格隆汇11月3日丨崇达技术(002815.SZ)在投资者互动平台表示，公司目前与阿里、字节、腾讯等客户项 目合作中，相关业务正在积极推进中。 ...

DeepSeek 问世以来， 生成式AI和大模型技术爆发式增长， 让 算法工程师 重新成了炙手可热 的岗位，岗位薪资远超很多 前后端岗位 ，在程序员中稳居前列。 AI的快速发展也给很多程序员带来 更多的机会 ， 很多公司都 投入了巨量资源， 把 人工智能 作 为下一阶段的主要发展方向， 字节，腾讯，京东等大厂增加了很多 AI部门 ，扩招大量的 大模型 和算法人才 。 在 大模型、生成式AI 这些领域，各家公司都给足了诚意，像 DeepSeek最近热招的 大模型全栈 工程师 等 AI核心岗位 更是开出 了 11W*14薪 的天价薪资 ， 年薪高达 154万 ， 还有很多岗位 薪资甚至比往年 提高 40% ， 给广大程序员带来更高的 年龄容忍度 。 距离上岸，也许只差这一次助攻 核心内容 而对于正在求职，转型的各位同学来说，现在也是 最适合 拿下AI算法岗的红利期 。而关键在于 如何拿到这样的高薪， 或者是需要具备什么样的技术、能力才能拿到高薪呢？ 为了解决以上问题，我们打造了一个 《AI算法工程师培养计划》 ，它是 由国内一线大厂在职的 算法leader亲自主讲 ，不仅 广度 上满足大厂的应聘要求， 深度 上也 ...

2、 10月30日晚，比亚迪发布2025年第三季度报告。第三季度公司营收为1949.85亿元，同比下降3.05%；净利润为78.23亿元，同比下降32.60%。数据显 示，10月30日，比亚迪股价下跌0.87%，收报103.61元/股，最新总市值为9446亿元。 3、 据不完全统计，截至30日晚，已有超300家基础化工类上市公司披露2025年三季报，250余家公司前三季度实现盈利。其中，先达股份、苏利股份、贝 斯美、惠柏新材等公司业绩同比增幅超过1000%。 4、 据不完全统计，A股已有113家食品饮料行业上市公司披露2025年三季报。根据Wind数据统计，上述113家公司今年前三季度实现营收总额6308.45亿 元，同比增长1.99%；归属于上市公司股东的净利润合计1376.76亿元，同比微降0.26%。 5、 10月28日，公募基金2025年三季报披露完毕。公募基金最新前十大重仓股出炉，分别是宁德时代、腾讯控股、新易盛、中际旭创、阿里巴巴-W、立 讯精密、工业富联、紫金矿业、中芯国际、贵州茅台。与2025年二季度末相比，中际旭创、工业富联新进成为公募基金前十大重仓股，美的集团、小米集 团-W则退出前十大重 ...

| 股票名称 | 沽空金额↓ | 沽空比率 | 偏离值 | | --- | --- | --- | --- | | 阿里巴巴-SW(09988) | 18.07 亿元 | 11.08% | -4.64% | | 比亚迪股份(01211) | 13.58 亿元 | 24.91% | 6.89% | | 腾讯控股(00700) | 9.77 亿元 | 7.46% | -8.94% | | 泡泡玛特(09992) | 7.40 亿元 | 17.99% | -4.10% | | 小米集团-W(01810) | 7.37 亿元 | 12.11% | -3.51% | | 美团-W(03690) | 6.73 亿元 | 16.71% | -1.87% | | 建设银行(00939) | 6.70 亿元 | 21.27% | -4.62% | | 友邦保险(01299) | 6.44 亿元 | 18.89% | -1.39% | | 中国平安(02318) | 4.92 亿元 | 19.65% | -1.92% | | 石药集团(01093) | 4.46 亿元 | 25.68% | 5.72% | 前十大沽空偏离值排行 ...

智通财经APP获悉，10月28日,华虹半导体（01347）、泡泡玛特（09992）、青岛啤酒股份（00168）南 向资金净流入金额位列市场前三，分别净流入3.88 亿、3.20 亿、3.05 亿 阿里巴巴-W（09988）、南方恒生科技（03033）、腾讯控股（00700）南向资金净流出金额位列市场前 三，分别净流出-5.23 亿、-4.29 亿、-3.55 亿 在净流入比方面，深圳高速公路股份（00548）、安徽皖通高速公路（00995）、联想控股（03396）以 68.48%、64.22%、59.98%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 | 68.48% | | 453.70 万 | 7.270（-0.82%） | | (00548) | | | | | | 安徽皖通高速公路 | 64.22% | | 2170.31 万 | 12.300（+1.74%） | | (00995) | | | | | | 联想控股(03396) | 59.98% | 619 ...

