美團－Ｗ(03690)出現大手賣出6.02萬股，成交價$85.3，涉資513.506萬 AASTOCKS.com

记者2月12日从蚂蚁集团获悉，支付宝“AI付”一周(2月5日-11日)累计支付笔数已超1.2亿，成为全球首个支付笔数破亿的AI原生支付产品。在2025年9月的外滩大会上，支付宝推出了国内首个“AI付”服务，率先在瑞幸咖啡的AI点单助手“Lucky AI”上线。截至目前，“AI付”已在千问、Rokid等多个AI场景上线服务。阿里（BABA）千问App启动“春节30亿免单活动”后，“AI付”普及加速。(上证报)

瑞銀：中芯國際(00981)定價環境有利惟折舊壓力增 維持“中性”評級 提供者 智通財經 Investing.com 香港 - 股市報價& 財經新聞

瑞銀：中芯國際(00981)定價環境有利惟折舊壓力增 維持“中性”評級 作者 智通財經 Investing.com 香港 - 股市報價& 財經新聞

高盛：中芯國際(00981)第四季營運利潤勝預期 予“買入”評級 作者 智通財經 Investing.com 香港 - 股市報價& 財經新聞

高盛：中芯國際(00981)第四季營運利潤勝預期 予“買入”評級 作者 智通財經 Investing.com 香港 - 股市報價& 財經新聞

Morning Bid: Jobs in rearview, earnings next Reuters

格隆汇2月12日｜野村研究报告指，中芯国际(0981.HK)2025年第四季晶圆收入及毛利率均符合预期。公司指引2026年第一季收入按季持平，毛利率介乎18%至20%，同样符合该行预期。管理层预期2026年全年收入增长将高于可比同业平均水平，该行认为实际增长达中至高十位数。公司预期内地半导体国产化趋势持续，将继续支持2026年的收入增长，并表示有意变现Analog/BCD及记忆体方面的强劲需求，其均受AI推动。该行维持中性评级及目标价75港元。

Seeking Alpha More on Equinix Equinix, Inc. (EQIX) Q4 2025 Earnings Call Transcript Equinix, Inc. 2025 Q4 - Results - Earnings Call Presentation Equinix Is The DC King You Can Buy At A Reasonable Price Equinix outlines 9–10% 2026 revenue growth as AI-driven bookings accelerate Equinix stock surges amid exceptionally strong guidance after Q4 miss

格隆汇2月12日｜中信里昂发表研究报告指，泰格医药(3347.HK)的订单情况有所改善，但市场更关注公司的订单转化收入效率及投资变现能力。由于短期利好因素已反映在股价，相信其风险与回报已趋于平衡。该行下调泰格医药2027财年盈测7%，以反映长期投资收益的不确定因素增加。该行续予泰格医药跑赢大市评级，当中将H股目标价由68.2港元下调至59.9港元，并将泰格医药A股目标价由81.9元人民币降至72元人民币。

Earnings Call Insights: Viking Therapeutics (VKTX) Q4 2025 Management View Brian Lian, President and CEO, highlighted several milestones in 2025, focusing on the obesity pipeline: "With the subcutaneous formulation of our lead molecule, VK2735, following the positive efficacy, safety and tolerability data generated from our Phase II VENTURE study, Viking initiated its Phase III VANQUISH clinical program in obesity." He reported completion of enrollment ahead of schedule for VANQUISH-1 and nearing completion for VANQUISH-2, both part of the Phase III program. Lian noted progress with the oral VK2735 program: "In the third quarter of last year, the company announced positive top line results from the Phase II VENTURE oral dosing study in patients with obesity. This trial successfully achieved its primary and secondary endpoints, with patients receiving VK2735 demonstrating statistically significant reductions in body weight compared with placebo." The company completed a manufacturing and supply agreement with CordenPharma for VK2735, which Lian said "provides supply potentially sufficient to support a multibillion-dollar revenue opportunity." Neil Aubuchon was appointed as Chief Commercial Officer, tasked with overseeing commercial strategy. Gregory Zante, CFO, stated: "Research and development expenses were $153.5 million for the 3 months ended December 31, 2025, compared to $31 million for the same period in 2024... For the 3 months ended December 31, 2025, Viking reported a net loss of $157.7 million or $1.38 per share compared to a net loss of $35.4 million or $0.32 per share in the corresponding period in 2024." Outlook Lian indicated the oral VK2735 program is expected to advance into Phase III for obesity, with initiation targeted for the third quarter of 2026. "We currently expect to initiate this program in the third quarter of this year, and we'll provide more details on study design in the coming months." The VANQUISH-2 enrollment is expected to complete l...

