近日，在纪念中国人民抗日战争暨世界反法西斯战争胜利80周年大会上，《没有共产党就没有新中国》的旋律再次响 彻全场。以此歌创作故事为蓝本的中国首部AIGC微电影《音符中的密码》，于第二十届中国长春电影节和首届中国文 学新力量论坛隆重展映，通过人工智能技术为经典歌曲注入新的艺术生命。 该片由长影集团出品，张佑晨编剧，龙新远执导，深圳超维科技公司承制，可灵AI提供深度技术支持。影片以12分钟 的片长实现"小成本、高精尖制作"，标志着中国电影工业正式迈入智能化创作新阶段。 《音符中的密码》解密了这首歌背后的文学、抗战、兄弟与科技密码。尤其值得一提的是，影片通过AI技术再现了已 故演员李亚林与刘世龙，实现了前所未有的"同框演出"。4K高清画质中，二人口型、情绪乃至动作均极为自然，尤其 在兄弟久别重逢相拥的一幕，李亚林一声"40年啊！"的真情迸发，令无数观众动容。 总策划、中国电影文学学会会长王兴东在创作前期，曾带领编导团队与可灵AI团队深入交流。AIGC技术对现实场景的 还原和人物塑造的高水准，令编剧们深感震撼。他们意识到，依托视频大模型技术，仅凭优质剧本即可完成视觉叙 事，大幅降低对演员、摄影、置景等传统环节的依赖。 ...

Core Viewpoint - Wei Long's stock price increased by 9.53%, currently at HKD 13.91, with a trading volume of HKD 134 million [1] Group 1: Company Performance - Wei Long has strategically developed its "konjac snack" products over the years, enhancing taste and quality through process upgrades, leading to a significant brand presence [1] - Revenue from vegetable products has surged from RMB 660 million in 2019 to RMB 3.37 billion in 2024, accounting for over half of the company's total revenue [1] - The company is expected to launch new konjac snack products, establishing a second growth engine amid rising health consumption trends and continuous food innovation [1] Group 2: Sales and Marketing Strategy - Wei Long employs a dual strategy of promotional and assistive sales in traditional offline channels, focusing on refined operational management of sales terminals [1] - The company is embracing new offline channels, collaborating deeply with bulk snack retailers and Sam's Club to introduce customized specifications and flavors [1] - Initial overseas expansion is underway, with Southeast Asia identified as a key pilot market [1] Group 3: Online Channel Development - Wei Long is consolidating its traditional e-commerce presence while seizing opportunities in emerging platforms like Douyin, projecting online revenue to reach RMB 700 million in 2024, a 38% increase [1] - The company is allocating more resources towards new product introductions and core terminal support, with a focus on steady online channel investment and refined spending [1] - Profit growth is anticipated due to these strategic investments and operational efficiencies [1]

Core Viewpoint - Times Electric reported a strong performance in the first half of the year, with significant revenue and profit growth, supported by stable sales in the railway equipment sector and expansion in new industries [1] Financial Performance - The company achieved a revenue of approximately 12.214 billion yuan, representing a year-on-year increase of 17.95% [1] - Net profit reached about 1.6715 billion yuan, reflecting a year-on-year growth of 12.93% [1] Market Analysis - HSBC's report highlights that Times Electric's sales growth in new industries is supported by stable capacity expansion, while railway equipment sales remain steady [1] - Key catalysts for growth include stronger bidding for high-speed trains and locomotives, faster capacity enhancement at the Yixing IGBT factory, alleviated price competition, and the first interim dividend distribution [1] Investment Outlook - Despite underperforming against the Hang Seng Index this year, HSBC maintains a "Buy" rating for Times Electric, citing low valuation and steady progress in new industry sales as factors supporting a valuation reassessment [1] - The target price for H-shares has been raised from 38 HKD to 47 HKD, implying a projected price-to-earnings ratio of 13 times for 2026, reflecting stronger long-term growth potential [1]

