新相微发布业绩快报，2025年度实现营业总收入6.13亿元，同比增长20.86%；净利润892.72万元，同比增长5.86%。公司坚持稳健经营策略，通过持续优化产品结构、加快产品迭代、提升产品性能，全年业绩实现增长。

(RTTNews) - AstraZeneca PLC (AZN, AZN.L), a Swedish-British pharmaceutical and biotechnology company, on Thursday priced a three-tranche bond offering totalling $2 billion through its wholly owned subsidiary AstraZeneca Finance LLC.

三达膜发布业绩快报，2025年度实现营业总收入15.2亿元，同比增长9.27%；净利润3.78亿元，同比增长19.95%。报告期内，公司在膜技术应用及水务投资运营业务领域保持稳健增长，工业分离项目验收规模较上年同期显著提升，有效推动公司整体毛利水平改善，带动盈利规模稳步增长。

A video of a young girl being shoved while posing for a photo at Tokyo’s iconic Shibuya Crossing has amassed over 9 million views in one day and ignited an online row over safety, manners and tourist behaviour. The clip was posted on Wednesday by a Taiwanese social media user who goes by peipeilin527 and said the incident happened on her family’s last night in Japan. “I was thinking of taking photos at the famous Shibuya Crossing on my last night there, but some mean-spirited person pushed my...

信安世纪发布业绩快报，2025年度实现营业收入5.42亿元，同比增长8.27%；净利润7929.04万元，同比增长265.82%。报告期内，公司持续深耕金融、军队军工、运营商等传统优势行业，加大对地方政务云、医疗疾控、税务、应急管理等行业的拓展，深挖行业重点客户需求，加强产品和方案的行业属性，下游客户需求逐步企稳回升，公司实现主营业务收入5.42亿元，同比增长8.27%。

新一轮美伊谈判开始举行。（新华社）

格隆汇2月26日｜东北证券日前研报指出，内蒙华电收购集团资产、提升风电占比。交易对手方承诺，2025-2027年注入的风电资产贡献不低于8亿元净利润。随着新增风电资产高效运营及业务协同深化，本轮收购不仅能够为公司带来现金流贡献，在煤炭价格波动背景下，同样有望增强抗周期能力，公司盈利稳定性与成长性有望同步提升。公司历来重视股东回报，上市以来，内蒙华电完成分红25次，累计派发现金分红达116亿元，分红募资比在同类企业中位居前列。分红稳定预期，长期配置价值凸显。煤炭业务稳定火电成本。煤炭通过皮带运输直接供应旗下魏家峁电厂及周边控股电厂，有效平抑燃料成本波动。首次覆盖给予公司“增持”评级。

J Studios/DigitalVision via Getty Images BB Seguridade ( BBSEY ) released 4Q25 results recently, closing a record year in terms of income (up low double digits), but also highlighting the limits that Brazil’s current credit cycle is imposing on growth. 2025 was strong on a bottom-line basis, helped by a lift in investment income as the Selic rate stayed high. However, the last quarter reinforces the same tension we have been flagging for the name: higher rates are good for the float but bad for volumes, particularly for credit-linked insurance, which is the company's bread and butter. For 2026, management guided to more pressured operations, reflecting the lagged effect of weaker 2025 origination, uncertainty around the credit cycle, and a likely normalization in loss ratios. This could point to lower earnings in 2026. Still, the stock continues to trade at a low single-digit earnings multiple (around 7.5/8x, in my view) while aspiring to distribute close to 90% of earnings as dividends. I believe the risk/reward remains attractive, and I keep a Buy rating. 4Q25 Results The company’s quarterly results confirm the trend of the year, i.e., significantly higher profitability from financial income due to high rates in Brazil , combined with worsening volumes in credit- and rural-related lines because the same high rates suppress credit origination and insurance attachment. Net income in 4Q25 was R$2.2 billion, up 5% YoY. Management reiterated that full-year 2025 reached a record recurring managerial net income of R$9.1 billion, up 11% YoY, and that the cash generation allowed for R$8.7 billion in dividends for the year (about R$4.5 per share). Although this sounds positive, the underlying trends are more challenging. We should remember that, in operating non-interest terms, Brasilseg (mostly insurance linked to credit life and rural) still accounts for ~40% of earnings, while the distribution business, also credit-market driven, accounts for another 35–40%, and Brasilpr...

