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智通港股回购统计|11月26日
Zhi Tong Cai Jing· 2025-11-26 02:14
智通财经APP获悉,摩比发展(00947)、方正控股(00418)、石四药集团(02005)、网龙(00777)、蒙牛乳业 (02319)、陆氏集团(越南)(00366)、津上机床中国(01651)、富智康集团(02038)、康臣药业(01681)、威高 股份(01066)、天福(06868)、明源云(00909)、中国石油化工股份(00386)、昊海生物科技(06826)、中国飞 鹤(06186)、瑞声科技(02018)、绿城服务(02869)、移卡(09923)、滨海投资(02886)、腾讯控股(00700)、首 佳科技(00103)、联易融科技-W(09959)、中远海控(01919)、固生堂(02273)、燕之屋(01497)、()、小米集 团-W(01810)、名创优品(09896)、博雅互动(00434)、中集集团(02039)、德康农牧(02419)、易点云 (02416)、太平洋航运(02343)、MONGOL MINING(00975)、畅捷通(01588)、碧桂园服务(06098)、叮当 健康(09886)、希玛眼科(03309)、粉笔(02469)、荃信生物-B(02509)、微泰医疗- ...
腾讯Level Infinite与SHIFT UP达成新游《Project Spirits》发行协议
Ge Long Hui A P P· 2025-11-26 02:09
格隆汇11月26日|腾讯旗下国际游戏业务品牌Level Infinite今日宣布,已与韩国游戏开发商SHIFT UP签 订跨平台游戏《Project Spirits》的发行协议。《Project Spirits》是由SHIFT UP与腾讯旗下关联公司永星 互动共同开发,基于虚幻引擎5开发的面向PC、主机与移动端的跨平台游戏。Level Infinite也是SHIFT UP手游《胜利女神:妮姬》的全球发行商。 ...
新加坡AISG计划放弃Meta转向阿里千问,港股科技ETF(159751)涨超1.1%
Sou Hu Cai Jing· 2025-11-26 02:03
受美联储委员再放鸽、中美元首通话等利好提振,主要指数集体高开。早盘,市场主要围绕AI产业链 展开,指数大幅走强: 硬件端,谷歌OCS概念在隔夜美股映射下率先走强,叠加Meta考虑采购数十亿美元谷歌TPU、特朗 普"创世纪计划"等催化,CPO、PCB、TPU芯片等环节集体上涨; 应用端,新加坡AISG计划放弃Meta转向阿里千问等消息提振情绪,AI应用延续强势,部分核心品种再 创新高,并带动游戏等低位方向展开补涨。 截至2025年11月26日 09:37,中证港股通科技指数(931573)上涨0.81%,成分股美团-W(03690)上涨 5.95%,三生制药(01530)上涨3.35%,高伟电子(01415)上涨3.16%,比亚迪股份(01211)上涨2.51%,信达 生物(01801)上涨2.45%。港股科技ETF(159751)上涨1.11%, 冲击3连涨。最新价报1.1元。 东吴证券认为,港股短期风险因素在减少,从中长期配置来看,当前位置有吸引力。 其一,美联储12月降息预期摇摆,导致近期美股为代表的海外市场走势相对疲软。如果美联储降息预期 升温,有利于港股回升。 其二,我们预计12月中央经济工作会议前市 ...
“免密支付”:如何平衡安全与便捷
Jin Rong Shi Bao· 2025-11-26 00:56
我在哪些平台开通了"免密支付"?怎么关掉它?如何防范免密支付风险? 此外,淘宝、京东、拼多多等购物平台以及各类视频、外卖、出行App中,也常有类似的授权服 务,建议定期进入"支付设置"中检查,及时查看"免密支付"授权。 对于我们普通人来讲,如何防范"免密支付"风险?要记住这三招,守好"钱袋子":一是定期清理授 权,非必要不开通。养成定期检查"免密支付"和自动续费服务的习惯,对不常用、不信任的服务及时关 闭相关服务。如果不是高频使用场景,可以选择不开启"免密支付",尤其是老年人、未成年人使用的账 户。 二是强化手机设备和账号安全防护。通过设置复杂密码并定期更换,开启双重验证等方式提高安全 防护水平。同时,要提高风险识别能力,警惕营销陷阱,避免在公共设备留存支付信息。 ——网友"薯条儿" 坐公交"嘀"一声购票、便利店随手一刷买单、视频会员自动续费不中断……你有没有发现,现在花 钱越来越"无感"了。随着移动支付的普及,"免密支付"因其高度便捷性,成为不少人的支付首选。 轻轻一点,无须输密码,交易瞬间完成,确实省时又省心,但方便的背后,也藏着不少"坑"。有网 友吐槽,家里老人误触开通"免密支付",月底对账时才发现"悄 ...
