本周美股市场将迎来关键时期。据市场公开消息，甲骨文和博通将先后发布财报。 据悉，甲骨文将于12月10日盘后公布2026财年第二季度财报。LSEG分析师预期，第二季度该公司营收为 162.2亿美元，同比增长15.4%；博通将于12月11日盘后公布2025财年第四季度财报。彭博分析师预期，博通第四 财季营收将同比增长24.5%至175亿美元。自年初以来，两家公司的股价分别上涨了33%和75%。 在这样关键的节点，甲骨文和博通的财报将从两个维度向投资者展示AI需求：一个是芯片购买方，另一个是 芯片供应商。华尔街对这两家科技巨头财报持乐观态度。分析师预计，两家公司的AI需求将在明年继续保持强 劲，个股表现可能将暗示并主导AI相关板块乃至整体科技股的方向。 甲骨文已在9月初取代英伟达，成为华尔街最热门的科技股——9月10日该公司股价大涨36%，创下自1992年 以来的最大单日涨幅。原因是其第一财季业绩显示，受益于与OpenAI的巨额交易，其"剩余履约义务"达到4550亿 美元。 不过，当时市场分析认为，其订单太过依赖OpenAI，存在多重风险。次日（9月11日）甲骨文股价便下跌 6.23%，市值较前一日蒸发大约582亿 ...

近期，AI眼镜赛道热度持续攀升。12月10日，多位消费者向记者反馈，阿里于11月底发布的夸克AI眼镜S1目前市场处于"一镜难求"状态，在二手交易 平台上，该现货价格已被炒至4000—6000元区间。 作为夸克推出的旗舰AI眼镜产品，S1系列配有不同框型和颜色共三款单品，起售价3799元，于11月27日在天猫、抖音、京东等主流电商平台同步开 售。 记者查询发现，当前天猫、抖音、京东等线上平台均显示该产品已售罄。天猫旗舰店客服回应称，受产能限制，目前每天上午10点会限量补货，但通常 在半小时内即被抢空，建议消费者提前关注。客服同时表示，品牌方正在加紧备货，以缓解供应紧张。 值得一提的是，不仅线上渠道紧缺，线下门店同样面临供货压力。有合作门店工作人员表示，目前店内暂无现货，新订单普遍需等待一个月左右。 旺盛的市场需求催生了二手交易市场的火爆。在闲鱼等二手交易平台上，该款眼镜的转手价格普遍维持在4000元左右。而对于少数可"立即发货"的现 货，卖家叫价甚至超过5000元，远超3799元的官方起售价。此外，市场上还出现了租赁服务，夸克AI眼镜的日租金在40元至95元不等。 ¥6000 包邮 换机补贴 以旧换新享最高55 ...

Core Viewpoint - Shenzhou Holdings plans to sell up to 28.8273 million shares of its subsidiary Shenzhou Information, representing approximately 2.9543% of its total share capital, to support its business development and general working capital, while maintaining its subsidiary status post-transaction [1][2] Group 1: Company Strategy and Operations - The company aims to become a leader in AI solutions centered around supply chains, showcasing its strategic ambition in the "AI + Supply Chain" sector [2] - Shenzhou Holdings operates through three business segments: traditional services including system integration and e-commerce supply chain services, software and operations services, and big data products and solutions [2] - The company is advancing its "Data × AI" strategy, focusing on high-quality industry data and leveraging its "Yanyun Infinity" platform to enhance its capabilities and create a closed-loop ecosystem [2] Group 2: Financial and Market Position - As of the announcement, Shenzhou Holdings holds 39.9211% of Shenzhou Information, indicating a significant stake in its subsidiary [1] - The proceeds from the share sale will be utilized for business development and to bolster working capital, reflecting the company's focus on enhancing its operational capacity [1]

熙菱信息公告，公司于2025年12月9日召开第五届董事会第十四次会议和第五届监事会第十三次会议， 审议通过了《关于变更部分募集资金用途并永久补充流动资金的议案》，同意公司根据外部环境变化， 同时兼顾短期经营目标与长期发展战略需要，终止"研发中心及产业实验室项目"的后续投入，并将剩余 募集资金1.5亿元(包括银行存款利息及现金管理产品收益等，具体金额以资金转出当日账户余额为准)永 久补充流动资金，用于公司日常经营和业务发展。 ...

