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中概股又在华尔街走红了
虎嗅APP· 2025-10-08 03:22
Core Viewpoint - Chinese concept stocks are regaining popularity on Wall Street, with the KWEB index showing a 50% return this year after a significant decline from 104 USD in early 2021 to 21 USD by the end of 2024, reflecting a nearly 80% drop during a severe bear market [2][3][4] Group 1: Performance of Chinese Stocks - The recent surge in Hong Kong stocks, particularly the Hang Seng Index surpassing 27,000 points, indicates a strong interest from overseas investors, even in the absence of domestic capital due to holidays [3][4] - Major Chinese tech stocks like Alibaba and Baidu have seen significant gains, with Alibaba rising 3.59% and Baidu 2.03%, driven by themes such as cloud services and data centers [3][4] - The performance of Chinese stocks is now closely linked to the AI boom, with companies like Cambricon Technologies reporting a 43-fold increase in revenue and achieving profitability for the first time [7][8] Group 2: Investment Trends and Market Sentiment - International investors are showing unprecedented interest in Chinese stocks, with many investment banks reporting high levels of engagement during recent roadshows [4][21] - The capital expenditure by major Chinese cloud service providers (BAT) has significantly increased, with Alibaba and Baidu's capital expenditures growing by 57% and 30% respectively in Q2 2025 [16][17] - The market is witnessing a shift where foreign investors are beginning to view Chinese tech stocks as undervalued compared to their U.S. counterparts, leading to potential inflows of capital [19][22] Group 3: AI and Data Center Developments - The advancements in self-developed AI chips and the expansion of cloud services among Chinese tech giants are enhancing their valuations and attracting investor interest [4][8] - Companies like GDS and CenturyLink are identified as major beneficiaries of the growing demand for data centers, with their stock prices reflecting this trend [8][9] - The Chinese AI industry is expected to accelerate, with significant investments in infrastructure and technology, positioning it to catch up with global standards [14][15][17]
智通港股通资金流向统计(T+2)|10月8日
Zhi Tong Cai Jing· 2025-10-08 00:21
股票名称 净流出(元)↓ 净流出比 收盘价 中国移动(00941) -6.35 亿 -61.43% 85.000(-0.12%) 中国电信 (00728) -3.59 亿 -113.73% 5.390(-0.19%) 建设银行(00939) -3.38 亿 -18.39% 7.380(+1.10%) 中国财险 (02328) -2.86 亿 -110.28% 17.450(+1.28%) 中国石油化工股份(00386) -2.16 亿 -51.00% 4.070(+0.49%) 长飞 光纤光缆(06869) -1.53 亿 -9.24% 50.350(-8.62%) 中国石油股份(00857) -1.42 亿 -28.47% 7.110(+0.42%) 吉 利汽车(00175) -1.33 亿 -13.99% 18.230(-1.19%) 海尔智家(06690) -1.06 亿 -18.20% 24.840(-0.88%) 中国平 安(02318) -1.04 亿 -5.85% 52.400(+0.29%) 前10大净流入比榜 股票名称 净流入比↓ 净流入(元) 收盘价 GX恒生科技(02837) 462.0 ...
智通ADR统计 | 10月8日
智通财经网· 2025-10-07 23:03
Market Overview - The Hang Seng Index (HSI) closed at 26,857.70, down by 100.07 points or 0.37% as of October 7, 16:00 Eastern Time [1] - The index reached a high of 27,169.45 and a low of 26,849.11 during the trading session, with a trading volume of 47.63 million [1] - The HSI's 52-week high is 27,275.90 and the low is 18,856.77, indicating a trading range of 1.19% [1] Blue-Chip Stocks Performance - Major blue-chip stocks mostly declined, with HSBC Holdings closing at HKD 110.069, down 0.75% from the Hong Kong market close [2] - Tencent Holdings closed at HKD 670.363, down 1.05% compared to the Hong Kong market close [2] Individual Stock Movements - Tencent Holdings (00700) saw a slight increase of 0.59% to HKD 677.500, but its ADR price was HKD 670.363, reflecting a decrease of 7.137 [3] - Alibaba Group (09988) decreased by 2.49% to HKD 180.500, with its ADR price at HKD 176.415, down by 4.085 [3] - HSBC Holdings (00005) increased by 0.91% to HKD 110.900, while its ADR price was HKD 110.069, down by 0.831 [3] - Other notable declines include Xiaomi Group (01810) down 2.09% to HKD 53.850 and JD.com (09618) down 2.14% to HKD 137.200 [3]
四中全会前,人民日报连发八篇钟才文;中国连续11个月增持黄金;特朗普再次暗示将吞并加拿大;固态锂电池,我国有新突破丨每经早参
Mei Ri Jing Ji Xin Wen· 2025-10-07 22:58
Group 1 - The People's Daily published a series of eight articles under the theme "Xi Jinping's Economic Thought Guiding China's Economy," signaling strong confidence and expectations for economic stability ahead of the Fourth Plenary Session of the 20th Central Committee [5] - The U.S. stock market saw a collective decline, with the Dow Jones down 0.2%, Nasdaq down 0.67%, and S&P 500 down 0.38%, driven by a drop in popular tech stocks like Tesla and Google [5] - China's gold reserves increased by 1.24 tons in September, marking the 11th consecutive month of accumulation, with total reserves reaching approximately 2303.523 tons [9] Group 2 - Gold prices continued to rise, with spot gold reaching $3984.14 per ounce and COMEX gold futures closing at $4007.9 per ounce, reflecting a year-to-date increase of over 50% [6][10] - WTI crude oil futures closed at $61.73 per barrel, while Brent crude oil futures slightly decreased to $65.45 per barrel [7] - The World Trade Organization (WTO) raised its global goods trade growth forecast for 2025 to 2.4%, driven by increased demand for AI-related products and a surge in imports ahead of tariff hikes [12]
Three Stocks Driving Emerging Markets ETF Performance in AVEM
Etftrends· 2025-10-07 20:07
Many investors have moved to add significant foreign equities exposure this year, rewarding them with strong performances and returns. Of course, not every segment of international equities is the same. Emerging markets and developed markets offer different opportunities, with differing interest rate and macroeconomic factors at play. One emerging markets ETF, AVEM, has seen major inflows this year amid strong performance, inviting a closer look at its approach and holdings. Elsewhere, however, are some int ...
