以下文章来源于棱镜 ，作者吴遮 ----------------------------- 棱镜 . 腾讯新闻出品栏目，《棱镜》聚焦泛财经深度记录。 作者： 吴遮 来源： 棱镜 谢霆锋、容祖儿、陈伟霆等明星的老板杨受成，再次受到关注。 过往一段时间，这位"娱乐大亨"多次因为与明星们的互动而登上热搜，但这一次与明星、娱乐无 关，而与79公斤的黄金有关。 杨受成身上的标签很多，除了"娱乐大亨""钟表大王"之外，还有重要标签，就是"赌场老板"。 他 的赌场是位于澳门老城区的英皇宫殿，位置优越，距离澳门标志性建筑新葡京赌场只有400米的路 程。 这个赌场曾经有一个网红打卡地——"黄金大道"，这条"大道"由78块、总重量79公斤的999.9千足 纯金铺设而成，尽显"土豪气派"。 今年1月底，有游客发现，"黄金大道"里的"黄金"没了。当时，工作人员解释称是"内部装修需 要"，待装修结束后会再行展出。但是，2月4日晚间，英皇娱乐（00296.HK）的一纸公告，明确 了这些黄金的去向。 根据公告，这批黄金已经全部出售，套现了约9970万港元。要知道，英皇娱乐的总市值，也仅3亿 港币左右。 此次出售黄金事件，有着多重背景，比如 ...

文 ｜ 吴遮编辑 ｜ 孙春芳 谢霆锋、容祖儿、陈伟霆等明星的老板杨受成，再次受到关注。 过往一段时间，这位"娱乐大亨"多次因为与明星们的互动而登上热搜，但这一次与明星、娱乐无关，而与79公斤的黄金有关。 杨受成身上的标签很多，除了"娱乐大亨""钟表大王"之外，还有重要标签，就是"赌场老板"。他的赌场是位于澳门老城区的英皇宫殿，位置优越，距离澳 门标志性建筑新葡京赌场只有400米的路程。 这个赌场曾经有一个网红打卡地——"黄金大道"，这条"大道"由78块、总重量79公斤的999.9千足纯金铺设而成，尽显"土豪气派"。 今年1月底，有游客发现，"黄金大道"里的"黄金"没了。当时，工作人员解释称是"内部装修需要"，待装修结束后会再行展出。但是，2月4日晚间，英皇 娱乐（00296.HK）的一纸公告，明确了这些黄金的去向。 根据公告，这批黄金已经全部出售，套现了约9970万港元。要知道，英皇娱乐的总市值，也仅3亿港币左右。 此次出售黄金事件，有着多重背景，比如黄金价格正处于历史高位，英皇系深陷流动性危机，以及一个至关重要的背景：澳门的博彩业已经发生了翻天覆 地的变化，英皇赌场已经停业，只留下了酒店业务还在运营。 英皇 ...

Core Viewpoint - Citic Lyon has upgraded the weighting of the Hong Kong market to overweight by 20%, citing reduced correlation with the Chinese market and allowing for differentiated allocation [1] Group 1: Market Performance - The Hong Kong IPO market is expected to surpass its performance in 2025, with total IPO and placement fundraising amounting to $82.3 billion last year [1] - The Hong Kong property market has recorded its first annual increase since 2021, which is anticipated to boost the stock market [1] Group 2: Earnings and Valuation - Earnings forecasts for Hong Kong companies are projected to turn positive starting July 2025, ranking second in the Asia-Pacific region after Japan, South Korea, and Taiwan [1] - The valuation of the Hong Kong stock market is attractive relative to regional peers, with a price-to-earnings ratio of 16.7 times, slightly below the 35-year average of 17.2 times [1] - The Hong Kong market is the furthest from its historical highs, indicating potential for catch-up [1] Group 3: Stock Recommendations - Preferred stocks include WH Group (00288), AIA (01299), Hong Kong Exchanges and Clearing (00388), Sun Hung Kai Properties (00016), CK Hutchison Holdings (00001), Techtronic Industries (00669), and Galaxy Entertainment Group (00027), all rated as "outperform" [1] - WH Group is highlighted as a stock with "high confidence" by the firm [1]