Microsoft (MSFT) Stock; Rallies Amid Japan Azure Raid and Nvidia Anticipation CoinCentral

High Liner Foods press release ( HLNFF ): Q4 Non-GAAP EPS of $0.09. Revenue of $270.2M. More on High Liner Foods Seeking Alpha’s Quant Rating on High Liner Foods Historical earnings data for High Liner Foods Dividend scorecard for High Liner Foods Financial information for High Liner Foods

2月26日，腾讯元宝重回苹果应用商店榜单前10，豆包、千问则位列1-2位。据DataEye研究院预估，元宝、豆包、千问三款AI产品，春节前后营销战预计共花费超100亿。

Palantir Stock Investors Just Got Spectacular News from Nvidia CEO Jensen Huang The Motley Fool

The past several years have been a nonstop thrill ride for Palantir (NASDAQ: PLTR) stock investors. When the artificial intelligence (AI) revolution kicked off in early 2023, the data mining and AI expert was ready. With 20 years of experience in the field, Palantir pivoted to create its Artificial Intelligence Platform (AIP), which has become the leading software system for helping businesses make real-time, data-driven decisions. AIP integrates deeply with existing business systems, adding a layer of generative AI and providing actionable insights that managers can use. Since AIP debuted in April 2023, Palantir stock has become a massive multibagger, soaring 1,490%. However, the stock's egregious valuation and questions about the future of AI have investors looking for evidence that things are still on track. Nvidia 's (NASDAQ: NVDA) quarterly financial report left no doubt that AI adoption continues unabated. Continue reading

AIXTRON SE press release ( AIXXF ): Q4 GAAP EPS of Є0.76. Revenue of Є187.1M (-17.5% Y/Y). AIXTRON recorded an order intake of EUR 544.3 million in 2025 (2024: EUR 596.4 million), thereof EUR 169.6 million in Q4/2025 which was 37% up from the third quarter (EUR 124.0 million) and 8% up versus the prior-year quarter (EUR 157.0 million). AIXTRON concluded the year 2025 with an equipment order backlog of EUR 257.8 million, down -11% compared to the previous year (2024: EUR 289.3 million). Free cash flow increased by over EUR 250 million to EUR 181.9 million (2024: EUR -72.4 million) Operating cash flow in 2025 increased by over EUR 180 million yoy to EUR 208.4 million (2024: EUR 26.2 million). Guidance for 2026: continued softness in overall market environment expected For fiscal year 2026 AIXTRON's executive board expects revenues of around EUR 520 million in a range of plus/minus EUR 30 million , a gross margin of around 41% to 42% , and an EBIT margin of around 16% to 19% for fiscal year 2026 . The effects of the aforementioned personnel reduction are included in this forecast. The executive board expects revenues of around EUR 65 million i n a range of plus/minus EUR 10 million for the first quarter of 2026 . This comparably low Q1 figure is in line with expectations and the seasonal pattern of the business. More on AIXTRON SE Seeking Alpha’s Quant Rating on AIXTRON SE Historical earnings data for AIXTRON SE Dividend scorecard for AIXTRON SE Financial information for AIXTRON SE

电力板块豫能控股6连板，化工板块金正大3连板。一图速览今日连板股>> 2月26日，Wind数据显示，A股市场共计80只个股涨停。其中电力板块豫能控股6连板，化工板块金正大3连板。一图速览今日连板股>>

最新迹象显示，海外科技公司正越来越多地转向以芯片为抵押的贷款来筹集资金，用于它们庞大的AI投资。此类贷款往往以GPU作为抵押，并由科技集团的租赁协议提供担保，在AI军备竞赛中广受欢迎。该行业目前每年都会在芯片领域耗资数千亿美元，尽管这些芯片往往很快就会过时。目前，三大评级机构之一的穆迪也已开始对GPU担保债务进行评级，并声明一旦基础租赁期结束，它就会撤销信用评级。(科创板日报)

Erste Group Bank AG said its net interest income may exceed analyst expectations this year after its €7 billion ($8.3 billion) deal to enter the Polish market. The Austrian lender said in a statement Thursday that it sees NII exceeding €11 billion in 2026, compared to the €10.6 billion average estimate in a Bloomberg survey. That’s will help the bank absorb one-off costs from consolidating Banco Santander SA’s Polish businesses. Erste proposed a dividend payment of €0.75 per share on 2025 results, slightly missing analyst estimates and below the long-term payout target as the bank withheld shareholder payments in order to help fund the Polish deal. Good cost control and a revenue beat leaves the bank “well-placed” to absorb Santander Polska, analysts at KBW said in a note. Read more: Erste to Buy Santander Polish Businesses in €7 Billion Deal Erste is in the process of rebranding the Polish unit of Santander after acquiring a controlling 49% stake in January. The deal is the biggest in the Austrian bank’s history, allowing it to enter the largest market in the east of the European Union and anchor its position as the region’s largest lender. “We are aware that integrating a bank of this size requires attention and resources, which is why we are approaching this process with the necessary focus,” Chief Executive Officer Peter Bosek said in a press release . Net fee and commission income in 2026 is forecast to be around €4 billion, largely in line with analyst expectations.

