《大行》高盛降美團(03690.HK)目標價至112元 評級「買入」 AASTOCKS.com

《大行》高盛降美團(03690.HK)目標價至112元評級「買入」財經新聞Financial News AASTOCKS.com

格隆汇3月13日｜四川局组织召开辖区商业不动产REITs试点推进工作会。近日，四川局联合沪深交易所、省委金融办举办“四川省商业不动产REITs试点推进工作会”，省国资委、住建厅、文旅厅等5家省直部门、相关市州财政金融部门以及9家企业代表参会。会议总结了前期工作，对地方政府部门、企业积极响应试点政策，摸底资产，做好商业不动产REITs项目梯度培育与申报进行了再动员、再部署。参会部门和企业围绕商业不动产REITs项目进展、存在的困难和解决建议进行交流，沪深交易所围绕多层次REITs市场发展情况、审核关注要点和重点案例开展培训。针对企业提出的项目推进难点痛点，四川局将做好台账管理，联合相关主管部门及市州政府，“一题一答”做好个案推动。

Micron eyes record $18.7B revenue on strong HBM demand and analyst upgrades, despite market jitters from geopolitical tensions. A wave of analyst upgrades, fully booked HBM4 capacity for 2026, and an anticipated quarterly revenue of $18.7 billion are providing strong momentum for Micron Technology as it approaches its March 18 earnings report. The sole headwind appears to be broader geopolitical tensions. Anticipating a Record Quarter Micron concluded its second fiscal quarter for 2026 at the end of February. The company’s own guidance projects revenue of $18.7 billion, which would represent a staggering 132% increase compared to the same period last year. This follows a first quarter where the memory chipmaker reported $13.64 billion in revenue and a net profit of $5.24 billion. According to prediction markets, the probability that Micron will exceed its own forecast currently stands at 96.7%. Despite this positive outlook, the company's shares declined by approximately 2.8% in yesterday's trading session, moving in line with a weaker overall market. This dip was triggered by geopolitical concerns surrounding tensions between the U.S., Israel, and Iran, which are stoking fears of stagflation risks. The stock currently trades at 352.75 euros, having more than tripled in value since the start of the year. Analyst Consensus: Sold-Out Future and Raised Targets Market experts are overwhelmingly bullish, with several institutions significantly raising their price targets. Wells Fargo increased its target from $410 to $470 within the last 24 hours, reaffirming its "Overweight" rating. The rationale is specific: Micron’s entire HBM4 supply for calendar year 2026 has already been allocated at fixed prices. CEO Sanjay Mehrotra confirmed during the Q1 earnings call that all pricing and volume agreements for 2026 HBM deliveries are finalized—an unusually solid foundation for revenue planning. Furthermore, Micron has accelerated the delivery schedule for its HBM4 volumes by one...

格隆汇3月13日｜美银证券发表报告指，太古地产去年经常性盈利符合预期，维持“买入”评级，目标价为29港元。公司稳健盈利增长前景支持上述观点，其背后支撑因素包括强劲的新商场项目储备及具吸引力的估值水平，包括较资产净值折让41%，以及现年度预期股息率4.9%。尽管中东冲突持续可能削弱香港写字楼租务市场今年以来的强劲势头，但内地高端零售消费外流减少或可部分抵销影响。

Scott R. Lovett, President of Go to Market at Fastly (FSLY +0.54%), reported the sale of 73,715 shares of Common Stock in an open-market transaction on March 4, 2026, as disclosed in the SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 73,715 Transaction value $1.6 million Post-transaction shares (direct) 1,580,513 Post-transaction value (direct ownership) ~$31.7 million Transaction value based on SEC Form 4 weighted average purchase price ($21.06); post-transaction value based on March 4, 2026 market close price. Key questions How does the size of this sale compare to Scott Lovett's historical trading activity? The 73,715-share sale is substantially larger than Lovett's median direct sale over the prior year, which was 42,172 shares, and represents 4.46% of his holdings at the time, compared to a recent median of 2.36% per sale. The 73,715-share sale is substantially larger than Lovett's median direct sale over the prior year, which was 42,172 shares, and represents 4.46% of his holdings at the time, compared to a recent median of 2.36% per sale. What proportion of Lovett's original position remains after this transaction? Following the sale, Lovett's direct Common Stock position stands at 1,580,513 shares, roughly 73.7% of his June 2024 holdings, reflecting a gradual reduction over 21 months. Following the sale, Lovett's direct Common Stock position stands at 1,580,513 shares, roughly 73.7% of his June 2024 holdings, reflecting a gradual reduction over 21 months. Were any options, indirect entities, or derivatives involved in this transaction? No derivative securities or indirect ownership vehicles were involved; all activity pertained to direct holdings of Common Stock, with no new option exercises or trust/LLC accounts referenced in the filing. No derivative securities or indirect ownership vehicles were involved; all activity pertained to direct holdings of Common Stock, with no new option exercises or trust/LLC accounts referenced in th...