微信又更新了!撤回消息有大变化
Zheng Quan Shi Bao· 2025-10-07 14:55
Group 1 - The WeChat message recall feature has been updated to include a new option for users to "recall all messages sent in this session" in addition to recalling individual messages [3][5] - This new feature allows users to efficiently recall multiple messages at once, addressing the issue of mistakenly sending multiple messages and the difficulty of recalling them one by one [5] - Currently, this feature is in a limited testing phase and is available to only a small number of users [6] Group 2 - Different types of messages have varying recall time limits: text messages can be recalled within 2 minutes, while files such as Word, Excel, PPT, PDF, MP3, and compressed files can be recalled within 3 hours [8] - Users can send images in a way that allows for recall even after 2 minutes by sending them as files, which can be recalled within 3 hours [9][13]
微信又更新了!撤回消息有大变化
证券时报· 2025-10-07 14:49
Core Points - WeChat has updated its message recall feature, allowing users to recall all messages sent in a single action instead of recalling them one by one [4][6] - The new option "Recall all messages sent this time" enhances efficiency in recalling multiple messages, addressing the issue of mistakenly sent messages [6][8] - The feature is currently in a limited testing phase, available to only a small number of users [8] Message Recall Timing - Messages such as text, voice, emojis, images, videos, and links can be recalled within 2 minutes, while text messages can be edited within 5 minutes after recall [10] - Files like Word, Excel, PPT, PDF, MP3, and compressed files can be recalled within 3 hours after sending [11] - Users can send images in a way that allows for recall even after 2 minutes by sending them as files, which can be recalled within 3 hours [19]
港股公告掘金 | MIRXES-B拟成立合营企业 在马来西亚就癌症早期检测及其他核酸基础检测进行研究、开发、商业化
Zhi Tong Cai Jing· 2025-10-07 12:11
Major Events - Huiying Holdings (00821) plans to establish a joint venture to provide training, professional consulting services, and high-end conference business in the RWA category [1] - MIRXES-B (02629) intends to set up a joint venture for research, development, and commercialization of early cancer detection and other nucleic acid-based tests in Malaysia [1] - Kintor Pharmaceutical-B (02171) will present updates on the research results of CT0596 at the 2025 ASH annual meeting [1] - Energy & Energy Global (01142) has had its mining license revoked by a Russian subsidiary and plans to appeal further [1] Operating Performance - C&D International Group (01908) reported a cumulative contract sales amount of approximately 71.03 billion yuan for the first nine months, representing a year-on-year increase of about 7.5% [1] - Sa Sa International (00178) recorded a total revenue of 1.031 billion HKD for the second quarter, an annual increase of 8.4% [1] Buybacks/Reductions - Hang Seng Bank (00011) repurchased 200,000 shares for 23.9836 million HKD on October 6 [1] - Tencent Holdings (00700) repurchased 815,000 shares for 550.3 million HKD on October 6 [1] - Mengniu Dairy (02319) repurchased 1 million shares for 14.4099 million HKD on October 6 [1] - HSBC Holdings (00005) repurchased 1.49 million shares for 163 million HKD on October 3 [1]
腾讯混元视觉模型跻身全球Top3、国内排名第1
Mei Ri Jing Ji Xin Wen· 2025-10-07 10:33
每经AI快讯,腾讯混元官微10月7日消息,国际大模型竞技场LMArena发布最新视觉模型榜单,腾讯混 元最新视觉模型 Hunyuan-Vision-1.5-Thinking 取得全球第3、国内第1的成绩。 ...
又更新了,撤回消息有大变化!
猿大侠· 2025-10-07 04:10
现在,撤回消息有新变化了。 部分网友发帖称,微信聊天框中长按两分钟内发送的消息并点击"撤回"时,现在有两个选择:"撤回该条消息"和"撤回本次发送的全部消息"。 | 撤回该条消息 | | --- | | 撤回本次发送的全部消息 | | 取消 | 对于微信的撤回小细胞功能大家都不陌生吧?当我们发出消息后,若发现错误,在2分钟内长按消息,选择"撤回",可撤回已发送的消息(包括文字、图片、语音 等),对方会看到"对方撤回了一条消息"的提示。 三小时内可撤回: 也就是说新增了"撤回本次发送的全部消息"选项,点击后就能直接一次性撤回本次发送的全部消息,不需要逐条操作撤回。 无论是发错的文字信息还是图片内容,都可以批量撤回。这样能有效提升消息撤回效率,解决发错多条消息时的燃眉之急,再也不怕发错消息时手忙脚乱却撤不 完的情况了。 但目前该功能还在小范围灰度测试,只有极少数用户可以体验。 关于微信撤回功能我们这里再分享一点冷知识,其实不同的消息类型,撤回的时效也是不同的。 两分钟内可撤回: 目前微信消息,包括文字、语音、表情包、图片、视频、公众号文章、视频号链接、小程序等,都可以在2分钟内撤回,其中文字消息可以在撤回的5分钟内 ...