NO.2 鹰角《明日方舟：终末地》将启动新一轮测试 NO.1卡普空《怪物猎人物语3：命运双龙》开启预购 11月2日，卡普空宣布旗下"怪物猎人"IP（具有商业价值的创意内容或品牌）新作《怪物猎人物语3：命 运双龙》正式开启预购，游戏将于2026年3月13日发售，登录索尼PlayStation 5、微软Xbox Series X|S、 任天堂Switch 2及PC平台，支持简体中文。目前，本作在Steam国区标准版价格为298元，豪华版价格为 388元，高级豪华版价格为428元。据官方介绍，这是一款能让玩家化身为与怪物建立牵绊、培育怪物、 与怪物共存的"骑士"，体验《怪物猎人》世界的角色扮演游戏。 点评：卡普空宣布《怪物猎人物语3》定档2026年3月，并确认登录Switch 2等全平台，彰显其对"怪物猎 人"IP长线运营的强大信心。此次跨平台发售策略旨在最大化用户覆盖，其相对高昂的定价也反映了公 司对IP价值的深度挖掘。对游戏行业而言，顶级IP新作的全平台布局或成为行业标杆，推动精品内容的 多平台发行趋势。 10月31日，腾讯北极光工作室旗下女性向恋爱手游《光与夜之恋》鸿蒙版正式上线，支持HarmonyOS 5 ...

Core Viewpoint - Foreign public funds are optimistic about Chinese assets and have significantly increased their positions in the technology growth sector during the third quarter, as revealed by the latest quarterly reports from major foreign fund companies [2][3][4]. Group 1: Fund Positioning and Strategies - Several foreign public funds, including Fidelity and BlackRock, have notably increased their holdings in technology stocks, with Fidelity's fund significantly adding 126,000 shares of the humanoid robot leader, UBTECH, making it their largest holding [2]. - The top ten holdings of Fidelity's fund now include H-shares and A-shares of SMIC and Shanghai Fudan, indicating a strategic focus on key technology players [2]. - The fund managers from Fidelity attribute the strong performance of the technology growth sector to the transitional achievements of the Chinese economy, driven by innovation [2][3]. Group 2: Sector Focus and Future Outlook - The managers of the Robeco China Opportunities Mixed Fund emphasize a balanced growth-oriented portfolio, focusing on high-end manufacturing upgrades, the automotive and electric vehicle supply chain, and AI technology [3]. - Allianz's fund managers express confidence in high-quality technology assets leading the revaluation of Chinese stocks, maintaining a high stock position and achieving good investment returns [3][4]. - BlackRock's fund managers highlight an increased focus on the electronics sector, benefiting from self-sufficient chips and AI-driven PCB cycles, while maintaining a positive outlook on Chinese assets [4]. Group 3: Investment Themes and Asset Allocation - The managers from Allianz suggest that A-shares are becoming increasingly attractive, planning to maintain an "overweight" position in stocks and dynamically adjust based on market conditions [4]. - They also plan to focus on high-quality technology assets that are expected to exceed profit expectations, as well as dividend assets with significant revaluation potential [4]. - Schroders' fund managers note a rebound in industrial profits in August and are optimistic about the potential wealth effect of the stock market on consumption, favoring cyclical and technology sectors [5].

Group 1 - The article discusses the insights shared by Duan Yongping during a recent talk at Zhejiang University, focusing on investment strategies and personal development in the context of current market trends [3][4]. - Duan emphasizes the importance of long-term thinking in decision-making, whether in learning, entrepreneurship, or investment [6][10]. - He warns against the misuse of AI tools, particularly in academic settings, advocating for a balanced approach to technology [6][9]. Group 2 - Duan highlights the necessity of taking risks that one can afford, suggesting that aspiring investors should not chase quick profits but rather focus on sustainable growth [12][14]. - He asserts that good business models do not lead to low-margin markets, indicating that entrepreneurs should carefully consider their market entry strategies [24][25]. - The discussion includes the importance of understanding the essence of business and making informed decisions based on long-term perspectives [29][30]. Group 3 - Duan addresses the challenges of entrepreneurship, stating that those who are meant to start businesses will do so without needing encouragement, and emphasizes the need for genuine passion in entrepreneurial endeavors [18][36]. - He discusses the impact of economic downturns on young people, suggesting that good companies continue to thrive even in tough times, and advises seeking opportunities in reputable firms [93][95]. - The conversation touches on the global expansion of Chinese companies, with Duan noting that successful globalization often depends on the right timing and product-market fit [97]. Group 4 - Duan critiques the notion of blindly following trends, emphasizing that innovation should be purposeful and address real user needs [51][55]. - He discusses the balance between risk and reward in investment, particularly in high-risk scenarios, advocating for a thorough understanding of the business model before investing [84][90]. - The article concludes with reflections on the nature of value investing, stressing that it is fundamentally about investing in value rather than speculative gains [79][81].