格隆汇2月12日｜高盛发表报告指，招商银行近期股价疲软，A股与H股今年为止分别下跌5%和4%，且较三个月高点回调8%和6%，反映2025年第四季业绩表现疲弱，以及相对保守的2026年盈利展望。然而，该行认为市场低估了招行的盈利上行空间，关键分歧在于预期信贷成本增幅将较低；持续消化按揭、影子银行及房地产信贷风险，无需大幅增加拨备；零售及企业贷款拨备需求可控。该行预期这些因素将使招行2026年盈利按年增速超越同业，达到8%，高于该行预测四大行平均3%的增幅。该行对招行AH股目标价为54.68元/53.41港元。

海南首批五間日用品免稅店開業，省內居民只要出示有效證件，可以零關稅購買202項日用品。 這間在海口市的日用品免稅店，開業前一個小時，門口已經大排長龍，店內貨架有各種食品和飲料出售。 海南居民蔡衛紅說：「我們一早就來了，想給孩子寶寶買一點他所需要的東西。」 另一間位於城西商圈的免稅店，不少人選購貓山王榴槤。店員稱，這批榴槤周二從馬來西亞出貨，周三已經運抵海南，免稅後售價較之前便宜了兩成。 海南居民柏宇淑表示：「對本地居民來說，不用出國就能買到進口商品，同時還有優惠的這個政策，肯定好。」 202項免稅日用品，除了鮮果，還包括嬰兒奶粉、牛肉、廚具等。店內擺放購買指南，列明免稅商品政策詳情。 海南首批五間日用品免稅店，三間位於海口，另外兩間位於三亞和儋州。省內居民憑有效證件，包括海南省身份證、居住證或者社保卡等，就可以不限次數購買，但每年免稅額設一萬元人民幣上限。

海南首批五間日用品免稅店開業，省內居民只要出示有效證件，可以零關稅購買202項日用品。 這間在海口市的日用品免稅店，開業前一個小時，門口已經大排長龍，店內貨架有各種食品和飲料出售。 海南居民蔡衛紅說：「我們一早就來了，想給孩子寶寶買一點他所需要的東西。」 另一間位於城西商圈的免稅店，不少人選購貓山王榴槤。店員稱，這批榴槤周二從馬來西亞出貨，周三已經運抵海南，免稅後售價較之前便宜了兩成。 海南居民柏宇淑表示：「對本地居民來說，不用出國就能買到進口商品，同時還有優惠的這個政策，肯定好。」 202項免稅日用品，除了鮮果，還包括嬰兒奶粉、牛肉、廚具等。店內擺放購買指南，列明免稅商品政策詳情。 海南首批五間日用品免稅店，三間位於海口，另外兩間位於三亞和儋州。省內居民憑有效證件，包括海南省身份證、居住證或者社保卡等，就可以不限次數購買，但每年免稅額設一萬元人民幣上限。

騰訊控股(00700)出現大手賣出1.98萬股，成交價$532.0，涉資1.053千萬 AASTOCKS.com

騰訊控股(00700)出現大手賣出2.69萬股，成交價$532.0，涉資1.431千萬 AASTOCKS.com

格隆汇2月12日｜杰富瑞：将麦当劳(MCD.US)目标价从360美元上调至375美元。

(RTTNews) - Kakao (035720.KS) reported that its fourth quarter loss from continuous operation before income tax was 39.4 billion won compared to a loss of 444.0 billion, won prior year. Net income attributable to shareholders of parent company was 42.8 billion won compared to a loss of 225.5 billion won. Operating income was 203.4 billion won compared to 75.4 billion won, last year. Fourth quarter sales were 2.1 trillion won compared to 2.0 trillion won, an increase of 9% from last year. Shares of Kakao are trading at 59,100 won, up 0.34%. For more earnings news, earnings calendar, and earnings for stocks, visit rttnews.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Boyd Gaming’s fourth quarter results surpassed Wall Street’s revenue and non-GAAP profit expectations, with management crediting strong gaming activity from local customers in Las Vegas and steady play in its Midwest and South segments. CEO Keith Smith highlighted that “continued growth in play from our core customers” supported the company’s operations, while ongoing softness in destination business—especially at the Orleans property—dampened hotel revenues. Severe winter weather also affected

格隆汇2月12日｜A股市场化工股集体走强，其中，长华化学涨超10%，美邦股份10CM涨停，建新股份涨超9%，唯科科技涨超8%，科创新源涨超6%，汇得科技、新金路、振华股份涨超5%。

