文章提及标的 香港交易所 -- 潍柴动力 -- 花旗 -- 据香港交易所（HK0388）披露，花旗（C）集团对潍柴动力（HK2338）股份有限公司-H股的多头持仓比例于2026年2月4日从5.38%增至5.57%。

Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." (Source: Bloomberg)

格隆汇2月10日｜韩国旅游应用MyRealTrip计划2027年下半年进行首次公开募股。

文章提及标的 香港交易所 -- 哔哩哔哩 -- 花旗 -- 据香港交易所（HK0388）披露，花旗（C）集团对哔哩哔哩（BILI）股份有限公司-W的多头持仓比例于2026年2月4日从5.43%增至5.52%。

文章提及标的 香港交易所 -- 花旗 -- ASMPT -- 据香港交易所（HK0388）披露，花旗（C）集团对ASMPT（HK0522） Ltd.的多头持仓比例于2026年2月4日从7.52%降至7.51%。

Germany to order strike drones worth 536 million euros Reuters

格隆汇2月10日｜联发科1月营收为469.77亿元新台币，环比下降8.37%，同比下降8.15%。

春节档+Seedance2.0炸场 春节档票房大战打响，资本市场已率先“贺岁”。 2月以来，A股影视板块迎来强势爆发，今日 更是掀起涨停潮， 板块指数大涨超10%，捷成股份、光线传媒、文投控股、 横店影视、 中国电影等超10股涨停。 其中，横店影视9天7板， 期间累计涨超90%，成为A股市场最受关注的影视概念股 。 次轮影视行情爆发，核心是春节档预售开门红与Seedance 2.0爆火形成的“双轮共振”。 春节档预售破亿， 多部大片蓄势待发 2026年春节档电影预售已 于2月9日10点正式开启。目前 有8部影片定档，题材涵盖谍战、喜剧、武侠、动画、科幻等。 据灯 塔专业版 ， 截至2月10日14点44分春节 档 预售总票房 破1亿。其中《飞驰人生3》 预售票房突破3300万元 位列春节档预售榜首， 《 惊蛰无声 》《镖人：风起大漠》位列其后。 公开信息显示， 春节定档影片中，多家上市公司参投。 《飞驰人生3》（韩寒执导）出品方包括猫眼娱乐、大麦娱乐、万达电影、博纳影业、中国电影、横店影视等。 《惊蛰无声》（张艺谋执导）出品方包含大麦娱乐、中国电影等。 《镖人：风起大漠》（袁和平执导）出品方涵盖大麦娱乐、中国电影等。 《熊出没·年年有熊》涉及横店影视、中国电影、猫眼娱乐、万达电影等。 《星河入梦》（韩延执导）出品方包括中国电影、横店影视、上海电影等。 机构对今年春节档持乐观预期。 中金公司研报表示，今年春节档总票房或介于65亿元至85亿元之间，头部影片的表现将对票房最终落点具有重要影响。 浙商证券测算26年春节档票房有望对标24年春节档档期80亿的票房目标，其中 预测《飞驰人生3》档期票房25-30亿、《镖人：风起大漠》档期票房20亿+、 《惊蛰无声》档期票房15亿+。 影视业迎“ChatGPT时刻” 除了春节档这一催化外，近日 字节跳动旗下 AI视频生成模型Seedance 2.0刷屏海内外互联网。 在社交媒体X上，外国网友疯狂转发中国网友的生成视频， 并感叹其效果震撼 ：“只输入一句话，它就生成了一部大片！” “光影、运镜、音效……在它面前，Sora简直像个上个时代的玩具！” 也有从业者表达担忧：“好莱坞要变天了，我们的工作岌岌可危。” AI影视创意内容领域最为活跃的创作者之一“el.cine”发文感慨： “学了7 年数字电影制作，现在感觉 90% 都白学了。” ...

