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India Banking Cash Glut Opens Up Arbitrage for Lenders

Bloomberg 📅 02/12 13:34
The surge in India’s banking liquidity has opened up an arbitrage opportunity for lenders, enabling them to borrow cheaply and park the money with the central bank at a higher rate. Overnight money market rates have crashed after the Reserve Bank of India flooded the banking system with cash, with government spending adding to the surplus. The tri-party repo — the most liquid funding tool — has sl...

大行评级丨里昂:网易整体游戏动能改善,维持“跑赢大市”评级

格隆汇 📅 02/12 13:34
格隆汇2月12日|里昂发表研报指,网易2025年第四季业绩逊于预期,总收入按年增长3%至275亿元,经调整息税前利润按年增长4.7%至92亿元,较该行预测分别低5%及8.5%。在线游戏收入逊预期,因去年高基数及更多游戏采用较长收入确认周期,收入仅按年增长3.5%。然而,递延收入增速加快,按季增长5%、按年增长32%。里昂认为,整体游戏动能改善,尤其《梦幻西游》及《燕云十六声》。展望2026年,里昂...

11.38 million expected to cross Hong Kong borders over Lunar New Year period

SCMP 📅 02/12 13:34
About 11.38 million Hong Kong residents and visitors are expected to travel through the city’s border crossings during the Lunar New Year holiday, marking a projected 16 per cent rise from last year. The Immigration Department released the 10-day estimate, covering the period from the 27th day of the last month of the Lunar calendar to the seventh day after the new year, following an interdepartme...

Kim Jong-un’s daughter shaping North Korean policy as succession signals deepen

SCMP 📅 02/12 13:33
North Korean leader Kim Jong-un appears to be taking steps to ‌consolidate his daughter’s position as successor, and there are signs she is providing input on policy matters, South Korean lawmakers said on Thursday, citing a spy agency briefing. South Korea ’s National Intelligence Agency (NIS) will be closely watching whether the daughter, believed to be named Kim Ju-ae, attends a coming meeting ...

港股AI概念股涨幅进一步扩大,MINIMAX涨超20%创新高

格隆汇 📅 02/12 13:33
格隆汇2月12日|港股市场AI概念股涨幅进一步扩大,其中,智谱暴涨35%创新高,MINIMAX-WP涨超20%创新高,云知声涨超11%,兆易创新涨超8%,金山云、商汤-W涨超6%,迅策涨近4%。

光伏概念股短线拉升,双良节能直线涨停

同花顺 📅 02/12 13:32
光伏概念股短线拉升,双良节能直线涨停 2026-02-12 13:32:44 来源: 同花顺7x24快讯 分享 文章提及标的 光伏概念 -- 帝科股份 -- 聚和材料 -- 连城数控 -- 双良节能 -- 阳光电源 -- 光伏概念(885531)股短线拉升,双良节能(600481)直线涨停,帝科股份(300842)、连城数控、阳光电源(300274)、聚和材料(688503)跟涨。

MiniMaxM2.5模型即将正式上线

同花顺 📅 02/12 13:31
据报道,MiniMaxM2.5模型即将正式上线,目前MiniMaxM2.5模型已在海外的MiniMaxAgent产品进行内测。(第一财经) 免责声明: 风险提示:本文内容仅供参考,不代表同花顺观点。同花顺各类信息服务基于人工智能算法,如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作,风险自担,同花顺对此不承担任何责任。

大行评级丨小摩:中芯国际去年第四季毛利率逊预期,维持“减持”评级

格隆汇 📅 02/12 13:30 981.HK
格隆汇2月12日|摩根大通发表研报指,中芯国际去年第四季毛利率逊预期,主要是由于折旧上升。展望2026年,尽管收入将录得15%左右增长,但受2025/26年度的巨额资本开支影响,折旧成本攀升30%,导致毛利率料将持续受压。此外,摩通认为智能电话、个人计算机及消费电子方面的需求压力,会导致均价停滞并难以显著上升,维持“减持”评级及目标价57港元。

Country diary: How much bad weather can one village take? | Tom Allan

The Guardian 📅 02/12 13:30
During the storm, the waves sounded like bombs going off under the house, Bonni Breeze Lincoln tells me. She lives on the seafront of Torcross, a Devon village that is accustomed to weathering storms, but even she is not used to waves shattering her storm shutters, or sending seawater down the chimney. I’ve come to Torcross to repair the thatch on Bonni’s roof. Up the ladder, I tie bundles of reed...

港股智谱午后大涨近40%

同花顺 📅 02/12 13:30
港股智谱午后大涨近40% 2026-02-12 13:30:17 来源: 同花顺7x24快讯 分享 文章提及标的 人工智能 -- 智谱 -- 港股智谱(HK2513)午后大涨近40%,最高报437.4港元,总市值接近2000亿港元。消息面上,公司近期对其人工智能(885728)编程订阅计划GLM Coding Plan价格上调。此次价格调整幅度从30%起,反映出公司在人工智能(885728)领域的...