15 31 0 B 2 2 l "经过八年的实践和积累，我们已建成较为完整的会员体系，形成了独具特色的产品销售和服务模式，依托于庄园为会员朋友们提供了更多的价值链接，逐 步形成了共同发展的生态圈。" 9月8日，第五届郎酒庄园会员节盛大开幕，郎酒集团董事长汪俊林如是总结郎酒会员建设成果，并从产品、体验、思想三个方面，诠释了郎酒每年举办会员 节的目的。 t 新 65 郎酒庄园会员中心 LWGJIU ESTATE MENSER CEMER 4 36. W t 1 19 218 84 : ITE IL 过去20多年来，郎酒开辟了中国白酒庄园模式，如今也正在引领中国白酒从传统的单向销售转向多维价值综合体验。 依托于赤水河左岸的最立体生态，郎酒在西南深山建起世界级现代化白酒庄园，不仅将优质酱酒年产能做到7.2万吨、贮存量做到26.5万吨，打造出"生长养 藏"的酿贮脉络，同时还用一座庄园托起各种美好生活方式，不断拓宽与会员共同发展的生态圈。 由此，在产品层面，郎酒以规模推动年份、以制度保证品质，让郎酒成为市面上同价位带最好的酱酒之一；在体验层面，会员可尊享各种专属服务，永远有 一个叫做"郎酒庄园"的尊享之家。 此外，依托于 ...

9月8日消息，周一上午盘，港股三大指数震荡收涨，总体波动不大，继上周五强势反弹后继续攀升。截 止午盘，恒生指数涨0.35%报25508.17点，恒生科技指数涨0.27%报5702.73点，国企指数涨0.17%报 9072.54点，红筹指数涨0.19%报4276.34点； 盘面上，大型科技股多数表现活跃，阿里巴巴、百度涨超3%，网易涨2.6%，小米、腾讯、京东皆有涨 幅；多家纸厂实施"涨价+停机"双重策略，纸业股上涨明显，晨鸣纸业一度涨超10%领衔；暑运民航旅 客量增长3.6%，航空股普遍上涨，深圳放松房地产调控 力度大于北京上海，获纳入港股通，碧桂园一 度涨超14%；机构指把握煤炭估值修复与业绩弹性投资机会，煤炭股多数表现活跃。另一方面，半导体 芯片股普遍走低，龙头中芯国际跌超2%，黄金股呈现高开低走行，互联网医疗股、脑机接口概念股、 军工股、内银股、药品股普遍弱势 企业新闻 中梁控股(02772)：前8月合约销售金额约82.9亿元，同比减少32.7%；8月份合约销售金额约9.6亿元，同 比减少26.15%。 机构观点 恒生前海基金邢程表示，年初以来，在DeepSeek引领中国资产重估的叙事背景下，港股市场表 ...

知名财经网站Finbold报道称，虽然更广泛的金融市场预计美联储可能在9月份降息，但亿万富翁投资者瑞·达利欧（Ray Dalio）（Ray Dalio）警告 称，此举可能会对特定资产产生严重后果。 （截图来源：Finbold报） 9月4日，达利欧在Reddit问答环节中警告说，如果美联储开始降息，美元和股市可能会大幅下跌。 过去，达利欧曾使用生动的比喻，将债务比作斑块的堆积，将经济比作触礁的小船，并警告说，不受控制的借贷最终可能引发"经济心脏病"。 为此，他预计这种由债务驱动的危机可能会在未来三年内爆发，国家债务已飙升至37万亿美元，约占GDP的124%，为二战以来的最高水平。 达利欧多次指出赤字扩大和偿债成本上升，并警告说，如果没有财政纪律，美国将面临陷入不可持续借贷的风险，这可能会削弱人们对美元和美 国国债的信心。 在这种环境下，达利欧警告说，尽管货币宽松，但股市可能表现不佳，这反映出投资者对债务工具的谨慎态度以及滞胀风险的增加。 （图片来源：Reddit） 值得注意的是，市场情绪强烈暗示降息，普遍预期9月份降息25个基点。 包括美国银行（Bank of America）在内的分析师预计今年至少会两次降息 ...

未来三年支持浙江省先进制造业产业集群建设融资总量超5000亿元，创新推出"浙链通"数字化专属供应 链解决方案…… 《十五条举措》中，浙商银行专门推出"科创积分贷""科创银投贷"等特色产品，还通过推出"善科陪伴 计划"以耐心资本支持科创企业成长。针对高层次人才创业的"轻资产、无抵押"难题，该行迭代创新"人 才银行"服务，构建"人才+科技+产业+金融"生态，助力人才项目从"落地"到"壮大"。 县域是先进制造业集群建设的"主战场"，此次发布《十五条举措》尤其注重"下沉服务"。一方面，聚焦 15个省级特色产业集群"核心区协同区"，浙商银行打造"一区一链"特色金融服务品牌，批量解决中小企 业缺资金、缺担保等融资难点；另一方面，针对县域集群企业需求，打造多维度的财富管理服务框架和 企业理财产品货架，引入金融顾问制度，链接创投、基金、担保等外部机构，为企业发展提供"全周 期、全阶段"综合服务。 双轮驱动精准滴灌 打通金融服务最后一公里 近日，浙商银行发布《全力支持浙江省先进制造业集群建设十五条举措》（下称《十五条举措》），围 绕"415X"先进制造业集群建设，从助力产业集群稳产增效、创新驱动、做大做强、资本化发展等五大 维 ...

