每经AI快讯，科技股今早集体承压。截至发稿，阿里巴巴-W(09988.HK)跌1.3%，报144.1港元；华虹半 导体(01347.HK)跌1.32%，报67.3港元；腾讯(00700.HK)跌0.41%，报602.5港元。 ...

中金称，甲骨文股价下跌表明，单纯依靠讲资本开支故事的阶段或已过去，投资者现在需要看到真实的 回报，而不是永无止境的投入。浦银国际认为，流动性因素及美国AI板块回调令港股市场情绪承压。 在缺乏新催化剂的情况下，短期港股市场情绪或将进入震荡修复期，投资者无需盲目悲观，但或未到全 面抄底的时机。 消息面上，隔夜美股科技股集体下跌，甲骨文跌超5%，股价回落至178美元附近，至此甲骨文几乎抹去 年内大部分涨幅。据报道，甲骨文密歇根数据中心合作伙伴Blue Owl Capital，因担忧其债务与AI支出 问题，拒绝为其价值100亿美元的数据中心项目注资，相关谈判已陷入僵局。对此，甲骨文证实Blue Owl退出，但称项目的股权交易最终谈判进展按计划进行，整体推进符合预期。 科技股今早集体承压，截至发稿，阿里巴巴-W(09988)跌1.3%，报144.1港元；华虹半导体(01347)跌 1.32%，报67.3港元；腾讯(00700)跌0.41%，报602.5港元。 ...

消息面上，隔夜美股科技股集体下跌，甲骨文跌超5%，股价回落至178美元附近，至此甲骨文几乎抹去 年内大部分涨幅。 据报道，甲骨文密歇根数据中心合作伙伴Blue Owl Capital，因担忧其债务与AI支出 问题，拒绝为其价值100亿美元的数据中心项目注资，相关谈判已陷入僵局。对此，甲骨文证实Blue Owl退出，但称项目的股权交易最终谈判进展按计划进行，整体推进符合预期。 智通财经APP获悉，科技股今早集体承压，截至发稿，阿里巴巴-W(09988)跌1.3%，报144.1港元；华虹 半导体(01347)跌1.32%，报67.3港元；腾讯(00700)跌0.41%，报602.5港元。 中金称，甲骨文股价下跌表明，单纯依靠讲资本开支故事的阶段或已过去，投资者现在需要看到真实的 回报，而不是永无止境的投入。浦银国际认为，流动性因素及美国AI板块回调令港股市场情绪承压。 在缺乏新催化剂的情况下，短期港股市场情绪或将进入震荡修复期，投资者无需盲目悲观，但或未到全 面抄底的时机。 ...

| 02319 | 蒙牛乳业 | 20.00 | 302.27 | 15.120 | 15.100 | 60324.13 | | --- | --- | --- | --- | --- | --- | --- | | 01651 | 津上机床中 | 8.50 | 279.04 | 33.000 | 32.740 | 24126.82 | | | 国 | | | | | | | 02038 | 富智康集团 | 14.40 | 274.34 | 19.130 | 18.800 | 10238.34 | | 01681 | 康臣药业 | 17.80 | 264.22 | 14.960 | 14.780 | 18379.42 | | 01672 | 歌礼制药-B | 20.00 | 260.12 | 13.170 | 12.550 | 7305.02 | | 06826 | 昊海生物科 技 | 9.17 | 227.59 | 25.060 | 24.720 | 15119.67 | | 00732 | 信利国际 | 200.00 | 215.00 | 1.080 | 1.070 | 17853.72 | | 0251 ...

Macro and Strategy - The U.S. non-farm employment data for October and November indicates a lukewarm job market, suggesting that conditions for interest rate cuts are not yet ripe. November saw an increase of 64,000 jobs, surpassing the expected 50,000, while the unemployment rate rose to 4.6%, above the anticipated 4.4% [7]. Industry and Company - Recent regulatory policies on fund management are expected to have a long-term impact on the market, emphasizing a tool-oriented approach and potentially increasing style competition in the short term. The new regulations aim to enhance the quality of public fund management, linking the performance assessment of fund managers and sales personnel to investor interests [7]. - Tencent Holdings (00700.HK) is leveraging its overseas cloud and gaming businesses, with AI integration driving new growth engines. The company has expanded its cloud infrastructure globally, covering 22 regions, and is focusing on SaaS and PaaS services, particularly in Asia and the Middle East [8][9]. - Tencent's overseas gaming revenue is projected to reach 75.7 billion RMB in 2025, accounting for 32% of its total gaming revenue, driven by its industrialization capabilities and strategic acquisitions [9]. - Salesforce (CRM.N) reported a revenue of $10.26 billion for Q3 2025, a 9% year-on-year increase, driven by strong performance in its AI-driven products. The company also saw a significant rise in its remaining performance obligations, reaching $29.4 billion, indicating robust future revenue potential [11][12]. Financial Engineering - The market sentiment appears to be stabilizing, with a narrowing of the discount on major contracts. As of December 17, 2025, the annualized discount rates for various index futures are as follows: IH at 0.29%, IF at 3.74%, IC at 4.69%, and IM at 9.94% [14][16]. - The dividend yield for the CSI 300 index stands at 2.11%, with a remaining yield of 0.16%, indicating a focus on dividend-paying stocks in the current market environment [15].

