0 1 4,15 a 19 � T t 2月20日，绿云软件向港交所递交了招股书，计划在主板挂牌上市；由中金公司担任独家保荐人。 绿云软件为中国领先的住宿业数字化服务商。于往绩记录期，绿云软件主要提供住宿业数字化解决方案、数字营销服务和其他数字增值服务。住宿业数字化 行业的核心模块为PMS（酒店物业管理系统）。根据灼识咨询，按销售额及覆盖客房数计，绿云软件于2024年为中国住宿业数字化行业中最大的PMS供应 商。此外，在中国前五大住宿业数字化服务商中，绿云软件为过去五年（2020年–2024年）内唯一持续每年实现盈利且同期累计净利润最高的公司。 截至2026年2月13日，绿云软件已向中国3.7万多家酒店提供PMS。绿云软件的客户包括中国饭店协会2024年排名前50的酒店管理集团以及中国旅游饭店业协 会排名前60的酒店管理集团中超过半数的酒店（例如锦江集团、雷迪森、君亭等），以及《Hotels》杂志全球酒店集团50强中超过三分之一的酒店（包括万 豪、洲际、雅高、温德姆等）。除酒店外，绿云软件的解决方案及服务亦已广泛应用于文旅领域，如松赞、阿那亚及地中海邻境与地中海白日方舟等。根据 灼识咨询，按累计签约中高端酒店 ...

Key TakeawaysU.S. Treasury market sentiment has shifted sharply bearish as the $31 trillion market faces dual pressures from a Supreme Court ruling against executive tariffs and renewed Federal Reserve rate hike threats.Mexican drug lord "El Mencho" was killed during a high-stakes military operation in Jalisco, triggering widespread violence that forced Air Canada (AC) to suspend operations at Puerto Vallarta International Airport.Iran and Russia have finalized a secret €500 million arms deal for advanced s ...

Group 1: Metals Sector - Jefferies analysts raised price targets for gold and copper miners, indicating a bullish outlook on precious and base metals [2][9] - Newmont's target increased to $158 from $136 and Barrick Gold's target raised to $66 from $60 [2] - Mid-tier players like Alamos Gold and Endeavour Mining also saw target increases to $61 and C$112 respectively [2] Group 2: Travel Sector - Jefferies cut its price target for Expedia from $285 to $240, reflecting concerns over potential headwinds in the digital booking space [3][9] - The firm remains optimistic about the aviation recovery in North America, raising Air Canada's target to C$22 from C$18 [3] Group 3: Economic Data and Currency - Japan's Q4 2025 GDP growth was below analyst forecasts, leading to a dovish outlook for the Bank of Japan and pushing the EUR/JPY exchange rate above 181.50 [4][9] - Industrial Production remained flat at -0.1% month-over-month in December, but Capacity Utilization rebounded by 1.3% [5] Group 4: Corporate Developments - ByteDance is enhancing safeguards against unauthorized use of IP and likenesses in response to concerns over its Seedance 2.0 project [6][9] - Jefferies raised its target for Moderna to $37 from $30, indicating a stabilizing outlook for the biotech company [7] - TD Cowen analysts upgraded Magna International's price forecast from $58 to $75, signaling confidence in the automotive supplier's growth trajectory for 2026 [7]

Group 1 - Jefferies raised the target price for Air Canada from 18 CAD to 22 CAD [1]

Group 1 - The U.S. oil blockade against Cuba has severely impacted the national economy and the daily lives of its citizens, leading to long queues for fuel and frequent power outages [1] - The tourism industry, a key pillar of the Cuban economy, is facing significant challenges due to the fuel crisis exacerbated by U.S. sanctions [1] - Russia plans to send a shipment of oil and petroleum products to Cuba as humanitarian aid, although analysts warn that U.S. intervention may still pose a risk to these shipments [1] Group 2 - China's Ministry of Foreign Affairs has expressed strong support for Cuba's sovereignty and security, opposing external interference and actions that deprive the Cuban people of their rights [3] - Cuba's oil imports have drastically declined, with January's imports dropping to zero for the first time since 2015, largely due to U.S. sanctions and increased tariffs on countries supplying oil to Cuba [3][5] - The U.S. has intensified its blockade on Venezuela, which has further complicated Cuba's fuel supply situation, as Venezuela was a significant supplier [5] Group 3 - Kpler data indicates that Cuba's oil reserves could last only 15 to 20 days at current consumption levels, prompting the Cuban government to implement emergency measures [6] - Canadian airlines have suspended all flights to Cuba amid the energy crisis, indicating the broader impact on travel and tourism [6] - Despite Russia's willingness to assist Cuba with oil supplies, the complexities introduced by U.S. threats and sanctions could hinder these efforts [6]