騰訊控股(00700)出現大手賣出1.28萬股，成交價$555.0，涉資710.4萬 AASTOCKS.com

财联社3月13日讯（编辑 胡家荣） 受2025年全年业绩及股权激励机制优化等利好提振，汇量科技(01860.HK)股价本周以来表现活跃，其累计涨幅超40%。 汇量科技在本月11日发布2025年财报。数据显示，集团报告期内经营表现强劲，全年实现总营收20.47亿美元，同比增长35.7%；经调整EBITDA达1.91亿美元，同比增长38.1%。 其中核心业务Mintegral平台收入达19.61亿美元，同比增长35.9%，占总收入95.8%。其中游戏品类收入14.62亿美元，同比增长40.6%；非游戏品类收入4.99亿美元，同比增长23.7%。智能出价产品体系贡献收入占Mintegral总收入超过80%。 公司持续加大研发投入，全年研发开支2.42亿美元，同比增长11.2%。重点发展智能出价体系，推出IAA ROAS、Target CPE等多项创新功能，并积极拥抱AI技术，在创意生产、运营效率等多个领域实现突破。 员工股权激励计划修订方案公布 汇量科技在昨日披露了员工股权激励计划修订方案，其中建议修订员工受限制股份单位计划，并终止购股权计划。修订后的计划将纳入执行董事、高管等为合资格参与者，计划授权限额为已发行股份的10%，其中首席执行官及核心产品研发管理团队的分项限额各为4%。 董事会批准向CEO曹晓欢有条件授出约6297万股奖励股份，占已发行股份4%。奖励股份分为两部分：50%按服务年限分4年等额归属；另50%根据市值或利润目标达成情况归属，设有400亿至1000亿港元的市值目标，或较2025年经调整后利润净额增长100%至400%的业绩目标。

TL;DR: Microsoft's Project Helix Xbox will support both PC and console games, featuring a custom AMD SoC with advanced DirectX and FSR Diamond technology. This enables real-time path tracing and AI-powered upscaling, delivering PC-level ray tracing performance and immersive visuals at 4K 60+ FPS on a home console. Microsoft is opening the floodgates regarding its next-generation Xbox console, Project Helix. The company has confirmed long-standing rumors that it will play both PC and console games, and will be powered by a custom AMD SoC built to leverage the latest DirectX and AMD FSR technologies. 2 VIEW GALLERY - 2 IMAGES "It delivers an order of magnitude leap in ray tracing performance and capability, integrates intelligence directly into the graphics and compute pipeline, and drives meaningful gains in efficiency, scale, and visual ambition," Jason Ronald, Vice President of Next Generation, Xbox, recently said at GDC 2026. "The result is more realistic, immersive, and dynamic worlds for players." Although that statement might not include technical details, further comments from Jason Ronald and Jack Huynh, SVP & GM of Computing & Graphics at AMD, have outlined the new 'FSR Diamond' technology that will make real-time path tracing possible on a home console. Technology, which until now has been limited to NVIDIA's GeForce RTX 40 and GeForce RTX 50 Series GPUs on PC. Path tracing, or full ray tracing, is a major leap forward for in-game visuals, as it leverages ray-tracing data for all lighting effects to create more believable and immersive digital worlds, enabling game developers to craft stories and engaging interactive experiences. And as a major leap forward, it's only possible on PC thanks to NVIDIA's suite of AI-powered DLSS and RTX technologies. And when you go through the list of what FSR Diamond delivers, it sounds like Project Helix could deliver an experience equivalent to what you'd get with a GeForce RTX 5080. Built, tuned, and configured for the cu...