John Hancock 2030 Lifetime Blend Portfolio Fund Q4 2025 Commentary

Seeking Alpha 📅 02/12 13:30
Pongsak Sapakdee/iStock via Getty Images Market review and outlook Global equities registered solid gains in the fourth quarter, helping the major, broad-based indexes record their third consecutive year of double-digit returns. Performance was uneven over the first half of the quarter due to concerns that AI-related stocks were in a bubble, but the market staged an impressive rebound and went on ...

Impax Ellevate Global Women's Leadership Fund Q4 2025 Commentary

Seeking Alpha 📅 02/12 13:30
Igor Suka/E+ via Getty Images Performance The Global Women's Leadership portfolio outperformed the MSCI World Index in the fourth quarter of 2025. This outperformance was primarily driven by effective sector allocation and strong security selection, with selection effects accounting for most of excess returns. The portfolio's style factor profile presented a slight headwind: exposure to Value fact...

Invesco International Diversified Fund Q4 2025 Commentary

Seeking Alpha 📅 02/12 13:30
Andrii Dodonov/iStock via Getty Images Key takeaways International Diversified Fund provides broad international exposure - Invesco International Diversified Fund offers investors broad-based exposure to non-US equities by combining six portfolios that have varied individual mandates regarding region, style and company size. The fund underperformed its benchmark in the fourth quarter - Invesco Int...

Hartford International Equity Fund Q4 2025 Commentary

Seeking Alpha 📅 02/12 13:30
vadishzainer/iStock via Getty Images Market Overview International equities advanced in the fourth quarter, marking a third consecutive quarterly gain and closing 2025 on a positive note despite intermittent volatility. Markets were driven higher by robust AI-infrastructure spending, strong corporate earnings, and a liquidity boost from the US Federal Reserve (Fed). Performance Summary The Hartfor...

Thornburg International Growth Fund Portfolio Q4 2025 Commentary

Seeking Alpha 📅 02/12 13:30
Suphachai Panyacharoen/iStock via Getty Images Market Review International equities posted strong returns in the fourth quarter of 2025, shaped by a notable inflection in U.S. monetary policy and diverging central bank paths elsewhere, amid persistent geopolitical risk. In December, the Federal Reserve delivered its second rate cut of the year, citing cooling inflation, a softening labor market, a...

Voya Small Cap Growth Strategy Q4 2025 Commentary

Seeking Alpha 📅 02/12 13:30
syahrir maulana/iStock via Getty Images Strategy overview Actively managed small cap growth strategy driven by bottom-up fundamental research seeking stocks with superior revenue and earnings potential and sustainable valuations. Key takeaways Equity markets advanced in 4Q25, buoyed by moderating inflation and robust earnings. Technology remained dominant, fueled by accelerating artificial intelli...

Baird Mid Cap Growth Equity Q4 2025 Commentary And Market Outlook

Seeking Alpha 📅 02/12 13:30
J Studios/DigitalVision via Getty Images Market Update For the quarter, U.S. equities advanced at the broad index level, though results were uneven across sectors, and the return dispersion among individual companies was high. The Federal Reserve shifted to an easing posture late in the year, cutting rates in September and again at its December meeting as it focused on moderating inflation and a c...

港股半日沽空160.5億元 佔可沽空股份成交15.3% - AASTOCKS.com

Google 📅 02/12 13:30 3690.HK
港股半日沽空160.5億元 佔可沽空股份成交15.3% AASTOCKS.com

China Bans Below-Cost Car Sales to End Prolonged Price War

Bloomberg 📅 02/12 13:28
China has banned carmakers from pricing vehicles below cost, intensifying its crackdown on a persistent price war that’s engulfed the world’s largest auto market. In a final set of guidelines released Thursday, the State Administration for Market Regulation effectively banned automakers from selling vehicles below their total cost of production. That includes not just a company’s factory-floor exp...

GQG Holds Over $24 Billion in India as ‘Perfect Storm’ for Stocks Eases

Bloomberg 📅 02/12 13:28
The steepest underperformance of Indian stocks in decades isn’t deterring GQG Partners LLC as it bets on banks to lead a recovery in earnings. Corporate earnings growth should accelerate back to the mid-teens, following a five-quarter slowdown where Indian equities lagged behind emerging-market peers, according to Sudarshan Murthy , a portfolio manager at GQG. “India was going through a perfect st...