Core Viewpoint - Cuba's government is facing its most significant challenge since the Soviet Union's collapse, exacerbated by U.S. actions and a deepening economic crisis [1][4]. U.S. Actions and Impact - U.S. President Donald Trump has intensified pressure on Cuba following a military operation in Venezuela, resulting in the death of 32 Cuban soldiers and cutting off Cuba from Venezuelan oil [2][3]. - Trump labeled Cuba's government as "an unusual and extraordinary threat" and threatened tariffs on countries supplying oil to Cuba [2]. Economic Crisis and Government Response - Cuba is experiencing a severe economic crisis, leading to rationing measures for essential services and fuel supplies [3][4]. - The government has implemented restrictions on fuel sales, closed some tourist establishments, shortened school days, and reduced the working week for state-owned companies to four days [4]. International Relations and Support - Cuba's lack of foreign partners to assist during this crisis is notable, with Mexico suspending oil shipments while providing humanitarian aid [5][8]. - The BRICS bloc's response to Cuba's situation is being closely monitored, as it tests the group's ability to support its members [12][13]. Humanitarian Concerns - The United Nations has warned of a potential humanitarian collapse in Cuba due to dwindling oil supplies, with the Secretary-General expressing deep concern over the worsening situation [10][11]. Future Outlook - Analysts suggest that the likelihood of President Miguel Díaz-Canel being forced from power is increasing, with potential civil unrest on the horizon due to the accelerating collapse of basic services [9][10]. - Despite the challenges, there is a sense of national resolve among Cubans to resist external pressures, with a new wave of patriotism emerging [6].

Manulife Financial - The company reported earnings of 83 cents per share for the quarter, a decrease of approximately 6% year-over-year from 88 cents [1] - Adjusted core earnings for the fourth quarter reached $2 billion, reflecting a 5% increase from $1.9 billion a year earlier [1] - Core earnings from the Asia segment were $564 million, while the Canada segment contributed $413 million, both slightly better than the previous year [1] - CEO Phil Witherington stated that 2025 was a defining year for the company, achieving record core earnings [2] Sun Life Financial - Sun Life Financial reported a net income of $722 million for the fourth quarter, significantly up from $237 million in the same quarter last year [4] - Earnings per share for the quarter were $1.96, an increase from $1.68 in the prior year [4] - Underlying net income for the asset management and wealth business was $534 million, while the health and protection business reported $308 million [5] - The company’s assets under management totaled $1.6 billion, up from $1.54 billion a year earlier [5] - CEO Kevin Strain highlighted robust earnings and sales in Asia and solid wealth sales in Canada [6] Cineplex Inc. - Cineplex reported a profit of $369,000 for the fourth quarter, down from $3.3 million a year earlier [9] - Revenue for the quarter was $334.8 million, a decrease from $340.9 million in the same period last year [10] - Theatre attendance fell to 10.1 million from 11.1 million, while box office revenue per patron increased to $13.87 from $13.26 [10] Air Canada - Air Canada reported a net income of $296 million for the fourth quarter, a significant recovery from a loss of $644 million in the same period last year [13] - The airline's operating revenue reached a record $5.8 billion, up from $5.4 billion year-over-year [14] - CEO Michael Rousseau noted that results were achieved amid shifting demand trends and ongoing macroeconomic and geopolitical uncertainty [14] - The company announced the acquisition of eight Airbus A350-1000 aircraft, with rights to purchase an additional eight [14]