智通港股通持股解析|11月26日
智通财经网· 2025-11-26 00:32
智通财经APP获悉,根据2025年11月25日披露数据,中国电信(00728)、大眾公用(01635)、绿色动 力环保(01330)位居港股通持股比例前3位,分别为72.65%、70.66%、69.50%。此外,阿里巴巴-W (09988)、小米集团-W(01810)、腾讯控股(00700)在最近有统计数据的5个交易日内,持股额增 幅最大,分别为+44.12亿元、+31.53亿元、+17.52亿元;药明生物(02269)、晶泰控股(02228)、赣锋 鋰业(01772)在最近有统计数据的5个交易日内,持股额减幅最大,分别为-5.47亿元、-5.03亿 元、-3.00亿元。 具体数据如下(交易所数据根据T+2日结算): 1、港股通最新持股比例排行(前20名) | 公司名称 | 持股数量 | 最新持股比例 | | --- | --- | --- | | 中国电信(00728) | 100.83亿股 | 72.65% | | 大眾公用(01635) | 3.77亿股 | 70.66% | | 绿色动力环保(01330) | 2.81亿股 | 69.50% | | 昊天国际建投(01341) | 74.74亿股 | ...
智通港股沽空统计|11月26日
智通财经网· 2025-11-26 00:26
智通财经APP获悉,长城汽车-R(82333)、京东集团-SWR(89618)、中银香港-R(82388)上一交易日沽空比 率位于前三位,分别为100.00%、94.41%、93.33%。阿里巴巴-SW(09988)、小米集团-W(01810)、腾讯 控股(00700)的沽空金额位居前三,分别为46.33 亿元、14.48 亿元、10.11 亿元。中银香港-R(82388)、中 国平安-R(82318)、中国海洋石油-R(80883)的偏离值位居前三,分别为56.68%、51.38%、48.09%。 | 股票名称 | 沽空金额↓ | 沽空比率 | 偏离值 | | --- | --- | --- | --- | | 阿里巴巴-SW(09988) | 46.33 亿元 | 19.96% | 3.93% | | 小米集团-W(01810) | 14.48 亿元 | 11.32% | -5.60% | | 腾讯控股(00700) | 10.11 亿元 | 10.84% | -5.18% | | 快手-W(01024) | 6.95 亿元 | 19.47% | -3.19% | | 小鹏汽车-W(09868) | 5. ...
贾跃亭IP公司开店铺,一件夹克799;理想汽车将发布AI眼镜;贝壳找房被爆大裁员;马斯克正推进用Grok替代员工丨邦早报
创业邦· 2025-11-26 00:08
Group 1 - Beike's large-scale layoffs involve a 30% reduction in overall staff, with a 50%-60% cut in management levels P8 and above, reflecting survival anxiety after a Q3 report showing a 36.1% drop in net profit to 747 million yuan [2] - Alibaba's Q2 revenue reached 247.8 billion yuan, slightly above estimates, but adjusted net profit fell to 10.35 billion yuan, significantly below expectations [4] - ByteDance plans to launch a new PICO product in 2026, featuring a self-developed chip for real-time processing of high-definition video, with a pixel density nearly nine times that of the iPhone 17 Pro Max [4] Group 2 - NIO's founder expressed confidence in achieving profitability in Q4 2025, driven by strong orders for high-margin models like the new ES8 [13] - Novartis China plans to adjust its county-level business operations starting January 2026, while maintaining its commitment to the county healthcare market [13] - The "Fu Gui Niao" brand is now under new management, which claims that its operations are healthy and normal despite previous bankruptcy reports of its former entity [14] Group 3 - Huawei launched the Mate X7 foldable phone, starting at 12,999 yuan, featuring the Harmony OS 6 and multiple memory configurations [19] - The global smart ring market is expected to see shipments exceed 4 million units in 2025, with Oura holding a 74% market share in the first half of that year [22] - Amazon is pushing its in-house AI programming tool Kiro, advising engineers to avoid third-party tools [15]
新加坡国家AI计划放弃Meta模型,转向阿里千问;腾讯混元OCR模型宣布开源丨AIGC日报
创业邦· 2025-11-26 00:08