格隆汇3月13日｜千问APP上线全新Qwen-Image2.0图像生成与编辑模型。 据介绍，Qwen-Image 2.0集生图和编辑于一体，支持文生图、基础编辑与多场景创作，在复杂文字渲染、真实质感表现和指令理解上全面升级。

四川局组织召开辖区商业不动产REITs试点推进工作会。近日，四川局联合沪深交易所、省委金融办举办“四川省商业不动产REITs试点推进工作会”，省国资委、住建厅、文旅厅等5家省直部门、相关市州财政金融部门以及9家企业代表参会。会议总结了前期工作，对地方政府部门、企业积极响应试点政策，摸底资产，做好商业不动产REITs项目梯度培育与申报进行了再动员、再部署。参会部门和企业围绕商业不动产REITs项目进展、存在的困难和解决建议进行交流，沪深交易所围绕多层次REITs市场发展情况、审核关注要点和重点案例开展培训。针对企业提出的项目推进难点痛点，四川局将做好台账管理，联合相关主管部门及市州政府，“一题一答”做好个案推动。（证监会）

《大行》花旗：理想汽車(02015.HK)首季指引符預期花旗削盈測財經新聞Financial News aastocks.com

《大行》花旗：理想汽車(02015.HK)首季指引符預期花旗削盈測財經新聞Financial News AASTOCKS.com

《大行》花旗：理想汽車(02015.HK)首季指引符預期 花旗削盈測 AASTOCKS.com

[10:57 更新] 運輸署：山頂纜車恢復正常服務 [早前報道] 山頂纜車停駛四日保養維修後，原定今日恢復服務，但出現電腦系統故障，暫停服務。 山頂纜車網站指，原定本周一至周四進行常規保養維修工程後，今日恢復服務。今早七時半恢復服務後，出現突發電腦系統故障，不足一小時就宣布暫停服務，實際恢復運作時間將另行通知，期間山頂凌霄閣及摩天台428將維持照常營業。 城巴15號線及專線小巴1號線將加強服務。

格隆汇3月13日｜毛记葵涌(1716.HK)盘初一度飙升43.8%报1.74港元，目前涨幅收窄至21%报1.47港元，截至目前成交额放大至逾7600万港元。 消息面上，毛记葵涌公布，要约人骁骏传奇以总现金代价1.222亿港元，向Blackpaper Limited(黑纸)购入该公司1.755亿股，相当于该公司已发行股本的65%，即每股作价约0.6963港元。 要约人根据收购守则第26.1条，须提出强制性无条件现金要约，每股现金要约价为0.6963港元，较该股停牌前收市价1.21港元折让约42.45%。倘要约获悉数接纳，要约的代价将为6580.04万港元。要约人拟于要约结束后维持股份于联交所的上市地位。 Blackpaper由该公司主席姚家豪(阿Bu)及执行董事陆家俊(陈强)各持有50%权益。骁骏传奇由马黎阳持有，他于投资及营运中国境内从事含重金属固体有害废弃物洁净利用及无害化环保处理的高新科技环保企业方面拥有14年经验。

