KanawatTH Equities in Asia fell Friday, following a tech-driven retreat in U.S. markets. Amid the red tape, a significant trade agreement was finalized between Washington and Taipei, lowering Taiwanese export tariffs to 15%. The new rate brings Taiwan in line with Japan and South Korea. Bitcoin ( BTC-USD ) fell to around $66,000 on Friday, giving up most of its recent gains as cryptocurrencies came under renewed pressure. Gold rose to around $4,960 per ounce on Friday after falling more than 3% in the previous session, as markets navigated elevated volatility. Malaysia’s economy expanded 6.3% year-on-year in Q4 2025, revised up from an initial 5.7% and accelerating from 5.4% growth in Q3. The benchmark KOSPI rose 0.36% to around 5,545 on Friday, building on record-high levels. The South Korean won fell to around 1,442 per dollar, easing after reaching a two-week high in the previous session. Japan ( NKY:IND ) fell 1.28% to below 57,000, while the broader Topix declined 0.7% to 3,855 on Friday, retreating from record highs . The Japanese yen slipped past 153 per dollar on Friday but remained on track for its largest weekly gain since November 2024. China ( SHCOMP ) fell 0.72% to around 4,120, while the Shenzhen Component declined 0.6% to 14,200 on Friday, reversing gains from the previous session, and the offshore yuan slipped to around 6.90 per dollar on Friday, snapping a sixth straight day of gains and retreating from a 33-month high reached in the previous session. Meanwhile, fresh data showed China’s new home prices slid 3.3% yoy in January, the steepest drop in seven months, underscoring Beijing’s struggle to stabilize property markets and further pressuring sentiment. On the geopolitical front, the US has reportedly paused several major tech-security measures targeting China ahead of a planned April meeting between Presidents Donald Trump and Xi Jinping. Trading will pause Monday through Thursday for the Lunar New Year holiday. Hong Kong ( HSI ) fell 2.14% to ...

(RTTNews) - HYBE (352820.KS) reported a fourth quarter net loss from continuing operation before income tax of 266.3 billion won compared to a loss of 28.7 billion won, last year. Net loss attributable to shareholders of parent company was 267.8 billion won compared to a loss of

格隆汇2月13日｜沪深两市成交额超1.5万亿元，较上日此时缩量1840亿元。

格隆汇2月13日｜RBC Capital将沃尔沃的目标价从350瑞典克朗上调至360瑞典克朗，评级则从“跑赢大盘”下调至“与板块表现一致”。

AMZN Stock Falls -18% In 8-day Spree On Shocking $200B Capex Plan Trefis

近日，《兰州市推动氢能产业高质量发展实施方案（2026—2028年）（征求意见稿）》公开征求意见。其中提到，以培育具有核心竞争力的氢能装备制造产业集群为基础，推动科技创新和产业创新深度融合，实现多元化、规模化应用场景为路径，力争到2028年，实现氢能产业产值翻倍，打造成全国重要的氢能装备创新制造高地与“甘新氢走廊”核心枢纽。引进和培育产业链上下游企业15—20家，形成以2—3家龙头企业为引领、众多配套企业协同发展的产业集群，到2028年氢能及相关产业平均年增长30%。（人民财讯）