(RTTNews) - European stocks are seen opening mostly higher on Thursday after January's delayed U.S. jobs report signaled a resilient labor market and Treasury Secretary Scott Bessent said the U.S. has a very "comfortable" relationship with China, fueling hopes the countries will likely extend their trade truce at an upcoming Beijing summit. U.S. President Donald Trump is expected to meet Chinese President Xi Jinping in Beijing in early April and the trade truce negotiated in Korea last year is likely to be extended by up to a year, Hong Kong's South China Morning Post (SCMP) reported, citing multiple sources. The agreement, first struck on the sidelines of the Asia-Pacific Economic Cooperation (APEC) summit in Busan, rolled back tariffs and export controls, with China resuming purchases of U.S. soyabeans. In economic releases, trading later in the day may be impacted by reaction to the latest U.K. GDP data and U.S. reports on weekly jobless claims and existing home sales. On Friday, the Labor Department is scheduled to release a report on consumer price inflation that may shed additional light on the outlook for rates. Asian stocks were mixed, with mainland China and Hong Kong markets declining while Japan's Nikkei extended its post-election rally, breaching 58,000 for the first time. Gold slipped on a firmer dollar as January's jobs data bolstered expectations that the Federal Reserve will hold interest rates steady for longer than previously anticipated. The Japanese yen continued to strengthen, touching a two-week high amid easing fiscal concerns. The Canadian dollar was little changed after the U.S. House of Representatives voted Wednesday to overturn President Donald Trump's tariffs on Canada. Oil prices rose for a second day, with WTI crude futures climbing toward $65 a barrel after rising over 1 percent in the previous session on heightened Middle East tensions. Overnight, U.S. stocks fluctuated before closing lower as Treasury yields surged after the release...

Clinical-stage biotech firm focused on immunotherapy Nektar Therapeutics ( NKTR ) priced an upsized public offering of $400M stock. The deal includes ~6.6M shares at $58.00 per share and 293,103 pre-funded warrants at $57.9999 each. Gross proceeds are expected to be $400M. The underwriters have a 30-day option to purchase up to an additional ~1.03M shares. Net proceeds are expected to be used for general corporate purposes, which may include research and development, clinical development, and manufacturing costs to support the advancement of its drug candidates, as well as other general corporate purposes. The offering is expected to close on February 13, 2026. More on Nektar Therapeutics Nektar Stock Surges On Rezpegaldesleukin Phase 2b Maintenance Data: What It Means Nektar Therapeutics (NKTR) Discusses 36-Week Maintenance Results From Phase 2b REZOLVE-AD Study in Atopic Dermatitis Transcript Nektar Therapeutics (NKTR) Discusses 36-Week Maintenance Results From Phase 2b REZOLVE-AD Study in Atopic Dermatitis - Slideshow Nektar Therapeutics stock pops on $300M equity offering Top Quant rated bullish small cap stocks among companies with high short interest

格隆汇2月12日｜野村发表研报指，基于药明康德公布的盈喜，预计2025年第四季收入将按年增长9.2%至117亿元，净利润增长142%至71亿元。展望2026财年，该行预期公司收入将按年增长16%至526亿元，高于市场预期的511亿元，因化学业务表现强劲；盈利则按年增长3%至196亿元。按业务划分，该行预期2026财年TIDES及后期发展与制造业务收入将分别按年增长55%及10%，至171亿元及216亿元。TIDES业务增长基于需求持续增加，并由公司10万升的大规模功能性生产产能所支持。该行将药明康德H股目标价由132.8港元升至157.07港元，A股目标价由120.85元升至142.93元，均予“买入”评级。

南兴股份等成立智能装备公司 2026-02-12 13:37:57 来源： 同花顺7x24快讯 分享 文章提及标的 南兴股份 -- 企查查APP显示，近日，东莞市骏兴智能装备有限公司成立，法定代表人为唐军，注册资本为2000万元，经营范围包含：数控机床制造；智能基础制造装备制造；机械设备研发；工业机器人制造；智能机器人的研发等。企查查股权穿透显示，该公司由南兴股份（002757）全资子公司东莞市遥遥领先智能科技有限公司、东莞市璇玑投资有限公司共同持股。(人民财讯)