A six-year-old Indonesian girl killed in a traffic accident while visiting Singapore with her family has been laid to rest in her hometown of Jakarta. Sheyna Lashira Smaradiani and her family were visiting the popular tourist area of Chinatown late on Friday morning when the accident happened. A car struck Sheyna and her mother, Raisha Anindra Pascasiswi, as the family of four were crossing South Bridge Road near the Buddha Tooth Relic Temple, Chinese-language newspaper Lianhe Zaobao reported. Her father, Ashar Ardianto, had been walking ahead with Sheyna’s two-year-old sibling in a stroller and was unhurt. Advertisement In videos posted on social media, Ashar can be seen holding his daughter in his arms while Raisha lies on the ground by the side of the road. “My family … Please, oh my God, why,” he cries. The driver of the car, a 38-year-old woman, kept pacing back and forth at the scene, occasionally burying her head in her hands, according to Chinese-language newspaper Shin Min. Advertisement After the driver was taken away by police, her husband told reporters that she had been in the area to pick up their son.

Shares of Microsoft and ServiceNow are trading at attractive prices after the steep sell-off in software stocks. The S&P North American Technology Software Index, which tracks 111 software stocks, has fallen 30% from the all-time high it hit in September. The puts the index in bear market territory, and artificial intelligence (AI) is the root cause. Specifically, investors worry AI tools will reduce demand for existing products. The selling started months ago, but accelerated when Anthropic released Cowork in January, a conversational assistant that can automate workflows in the sales, finance, marketing, and legal departments, among others. However, many analysts and business leaders believe investors have overreacted, chief among them is Nvidia CEO Jensen Huang. "There's a whole bunch of software companies whose stock prices are under pressure because somehow AI is going to replace them," he said at a recent event. "It is the most illogical thing in the world." That does not mean the software stocks will rebound anytime soon, but it does cast the current situation as an opportunity for patient investors. Here's why Microsoft (MSFT +3.24%) and ServiceNow (NOW +3.24%) are worth buying. Microsoft: 50% upside implied by the median target price Microsoft enjoys a strong position in enterprise software, particularly in office productivity, enterprise resource planning, business intelligence, and low-code development tools. The company has supercharged its software products with generative AI assistants, which improve productivity by automating work. Paid Microsoft 365 Copilot seats rose 160% in the December quarter, according to CEO Satya Nadella. Meanwhile, Microsoft Azure continued to gain market share in cloud computing in the December quarter, accounting for 21% of cloud infrastructure and platform services spending, up from 20% in the September quarter. Those share gains were driven by increased compute capacity from data center buildouts and strong demand for Fou...

Key Points Software stocks have dropped into a bear market due to concerns about AI, but Nvidia CEO Jensen Huang says the market's reaction has been "illogical." Microsoft's generative AI copilots are gaining traction with customers and the company is gaining market share in cloud computing. ServiceNow's dominance in IT software positions the company as a likely beneficiary as enterprise adoption of AI tools increases. 10 stocks we like better than Microsoft › The S&P North American Technology Software Index, which tracks 111 software stocks, has fallen 30% from the all-time high it hit in September. The puts the index in bear market territory, and artificial intelligence (AI) is the root cause. Specifically, investors worry AI tools will reduce demand for existing products. The selling started months ago, but accelerated when Anthropic released Cowork in January, a conversational assistant that can automate workflows in the sales, finance, marketing, and legal departments, among others. 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 » However, many analysts and business leaders believe investors have overreacted, chief among them is Nvidia CEO Jensen Huang. "There's a whole bunch of software companies whose stock prices are under pressure because somehow AI is going to replace them," he said at a recent event. "It is the most illogical thing in the world." That does not mean the software stocks will rebound anytime soon, but it does cast the current situation as an opportunity for patient investors. Here's why Microsoft (NASDAQ: MSFT) and ServiceNow (NYSE: NOW) are worth buying. Microsoft: 50% upside implied by the median target price Microsoft enjoys a strong position in enterprise software, particularly in office productivity, enterprise resource planning, business intelligence, and low-code development tools. The company has supercharged its s...