微软 于1月26日公布了其新一代定制AI推理加速芯片， 高盛 称，Maia 200提升了微软AI算力的性价比。 高盛分析师Gabriela Borges及其团队在分析Maia 200对微软股价的影响后发布了新的研究报告。 该团队表示，这对微软AI算力服务的性价比，以及其长期战略——让Azure中AI算力毛利率达到与基于CPU的Azure业务相当水平——具有重大积极意义。 分析师指出了以下局限性： Maia大规模正式投产运行后的性能数据仍有待观察； 完善相关软件生态将是关键； 竞争格局仍在演变。 该团队认为，芯片布局多元化对微软实现更高毛利率和AI算力投资回报至关重要。他们补充道，微软相信AI算力毛利率将逐步接近基于CPU的算力业务。 Borges认为，英伟达短期内仍将在加速芯片市场保持领先地位，得益于其上市时间优势、“CUDA护城河”以及快速的创新节奏。 长期来看，她认为面向内部工作负载的专用集成电路（ASIC）将越来越多。 她指出，随着原始算力接近物理极限，未来性能与成本的进一步提升将来自网络、内存和封装等领域的创新。Borges认为，英伟达和博通最有能力利用这些领域的进展。 在一份研究报告中，Borges重申对微软股票的买入评级，目标价600美元。 高盛分析师提到了下行风险因素： OpenAI合作带来的收入贡献低于预期； 自研芯片推进周期长于预期； 项目投资超出预期； 关键管理层变动； 向定制软件转型力度加大，可能对应用业务产生负面影响。 责任编辑：陈钰嘉

Indian refiners are keeping Russian oil purchases to a minimum after a US Supreme Court ruling at the end of last week threw into question a long-awaited trade deal that would cut tariffs in exchange for halting those imports. Processors have remained on the sidelines and are not booking cargoes as they seek clarity from the Indian government on the future of Russian crude buying, said people familiar with the matter, asking not to be identified due to the sensitivity of the situation. Purchases have already declined over recent months following sustained US pressure on the trade. The Supreme Court ruling to scrap President Donald Trump’s use of emergency powers to impose tariffs upended trade measures worldwide, potentially allowing India room for maneuver . Refiners are hopeful the decision will ease pressure to curb Russian imports, the people said. The US administration has since urged partner nations to honor agreements, including a pact with New Delhi to lower levies to 18% from 50% on Indian goods. Earlier this month, Trump said he would cut punitive tariffs on India in return for a deal to stop buying Russian oil. Prime Minister Narendra Modi confirmed the agreement without providing any details on crude imports. Indian authorities still haven’t publicly addressed Trump’s claim. India emerged as a major buyer of Russian oil following the invasion of Ukraine in early 2022, snapping up barrels that were heavily discounted after other importers shunned Moscow’s energy. At its peak, the South Asian nation was taking 2 million barrels a day. This month, Indian refiners are expected to import about 1.2 million barrels a day of Russian crude, the lowest level since November 2022, according to Kpler Ltd. The data analysis firm forecasts flows will decline even further in March to 800,000 to 1 million barrels a day. FGE NexantECA forecasts overall imports could drop by as much as 600,000 barrels a day in March and April. India’s recent pullback has left millions of R...

格隆汇2月26日丨越南财政部预测，2026年通胀率将加快至3.6%-4.6%。

8am: London Stock Exchange Group has unveiled a fresh £3 billion share buyback after sharply increasing profits last year, thanks to strong growth across its data and markets businesses. The FTSE 100-listed group leaned into the debate around artificial intelligence, after being caught up...

格隆汇2月26日｜中国上市公司协会数据显示，截至2026年1月31日，境内股票市场共有上市公司5484家，沪、深、北证券交易所分别为2306、2886、292家。1月，全市场新增首发上市公司9家，首发募资总额90.53亿元，其中制造业公司8家；退市公司2家，其中1家为北交所（除转板外）首例退市公司。1月末收盘价计算，上市公司境内股份总市值114.5万亿，全市场五个板块总市值均创近5年历史新高。全市场含“科”量持续提升，市值排行前50的公司中，电子、通信、医药生物行业合计占15家，与上年初相比，数量近乎实现翻倍。1月，超万亿市值公司新增1家，超千亿市值公司新增5家，百亿以上市值公司新增115家，50亿以下、20亿以下市值公司继续减少141家、45家。1月末，上市公司市值中位数69.76亿元，较上月提升7%。