里昂发布研报称，香港交易所(00388)长期维持高派息比率保持不变，将目标价由374港元上调至500港 元，重申"跑赢大市"评级。该行提到，香港交易所收入与利润连续第二年创新高，香港资本市场全面复 苏带动强劲的营运杠杆效应。上季港交所收入及净利润分别达72.6亿元和43.5亿元，两项数据均超出市 场预期。 ...

该信息由智通财经网提供 智通财经APP讯，城建设计(01599)发布公告，于本公告日期，本公司的公众持股量约为23.70%，低于 上市规则第8.08条规定的最低规定百分比25%。 ...

WING ON CO(00289)发布公告，于2026年2月27日注销合计7.5万股已回购股份。 ...

投资要点 来源：市场资讯 （来源：孙婷非银金融研究） | 盈利预测与估值 | 2024A | 2025A | 2026E | 2027E | 2028E | | --- | --- | --- | --- | --- | --- | | 营业总收入(百万港元) | 22,374 | 29.161 | 30.582 | 32.734 | 35,332 | | 同比(%) | 9.06% | 30.33% | 4.87% | 7.04% | 7.94% | | 归母净利润(百万港元) | 13.050 | 17.754 | 18.966 | 20.512 | 22.415 | | 同比(%) | 10.02% | 36.05% | 6.83% | 8.15% | 9.28% | | EPS-最新摊薄(港元/股) | 10.29 | 14.00 | 14.96 | 16.18 | 17.68 | | P/E(现价&最新摊薄) | 40.36 | 29.66 | 27.77 | 25.68 | 23.50 | 事件：香港交易所发布2025年业绩：1）实现收入及其他收益292亿港元，同比+30%，归母净利润178亿 港 ...

智通财经APP讯，WING ON CO(00289)发布公告，于2026年2月27日注销合计7.5万股已回购股份。 ...

Core Insights - UBS reported that Baidu-SW (09888) exceeded expectations in its fourth-quarter performance for the year ending last year, with a revenue of 11.3 billion RMB, representing a 48% year-over-year increase, and accounting for 43% of Baidu's core business revenue [1][1][1] Financial Performance - The fourth-quarter results were better than anticipated, showcasing the company's strategic direction and improved financial disclosures since the third quarter [1][1] - AI-driven revenue reached 11.3 billion RMB, marking a significant growth and contributing to the overall revenue of the company [1][1] Future Outlook - UBS maintains a target price of $180 for Baidu's US stock and HKD 175 for its H-shares, with a "Buy" rating [1][1] - The firm anticipates strong growth in Baidu's AI business through fiscal year 2026, driven by increased application rates, continuous product innovation, and expanded use cases [1][1] - Despite recent stock price fluctuations, UBS believes the valuation framework remains solid, supported by positive factors such as the upcoming IPO of Kunlun Chip and dividend announcements [1][1]

城建设计(01599)发布公告，于本公告日期，本公司的公众持股量约为23.70%，低于上市规则第8.08条规 定的最低规定百分比25%。 ...

叮当健康旗下叮当快药凭借多年药学服务实践，与国药控股、首都医科大学附属北京安贞医院、宣武医 院、复旦大学药学院、北京大学药学院等机构共同成为该标准核心起草单位。 近日，T/CAPC 021—2026《零售药店专科药师药学服务能力评价指南》团体标准正式发布，这是我国 零售药店领域首部针对专科药师药学服务能力的系统性评价文件，填补了行业标准空白。 据了解，该标准明确了专科药师资质、职责、知识、技能及素养五大维度，构建了处方调剂、用药咨 询、用药评估、随访、药历、宣教、药物警戒等全流程药学服务能力评价体系。叮当快药依托多年来 7*24小时在线药学服务、处方审核、用药随访等药师服务的实践经验，为药师用药评估、风险防范等药 师核心能力要求提供了参考依据。 业内人士认为，该标准发布标志着零售药店向"专业化健康服务终端"转型迈出关键一步，通过能力进阶 路径与评价工具，推动药店人才梯队建设与服务分级，提升慢病管理、特殊人群用药等专业能力，助力 分级诊疗改革。 作为起草单位之一，叮当快药始终以药师专业能力为核心战略，依托线上线下一体化模式，构建起专业 药师团队，7×24小时为提供用户提供在线用药咨询、处方审核、慢病随访等全周期 ...

Core Viewpoint - 基石药业's stock price increased by over 8% at the close, currently up 6.73% at 6.66 HKD, with a trading volume of 93.12 million HKD, following the approval of a new indication for Shugli monoclonal antibody by the UK MHRA for treating specific adult patients with advanced non-small cell lung cancer (NSCLC) [1] Group 1 - 基石药业 announced that the new indication for Shugli monoclonal antibody has been approved for use in adult patients with advanced NSCLC who have PD-L1 expression ≥1%, no EGFR sensitive mutations or ALK/ROS1 genomic alterations, and have not shown disease progression after platinum-based chemoradiotherapy [1] - 平安证券's research report highlights that 基石药业 is leveraging clinical development as a growth engine, with reliable cash flow from commercialized products in the R&D 1.0 phase and innovative project layouts in the R&D 2.0 phase [1] - The core products of 基石药业 have entered clinical trial stages, with plans to continue advancing candidate projects into clinical trials, projecting revenues of 195 million, 464 million, and 633 million CNY for the years 2025, 2026, and 2027 respectively [1]

发布2026财年第四季度财报后的第二天，美股2月26日，英伟达股价下跌5.46%，市值缩水超2500亿美 元，几乎蒸发了一个英特尔的市值（2271亿美元），收盘市值4.5万亿美元。同日，美股芯片股中， AMD跌了3.41%，博通跌了3.19%，晶圆代工商台积电也跌了2.82%。 【#英伟达市值一夜蒸发了一个英特尔##谁在唱空英伟达#？】反映AI热潮风向标的英伟达最新季度财 报，即便超出市场预期，仍然难挡股价下跌。 来源：第一财经 最近一个季度，英伟达营收681亿美元，同比增长73%，创历史新高，并展望2027财年第一季度营收预 测中点为780亿美元。对比此前LSEG（伦敦证券交易所集团）数据显示的分析师平均预测第四季度营收 660亿美元、下季度营收720亿美元，英伟达给出的数据明显超预期。 ...