文章提及标的 中芯国际 -- 中芯国际（HK0981）公告，2025年第四季度营业总收入178.13亿元，同比增长11.9%；净利润12.23亿元，同比增长23.2%。2025年第四季度利润总额16.02亿元，同比下降41.5%。

格隆汇2月10日｜台积电(TSM.US)盘前涨近3%，报364.98美元。消息面上，台积电刚刚公布，1月销售额4012.6亿元台币，首次突破4000亿关卡，同比增长36.8%，较2025年12月增长19.8%。

Key Points Age 62 is the soonest you can sign up for Social Security. Your benefits will be reduced permanently for an early claim. Make sure you're equipped to deal with that financial hit, or otherwise pledge to wait. The $23,760 Social Security bonus most retirees completely overlook › There's a reason 62 has long been a popular age to file for Social Security. It's the earliest age you're allowed to take benefits. But just because you can claim Social Security at 62 doesn't mean you should. If you file at the earliest age possible, your benefits may be reduced more than you'd expect. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » What reduction will you face if you claim Social Security at 62? The amount of money an early Social Security claim costs you depends on your full retirement age. For people born in 1960 or later, full retirement age is 67. Meanwhile, your Social Security benefits are reduced by about 6.67% a year for the first three years you file ahead of full retirement age, and then by about 5% a year after that. So let's say you file for Social Security three years ahead of full retirement age. In that case, your benefits get reduced by about 20%. But if you file at 62, your benefits will be reduced by 30%. Of course, the actual impact on your benefits depends on the sum you're entitled to each month. If you're eligible for $2,000 a month in Social Security at full retirement age, filing at age 62 will shrink your monthly checks to $1,400. If you're eligible for $2,500 a month at full retirement age, claiming at 62 will leave you with $1,750. The more money you're entitled to at full retirement age, the more an early claim will cost you on a dollar-for-dollar basis. Make sure you can afford to slash your benefits You may like the idea of claiming Social Security as soon as you'r...

格隆汇2月10日｜中邮证券研报指出，万辰集团业绩预告利润率上限超预期，单店拐点延续向上。预计2025年归属于上市公司股东的净利润12.3亿元-14亿元，同比增长319.05%-376.97%（重组前）。公司作为行业规模第二的地位得到巩固，且季度增速呈现韧性。加回计提的股份支付费用后25Q4实现净利润5.1-9.1亿元，同比增长60%-186%。加回股份支付后Q4量贩净利率中值更提升至约4.7%，利润率表现持续超预期，2026年开年以来在春节旺季推动下单店趋势有望进一步向好，低基数下看好26全年单店实现增长，同时2026年将适当提高开店节奏，重点在于优势区域的加密及高线市场的突破。公司新店爬坡结束、拖累单店因素褪去，根据业绩预告，略上调公司业绩预测， 对应当前股价估值分别为29/18/14倍，维持“买入”评级。

金诚信（603979）公告，公司拟在原交易安排收购CMH公司5%股权的基础上追加收购CMH公司42.50%的股权。若本次交易顺利完成，公司将通过维理达资源公司持有CMH公司97.5%股权，享有对CMH公司的最终控制权。

珈伟新能（300317）公告，自2024年12月7日至2026年2月9日，持股5%以上股东上海储阳光伏电力（562350）有限公司因股票质押违约，被质权人浙商金汇信托股份有限公司通过集中交易强制减持公司股份604.15万股，占公司总股本0.73%；减持后持股4734.85万股，占公司总股本5.70%，低于变动前的5339万股、6.43%。本次权益变动未导致公司控股股东、实际控制人发生变化。

益生股份（002458）公告，公司2026年1月白羽肉鸡苗销售数量4379.94万只，销售收入1.41亿元，同比变动分别为-19.37%、-2.62%，环比变动分别为-29.06%、-45.52%。益生909小型白羽肉鸡苗销售数量546.56万只，销售收入677.74万元，同比变动分别为-27.27%、-19.17%，环比变动分别为-14.79%、-4.29%。公司2026年1月种猪销售数量8752头，销售收入1787.31万元，同比变动分别为797.64%、565.27%，环比变动分别为161.64%、130.86%。