时代的风口再次转向，这一次，站在10亿用户肩膀上的微信电商，正悄然重塑整个电商格局。 今年5月14日，微信正式成立电商部门，由小程序创始人曾明掌舵，直接向微信之父张小龙汇报。这一组织变动，在电商行业激起千层浪。 张小龙，这位打造了QQ邮箱和微信的"产品之神"，第三次出手，目标直指电商领域。 腾讯公司高层明确表示，未来5年将持续打造微信小店交易系统，充 分发挥社交属性优势。 微信日活用户高达10.9亿，月活用户约14亿。这一数据远超淘某宝和抖某音。更重要的是，微信占据用户平均每天超过90分钟的使用时间，这种粘性是任何 电商平台都无法比拟的。 第三，闭环体验无缝。 从公众号内容种草，到小程序下单，再到支付，全部在微信内完成。传统电商需要不断跳转应用，用户流失率高达20%。 第四，私域流量自主可控。 淘某宝、抖某音的流量属于平台，而微信好友、粉丝群是商家自己的资产，不会被算法调整一夜之间失去流量。 第五，门槛极低。 无需复杂运营技巧，普通人也能借助社交关系轻松起步。这正是"推客"模式能够快速崛起的关键。 "未来5-10年，你再找不到一个比微信电商更大、更有实力的平台，而且它才刚刚开始。"一位早期入驻的商家如此感慨。 ...

Investment Rating - Industry rating: Recommended [4] Core Views & Investment Suggestions - The meeting between the US and China leaders reached important consensus, marking substantial progress in bilateral economic and trade relations. The agreement includes the cancellation of 10% of fentanyl-related tariffs and the extension of the suspension period for 24% of reciprocal tariffs by one year. Both sides also agreed to suspend certain export control measures [2][23] - OpenAI is preparing for its initial public offering (IPO), with an expected annual revenue of approximately $20 billion and a potential valuation of $1 trillion. This rapid development underscores the commercialization potential of AI technology, which is expected to reshape industry valuation systems and attract global capital to the AI sector [3][24] - The report suggests a cautious optimism regarding trade negotiations, highlighting AI as a highly certain investment direction amid increasing global macroeconomic volatility. The performance gap between US and Chinese models is narrowing, and the open-source path is driving the rise of domestic ecosystems [3][25] Summary by Sections Market Overview - In the 43rd week of 2025, the Shanghai Composite Index rose by 0.11%, while the CSI 300 Index fell by 0.43%. The ChiNext Index increased by 0.5%. The Hang Seng Index decreased by 1.5%, and the Hang Seng Internet Index fell by 0.97%. The SW Media Index dropped by 0.06%, ranking 21st among 31 industries [1][11] Sub-industry Data Film Industry - The top three films by box office for the week were "The Life of the Stray" with a box office of 20.06 million yuan (17.3% market share), "Sky Warrior: The Last Strike" with 16.91 million yuan (14.5%), and "The Volunteer Army: Bloodbath for Peace" with 12.12 million yuan (10.4%) [27][28] Gaming Industry - The top three iOS games by revenue were "Honor of Kings," "Love and Deep Space," and "Endless Winter." The top three Android games by popularity were "Heart Town," "Honor of Kings," and "Kara Bichu" [30][31] TV Series Industry - The top three TV series by broadcasting index were "Water Dragon Chant," "Heaven and Earth Sword Heart," and "Dark River Transmission," with indices of 82.2, 82.1, and 82.0 respectively [33][34] Variety and Animation - The top variety show was "Now Departing Season 3" with a broadcasting index of 80.8, followed by "Flowers and Youth Season" and "Wonderful Night Season 2." The top three animated shows were "Immortal Reversal," "Swallowing the Starry Sky," and "Happy Hammer" [35][38]