大行评级丨野村:下调三大电信运营商港股目标价,今年展望具挑战性

格隆汇 📅 02/12 13:28
格隆汇2月12日|野村发表研报指,国家官方数据显示,内地电讯行业2025年表现疲弱,服务收入按年增幅由前值3.2%放缓至0.7%,主要反映核心业务市场饱和、新兴业务增长放缓、竞争加剧以及宏观环境疲弱等因素。数据显示,移动用户渗透率已达130%,较全球平均水平107.5%高22.5个百分点;三大电信商之间的竞争日趋激烈,今年展望具挑战性。该行将中国移动目标价由106港元降至96港元,维持“买入”评级...

高盛戳破“保险式”囤货时代:各国抢的,早就不止黄金了

金融界 📅 02/12 13:27
来源:金十数据 高盛分析师周二在报告中写道,近年来,随着各国政府寻求对冲地缘和金融风险,央行购金推动金价飙升。如今,类似的“ 保险 ”型策略正在其他 大宗商品 市场浮现。 “随着其中一些风险管理政策落地,部分大宗商品市场似乎正在——至少暂时性地从单一的全球平衡体系转向更具区域分割特征的结构,这加剧了波动性抬升的风险,”分析师写道。 这一转变源于近期的供应冲击。 高盛分析师表示,在经历了2020年的...

算力租赁板块午后继续走强,首都在线20cm涨停

同花顺 📅 02/12 13:27
算力租赁板块午后继续走强,首都在线20cm涨停 2026-02-12 13:27:29 来源: 同花顺7x24快讯 分享 文章提及标的 宏景科技 -- 青云科技-U -- 首都在线 -- 协创数据 -- 算力租赁 -- 优刻得-W -- 算力租赁(886050)板块午后继续走强,首都在线(300846)20cm涨停,优刻得(688158)此前涨停,并行科技、协创数据(300857)、网宿科技(30...

Energy Vault plummets 18%, upsizes and prices $140M convertible senior notes

Seeking Alpha 📅 02/12 13:26
Energy Vault ( NRGV ) upsized and priced $140M convertible senior notes that will bear interest at 5.250% per year, payable semiannually starting September 1, 2026, and mature on March 1, 2031. The initial conversion rate is 193.1807 shares of the company’s common stock per $1,000 principal amount of the notes (which is equivalent to an initial conversion price of ~$5.18 per share). Funds will cov...

卡莱特与无问芯穹达成战略合作 共拓AI应用领域

同花顺 📅 02/12 13:25
近日,卡莱特(301391)与上海无问芯穹智能科技有限公司正式签署战略合作协议。双方将结合各自在智能硬件与AI算力领域的优势,共同探索显示控制与人工智能(885728)融合的创新方向。双方将聚焦“AI广告智能体”及“边端侧视频内容安全审核”两大核心方向展开深度合作。(人民财讯)

Waymo:到今年年底在美国每周付费订单量将超100万次

同花顺 📅 02/12 13:25 GOOG.O
当地时间2月11日,Alphabet旗下自动驾驶公司Waymo联席首席执行官Tekedra Mawakana表示,到今年年底,公司在美国的每周付费无人驾驶(885736)出租车订单量将突破100万次。Waymo计划今年在东京、伦敦等20多座城市推出网约车(885753)服务。本月初该公司宣布完成160亿美元融资,投后估值达到1260亿美元。(界面新闻)

协创数据创历史新高

格隆汇 📅 02/12 13:25
格隆汇2月12日丨协创数据(300857.SZ)涨11.06%,报238.000元,股价创历史新高,总市值823.77亿元。

港股电力设备股午后继续拉升,东方电气涨超14%

同花顺 📅 02/12 13:25
文章提及标的 哈尔滨电气 -- 东方电气 -- 伟能集团 -- 上海电气 -- 电力ETF银华 -- 港股电力(562350)设备股午后继续拉升,东方电气(HK1072)涨超14%,伟能集团(HK1608)涨超11%,哈尔滨电气(HK1133)、上海电气(HK2727)跟涨。

双良节能:获得3个海外订单 将用于Space X星舰发射基地扩建配套的燃料生产系统

同花顺 📅 02/12 13:25
双良节能:获得3个海外订单 将用于Space X星舰发射基地扩建配套的燃料生产系统 2026-02-12 13:25:33 来源: 同花顺7x24快讯 分享 文章提及标的 双良节能 -- 双良集团今日官微消息,近日,双良节能(600481)先后获得3个海外订单,共计12台高效换热器设备,将用于Space X星舰发射基地扩建配套的燃料生产系统。据了解,Space X正加速推进星舰发射能力建设,计划在...

化工股回调,金牛化工午后触及跌停

同花顺 📅 02/12 13:25
化工股回调,金牛化工午后触及跌停,江天化学、金晶科技、金浦钛业、三友化工跟跌。
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