Core Viewpoint - The company announced that its controlling shareholder and concerted actors will reduce their shareholding by 2.3464 million shares, representing 1% of the total share capital, in line with previously disclosed plans [1] Group 1: Shareholding Changes - The shareholding ratio of the controlling shareholder and concerted actors will decrease from 66.99% to 65.99% after the reduction [1] - The reduction will occur between December 8 and December 9, 2025, through centralized bidding and block trading methods [1] - The number of shares reduced does not exceed the amount specified in the previously announced reduction plan and complies with relevant commitments [1]

Core Viewpoint - The company has approved the use of surplus funds from its initial public offering (IPO) to permanently supplement its working capital for daily operations, following the completion of a key investment project [1] Group 1: Company Actions - The company will hold its fourth board meeting on December 10, 2025, to review the proposal regarding the completion of the IPO fundraising investment project [1] - The investment project for "20,000 tons/year aramid polymer monomer (meta/para-phthaloyl chloride)" has reached a usable state [1] - The company will allocate surplus funds amounting to RMB 83.9369 million (including bank interest) to support its daily production and operational activities [1]

从珠海一家地方空调厂，到成功入选国家最高层级的"领航级"智能工厂培育名单——格力电器(珠海金湾)有限公司(下称"格力金湾智能制造工厂")的升 级之路，正为当下全球产业竞争格局重构中的中国制造业，如何向高端化、智能化转型，提供深刻启示。 此前11月，格力金湾智能制造工厂凭借"全价值链格力协同屋空调智能工厂项目，成功入选最高层级的"领航级"智能工厂培育名单。 12月9日，《国际金融报》记者走进这一智能制造工厂。在这里，记者看到，工厂能够像"智能大脑"一样，自动、精准地指挥生产。总装集成智造车间 内，480米长的外机生产线，103个工序中86个已实现自动化，传统需70多人的产线现仅需约20人。 与此同时，与传统空调工厂流水线主要依赖工人操作不同，在金湾智能工厂的生产线上，工业机器人与智能装备已成为绝对的主角。关键工序中氨检、 焊接、抽空灌注、商检测试、激光打标、外观检测、套袋包装等环节均已实现无人化作业。 以套袋包装环节为例，记者看到现场的工业机器人会先将压平的纸箱铺开，精准撑起四角，随后进入装箱流程。为了让纸箱与空调机身更紧密贴合，搭 载仿生臂的机器人会一边套箱，一边"试探"着有节奏的轻微摇晃动作，从而让包装自然 ...

中巨芯公告，拟与公司第一大股东浙江巨化股份有限公司及其控股股东巨化集团有限公司续签《日常生 产经营合同书》。合同书有效期限为三年，自2026年1月1日起至2028年12月31日止。此举旨在规范日常 关联交易行为，维护各方及其股东的合法权益，不会损害公司和全部股东特别是中小股东的利益，不会 对公司的独立性产生影响，亦不会对关联方形成较大依赖，有利于公司减少重复投资和资源浪费，保障 生产经营安全与稳定。 ...

振江股份公告，信息披露义务人胡震、卜春华及其一致行动人江阴振江朗维投资企业于2025年12月4日 至10日期间，通过集中竞价和大宗交易累计减持公司股份548.5万股，占公司总股本的2.98%。变动前， 其合计持有公司4607.52万股，占25.00%；变动后，合计持有公司4607.52万股，占25.00%。胡震、卜春 华夫妇为公司实际控制人，本次权益变动系因自身资金需求减持股份。 ...

Group 1 - The announcement on December 9 revealed that two vice presidents of Debon Logistics, Luo Qi and Zuo Gaopeng, resigned for personal reasons and will not hold any other positions in the company after their departure [1] - Luo Qi joined Debon in 2007 and held various positions, including Director of Operations and President of the South China Business Unit, before becoming Vice President in August 2022 [1] - Zuo Gaopeng has been with Debon since 2012, serving in multiple roles, and was appointed Vice President in August 2022 [1] Group 2 - Since July, Debon Logistics has undergone a series of executive changes, with key positions increasingly filled by executives from JD.com, which has been increasing its stake in Debon since acquiring control in 2022 [2] - Notable changes include the departure of Huang Huabo, who had been with Debon for over 20 years, and the appointment of Wang Yanfeng as the new General Manager [2] - Other significant personnel changes include the resignation of Ding Yongsheng as Vice President and CFO, with Yang Chuan appointed as the new Vice President and CFO [2] Group 3 - On November 29, Debon announced that Hu Wei would no longer serve as Chairman and non-independent director, with Chen Yiqian appointed as the acting Chairman [3] - Wang Zhenhui was nominated as a candidate for the sixth board of directors, having a history with JD.com since 2010 and previously serving as CEO of JD Logistics [3]