格隆汇2月13日｜印度石油天然气公司(ONGC)高管：希望2028年开始从莫桑比克区块生产液化天然气。

China is taking aim at stripped-down, screen-dominated car interiors favored by the likes of Tesla Inc. and Xiaomi Corp., requiring that essential safety functions be controlled by physical switches or buttons. In a set of proposed regulations , China’s Ministry of Industry and Information Technology said that functions including turn signals, hazard lights, gear selection and emergency calling must have fixed buttons or switches with a minimum surface size of 10mm x 10mm. The move marks a direct challenge to the minimalist interior design popularized by Tesla and adopted by Chinese electric car makers such as BYD Co. and Xiaomi amid growing safety concerns about driver distraction and screen failures. It comes after China earlier this month became the first country to ban concealed door handles on EVs, which have been linked to a spate of fatal incidents around the world. Read More: Dangers of Tesla-Inspired Electric Doors Are Plaguing Other Cars Beyond the dashboard, China’s government is codifying safety expectations for high-level driver-assistance technology. A mandatory standard for Level 3 and Level 4 automated driving systems stipulates that these vehicles must demonstrate a safety level at least equivalent to a “competent and attentive human driver.” At these levels of automation, the car can handle all driving tasks, though at Level 3 the driver must be ready to take control if alerted. The proposed regulations also introduce a “safety case” requirement, requiring manufacturers to provide structured, documented evidence that their systems can handle both daily driving and critical high-risk scenarios. The standards also define a “Minimal Risk Condition,” requiring that if an automated system fails or a driver ignores a takeover request, the vehicle must be capable of autonomously reaching a stable, stationary state. It also formalized the remote assistance for fully-automated cars, allowing human operators to intervene in complex environments, a crucial st...

騰訊控股(00700)出現大手買入1.32萬股，成交價$528.0，涉資696.96萬 AASTOCKS.com

While many in the industry zero in on turning a profit, Zelos is taking advantage of Alibaba’s artificial-intelligence capacity and logistics network to leapfrog its technology.

應用材料繞道南韓賣56機台給中芯國際 美國商務部祭出天價罰單 信傳媒

据同花顺iFinD数据，沪深京三市成交额超1.5万亿元，较上日此时缩量1806亿元，预计全天成交金额约1.9万亿元。截至目前，沪市成交额6315亿元，深市成交额8566亿元，北证50成交额119亿元。

欧洲理事会主席科斯塔12日表示，欧盟重视投资和创新，将通过多元化战略降低国防、航天等领域的对外依赖。 欧盟领导人非正式会议当天在比利时举行，提出加快推进实现“一个欧洲、一个市场”目标。科斯塔在会后出席新闻发布会时说，在国防、航天、清洁技术、量子技术、人工智能以及数字支付系统等领域，欧盟将系统梳理，通过多元化战略来解决相关领域的对外依赖。科斯塔提到，能源转型是欧洲实现战略自主和降低能源价格的最佳战略。 科斯塔说，欧洲需要一个“统一且高效的”金融体系，欧盟内部一致支持加快建设储蓄与投资联盟，从而更好地“将欧洲储蓄转化为欧洲投资”。 欧盟委员会主席冯德莱恩表示，欧盟国家需要加快一体化进程，通过数字化方式让“48小时内成立一家公司”成为可能。她说，希望通过储蓄与投资联盟，建立一个“深度且流动性强”的资本市场。 冯德莱恩还说，欧洲要加强基础设施建设，尤其是电网和跨境能源连接，并建设“欧洲能源高速公路”。(新华社)

格隆汇2月13日｜杰富瑞将Coinbase的目标价从268美元下调至151美元。

【有線新聞】隨著冷鏈效率提升，以及消費者對生活要求的改變，內地民眾今年採購的年貨亦有變化，轉向能夠提供情緒價值的產品，不再熱衷囤貨。 貨運平台數據顯示，今年輕量化年貨大受歡迎，農曆新年前一個月，寵物年貨錄得爆發式增長，食品類升逾三倍，相關用品升67%。在補貼優惠帶動下，小巧的電子產品亦成為年貨熱銷產品。消費者：「從年初開始，我們就用『國補』買了一些電子產品，優惠力度也挺大的，買了筆記本電腦、手機甚麼的。」消費者：「一些腿腳不方便的老年人，用這種VR眼鏡，相當於你坐地日行千萬里了。」 民眾亦更願意為情緒價值「買單」，陪伴類產品例如玩具樂器，在廣東銷量增速最快，按年飆升四成四。手掌大小的AI毛公仔同樣「搶手」，它們能跟人聊天、講故事，甚至根據主人情緒進行安慰，是由「90後」或「00後」設計，更懂年輕人的心理需求。貨運平台市場負責人王宮：「特別是這種AI毛絨玩具類產品，增量會非常迅猛，可以說提供情緒價值的這種消費品是一種新型的年貨。」東莞聚集逾400間玩具生產企業，有廠商指訂單急增五倍，商家頻頻催貨。 寧波這個冷庫引入智能溫控後，冰鮮品整體運輸量提升81%，進口海鮮由十多種增至數十種，同時開拓零售直送服務，成功改變消費者以往在過年前囤貨的習慣。

