎榜数据显示，深股通（885694）专用席位买入9808.64万元并卖出8460.81万元，1家机构专用席位净买入2145.78万元，有3家机构专用席位净卖出1.00亿元。

【即時新聞】中芯國際第四季營收逆勢成長達24.9億美元，折舊壓力導致毛利率跌破20%大關 CMoney投資網誌

格隆汇2月11日｜欧盟委员会主席冯德莱恩：欧盟希望与所有27个欧盟成员国一道推进资本市场联盟，但如有必要，也可在较小的集团内推进。

德国潜艇制造商 TKMS 周三公布，其订单积压规模达到 220 亿美元 ，创下 新纪录 ，并上调了 2026 年销售预期，原因是地缘政治紧张局势加剧，军舰需求大幅增长。 与许多同行一样，受乌克兰战争以及美国施压欧洲提升军事能力的影响，国防企业股票受到投资者追捧，TKMS 也从中受益。 这一增长势头也是前母公司 蒂森克虏伯 去年将 TKMS 分拆上市的主要动因之一，分拆后 TKMS 能更有效地参与全球数十亿欧元级的潜艇招标项目，其中最受关注的是 印度和加拿大 的招标。 TKMS 首席执行官奥利弗・伯克哈德表示： “鉴于当前地缘政治局势，客户对先进海上防务能力的需求持续高企。”“作为欧洲唯一一家全产业链整合的海上系统供应商，我们处于 理想 位置，能够满足行业各维度需求。” 公司预计 2026 年销售额将 增长 2% 至 5% ，此前预期为 下降 1% 至增长 2% 。这一上调高于伦敦证券交易所集团（LSEG）对银行及券商调查得出的 2.9% 平均预测。 财报显示，2025 年 10 月至 12 月（本财年第一季度）销售额 下降 1% ，至 5.45 亿欧元（6.49 亿美元）；调整后营业利润基本持平，为 2600 万欧元。公司重申，今年仍以 ** 营业利润率超 6%** 为目标。 责任编辑：郭明煜

文章提及标的 深股通 -- 捷成股份 -- 捷成股份（300182）今日涨4.73%，成交额106.72亿元，换手率53.49%，盘后龙虎榜数据显示，深股通（885694）专用席位买入2.34亿元并卖出2.06亿元，2家机构专用席位净买入1.78亿元。

航旅纵横民航官方直销平台今日上线春运机票“买贵免费退”。旅客在航旅纵横上购买带有“买贵退”服务标签的机票，若在出票后24小时之内发现同一航班的机票更便宜，即可购买便宜的机票，并通过航旅纵横APP内专属服务页面提交退旧票申请。据了解，该服务已覆盖国航、南航（600029）、东航三大航，后续还将逐步扩展至更多航空公司。(第一财经)

格隆汇2月11日｜万华化学(600309.SH)公告称，公司董事、常务副总裁华卫琦于2026年2月11日以自有资金通过集合竞价交易方式买入公司A股股票2000股，买入均价为89.278元/股。买入后，华卫琦持股数量从5000股增至7000股。华卫琦承诺，所购股票自买入之日起六个月内不再卖出。

【即時新聞】中芯國際受惠國產化趨勢推升營收，看好2026年成長優於產業平均 CMoney投資網誌

Intel US4581401001 A significant shift in sentiment is underway for Intel Corporation. The company's stock came under substantial selling pressure following reports of severe shipment delays affecting its crucial Chinese market. Rather than capitalizing fully on the widespread artificial intelligence boom, the semiconductor giant is contending with wait times stretching several months for its server processors. This operational development raises considerable concerns about near-term revenue performance. The immediate market reaction was pronounced, with Intel's share price declining approximately 6.2% to $47.13. Underlying this movement are recent fundamental results that have eroded confidence. The company reported a 4.1% year-over-year revenue decline for the fourth quarter of 2025, alongside a net loss of $591 million. These figures compound existing worries, coming after Intel's revenue guidance for Q1 2026—projected between $11.7 billion and $12.7 billion—fell short of market expectations. Analyst outlooks reflect growing skepticism. Research firm Trefis issued a notably bearish assessment, establishing a price target of just $33 per share, which sits far below the current trading level. This pessimistic view is directly tied to the operational challenges now emerging from Intel's most important sales region. China Supply Bottlenecks Hit a Vital Revenue Source The operational issues centered in China carry exceptional weight. Industry reports indicate that delivery timelines for certain fourth- and fifth-generation Xeon server processors have extended to as long as six months. This bottleneck strikes at a sensitive point for Intel, given that the Chinese market accounts for more than 20% of the firm's total global revenue. A comparison with key rival Advanced Micro Devices (AMD) highlights the competitive disparity. While AMD is also navigating industry-wide supply constraints, its reported wait times are significantly shorter, ranging from eight to ten weeks....

The artificial intelligence and data mining specialist has investors pulled in two directions. Let's not mince words. Palantir Technologies (PLTR 2.34%) is among the most expensive stocks on the market. The stock is trading at a head-turning 226 times earnings and an equally shocking 83 times sales. That valuation has value investors running for cover, and even some growth investors are taking a hard pass. While multiples of that magnitude may seem insurmountable, several metrics from Palantir's recent blockbuster financial report are worth considering, as they help to shed light on why investors are willing to pay up for Palantir Technologies stock. 1. U.S. commercial revenue Palantir originally developed its artificial intelligence (AI) and data mining tools with U.S. intelligence and law enforcement agencies in mind. By consolidating and analyzing data from multiple siloed systems, its algorithms were able to follow breadcrumb trails to help track down terrorists. Palantir has since adapted its tools to help enterprise companies make real-time, data-driven decisions. The results speak for themselves. In the fourth quarter, Palantir's U.S. commercial revenue of $507 million soared 137% year over year and 28% quarter over quarter. This wasn't a one-off, either. This marked the seventh consecutive quarter of accelerating revenue growth. Moreover, it was also the second successive quarter of growth exceeding 100%. Palantir's growth rate has been nothing short of astounding, which helps to explain its lofty valuation. 2. Remaining performance obligation (RPO) While revenue sheds light on current sales, remaining performance obligation (RPO) helps to shed light on future revenue. Due to the nature of its business, Palantir often signs contracts and provides services spanning multiple quarters or even years. Accounting rules prohibit companies from recognizing revenue until they have performed the service. That's where RPO comes in. It calculates the revenue that is con...