LanlanCC
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Revenue growth is likely to be faster than profit growth in 2026 due to increased investment in new AI products. If we can meet our revenue growth target, we will be very satisfied. These new AI products represent new opportunities to expand business and provide new value to users. The enthusiasm of users for these products is a testament to the market. The next important thing is to really unleash product development, reach connectivity, and design the most exciting AI products. If you do all this well, you will consider how you can try to reduce the cost of reasoning. $騰訊控股(00700)$
The unaudited financial results of the fourth quarter and full year of 2025 are seen by Futu Holdings with a sophisticated system based entirely on human instinct. The total revenue for the year reached 2.935 billion US dollars, soaring 68.1% year-on-year. Behind this figure is the astonishing total transaction volume of HK$14.68 trillion for the year, up 89.4% year-on-year. As long as funds continue to flow, as long as the public still play in the market, this machine is constantly extracting nutrients from energy. The annual brokerage commission and handling fee income reached $1.358 billion, a significant increase of 74.9% year-on-year. Interest income also climbed to $1.341 billion, an increase of 56.6%, mainly due to expansion of securities lending, bank deposits and margin trading an
Investors need to pay attention to risks: 1. The number of monthly active users (MAU) has fallen for three consecutive quarters. 2. Operating profit margin and non-GAAP net profit margin fell significantly in the fourth quarter. 3. The divident distribution amount and the distribution ratio both decreased. 4. Revenue growth was sluggish, with zero annual revenue growth, and the advertising and marketing revenue of non-Alibaba advertisers fell by 4%. $微博-SW(09898)$
From 2006 to today in 2026, the weight of pure value stocks has shrunk sharply from 26% to 11%, while the weight of pure growth stocks including the tech seven (Mag 7) has skyrocketed to 46%! The S&P 500 Index has essentially become a 'growth stock carrier' highly bound with AI capital expenditure and tech giants' profitability. As long as the AI capital expenditure cycle is still there, the profits of the tech giants can offset the recession of the traditional industry under inflation.
The Bank of Australia has taken the lead in raising interest rates by 1/4 percent, and has stated that the Middle East conflict has led to a sharp rise in fuel prices, and if the situation continues, it will further push up inflation.
Link said that supermarket and catering business sales are beginning to show signs of early recovery.
hsi pe 13
@虎港通:【🎁有獎話題】大空頭罕見唱多恆生科技，中東資金迴流港股，你點佈局？
NVIDIA OpenShell (the sandbox runtime)NemoClaw's single-command install wraps the entire OpenClaw agent inside OpenShell — an open-source, kernel-level isolated sandbox. Kernel-level isolation: The agent runs in its own protected environment. It can't freely access your full filesystem, network, credentials, or other processes like a normal app would. This prevents "rogue" behavior or accidental data leaks.
OpenClaw exploded as one of the fastest-growing open-source projects ever, but security/privacy were big concerns for wider adoption. NemoClaw fixes that while keeping it fully open and easy to deploy.
Swire Properties is expected to be able to sustain the average annual growth in the median per share of its promised dividend$太古地產(01972)$
[得意]
@黎爸爸:港股打新 | 廣合科技（01989.HK）：算力PCB龍頭，45%折價是機會還是陷阱？
[得意]
@金牛座笔记:港股打新：飛速創新 申購分析
DG has boosted fourth quarter operating profit by 106.1% year-on-year to $606 million by year due to its massive sinking market size. Annual operating profit also increased by 28.6% to $2.203 billion.
The revaluation of traditional corporate software triggered by the AI wave is piercing the liquidity bubble in private equity credit markets up to $2 trillion. This perfectly explains why the S&P 500 was high and financial stocks fell sharply ahead.
yoh [得意]
@LanlanCC:$天津建發(02515)$ [得意]
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@小虎活動:Hello 各位虎友！我哋第三十八期嘅小虎茶敘已經圓滿結束啦[Cool] 今次分享會特別邀請到易方達資產管理（香港）嘅Andrew擔任主講~ 隨著美聯儲降息靴子落地，我們應該如何穩住收益，又如何透過美元債產品打造長期的被動收入，Andrew今次帶我們深入拆解美元債的投資邏輯與實戰配置策略[Smart]。 沒能到場的朋友，快來一起透過視頻和文字重溫現場的精彩 👇 分享一開始，Andrew便指出了一個關鍵的市場信號：過去兩年「躺賺」高息定存的時代正在終結。在通脹回落與降息預期雙重疊加的當下，現金基金與定存的收益率正逐步下行。Andrew 將資產配置比作一場長跑，強調了「鎖定收益」的重要性。他認為，美元債市場作為全球流動性最強、規模最大的債券市場，其角色已從單純的避險資產轉變為當前獲取資本利得與穩定票息的「核心引擎」。 無論是國債、投資級公司債還是高收益債，它們的職責是在利率下行的波動中，利用債價上升的特性為資產提供「增值彈性」。嘉賓強調，及早佈局債券或債券基金，正是為了在別人還在猶豫定存利率時，先一步鎖定更高質量的現金流。 而在具體的產品挑選上，Andrew則給出了極其務實的指標：信用評級（Credit Rating）與久期（Duration）。 針對市面上各類債券產品，Andrew提醒虎友們要堅守「投資級（Investment Grade）」的底線。許多投資者容易被 8%-9% 的高息誘惑，卻忽視了背後的信用違約風險。對於普通散戶而言，直接持有單隻美元債不僅門檻高（動輒 20 萬美金起步），且風險極度集中。在互動環節中，不少投資者針對不同風險偏好提出了疑問，Andrew對此進行了深度分析： 針對追求高流動性的虎友，推薦關注短期債券基金（久期約 2 年），其波動低且收益優於傳統貨基，是完美的「貨基替代方案」。 對於渴望更高派息的虎友，全球高收益債券基金雖然波動較大，但每月派息能
If oil prices stabilize at $85, Singapore, which is heavily dependent on energy imports, will suffer a 1.5 percent drop in GDP, and Taiwan and Hong Kong will also face negative shocks of 1.2% and 0.8%. In contrast, China, due to its large economy and diverse energy structure (high self-sufficiency rate of coal), has been the least affected in Asia (only about -0.1%), showing strong resilience against falling.
The United States is trying to use extreme pressure to stabilize the global energy artery Back to normal ,expecting
The initiative in the Iraq war is in the hands of the United States Under control
Jardine Matheson's flagship property company announced its full-year results, successfully turning losses into profits, earning $1.26 billion (about HK$9.8 billion) and its outlook for the future is surprisingly positive. Chairman John Witt concluded: "Despite uncertainty about the macroeconomic conditions in the group's major markets, I believe our strategy of focusing on ultra-high-end commercial real estate in Asian gateway cities will continue to benefit from the global trend of 'risk aversion' and achieve long-term sustainable growth."
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