财联社3月13日讯（记者林坚） 中资券商国际化进程全面提速。3月12日，广发证券又抛出大额增资计划，拟向全资子公司广发香港增资不超过61.01亿港元，而在一年前的2025年1月，广发证券已向广发香港公司完成21.37亿港元的增资。 近年来，国际子公司，尤其是香港，作为核心出海阵地的地位愈发凸显，跨境业务成为券商布局重点。 广发证券发布增资公告内文。 这笔增资在预期之内，今年1月，广发证券H股再融资落地时就提到将把募集的超60亿港元资金用于支持境外业务发展、向境外附属公司增资。广发证券在最新公告内也提到，此次增资计划的资金来源，主要为公司根据一般性授权配售新增的H股与发行H股可转换债券的募集资金，资金规模与拟增资规模基本匹配，剩余部分则为公司自有资金。 不过，此次61.01亿港元的增资规模或并非最终落地金额。这在过往的增资中有迹可循，2025年年初完成21.37亿港元增资，最初规划目标为52.37亿港元，从结果来看，最终落地规模减少近半。同时，广发证券对香港子公司的增资或并非一次性完成，而是分批次推进，2025年的增资方案最早可追溯至2018年，从提出到落地横跨七年时间。 多家券商正在加码境外业务布局。除广发证券外，华泰证券在今年2月完成100亿港元的H股可转债发行，公司计划向境外全资子公司华泰国际增资不超过90亿港元，以支持境外业务发展。近一年来，山西证券、东兴证券、东吴证券、华安证券等也陆续加码国际子公司，加速切入跨境金融市场。 券商国际化布局的节奏或在2026年保持加快的节奏。监管层面持续鼓励券商提升跨境服务能力，为中资券商出海提供了政策支持；市场层面，港股IPO市场回暖、中概股回归趋势明显，叠加“一带一路”建设带来的跨境金融需求，为券商跨境业务发展创造了广阔的市场空间。 计划增厚广发香港资本实力 作为广发证券2006年在港设立的核心境外平台，广发香港目前实缴资本103.37亿港元，主营业务为投资控股，通过下属公司开展投行、销售及交易、资产管理等业务。此次增资，核心是为了进一步夯实平台的资本实力。公司表示，本次增资将直接增厚广发香港资本实力，增强其抗风险能力，同时进一步支持公司国际业务发展，强化跨境服务能力。 广发香港的业绩表现为增资提供了基本面支撑。截至2025年三季度，按香港会计准则核算，广发香港总资产达1075.46亿港元，同比增长63.86%；归属母公司...

就在刚刚，苹果公司突然发布了有关降低佣金率公告。公告显示：根据与中国监管部门的沟通，Apple 将对中国的 App Store 进行调整。 自 2026 年 3 月 15 日起，Apple App 内购买及付费 App 的标准佣金率将由目前的 30% 改为 25% 。苹果小型开发者计划（App Store Small Business Program）以及小程序合作伙伴计划（Mini Apps Partner Program）项下符合条件的 Apple App 内购买佣金率以及第一年后的自动续费订阅佣金率将由目前的 15% 改为 12%。 据介绍，此次佣金率调整自2026年3月15日起施行，无需开发者重新签署条款。苹果公司表示，承诺对所有开发者保持公平透明的条款，并始终为在中国分发App的开发者们提供不高于其他市场整体费率水平的具有竞争力的App Store费率。 值得一提的是，2025年11月13日，腾讯跟苹果达成小程序15%分成协议后，微信迅速采取了行动。当天，微信公开课官方公众号发布公告，称将在小程序 iOS端接入虚拟支付。在今天最新的公告中，正式明确了将小程序与小游戏的佣金由目前的 15% 下降至 12%。 在当天微信的公告中，官方称将持续推动为了iOS平台的小程序、小游戏开发者和用户带来更好的体验。微信称，欢迎苹果对小程序和小游戏开发者的支持，乐见苹果推出"小程序合作伙伴计划"（Mini Apps Partner Program）。微信将尽快为开发者提供接入服务，共同建设一个健康繁荣的生态。 根据腾讯Q3财报显示，游戏业务本季度迎来了大幅增长，本土市场游戏收入达428亿元，同比增长15%，国际市场游戏收入208亿元，同比增长43%。游戏业务的总收入达到636亿，增速达到22.8%。具体到小游戏，25Q3社交网络收入同比增长5%至323亿元。微信月活达到14.1亿。粗略估算，微信小程序全年市场规模将超过1200亿元。这对腾讯跟苹果来说，都是一个巨大的市场。 具体到微信小游戏，目前微信小游戏月活用户已达到5.71亿，渗透率达到51.5%，月活用户超千万的小游戏数量已达到28个。2024年微信小游戏总收入达到398.36亿元，2025年超过600亿元。 随着，苹果降低游戏抽成，2026年游戏厂商利润率有望迎来增长。 本文来自微信公众号 “竞核”（ID：Coree...