Company Logo Africa's digital commerce is poised for major growth, propelled by surging smartphone use, expanding internet access, and enhanced real-time payment systems. The shift towards mobile-first connectivity and B2C dominance signals transformative opportunities in e-commerce and digital payments, despite infrastructure challenges. Dublin, Feb. 10, 2026 (GLOBE NEWSWIRE) -- The "Africa B2C E-Commerce & Payments 2026: Instant Payments, Infrastructure, and South Africa Deep Dive" report has been added to ResearchAndMarkets.com's offering. As mobile-first connectivity scales, fintech platforms expand, and real-time payment systems mature, these trends are jointly reshaping Africa's digital commerce ecosystem. Key Forecast Highlights: Africa's E-Commerce market is forecast to grow from USD 317 billion in 2024 to over USD 1 trillion by 2033. Instant payment transaction volumes exceeded 64 billion by 2024, with values approaching USD 2 trillion. Smartphone adoption in Sub-Saharan Africa is projected to rise from over 50% in 2024 to more than 80% by 2030. Africa's B2C E-Commerce Is Forecast to Enter a Phase of Structural Expansion Africa's E-Commerce market is forecast to expand rapidly, driven by rising smartphone penetration, expanding internet access, and growing consumer familiarity with online platforms. B2C remains the dominant business model, with market activity concentrated in essential services and everyday retail. South Africa leads the continent in scale and maturity, followed by Nigeria and Egypt, while fragmented infrastructure and trust-related constraints continue to shape uneven adoption. Africa's Payments Ecosystem Is Shifting Toward Mobile and Instant Models Africa's payments landscape has evolved through structural leapfrogging, with mobile payments replacing cash as the primary transaction infrastructure. Mobile payments now support E-Commerce, business, and government transactions, embedding financial services into everyday activity. Instant pay...

文章提及标的 世昌股份 -- 塑料 -- 燃油 -- 世昌股份发布业绩快报，2025年营业收入6.67亿元，同比增长29.57%。净利润6866.81万元，同比下降0.83%。报告期内，公司以客户需求为导向，不断加大研发投入，与主要客户保持稳定合作关系，持续取得新增定点项目，且2025年多个高压塑料燃油箱定点项目开始批量供货，业务开展情况良好，销售收入保持良好的增长趋势。

文章提及标的 视声智能 -- 视声智能公告，拟以1750万-3500万元回购公司股份，回购价格不超过35元/股。

财联社2月10日讯（编辑 周子意） 指数提供商富时罗素（FTSE Russell）周一（2月9日）发布声明称，鉴于竞争对手摩根士丹利资本国际公司（MSCI）已对印尼股票交易的自由度表示担忧，富时罗素也决定推迟对印尼的评估。 摩根士丹利资本国际指数和富时指数被广泛用作投资者的基准指数，并且被全球数万亿美元被动型基金所追踪，这意味着它们的决定将影响资金动向。 在最新公告中，富时罗素并未改变印尼作为“次级新兴市场”的分类，但提出了“难以确定股票的自由流通（自由交易）程度”的担忧。 该公司发布的声明中表示，将推迟原定于3月进行的指数审查，并在5月全球审查之前提供另一份更新。 富时罗素还称，自即日起，新上市的印尼股票将不会被纳入其产品，也不会更新其他的新增、删除或权重变化。 可投资性警告 近年来，自由流通股问题已成为该国股市中的一大矛盾焦点。投资者普遍抱怨，印尼大型上市公司交易清淡，且由少数富豪高度控股。过度集中的所有权结构往往导致股价剧烈波动、掩盖真实市场表现，并提高操纵风险。 上个月，MSCI警告称，由于“根本性的可投资性问题”，以及投资者对协调操纵股价行为的忧虑，印尼有可能从新兴市场降级至前沿市场。MSCI还指出，如果印尼在5月之前未能在信息透明度方面取得足够进展，MSCI将重新评估该国市场的可进入性地位。 受这一消息影响，已有约1200亿美元的资金从该指数的基准股指雅加达综合指数中撤离。 上月末，美国投资银行高盛将印尼股票的评级下调至“减持”，并预测，在最极端的情况下（即印度尼西亚从新兴市场类别中被移出），追踪MSCI国际指数的被动型基金可能会撤出高达78亿美元的资金；而如果富时罗素重新评估其自由流通股的计算方法和评级标准，还可能会引发56亿美元的资金外流。 上周，国际评级机构穆迪也下调了对印度尼西亚的信用评级展望。综合来看，这些举措反映了总统普拉博沃·苏比安托的经济管理方式阻碍了投资流入的担忧。 印尼方面已承诺，将提高新股上市要求，并加强对大股东的披露规定，以便投资者能更清楚地了解市场中谁持有什么股份以及谁在进行交易。