近期A股市场呈现震荡向上态势，主题与产业机会持续涌现。对于未来市场走向、资金面变化及投资主 线，农银平衡价值混合拟任基金经理廖凌表示，当前内外积极因素共振，A股"不缺钱"特征凸显，市场 震荡上行将带来宽度更广的投资机会。 内部资金面的支撑则更为坚实。他解释，一方面，远期基本面改善预期明确，供需关系优化、四中全会 政策导向及"十五五"规划等制度改革，将推动企业ROE逐步上行；另一方面，长端利率下行空间收敛使 固收、理财类资产收益率预期降低，中期内居民存款向权益市场"搬家"的可能性正在上升。"综合来 看，下半年A股'不缺钱'的特征会越来越明显，在内需触底、外需韧性的环境下，上证突破存量博弈区 间的确定性在增强。" 基本面选股回归 回顾上半年市场，廖凌用"存量博弈"概括整体格局，投资主线高度集中于红利板块及机器人、算力、创 新药等产业主题，形成"杠铃式"投资结构。但他强调，这一格局正在发生变化。 "随着海外降息落地、国内基本面触底企稳以及增量资金入市，市场的广度和深度会明显增加。"廖凌判 断，未来投资者将不再局限于"杠铃"主线，基本面选股的胜率将大幅提升。他认为，增量资金的持续入 场会更注重标的的业绩确定性与估值合 ...

Market Overview - The three major stock indices opened lower but showed slight recovery by midday, with the Shanghai Composite Index up 0.17% at 3818.82 points, the Shenzhen Component Index up 0.16% at 12611.32 points, and the ChiNext Index down 1.33% at 2918.78 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.65 trillion yuan, with over 3300 stocks rising [1] Sector Performance Robotics Sector - The robotics sector saw a collective surge, with stocks like Sanhua Intelligent Control and Mingzhi Electric hitting the daily limit [1] Pork Industry - The pork concept stocks rose collectively, with Aonong Biological and Tianyu Biological hitting the daily limit, driven by a new paradigm in China's pig industry characterized by reduced price fluctuations and shorter cycles [2] Shipping Sector - The shipping sector strengthened, particularly in oil transportation, with China Merchants Energy hitting the daily limit and VLCC freight rates increasing by 38% to $58,007 per day [3] Solid-State Battery Sector - The solid-state battery concept stocks continued to perform strongly, with Tianji Co. achieving three consecutive limits, supported by a significant increase in orders from leading equipment companies [4] Silicon Carbide Sector - The silicon carbide sector maintained its strong performance, with stocks like Luxshare Precision and Tianyue Advanced showing gains, influenced by Nvidia's plans to use silicon carbide in its next-generation processors [5] Institutional Insights Huaxi Securities - Huaxi Securities noted that short-term adjustments in the A-share market could lead to a more stable and sustainable market trend, as historical data suggests that significant rallies often experience pullbacks [6] CITIC Securities - CITIC Securities indicated that the current market is in a consolidation phase, with a focus on high-low switching among sectors, while maintaining a positive outlook on AI computing power as a core investment logic [7] 招商证券 - 招商证券 suggested that the short-term market adjustment is nearing its end, predicting a transition to a more sustainable low-slope upward trend [7]

2025年09月08日A股三大指数截至午间收盘上证指数上涨0.17%，报3818.82点，深证成指上涨0.16%，报12611.32点，创业 板指下跌1.33%，报2918.78点。 根据巨灵财经统计的数据显示，2025年09月05日场内ETF基金中创业新能（159387）领涨，涨幅为10.98%，排名靠前的创 新能源（159368）、创新能（159261）、新能源BS（516580），涨幅分别为10.90%、10.86%、10.07%。 | 基金代码 | 基金简称 | 涨幅(%) | 最新基金规模 | 最新流通份额 | 收盘价 | | --- | --- | --- | --- | --- | --- | | | | | (亿)。 | (亿) | | | ن 159387 | 创业新能。 | 10.98 | 0.37 . | 0.2459 . | 1.52 م | | 159368 | 创新能源。 | 10.90 ﺗ | 1.34 . | 0.9829 ¿ | 1.36 € | | 159261 . | 创新能。 | 10.86 € | 0.77 € | 0.5381 « | 1.44 € | | 5165 ...