Core Viewpoint - Galaxy Entertainment (00027.HK) will hold a board meeting on February 26, 2026, to approve the release of its annual results for the year ending December 31, 2025, and to consider the declaration, recommendation, or payment of dividends, among other matters [1] Group 1 - The board meeting is scheduled for February 26, 2026 [1] - The meeting will focus on approving the annual results for the fiscal year ending December 31, 2025 [1] - The agenda includes considerations for dividends and other related matters [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公佈全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 GALAXY ENTERTAINMENT GROUP LIMITED 銀河娛樂集團有限公司 銀河娛樂集團有限公司（「銀娛」）之董事會（「董事會」）謹此宣佈，銀娛將於二零二 六年二月二十六日（星期四）舉行董事會會議，藉以（其中包括）批准刊發銀娛及其 附屬公司截至二零二五年十二月三十一日止年度之全年業績公佈，考慮宣派、建議或 支付股息（如有）及處理任何其他事項。 承董事會命 銀河娛樂集團有限公司 公司秘書 莊惠生 香港，二零二六年二月九日 於本公佈日期，銀娛之執行董事為呂耀東先生（主席）、徐應強先生、鄧呂慧瑜女士及 呂慧玲女士；銀娛之非執行董事為張惠彬博士；以及銀娛之獨立非執行董事為顏志宏 先生、葉樹林博士、黃龍德教授及萬卓祺先生。 網址： www.galaxyentertainment.com （於香港註冊成立之有限公司） （股份代號：27） 董事會會議召開日期 ...

Group 1 - The core viewpoint of the article highlights significant stock movements in the Hong Kong and US markets, driven by strategic partnerships, positive financial reports, and market trends [1][2][3][4][5][6][7]. Group 2 - Ocean Group (01991) saw a surge of over 13.3% after announcing a strategic partnership with CONSCIOUSNESS FOUNDATION LTD. to establish a joint venture focused on AI smart hardware, marking a significant step in its AI strategy [1]. - Gaming stocks continued to rise, with Melco International Development (00200) up 5.49% and Sands China (01928) up 3.26%, supported by a 24% year-on-year increase in Macau's gaming revenue for January [1]. - China Energy Storage (02399) increased by over 9.2% following its announcement to acquire 100% of Wuzhong Ruichu Technology for RMB 64 million [2]. - The real estate sector showed recovery, with Sunac China (01918) rising 8.2% as market confidence improved in January [3]. - Gold stocks collectively rose, with China’s gold reserves increasing to 74.19 million ounces, marking a continuous increase for 15 months [4]. - In the US market, Lexin Fintech (LX.US) rose 6.04% amid a broader market rally, with the Dow Jones reaching a historic high of 50,115.67 points [5]. - SpyGlass Pharma (SGP.US) debuted on the US market with a 65% increase, focusing on chronic eye disease treatments [6]. - Bitcoin-related stocks rebounded significantly, with Strategy (MSTR.US) up 26.11% [7].

Group 1 - The gaming stocks experienced a collective rise in the morning session, with notable increases in share prices [1][3] - New World Development (00200) saw a significant increase of 6.15%, reaching HKD 4.83 [1][3] - MGM China (02282) rose by 2.89%, trading at HKD 13.52 [1][3] - Sands China (01928) increased by 2.71%, with a price of HKD 18.58 [1][3] - Galaxy Entertainment (00027) gained 2.20%, priced at HKD 43.60 [1][3]

Group 1 - The gaming stocks continued to rise, with New World Development (00200.HK) increasing by 5.93% to HKD 4.82 [1] - Sands China (01928.HK) saw a rise of 3.54%, reaching HKD 18.73 [1] - Galaxy Entertainment (00027.HK) increased by 2.58%, trading at HKD 43.76 [1] - MGM China (02282.HK) rose by 2.13%, with a price of HKD 13.42 [1]

Group 1 - The core viewpoint of the article highlights the positive performance of gaming stocks in Macau, driven by strong growth in gaming revenue and high hotel occupancy rates during the upcoming Chinese New Year holiday [1] Group 2 - According to the Macau Gaming Inspection and Coordination Bureau, the gross gaming revenue for January reached 22.633 billion MOP, representing a year-on-year increase of 24.0% [1] - Hotel operators in Macau report that hotel booking rates and travel agency orders are rising, with expectations that hotel occupancy during the Chinese New Year will exceed 90% [1] - Morgan Stanley's report indicates that the average daily gaming revenue during the first five days of last year's Golden Week was approximately 1.1 billion MOP, and anticipates that this year's Lunar New Year gaming revenue will be comparable or even stronger due to high occupancy rates and a 25% increase in average daily room rates (ADR) [1] - The firm expects a 13% year-on-year growth in total gaming revenue for February, supported by sustained demand post-holiday, and projects a 16% year-on-year increase in industry EBITDA for the first quarter of this year, leading to upward revisions in earnings forecasts [1]

Group 1 - Hong Kong gaming stocks experienced a collective surge, with New Macau International Development rising over 6% [1] - Sands China increased by 4%, while Galaxy Entertainment and Wynn Macau both saw a rise of 2.5% [1] - A notable increase was observed in the stocks of Australian Gaming Holdings and MGM China, which both surged by 25% [1]