文章提及标的 朗进科技 -- 朗进科技（300594）公告，聘任邵正刚为公司财务总监兼董事会秘书，任职自董事会审议通过之日起至第六届董事会任期届满之日止。邵正刚先生暂未取得深圳证券交易所认可的董事会秘书培训证明，已报名参加培训，并承诺取得相关证明。在取得资格证书前，代行董事会秘书职责。

白宫周一宣布，美国正着手下调针对孟加拉国商品的所谓对等关税，并为纺织产品推出新的免税政策，这是美国对这个南亚国家作出的最新贸易政策调整。 美国总统唐纳德・特朗普将把该国的整体对等关税降至 19%，此前在去年，他已将这一税率从 37% 大幅下调至 20%。该协议还包含一项机制，允许特定纺织产品享受全额关税豁免，为孟加拉国服装业带来利好。 孟加拉国临时领导人穆罕默德・尤努斯在社交媒体发文称，这一机制将适用于 “使用美国产棉花与人造纤维的孟加拉国部分纺织服装产品”。 孟加拉国是仅次于中国的全球第二大服装出口国，此次关税豁免将使其受益。服装行业占该国出口总额的 80% 以上，贡献国内生产总值约 11%。该行业是减贫的关键推动力，雇佣约 400 万人，其中绝大多数为女性。 哈米姆集团董事长阿卜杜勒・卡迪尔・阿扎德表示：“关税降低对我们十分有利，我们此前就已开始尝试使用美国棉花。现在，我们将进一步增加其使用量，这将推动出口增长。” 该集团是孟加拉国大型服装制造商，约 82% 的产品出口至美国，合作品牌包括美国鹰、盖璞、阿贝克隆比 & 费奇、李维斯、杰西潘尼和科尔士等。 根据协议，孟加拉国将向美国工业及农产品提供优惠市场准入，涵盖化工产品、医疗器械、汽车零部件、能源产品和农产品等。该国还承诺解决部分限制美国商品销售的非关税壁垒，包括认可符合美国法规的汽车以及获美国政府批准的药品等。 孟加拉国同时承诺加强环保、劳工权益及知识产权保护。 白宫在声明中称：“该协议将为美国和孟加拉国出口商提供前所未有的对方市场准入机会。” 白宫还表示，预计两国未来将达成多项商业协议，包括采购飞机、购买价值 35 亿美元的美国农产品，以及在未来 15 年内采购价值 150 亿美元的能源产品。 这是美国近期与印度、阿根廷等多个国家达成的一系列贸易协议中的最新一项。 责任编辑：郭明煜

美股中概股盘前涨跌互现，蔚来涨0.8%，阿里巴巴涨0.6%，京东、拼多多、百度持平，哔哩哔哩跌0.8%，携程跌1%。

文章提及标的 亚马逊 -- 苹果 -- 英伟达 -- Meta -- 谷歌A -- 特斯拉 -- 美股大型科技股盘前涨跌互现，英伟达（NVDA）涨0.3%，亚马逊（AMZN）涨0.2%，微软（MSFT）涨0.1%，谷歌A（GOOGL）持平，Meta（META）、特斯拉（TSLA）跌0.1%，苹果（AAPL）跌0.3%。