AlexLMX/iStock via Getty Images By Elior Manier Despite yesterday's more optimistic US CPI report, markets are now focusing on a bleaker inflationary picture ahead. A major theme in markets is the progressive repricing for a more persistent and damaging US-Iran-Israel war, which would have long-lasting consequences on oil prices. Polymarket Odds for the War to End before April 30 As you can see from the Polymarket odds, the odds for a 5- to 6-week conflict fell from 80% to the current 47%, adding to the (justified) fears of a damaging long war. With the Iranian regime holding out stronger than expected, nominating a new leader in Mojtaba Khamenei and continuing its attacks on neighboring countries, it seems that it would either require more force or a new plan to really materialize the conflict into the desired regime change outcome. Participants and the general media are now roasting the Trump Administration for its lack of exit plans. To me, this could be a strategy to create doubt, as we are "only" on the 13th day of the conflict, but people's skepticism regarding Trump's temerity is justified. Even his prior advisors warned of such, warning of a "self-inflicted wound" to the US economy as oil rallies back to $95. For those who haven't looked back yet, the consecutive oil crises in the 1970s were the prelude to the infamous stagflation era, and the market never jokes around with such economic trends . Oil and Dow Jones Inverse Correlation. March 12, 2026 – Source: TradingView If anybody is enjoying this at least, it's the dollar bulls, as the petrodollar has been fuming higher since the beginning of the conflict. Rate traders have now priced out around 40 bps of rate cut pricing since the beginning of the conflict, with rate cut odds towards the end of 2026 only around 23 bps. Subject to an almost 1-to-1 correlation with oil since early March, the greenback has kept outperforming major forex currencies, in particular the subject of this afternoon's FX outlook, th...

(RTTNews) - WeRide (WRD) announced an expanded strategic partnership with Tencent Cloud, the cloud computing brand under Tencent Group. Starting today, WeRide's Robotaxis will be integrated into the Tencent Mobility Service mini program on WeChat, enabling users to book and pay for rides directly without needing additional apps. By tapping into the high-traffic Tencent Mobility Service mini program, WeRide's Robotaxis gain access to a broad base of WeChat users and integrate more closely with daily travel scenarios. WeChat's ecosystem traffic is expected to translate into steady demand, accelerating WeRide's large-scale Robotaxi commercialization and progress toward per-vehicle profitability. Following the launch on WeChat, WeRide's Robotaxi service will also be available on Tencent Maps, further expanding autonomous ride-hailing options. Currently, users in Guangzhou are the first to experience the service, with plans to gradually expand availability to additional cities. Booking is simple: users open WeChat, tap Me ? Services ? Tencent Mobility Service, enter pickup and drop-off points, and select Autonomous Driving ? WeRide when a nearby Robotaxi stop is available. Globally, WeRide is integrating into top mobility platforms at an industry-leading pace. Its Robotaxi fleet is already connected with Uber, Southeast Asia's Grab, the Middle East's TXAI platform, and will soon be available on the IOKI app in Zurich. The company has launched fully driverless commercial operations in Abu Dhabi and is conducting public operations, trial services, or autonomous testing in Dubai, Riyadh, Singapore, and Zurich, with fully driverless operations in Dubai set to launch soon. WeRide's global Robotaxi fleet exceeded 1,023 vehicles in January 2026, and the company is steadily moving toward its goal of over 2,600 Robotaxis worldwide in 2026, with ambitions to reach tens of thousands by 2030. The views and opinions expressed herein are the views and opinions of the author and do not...

Holden said Reeves "could cancel the fuel duty rise, she could cut the taxes piled on to energy, she could stop piling costs on to the price of fuel - but she isn't doing anything because she doesn't have the backbone".

