创耀科技回应称，公司星闪芯片的直接客户为国内模块厂商及终端厂商，星闪终端产品部分将销往国 外。 格隆汇8月8日｜有投资者在互动平台向创耀科技提问：星闪正式成为国际标准，请问公司的星闪产品有 没有接国外的订单？ ...

| | 买入金额最大的前5名 | | | | | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | 买入金额(万) | 占息成交比例 | | 1 | 深股通专用 | 539次 45.27% 9 | 22058.33 | 8.99% | | 2 | 开源证券股份有限公司西安西大街证券营业部 | 360次 48.33% | 5641.92 | 2.30% | | 3 | 中信证券股份有限公司福州湖东路证券营业部 | 16次 43.75% | 5127.67 | 2.09% | | 4 | 中信证券股份有限公司浙江分公司 | 157次 33.76% | 4828.86 | 1.97% | | 5 | 华泰证券股份有限公司岳阳岳阳大道证券营业部 | 1次 100.00% | 3452.78 | 1.41% | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | --- | | 1 | 深股通专用 | 539次 45.27% | 2 | 22058.33 | 8.99% | | 2 ...

格隆汇8月8日｜第九城市盘前大涨10%，Bit Origin涨6%，嘉楠科技涨超2%，BTCS lnc涨1%。消息面 上，比特币站上117000美元/枚。美国总统特朗普周四签署行政令，允许私募股权、房地产、加密货币 等另类资产进入401K退休储蓄计划，为这些行业打开约12.5万亿美元退休账户资金的大门。此前，这类 退休计划通常投资于相对安全的股票和债券。分析认为，这一举措将为急需资金的私募股权行业带来大 量资本注入，也是特朗普推动加密货币产业的重要组成部分。(格隆汇) ...

格隆汇8月8日丨弘景光电(301479.SZ)公布，公司拟对外投资建设弘景光电研发制造总部基地项目(以下 简称"项目"或"本项目")，项目总投资额预计为人民币15.33亿元，其中固定资产投资额预计为人民币7.5 亿元(最终投资金额以项目建设实际投入为准)。同时，公司拟在中山市取得土地使用权，并与中山火炬 工业集团有限公司(代中山火炬高技术产业开发区管理委员会履行招商引资洽谈、园区服务等相应职责) 签订《投资协议》。 ...

Core Insights - Yisheng's sales volume of broiler chicks reached 56.96 million with revenue of 101 million yuan in July 2025, showing a year-on-year change of 7.51% in volume but a significant decline of 46.39% in revenue [1] - The sales volume of Yisheng 909 small broiler chicks was 5.12 million with revenue of 5.06 million yuan, reflecting a year-on-year decrease of 17.82% in volume and 34.02% in revenue [1] - The company sold 8,171 breeding pigs in July 2025, generating revenue of 19.48 million yuan, with a remarkable year-on-year increase of 1,382.94% in volume and 1,680.16% in revenue [1] Sales Performance - The sales volume of broiler chicks decreased by 6.18% month-on-month, while revenue fell by 22.32% [1] - The sales volume of Yisheng 909 small broiler chicks experienced a month-on-month decline of 26.69%, but revenue increased by 1.00% [1] - Breeding pig sales saw a month-on-month decline of 19.30% in volume and 21.89% in revenue [1]

东海证券研报指出，燕京啤酒成长势能强劲，走出低盈利困局。"十五五"发展方向明确，U8成长势能 保持强劲，未来可期。2025年1季度U8延续30%以上的增速，1-5月销量已突破40万吨，销量占比达 23%，相比2024年末提升5.5pct。随着公司扎实推进市场建设，大单品势能持续兑现，及进一步降本增 效，盈利弹性值得期待。首次覆盖，给予"买入"评级。 ...

Core Viewpoint - The report from Cinda Securities highlights the accelerated profit growth of Aide Biological, with ongoing internationalization efforts contributing to new growth opportunities [1] Financial Performance - In the first half of 2025, the net profit attributable to the parent company reached 189 million yuan, representing a year-on-year increase of 31.41%, indicating a faster profit growth compared to revenue [1] - The sales net profit margin improved to 32.63%, an increase of 6.14 percentage points from the same period last year [1] - The sales expense ratio decreased by 3.79 percentage points to 25.74%, and the management expense ratio fell by 0.57 percentage points to 7.54%, demonstrating resilience following adjustments in the domestic sales organizational structure [1] Internationalization Progress - The company's domestic sales amounted to 442 million yuan in the first half of 2025, reflecting a year-on-year growth of 7.11%, maintaining stable growth despite pressures in the IVD industry and VAT adjustments [1] - International sales and pharmaceutical business revenue reached 137 million yuan, with a year-on-year increase of 5.36%, although short-term growth has slowed due to adjustments in the overseas sales team [1] - The company has over 70 personnel in its international business and BD team, covering more than 60 countries and regions, indicating a broad global reach [1] Future Growth Potential - The company is expected to benefit from the continued implementation of its international strategy, with products being incorporated into Japan's medical insurance system and accelerated market access in Southeast Asia and Latin America [1] - Collaborations in clinical trials for original drugs with several pharmaceutical companies through companion diagnostics are deepening, suggesting significant development potential in overseas markets [1]

报告指，苹果新承诺投资建设先进苹果服务器设施，以支持Apple Intelligence和私有云计算，这表明苹 果正在加快对AI的投资步伐。该行认为，这提高了苹果AI软件努力成功的可能性，并降低了进行AI相 关并购的概率。 高盛对苹果给予"买入"评级，目标价266美元，相较于苹果的历史估值倍数以及与主要科技同行相比， 目前估值具有吸引力。该行指，未来五年内，大部分毛利增长应由服务业务驱动，这将标志着服务投资 故事的转折点，并支持苹果的溢价估值。 格隆汇8月8日｜高盛发表报告指，苹果承诺在未来四年内在美国投资6000亿美元，此前为5000亿美元。 另外，苹果获得的关税豁免应能缓解在最新宣布的100%半导体关税实施前的关税阻力担忧。此外，该 豁免还可能使苹果相较于未获得豁免的智能手机、个人计算机和平板计算机竞争对手具备潜在的成本优 势。 ...

花旗发表研究报告，对中国太保开展30日上行催化剂观察期，预测集团上半年新业务价值(NBV)按可比 口径计算将持续录得强劲增长，按年增幅料达31%，并预期综合成本率将按年改善1个百分点，主要由 于自然灾害损失减少及产品结构向高利润业务倾斜。花旗预测中国太保中期盈利将重拾增长，录得约 5%升幅，对比今年首季为下跌18%。花旗给予中国太保"买入"评级，目标价37.7港元，看好其寿险业务 稳健发展及政策改革所带来的潜在红利。 ...

Core Viewpoint - JPMorgan expects the Federal Reserve to begin cutting interest rates in 2025, starting with three rate cuts of 25 basis points each from September, whereas the previous forecast anticipated a single cut in December [1] Summary by Relevant Categories - **Interest Rate Forecast** - JPMorgan predicts three rate cuts of 25 basis points each starting in September 2025 [1] - The previous forecast was for a single rate cut in December 2025 [1]