Group 1 - Singapore's National AI Strategy is shifting from Meta's model to Alibaba's Qwen, indicating a significant expansion of Chinese open-source AI models globally. Since its full release in 2023, Qwen has surpassed models like Llama and Deepseek, becoming the strongest and most widely used open-source large model, with over 600 million downloads globally [2] - The U.S. plans to establish a comprehensive AI platform, likened to the Manhattan Project, to accelerate AI applications in transformative scientific discoveries. This initiative, called the "Genesis Mission," aims to integrate resources from national laboratories, scientists, businesses, and universities to train foundational models using federal scientific datasets [2] - Elon Musk is advancing the use of Grok to replace employees at X company, significantly reducing the team responsible for trust and safety issues. The team has shrunk from over 100 members to fewer than 20, as Musk plans to fully automate user interest matching through Grok [2] - Tencent has launched the HunyuanOCR model, which is open-source and built on its native multi-modal architecture, achieving state-of-the-art results in various OCR applications with only 1 billion parameters [2]
年内 港股公司合计回购金额逾1500亿港元
Zheng Quan Ri Bao· 2025-11-25 23:44
Core Viewpoint - The Hong Kong stock market has seen a significant increase in share buybacks by companies, indicating confidence in future prospects and helping to stabilize investor sentiment [1][2][3]. Group 1: Share Buyback Activities - As of November 25, 2023, 247 Hong Kong companies have repurchased a total of 6.769 billion shares, amounting to approximately 154.415 billion HKD [1]. - In November alone, 90 companies repurchased shares worth about 8.333 billion HKD [1]. - Major companies leading the buyback activities include Tencent Holdings, HSBC Holdings, and AIA Group, with buyback amounts of 64.143 billion HKD, 30.257 billion HKD, and 17.693 billion HKD respectively [2]. Group 2: Industry Distribution - The buybacks are concentrated in sectors such as financials, information technology, consumer staples, healthcare, and energy [1]. - The information technology sector has the highest number of companies engaging in buybacks, while the healthcare sector stands out in terms of both buyback amounts and numbers [1][2]. Group 3: Market Conditions and Future Outlook - The Hong Kong stock market has shown improved liquidity, with the average daily trading amount reaching a record high of 286.4 billion HKD in Q3 2023 [4]. - Analysts predict a dual opportunity in the market, focusing on high dividend assets and technology growth sectors, particularly those related to AI [5]. - The implementation of a new treasury stock mechanism in June 2024 is expected to encourage more companies to participate in buybacks [3].
智通港股通资金流向统计(T+2)|11月26日
智通财经网· 2025-11-25 23:40
盈富基金(02800)、恒生中国企业(02828)、南方恒生科技(03033)南向资金净流出金额位列市场 前三,分别净流出-51.38 亿、-11.06 亿、-4.24 亿 11月21日,腾讯控股(00700)、小米集团-W(01810)、阿里巴巴-W(09988)南向资金净流入金额位 列市场前三,分别净流入17.35 亿、12.70 亿、11.56 亿 在净流入比方面,深圳高速公路股份(00548)、中国光大银行(06818)、新奥能源(02688)以 58.43%、57.75%、56.76%位列市场前三。 在净流出比方面,标智香港100(02825)、中国东方教育(00667)、中烟香港(06055) 以-100.00%、-67.02%、-59.95%位列市场前三。 前10大净流入比榜 | 股票名称 | 净流入比↓ | 净流入(元) | 收盘价 | | --- | --- | --- | --- | | 深圳高速公路股份(00548) | 58.43% | 443.52 万 | 7.430(-1.59%) | | 中国光大银行(06818) | 57.75% | 8325.48 万 | 3.560(-3. ...