Hong Kong’s CK Infrastructure Holdings Ltd. is seeking a £1 billion ($1.4 billion) bridge loan for its pursuit of UK smart-meter assets owned by Macquarie Group Ltd. , according to people with knowledge of the matter. CKI, founded by Li Ka-shing , has sounded out banks for potential financing, said the people, who asked not to be identified because the information is private. The loan package might be larger as CKI may seek more for other corporate purposes, the people said. Macquarie Commodities and Global Markets, a unit of Macquarie Group, is inviting suitors, including CKI, to bid for its portfolio of gas and electricity smart meters, the people said. Deliberations are ongoing and CKI may decide to drop the pursuit, according to the people. Representatives for Macquarie and CKI declined to comment. Macquarie agreed to buy Iberdrola SA ’s UK business, SP Smart Meters Asset Ltd. , for about £900 million in May, adding about 2.7 million meters to bring its total to over 13 million, making it one of the largest independent smart meter providers in the UK. CKI formed a joint venture with CK Asset Holdings, previously known as Cheung Kong Property Holdings, to buy Ista, a smart meters company based in Germany, for €4.5 billion ($5.2 billion) in 2017.

财联社3月13日讯（编辑 潇湘） 受中东冲突引发的潜在燃气短缺恐慌影响，印度家庭当前正蜂拥购买电磁炉，这导致线上线下库存迅速告罄。 作为全球第二大液化石油气(LPG)进口国，印度已启动紧急措施保障家庭用气供应，但食堂、酒店和餐馆等商业用户面临气源紧缺。 与此同时，印度消费者则纷纷开始“防患于未然”般地购置电炊具，部分家庭担忧于燃气供应和价格上涨。 据当地人士发现，印度亚马逊、沃尔玛旗下的Flipkart、Eternal旗下的Blinkit以及Zepto等多个电商平台上的多款电磁炉型号均显示缺货。 而一些线下连锁店则表示，新商品尚需数日才能到货。 亚马逊印度公司发言人表示，该平台电磁炉销量激增了逾30倍，电饭煲和电压力锅销量也增长了四倍。 印度厨房电器制造商TTK Prestige则指出，电磁炉的需求已远超供应。“需求激增了三倍，”TTK Prestige首席执行官Venkatesh Vijayaraghavan表示。 该公司已将产能从美伊冲突开始前的约70%提升至100%，并增加了约15%的员工。其还计划在二季度提高电磁炉的价格，以抵消任何更高的成本。在TTK 2024-25财年253亿卢比（约合2.7452亿美元）的独立营收中，电磁炉业务占比约十分之一。 根据谷歌趋势的数据显示，3月12日印度网络上的电磁炉搜索热度创下历史新高 ，Wow Momo、California Burrito等连锁餐厅表示正将电磁炉纳入应急方案。 制造商将不惜从中国等地空运部件？ Anand Rathi的分析师Manish Valecha指出，拥有本土组装能力和强大分销网络的印度大型厨电制造商——包括TTK Prestige、Butterfly和Stove Kraft——最能受益于电磁炉需求的激增。 但他补充称，若需求持续飙升，对进口零部件的依赖可能引发供应风险。 Vijayaraghavan表示，若供应中断持续，TTK Prestige将把由中国和东南亚采购的零部件从海运改为空运，并承担更高的成本以确保供应。 目前，中东冲突已导致霍尔木兹海峡及海湾航线中断，推高了能源运输成本并收紧了中东地区油气供应。 印度是全球第四大液化天然气买家、第二大液化石油气买家，其进口大部分源自中东国家。印度石油部长哈迪普·辛格·普里上个月曾公开表示，印度的战略储备原油和燃料大约能维持74天供应。不过也有炼厂消...

寧德時代(03750)出現大手買入8400股，成交價$618.0，涉資519.12萬 AASTOCKS.com

瑞銀：港股續看好中資大型互聯網股模擬組合新納入京東集團-SW(09618)和百度集團-SW(09888) 作者智通財經 Investing.com 香港 - 股市報價& 財經新聞

瑞銀：港股續看好中資大型互聯網股模擬組合新納入京東集團-SW(09618)和百度集團-SW(09888) 作者智通財經 Investing.com 香港 - 股市報價& 財經新聞

Ian Patrick, CIO at the Australian Retirement Trust, discusses the investment opportunities ahead as Australia’s pension industry aims to deepen their push into overseas markets. He speaks with Haidi Stroud-Watts and Avril Hong from the sidelines of the Australian Superannuation Investment Summit. (Source: Bloomberg)