Key Points - Apple is in talks with Indian semiconductor manufacturers to assemble and package iPhone chips in India, marking a shift from just final assembly to more complex semiconductor packaging [4][5] - Tencent has upgraded its large model research architecture, establishing new departments to enhance its AI capabilities, with a former OpenAI researcher appointed as chief AI scientist [7][8] - Xiaomi's new model, MiMo-V2-Flash, was launched by "genius girl" Luo Fuli, achieving a top 2 ranking among global open-source models [12] - MiniMax and Zhiyu have passed the Hong Kong Stock Exchange hearing, aiming to become the first publicly listed large model companies [21][22] - Neta Auto has established a new company named "Qianhe Auto" for restructuring purposes amid financial difficulties [24][25] - OPPO's executive shared a humorous experience of meeting a fan while undergoing dental surgery, highlighting the company's engagement with consumers [27][28] - Meta is planning layoffs in its metaverse department, reallocating resources towards AI smart glasses due to better market performance [44][45] - BYD has commenced comprehensive testing of its L3 autonomous driving technology, having completed over 150,000 kilometers of road validation [34] - Xiaomi plans to invest approximately 400 billion yuan in R&D in 2026, as part of a larger 2 trillion yuan investment over the next five years [40][41] - iRobot has entered bankruptcy and is being acquired by its main manufacturer, Sunkwan Group, which will retain the iRobot brand and continue operations in China [39][40]

说起大名鼎鼎的硅谷钢铁侠埃隆马斯克，大家肯定都是耳熟能详，这几年更是经常出现在各个媒体的头版头条，就在最近马斯克却表示在中国你可以只用微 信生活，他的X真的能复刻微信的玩法与生态吗？ 一、马斯克说在中国你可以只用微信生活 据环球网的报道，据Economic Times报道，在和Zerodha联合创始人尼基尔·卡马斯（Nikhil Kamath）的对话中，特斯拉首席执行官埃隆·马斯克（Elon Musk） 再次明确表示，想要把社交平台X打造成中国以外的"微信升级版（WeChat++）"，使其兼具信息发布与金融支付等多种功能。 此次交流发生在播客节目"People by WTF"中，马斯克详细阐述了他的核心目标，即把X转变为一个功能高度集成的"超级应用"。他直言自己十分欣赏拥有一 个统一平台的概念，用户在这个平台上能够随心所欲地开展各类活动。 马斯克在采访中表示："在中国你可以只用微信生活，一个软件能聊天付款，在中国以外不存在这样的软件。"对于微信的夸赞，马斯克已经不止一次。 之前，马斯克就曾直言，你在中国，基本可以生活在微信里，它什么都能做到。它有点像推特加贝宝（Paypal），再加一大堆其他东西，这些产品融为 ...

格隆汇勾股大数据显示，腾讯控股(00700)、快手-W(01024)、创科实业(00669)、吉利汽车(00175)、中远 海控(01919)、碧桂园服务(06098)、巨子生物(02367)、锦欣生殖(01951)、中国飞鹤(06186)、百融云- W(06608)、科济药业-B(02171)、金山软件(03888)、德康农牧(02419)、海吉亚医疗(06078)、瑞声科技 (02018)、明源云(00909)、固生堂(02273)、酷派集团(02369)、中国石油化工股份(00386)、蒙牛乳业 (02319)、津上机床中国(01651)、富智康集团(02038)、康臣药业(01681)、歌礼制药-B(01672)、昊海生物 科技(06826)、信利国际(00732)、锅圈(02517)、一脉阳光(02522)、医渡科技(02158)、绿城服务(02869)、 多点数智(02586)、同道猎聘(06100)、威高股份(01066)、联易融科技-W(09959)、海尔智家(06690)、连 连数字(02598)、北森控股(09669)、博雅互动(00434)、绿茶集团(06831)、鹰瞳科技-B(0225 ...

3、港股通最近5个交易日减持榜（前10名） | 公司名称 | 持股数量 | 最新持股比例 | | --- | --- | --- | | 中国电信(00728) | 100.31亿股 | 72.27% | | 绿色动力环保(01330) | 2.83亿股 | 70.08% | | 大眾公用(01635) | 3.72亿股 | 69.75% | | 凯盛新能(01108) | 1.70亿股 | 67.86% | | 天津创业环保股份(01065) | 2.27亿股 | 66.77% | | 中国神华(01088) | 22.44亿股 | 66.44% | | 中远海能(01138) | 8.26亿股 | 63.69% | | 南方恆生科技(03033) | 87.26亿股 | 63.48% | | 弘业期货(03678) | 1.54亿股 | 61.48% | | 广汽集团(02238) | 17.21亿股 | 61.16% | | 昊天国际建投(01341) | 67.83亿股 | 61.13% | | 万科企业(02202) | 13.09亿股 | 59.31% | | 广发証券(01776) | 10.0 ...

多模态AI企业智象未来近日完成A+轮融资 12月17日消息，智通财经获悉，多模态AI企业智象未来宣布完成A+轮融资，京东集团、金华市金婺赋 能基金联合参投，资金将用于核心业务拓展与技术研发。据知情人士透露，智象未来已启动B轮融资筹 备，计划2026年初完成交割。本次A+轮融资具体金额及细节暂未披露。 中国灵巧手全球"圈粉"：星动纪元XHAND 1成多国机器人厂商"标配" 据环球网报道，近期，美国机器人基础模型公司 Skild AI 曝出融资动态——软银、英伟达正洽谈牵头对 其投资超10亿美元，投后估值约140亿美元，较其2024年5月47亿美元估值增长近三倍。值得关注的是， 这家专注机器人"大脑" 研发、不涉足硬件制造的企业，在验证大模型复杂灵巧操作泛化能力的核心环 节，给出的答案是选用中国具身智能企业星动纪元自研的全直驱五指灵巧手星动 XHAND 1。 腾讯大模型团队架构调整，前OpenAI研究员姚顺雨任要职 腾讯近期完成了一次组织调整，正式新成立AI Infra部、AI Data部、数据计算平台部。12月17日下午发 布的内部公告中，腾讯表示，Vinces Yao将出任"CEO/总裁办公室"首席AI科学家 ...