美團－Ｗ(03690)出現大手買入8.12萬股，成交價$81.1，涉資658.532萬 AASTOCKS.com

騰訊控股(00700)出現大手買入3.83萬股，成交價$527.0，涉資2.018千萬 AASTOCKS.com

美團－Ｗ(03690)出現大手買入8.12萬股，成交價$81.1，涉資658.532萬 AASTOCKS.com

格隆汇2月13日｜中际旭创成交额达100亿元，现涨2.6%。

India’s approval for a 3.6 trillion rupee (US$40 billion) purchase of defence equipment on Thursday – including 114 Rafale French fighter jets – will significantly boost the capabilities of the country’s armed forces amid heightened tensions with Pakistan, analysts say. The decision comes at a time when the Indian Air Force’s (IAF) fighter squadron strength has shrunk to 29, well below the 42 considered essential in the event of a simultaneous war with Pakistan and China. French President...

据华为内部反腐快报2026（001）文件显示，原终端BG多媒体技术部部长邓某因涉嫌非国家工作人员受贿罪被龙岗区人民检察院依法批准逮捕。犯罪嫌疑人邓某，于2007年7月入职华为，2007年7月至2020年12月先后任职终端总体技术硬件平台部工程师、终端器件与归一化部高级工程师、终端多媒体技术部高级工程师、架构师、Camera部经理、多媒体技术部部长等职务。经司法查明，邓某在职期间，涉嫌利用职务便利为供应商谋取不当利益，收取供应商好处费，数额巨大。2025年12月9日，邓某因涉嫌非国家工作人员受贿罪被刑事拘留；2026年1月15日，邓某被龙岗区人民检察院依法批准逮捕。（界面新闻）

Murphy USA ( MUSA ) declares $0.63/share quarterly dividend , in line with previous. Forward yield 0.65% Payable March 5; for shareholders of record Feb. 23; ex-div Feb. 23. See MUSA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Murphy USA Murphy USA Inc. (MUSA) Q4 2025 Earnings Call Transcript Murphy USA: Down But Not Out Murphy USA outlines EBITDA path to $1.2B by 2028 amid disciplined store expansion and proactive cost management Murphy USA GAAP EPS of $7.53 beats by $0.67, revenue of $4.74B misses by $100M Seeking Alpha’s Quant Rating on Murphy USA

格隆汇2月13日｜国泰海通发布研报，首次覆盖MINIMAX-WP并给予“增持”评级，目标价620港元。公司全栈自研多模态大模型性能领先，海外收入占比高，现金储备充足；预计2026年营收2.2亿美元，给予113x PS估值，反映其作为港股稀缺全球化AI标的的成长潜力。

Chinese regulators have cleared a proposal for the nation’s largest coal producer to purchase 133.6 billion yuan ($19 billion) in assets from its parent company, a deal designed to support the miner as coal demand begins to level off. China Shenhua Energy ( CSUAY ) ( CUAEF ) will take stakes in 12 units of China Energy Investment Corp., including coal-to-chemicals, mining, power generation, and logistics, it said in an exchange filing on Thursday. The move would deepen its vertical integration and expand the total value of its assets to nearly 900 billion yuan, it said. More on China Shenhua Energy Seeking Alpha’s Quant Rating on China Shenhua Energy Historical earnings data for China Shenhua Energy Dividend scorecard for China Shenhua Energy Financial information for China Shenhua Energy

