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Morning Bid: Asia tech blows its own AI bubble

Investing 📅 02/25 13:36

研报掘金丨东吴证券:首予东方电气“买入”评级,目标价41.9元

格隆汇 📅 02/25 13:35
格隆汇2月25日|东吴证券研报指出,东方电气前身始建于1958年,是国内发电装备领域的龙头企业,业务覆盖火电、水电、核电、燃气轮机、新能源发电、EPC总包以及贸易等。20-24年公司营业收入/归母净利润CAGR分别为+17%/+12%,业绩保持稳健增长。展望十五五,公司作为国内电源装备的龙头企业,火电向支撑调节电源转型+抽水蓄能进入放量期+自主可控燃气轮机出海,预计公司业绩有望保持10-15%稳健...

现货白银站上90美元/盎司

同花顺 📅 02/25 13:34
现货白银站上90美元/盎司,日内涨3.2%。

恒生科技指数转跌,此前涨超1%

同花顺 📅 02/25 13:34
港股短线下挫,恒生科技指数转跌,此前涨超1%;恒生指数现涨0.7%。

中国地震局针对云南盈江县4.6级地震启动四级应急服务响应

同花顺 📅 02/25 13:33
中国地震台网正式测定,2026年2月25日11时15分在云南德宏州盈江县(北纬24.71度,东经97.71度)发生4.6级地震,震源深度10公里。地震发生后,中国地震局迅速启动四级应急服务响应,调度中国地震台网中心、云南省地震局开展应急处置工作,要求有关单位开展联合会商,加强震情监测和震后趋势研判,及时报告有关情况。云南省地震局已派出现场工作组赶赴震区,协助地方政府开展现场应急处置工作。(央视新闻...

Honda halts operation at Mexican plant after cartel rampage

Seeking Alpha 📅 02/25 13:33
chameleonseye Honda Motor ( HMC ) suspended operations at its Mexican plant after a wave of violence erupted following the killing of a Jalisco New Generation Cartel (CJNG) leader, "El Mencho." The suspension began Monday, February 23, 2026, with no set restart date as Honda assesses security. Honda said that it shut down operations “out of an abundance of caution” on Monday at its facility in Gua...

Asia tech blows its own AI bubble - Reuters

Reuters 📅 02/25 13:33
Asia tech blows its own AI bubble Reuters

星湖伊品上调氨基酸产品价格50—300元/吨不等

同花顺 📅 02/25 13:32
2月25日,星湖科技旗下星湖伊品发布《氨基酸产品价格调整通知》:自即日起,对赖氨酸、苏氨酸及部分小品种氨基酸产品价格进行上调,幅度为50—300元/吨。具体执行价格以公司当周正式报价为准。

騰訊控股(00700)出現大手買入3.52萬股,成交價$525.5,涉資1.85千萬 - AASTOCKS.com

Google 📅 02/25 13:31 700.HK
騰訊控股(00700)出現大手買入3.52萬股,成交價$525.5,涉資1.85千萬 AASTOCKS.com

星湖科技旗下星湖伊品上调氨基酸产品价格

格隆汇 📅 02/25 13:31
格隆汇2月25日丨星湖科技旗下星湖伊品2月25日发布《氨基酸产品价格调整通知》:自即日起,对赖氨酸、苏氨酸及部分小品种氨基酸产品价格进行上调,幅度为50—300元/吨。具体执行价格以公司当周正式报价为准。

稀土永磁板块午后进一步走高,中国稀土涨停

同花顺 📅 02/25 13:30
稀土永磁板块午后进一步走高,中国稀土涨停,中稀有色、包钢股份、北方稀土此前封板,金力永磁、正海磁材跟涨。

1亿上春晚后,王兴兴们继续过苦日子

36kr 📅 02/25 13:30 3690.HK9618.HK
从练武术、盘核桃再到家庭、零售场景里的叠衣服、取货,四家本体机器人公司组团上春晚的热度还在延续。 据京东数据,春晚开播两小时,京东机器人搜索量环比增长超300%,客服问询量增长460%,订单量增长150%。机器人租赁市场也迎来了热闹的春节档。 一位机器人租赁从业者告诉我们,今年是他最忙的一年,春晚过后,前来询价和成交订单都超出他的预期,旺季时间在拉长: “一天干三四场的状态预计要延续到3月底”。 ...

財政預算案2026|團結香港基金副總裁葉文祺點評公共財政政策

无线新闻 📅 02/25 13:30
財政司司長陳茂波剛剛發表新一份《財政預算案》,本台請來團結香港基金副總裁兼公共政策研究院執行總監葉文祺,整體對《預算案》評分及點評公共財政政策。

財政預算案2026|團結香港基金副總裁葉文祺點評公共財政政策

无线新闻 📅 02/25 13:30
財政司司長陳茂波剛剛發表新一份《財政預算案》,本台請來團結香港基金副總裁兼公共政策研究院執行總監葉文祺,整體對《預算案》評分及點評公共財政政策。

李家超呼吁社会各界支持新一份财政预算案

同花顺 📅 02/25 13:30
香港特区政府财政司司长陈茂波今日(25日)发表新一份财政预算案。行政长官李家超表示,预算案实践施政报告和特区政府施政方针提出不同有效措施,发挥好香港在“一国两制”下内联外通的独特优势,积极拼经济、谋发展、惠民生,抓紧发展新机遇,更好融入和服务国家发展大局。李家超指出,他和财政司司长有信心,香港经济会延续良好势头,并呼吁社会各界支持新一份财政预算案,共同推动香港的高质量发展。(大湾区之声)