由于美国对古巴实施石油封锁，古巴当局表示航空燃油即将耗尽。目前，加拿大航空公司已取消所有飞 往古巴的航班。 据参考消息报道，古巴领导层2月8日表示，古巴将从9日开始没有航空燃油可用。这可能会扰乱在当地 运营的航司的正常业务。此次航空燃油的短缺局面预计将持续一个月，届时古巴所有国际机场均会受到 影响。 据新华社报道，墨西哥总统辛鲍姆9日表示，墨西哥将继续向古巴提供人道主义支持，并呼吁停止对古 巴实施影响民生的制裁。墨西哥外交部8日发布公告说，墨政府当天派出两艘海军舰船，向古巴运送人 道主义援助物资。 当前，古巴与美国关系紧张加剧。美国总统特朗普1月29日签署行政令，威胁对向古巴提供石油国家的 输美商品加征从价关税。 一对在古巴南部旅游城市特立尼达度假的英国夫妇对这种情况感到愤怒。"古巴是最美的地方。我绝对 爱这里，希望古巴人民的韧性再次战胜美国的经济恐怖主义，我总有一天会带着孩子回来。"这对夫妇 告诉《卫报》。 当地时间9日，加拿大航空公司表示由于燃油短缺，将暂停飞往古巴的航班，并在未来几天派出空机接 回约3000名旅客。 《卫报》9日报道称，目前古巴全国的加油站纷纷关闭，道路上的车辆数量锐减，居民则被告知需要 ...

来源：喜娜AI 一、市场: ●2月10日收盘：美股收高科技股领涨 道指再创历史新高 北京时间2月10日凌晨，美股周一收高，科技股领涨，道指再创历史新高，投资者等待关键经济数据与 新一批企业财报。道指、纳指和标普500指数均上涨，早间道指创盘中历史新高。英伟达、博通延续涨 势，甲骨文获评级上调后股价收高。上周五美股大幅反弹，此前科技股遭抛售，比特币一度暴跌后收复 部分失地。分析师认为，若本周财报表现好，市场或再现从科技股轮动趋势。投资者还关注本周三的1 月就业报告和周五的1月消费者价格指数数据。 [1] ●2月10日美股成交额前20：甲骨文获机构唱好，股价大涨9.6% 周五美股成交额排名中，多只股票表现各异。英伟达收高2.4%，成交371.99亿美元，高盛预计其Q4营 收达673亿美元，目标价250美元，但提醒市场或已提前消化业绩。特斯拉收高1.48%，赛博无人驾驶电 动车将量产，FSD落地工作稳步推进。亚马逊收跌0.76%，与意法半导体深化合作。微软收高3.13%，评 级两度遭下调。美光收跌2.84%，或无缘Rubin首年订单。闪迪目标价被上调。甲骨文获评级上调，股 价大涨9.64%。Applovin受机构看 ...

文｜酒管财经 最近，国内奢华酒店江湖又杀出一匹黑马城市。 据华美云数据显示，截至2025年底，湖州以14家奢华酒店的数量，首次超越深圳的11家，跻身全国奢华酒店城市排行榜第五位，仅次于上海、北京、成 都、杭州。 就这样，一个GDP刚破4400亿的长三角三线城市，奢华酒店数量超越了GDP已逼近4万亿的国际化大都市。 像福田中央商务区就有文华东方、柏悦、丽思卡尔顿和四季；前海合作区有瑞吉和康莱德；南山区还有香格里拉和鹏瑞莱佛士；罗湖也有一家君悦。 这些酒店基本就是围着高端商务接待和大型会议经营。 这份反差的背后，是两座城市截然不同的发展路径。 当湖州凭一己之力打破"一线城市=奢华酒店高地"的固有印象，未来国内高端住宿市场，真的会迎来文旅导向替代商务导向的全新格局吗？ 深圳真的"躺平"了？ 要看懂湖州的逆袭，首先要打破一个误区。 奢华酒店数量，并不是非要与城市GDP绑定。 《中国奢华酒店市场洞察报告》中指出，中国奢华酒店已从"比硬件、拼品牌"的同质化阶段，进入"以高净值人群需求为核心，以体验和创新驱动"的新周 期。 深圳与湖州的对比，本质上是两种城市发展逻辑、两种酒旅消费需求的碰撞。 深圳作为科创中心和商务枢纽，一 ...