Marvell TechnologyMRVL shares have lost 8.2% in the past three months, underperforming its Computer and Technology sector, the Zacks Electronics - Semiconductors industry and peers like Broadcom AVGO, NVIDIA NVDA and Micron TechnologyMU. Shares of Broadcom and NVIDIA have lost 4.2% and 2.7%, respectively, while Micron Technology shares have surged 52.4%. The Zacks Electronics - Semiconductors industry appreciated 2.7% in the same time frame compared with no change for the Zacks Computer and Technology sector. MRVL Three-Month Performance Chart Image Source: Zacks Investment Research Given this decline in a month, the question arises: Should investors buy, sell or hold the stock at present? Let’s dive deeper into the fundamentals and financials of the MRVL stock to answer this question. Slowdown in Revenue Growth Rate is a Concern for MRVL Marvell Technology’s outlook for the fourth quarter of fiscal 2026 signals softer near-term growth. The company guided revenues of $2.2 billion (+/- 5%), representing just 21% year-over-year growth, a slowdown compared to recent quarters. The top line has been in a declining trend for the past three quarters. Despite strong demand for electro-optics, management expects data center revenues to grow 20% year over year in the fourth quarter, suggesting a decelerating growth rate in the past six quarters. One of the major reasons for this decelerating growth is the growing presence of players like Broadcom and Astera Labs in the AI connectivity space. Broadcom is strong in networking, data center, broadband, Wi-Fi, Ethernet PHYs and switches. In the communications segment, Broadcom mainly provides high-speed connectivity, optical or wireline networking equipment, cable or broadband IC portfolio, PCIe switch and retimer. Marvell Technology’s rapid expansion of its portfolio has helped it keep pace with the market trend. MRVL is developing a co-packaged copper system with a 2.5m direct attach cable and a Co-packaged optics switch system....

宝钢股份在武汉成立材料科技公司 2026-02-12 13:37:05 来源： 同花顺7x24快讯 分享 文章提及标的 宝钢股份 -- 有色金属 -- 金属制品 -- 企查查APP显示，近日，宝钢（600019）(武汉)材料科技有限公司成立，法定代表人为杜秀峰，注册资本为3000万元，经营范围包含：新材料技术推广服务；金属制品（884075）研发；有色金属（1B0819）压延加工；新材料技术研发；有色金属（1B0819）合金制造等。企查查股权穿透显示，该公司由宝钢股份（600019）间接全资持股。(人民财讯)

Amazon’s fourth quarter was marked by strong revenue growth and ongoing investment in emerging areas, but the market responded negatively. Management attributed performance to acceleration in AWS, particularly AI and custom silicon, and continued gains in online retail, grocery delivery, and advertising. CEO Andrew Jassy emphasized, “We are seeing strong growth, and with the incremental opportunities available to us in areas like AI, chips, low earth orbit satellites, quick commerce, and serving

(RTTNews) - French ophthalmic company EssilorLuxottica (ESLOF.PK, ESLOY.PK) reported Thursday weak profit in fiscal 2025, while revenues were benefited by imporved performance in all regions. Looking ahead, the company expects over the next five years, on average, a solid growth of its total revenue and a broadly aligned growth of the adjusted operating profit at constant exchange rates. In fiscal 2025, Group net profit dropped 1.9 percent to 2.32 billion euros from last year's 2.36 billion euros. Earnings per share fell to 4.98 euros from 5.13 euros a year ago. Adjusted group net profit was 3.16 billion euros, compared to 3.12 billion euros last year. Operating profit for the year declined 2 percent year-over-year to 3.38 billion euros, while adjusted operating profit grew 1 percent to 4.46 billion euros. The full-year adjusted operating margin was at 16.0 percent, 70 basis points below 2024, at constant exchange rates, impacted by US tariffs and AI-glasses. Annual revenue was 28.49 billion euros, up 7.5 percent from 26.51 billion euros last year. At constant exchange rates, revenues climbed 11.2 percent. In the fourth quarter, revenue grew 18.4 percent. The company noted that North America, EMEA and Asia-Pacific regions all grew double digits in the quarter and full year. Further, the company said its Board of Directors will recommend that shareholders, at the Annual Meeting to be held on April 28, approve the payment of a dividend of 4.00 euros per share. The dividend will be paid - or the shares issued - as from June 3. Francesco Milleri, Chairman and CEO, and Paul du Saillant, Deputy CEO at EssilorLuxottica stated, "In an uncertain macroeconomic and geopolitical environment, and despite headwinds from US tariffs, we reached record earnings, while making bold investments to advance our innovation agenda.... While we confirm to be on track with the five-year outlook communicated in March 2022, today we're updating it. Looking ahead to the next five years, we are ...