广期所铂主力合约大涨6%

同花顺 📅 02/25 13:30
广期所铂主力合约大涨6%,报581.15元/克。

Australia stocks higher at close of trade; S&P/ASX 200 up 1.17%

Investing 📅 02/25 13:30

I did it. I actually saw a Cetti’s warbler | Lev Parikian

The Guardian 📅 02/25 13:30
Walthamstow Wetlands, London: They’re professional skulkers, loud but highly elusive. And yet there one is, out of the reeds, to be remembered for ever It’s weather you’d emigrate to avoid. Gloomy and cold – Tupperware sky and drizzle in the air. But tranquil, at least. Small mercies. Walthamstow Wetlands – a 211-hectare nature reserve centred on 10 reservoirs in north-east London. Jewel in the Le...

Wasatch Frontier Emerging Small Countries Fund Q4 2025 Commentary

Seeking Alpha 📅 02/25 13:30
CarlosAndreSantos/iStock via Getty Images Overview During the fourth quarter, the Wasatch Frontier Emerging Small Countries Fund—Investor Class decreased -4.51%, underperforming the benchmark MSCI Frontier Emerging Markets Index, which was up 7.60%. As the year draws to a close, we also wanted to provide an update on annual performance. For the year, the Fund gained 4.35%, while the Index was up 4...

Consumer Sentiment Was Stagnant In February

Seeking Alpha 📅 02/25 13:30
Pla2na/iStock via Getty Images Originally published on February 20, 2026 By Jennifer Nash Consumer sentiment rose for a third straight month in February, reaching its highest level since August. The Michigan Consumer Sentiment Index inched up 0.2 points (0.4%) to 56.6 this month, coming in below the forecasted 57.3. However, this six-month peak offers little relief as sentiment remains historicall...

U.S. Treasury Debt-To-GDP Ratio Rises To 122% In Q4, Highest Since Covid Spike

Seeking Alpha 📅 02/25 13:30
Douglas Rissing/iStock via Getty Images The US government debt monster needs to be looked at in context, not by itself in a vacuum, though I’ll post the debt-in-a-vacuum chart at the bottom of the article for your amusement. At the end of Q4, the US national debt reached $38.51 trillion, having soared by yet another $2.30 trillion over the 12 months in the calendar year 2025, or by 6.3%. This incl...

Could Novo Nordisk Help Turn $100,000 Into $1 Million in the GLP‑1 Gold Rush?

The Motley Fool 📅 02/25 13:30
Novo Nordisk 's (NYSE: NVO) shares have lagged the market over the past couple of years. However, the Denmark-based pharmaceutical specialist remains one of the undisputed leaders in the GLP-1 drug market. And analysts predict this niche will grow at a good clip over the next decade. Could Novo Nordisk ride the GLP-1 wave in the next 10 years and turn $100,000 into $1 million along the way? Image ...

Nippon Steel shares slide as $4 bln bond sale sparks dilution concerns

Investing 📅 02/25 13:29

WiseTech H1 Profit Down, EBITDA Climbs; Backs FY26 Outlook; To Cut Around 2,000 Jobs; Stock Climbs

Nasdaq 📅 02/25 13:29
(RTTNews) - WiseTech Global Ltd. (WTC.AX, WTCHF), a developer of logistics execution and supply chain management solutions, on Wednesday reported lower profit in its first half of fiscal 2026, while EBITDA climbed with strong growth in revenues. Further, the firm maintained its f

《AI》京東集團-SW(09618.HK)出現「三重頂」技術圖表形態 - AASTOCKS.com

Google 📅 02/25 13:29 9618.HK
《AI》京東集團-SW(09618.HK)出現「三重頂」技術圖表形態 AASTOCKS.com

《AI》京東集團-SW(09618.HK)出現「三重頂」技術圖表形態 - AASTOCKS.com

Google 📅 02/25 13:29 9618.HK
《AI》京東集團-SW(09618.HK)出現「三重頂」技術圖表形態 AASTOCKS.com

Who is Abigail Spanberger, the Democrat who gave the State of the Union response?

BBC News 📅 02/25 13:28
The rebuttal - first delivered in 1966 - is often given by rising stars in the opposition party.

现货黄金涨1%

格隆汇 📅 02/25 13:27
格隆汇2月25日丨现货黄金日内涨幅扩大至1.00%,现报5195.26美元/盎司。

騰訊控股(00700)出現大手買入2.45萬股,成交價$526.0,涉資1.289千萬 - AASTOCKS.com

Google 📅 02/25 13:26 700.HK
騰訊控股(00700)出現大手買入2.45萬股,成交價$526.0,涉資1.289千萬 AASTOCKS.com

全国铁路春运发送旅客突破3亿人次

同花顺 📅 02/25 13:26
2月24日(正月初八),全国铁路发送旅客1810.1万人次,连续5天保持在1500万人次以上,2月2日春运启动以来累计发送旅客3.13亿人次,运输安全平稳有序。2月25日(正月初九),全国铁路预计发送旅客1665万人次,计划加开旅客列车1549列。(中国铁路)
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