Banco Latinoamericano ( BLX ) declares $0.6875/share quarterly dividend , 10% increase from prior dividend of $0.6250. Forward yield 5.54% Payable March 12; for shareholders of record Feb. 25; ex-div Feb. 25. See BLX Dividend Scorecard, Yield Chart, & Dividend Growth. More on Banco Latinoamericano Bladex: Practically Perfect Execution On Long-Term Plan Seeking Alpha’s Quant Rating on Banco Latinoamericano Historical earnings data for Banco Latinoamericano Dividend scorecard for Banco Latinoamericano Financial information for Banco Latinoamericano

格隆汇2月13日｜RBC Capital将应用材料的目标价从385美元上调至430美元，摩根士丹利将应用材料的目标价从364美元上调至420美元。

Earnings Call Insights: Sylvamo Corporation (SLVM) Q4 2025 Management View CEO John Sims began by sharing his vision for Sylvamo to become “legendary” through world-class excellence in safety, employee engagement, customer centricity, operational excellence, cost leadership, and sustainability. Sims stated, “We will set a new standard for customer experience and loyalty, striving to be truly outstanding. Our commitment is to deliver superior value and service to our customers, earning their trust and loyalty. This is critical to our strategy.” He highlighted the discontinuation of quarterly adjusted EBITDA outlooks, explaining, “We believe this change further aligns our external communications with how we manage the business and our goal to attract and retain high-quality long-term shareowners who share our vision of long-term value creation.” The company reported a 12% return on invested capital for 2025, $448 million in adjusted EBITDA, $44 million in free cash flow, and $155 million cash returned to shareholders. Reinvestment of $224 million focused on manufacturing network and Brazil forestlands. Sims described a 9% quarter-over-quarter increase in uncoated freesheet sales volume and improved productivity in paper machines. CFO Donald Devlin noted, “In the fourth quarter, we earned $125 million of adjusted EBITDA compared to $151 million in the prior quarter. Price and mix was unfavorable by $21 million, primarily due to mix across the regions as well as lower paper prices in Europe and some of our Brazilian export markets. Volume increased by $18 million, largely due to Latin America and North America.” Outlook The company has discontinued providing quarterly and full-year adjusted EBITDA and free cash flow guidance to emphasize long-term capital allocation and value creation. Capital spending outlook for 2026 is $245 million, primarily for the Eastover mill investment. This is expected to normalize in 2027 as projects wind down. Sylvamo expects North America a...

GXO Logistics (NYSE: GXO) is the world's biggest pure-play contract logistics company. The company was spun off from XPO in 2021 and has made several acquisitions since then, including Clipper Logistics and Wincanton, following a mandate to do just that after the separation. As a result, the business has grown since then with the help of organic growth, but the stock has mostly been stuck in neutral due in part to a sluggish macroeconomic environment. Continue reading

蛇年最後掛牌的兩隻新股都造好。 人工智能企業海致科技集團開報82.3元，較招股價27.06元高逾兩倍。以每手200股、不計手續費，一手帳面賺11,048元。股份公開發售部分錄得5,064倍超額認購，一手中籤率百分之0.06。國際發售超購約7.3倍。集資淨額約6.5億元。 熱縮材料及通信電纜製造商沃爾核材開報20.1元，較招股價20.09元高1仙，之後曾經升超過百分之8。股份公開發售部分錄得約568倍超額認購，一手中籤率百分之0.33。國際發售超購7倍。集資淨額約27億元。

【有線新聞】外長王毅出席慕尼黑安全會議期間與美國國務卿魯比奧會晤。 除了魯比奧，美方還有國務院官員列席，王毅則由副外長華春瑩等中方官員陪同出席會晤。雙方未開始發言，開放予傳媒拍攝的時間便結束。近日有傳美國總統特朗普將於4月訪華，美方亦打算安排國家席習近平在年底回訪美國，估計王毅這次亦與魯比奧談及中美元首的共識以及台海問題等雙方各自關心的議題。