点击蓝字，关注我们 今日上午港股 1. 周生生(00116)涨超18%， 周生生发布公告，预计中期持续经营业务股东应占溢利约9亿至9.2亿港元。 2. 小鹏汽车-W(09868)涨超4%， 小鹏汽车-W发布截2025年中期业绩，二季度营收同比增长125.3%，创单 季度历史新高。 3. 舜宇光学科技(02382)涨超6%， 8月19日，舜宇光学科技发布截至2025年6月30日止六个月中期业绩， 中期股东应占溢利同比增加52.56%。 5. 翰森制药(03692)跌超8%， 翰森制药公布，公司折让6.5%配股净筹近39亿港元，主要用于创新药物研 发。 6. 泡泡玛特(09992)涨超6%。 泡泡玛特发布2025年中期业绩，上半年经调整净利同比增长3.6倍。 7. 昆仑能源(00135)跌超3%， 8月19日，昆仑能源公布2025年中期业绩，上半年股东应占溢利同比减少 4.36%，中期息派16.6分。 8. 歌礼制药-B(01672)再跌超8%， 歌礼制药近日公告称，拟以先旧后新方式配售，所得款项净额4.68亿 港元。同时，歌礼制药的控股股东套现近3.9亿港元。 9. 易鑫集团(02858)涨超1%， 易鑫集团发 ...

招银国际研究部 邮件：research@cmbi.com.hk | 环球主要股市上日表现 | | | | | --- | --- | --- | --- | | | 收市价 | | 升跌（%） | | | | 单日 | 年内 | | 恒生指数 | 25,123 | -0.58 | 25.24 | | 恒生国企 | 9,006 | -0.36 | 23.54 | | 恒生科技 | 5,542 | -0.02 | 24.04 | | 上证综指 | 3,727 | 0.83 | 11.20 | | 深证综指 | 2,344 | 1.87 | 19.74 | | 深圳创业板 | 2,602 | 2.66 | 21.49 | | 美国道琼斯 | 44,922 | -0.05 | 5.59 | | 美国标普 500 | 6,411 | -0.60 | 9.01 | | 美 国 纳 斯 达 | 21,315 | -1.42 | 10.38 | | 德国 DAX 克 | 24,423 | 0.26 | 22.67 | | 法国 CAC | 7,979 | 0.70 | 8.11 | | 英国富时 100 | 9,189 | ...

智通财经APP获悉，美国网络安全巨头Palo Alto Networks(PANW.US)周二成为市场焦点，其最新季度业 绩与业绩指引双双超预期，并收获华尔街分析师的高度赞誉。 财报显示，截至7月31日的第四季度，Palo Alto营收同比增长16%至25.4亿美元，高于市场预期的25亿美 元。其中产品营收达5.739亿美元，同比增长19%;订阅及支持服务营收19.6亿美元，同比增长15%。新一 代安全解决方案年度经常性收入(ARR)达到56亿美元，高于分析师预期的55.5亿美元。 韦德布什证券分析师Dan Ives指出，这份成绩单印证了首席执行官Nikesh Arora主导的平台化战略已获得 客户认可。他给予Palo Alto"跑赢大盘"评级及225美元目标价。 Ives在客户报告中写道，"我们始终认为平台化战略对帕洛阿尔托是正确选择，网络安全作为AI革命中 明确的二阶/三阶衍生需求，将推动该公司最终占据市场主导地位。""昨夜公布的强劲季度表现与展 望，标志着Nikesh团队向前迈出了关键一步。" Ives特别强调，公司对CyberArk(CYBR.US)收购案的补充说明令人印象深刻，称其为"改变游戏规则" ...

Palo Alto Networks PANW shares are trading higher after the company beat fourth-quarter estimates and issued strong guidance.Following the earnings release, several Wall Street analysts reiterated their positive outlook on the stock. Most maintained a Buy rating, reflecting confidence in the company’s performance and growth prospects.Needham analyst Mike Cikos reiterated a Buy rating and maintained a $230 price forecast. Rosenblatt’s Catharine Trebnick also kept her Buy rating but raised her price forecast ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

Palo Alto Networks beat Q4 estimates and set guidance that excited Wall Street.Shares of Palo Alto Networks (PANW 3.91%) are spiking on Tuesday, up 4.8% as of 12:12 p.m. ET. The jump comes as the S&P 500 and Nasdaq Composite have lost 0.4% and 1%, respectively.Palo Alto Networks, the dominant cybersecurity company, reported its year-end and fourth-quarter earnings, beating Wall Street's targets and signaling strong growth ahead.Palo Alto Networks' stock jumps on earnings beat and raised outlookThe company's ...

Palo Alto Networks TodayPANWPalo Alto Networks$182.75 +6.58 (+3.74%) 52-Week Range$144.15▼$210.39P/E Ratio104.88Price Target$218.86Add to WatchlistPalo Alto Networks’ NASDAQ: PANW FQ4 release affirmed the market outlook for cybersecurity and its leading position in the industry. The shift to platformization drives growth, margin, outperformance and accelerates business momentum. Unifying security protocols across the enterprise saves businesses money by reducing the number and cost of adverse incidents and ...

Key Takeaways Palo Alto Networks' Q4 earnings rose 27% and beat the consensus mark by 7.9%.Revenues of $2.54B topped estimates, led by Subscription & Support growth.PANW guides FY26 revenues up 13.6%, with Next-Gen ARR reaching $7.1B.Palo Alto Networks (PANW) delivered fourth-quarter fiscal 2025 non-GAAP earnings of 95 cents per share, which beat the Zacks Consensus Estimate by 7.9%. The figure improved 27% year over year.Palo Alto Networks’ earnings beat the Zacks Consensus Estimate in each of the trailing ...

古根海姆将Palo Alto Networks的目标价从130美元上调至135美元，但维持"卖出"评级。(格隆汇) ...