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智通港股通持股解析|12月18日
智通财经网· 2025-12-18 00:32
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 ...
AI早报 | 腾讯大模型团队架构调整,OpenAI据悉正洽谈从亚马逊融资至少100亿美元
Xin Lang Cai Jing· 2025-12-18 00:25
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 ...
智通港股沽空统计|12月18日
智通财经网· 2025-12-18 00:21
Core Viewpoint - The report highlights the top short-selling stocks in the Hong Kong market, indicating significant investor sentiment and potential market movements for these companies [1][2]. Group 1: Top Short-Selling Ratios - Sun Hung Kai Properties (80016), BYD Company (81211), and JD Health (86618) have the highest short-selling ratios at 100.00% [1][2]. - SenseTime (80020) follows with a short-selling ratio of 87.67%, while Xiaomi Group (81810) has a ratio of 84.37% [2]. Group 2: Top Short-Selling Amounts - Xiaomi Group leads in short-selling amount with HKD 1.43 billion, followed by Alibaba (09988) at HKD 1.368 billion and Tencent Holdings (00700) at HKD 1.251 billion [1][2]. - China Ping An (02318) and Meituan (03690) also feature prominently with short-selling amounts of HKD 1.115 billion and HKD 956 million, respectively [2]. Group 3: Top Short-Selling Deviation Values - Xiaomi Group (81810) has the highest deviation value at 41.14%, indicating a significant difference from its average short-selling ratio [1][2]. - BYD Company (81211) follows closely with a deviation value of 40.41%, while Far East Consortium (00035) has a deviation of 33.08% [2].
小米自研大模型MiMo-V2-Flash正式开源上线;腾讯混元世界模型1.5发布丨AIGC日报
创业邦· 2025-12-18 00:07
Group 1 - Xiaomi has officially launched its self-developed AI model Xiaomi MiMo-V2-Flash, marking a new language foundation towards the Agent era [2] - Xiaopeng Motors' chairman He Xiaopeng believes there is currently no AI bubble and sees significant future opportunities in the AI market [2] - Tencent has released its HY WorldPlay model 1.5, allowing users to create interactive worlds through text descriptions or images [2] - OpenAI announced that Apple Music will soon integrate with ChatGPT, expanding its application ecosystem [2]
马斯克预测某车企:必死;“天才少女”罗福莉首秀,称小米开源模型全球前二;好特卖回应新加盟叫停;玛莎拉蒂APP遭下架丨邦早报
创业邦· 2025-12-18 00:07
Group 1 - Elon Musk predicts Ford's electric strategy will lead to its demise, citing a $19.5 billion asset impairment and the halt of F-150 Lightning production as key factors [3] - Tesla's market value surpassed $1.6 trillion, with a single-day increase of $48.5 billion, reflecting investor confidence in electric vehicle technology [3] - Xiaomi's new model, MiMo-V2-Flash, has been released and is capable of deep thinking and real-time data retrieval, indicating advancements in AI capabilities [18] Group 2 - Luckin Coffee is reportedly considering acquiring Blue Bottle Coffee, although Blue Bottle has not confirmed this information [13] - OpenAI is in talks with Amazon for a potential investment of at least $10 billion, which could elevate OpenAI's valuation to over $500 billion [14] - Databricks has completed over $4 billion in Series L funding, raising its valuation to $134 billion, indicating strong investor interest in data and AI sectors [17] Group 3 - BYD has initiated comprehensive testing for L3 autonomous driving in Shenzhen, completing over 150,000 kilometers of real-world validation [18] - The Chinese music theater market is projected to generate over 1.8 billion yuan in ticket revenue by 2025, with a growing number of performances and audience engagement [22] - The foldable smartphone panel shipment is expected to grow by 46% in 2026, driven by Apple's first foldable device, with Samsung Display likely to capture over 50% market share [22]
智通港股通资金流向统计(T+2)|12月18日
智通财经网· 2025-12-17 23:33
智通财经APP获悉,12月15日,小米集团-W(01810)、中国平安(02318)、美团-W(03690)南向资 金净流入金额位列市场前三,分别净流入13.82 亿、11.88 亿、7.10 亿 腾讯控股(00700)、华虹半导体(01347)、中国移动(00941)南向资金净流出金额位列市场前三, 分别净流出-7.76 亿、-5.56 亿、-5.50 亿 在净流入比方面,工银南方中国(03167)、上海实业控股(00363)、奥克斯电气(02580)以 100.00%、74.08%、73.00%位列市场前三。 在净流出比方面,中国银河(06881)、361度(01361)、中信证券(06030) 以-57.12%、-55.99%、-54.85%位列市场前三。 | 股票名称 | 净流出(元)↓ | 净流出比 | 收盘价 | | --- | --- | --- | --- | | 腾讯控股(00700) | -7.76 亿 | -8.45% | 603.000(-2.11%) | | 华虹半导体(01347) | -5.56 亿 | -20.09% | 67.300(-6.40%) | | 中国移动(0094 ...
莉莉丝代理《帕萌战斗日记》国服开启预约;腾讯《逆战:未来》PC版先遣测试招募启动 丨游戏早参
Mei Ri Jing Ji Xin Wen· 2025-12-17 23:16
NO.2腾讯《逆战:未来》PC版先遣测试招募启动 NO.1莉莉丝代理《帕萌战斗日记》国服开启预约 12月17日,莉莉丝游戏宣布代理的手游《帕萌战斗日记》,正式在TapTap、好游快爆等国内核心游戏渠 道启动预约。这款由北京乌撒尔研发的作品,其海外版本《Palmon: Survival》已实现累计超2亿元收 入,国服于2025年6月顺利拿下游戏版号,此次预约开启标志着其正式进入国内市场冲刺阶段。 12月17日消息,腾讯旗下经典产品续作《逆战:未来》正式启动PC版本先遣品鉴测试招募,招募周期 为12月16日至12月19日,受邀玩家将于12月23日率先体验游戏内容。作为承载着千万玩家情怀的IP续 作,此次PC端测试招募标志着游戏双端布局进入关键验证阶段。 NO.3沐瞳《银与绯》半周年庆12月25日启幕 (文章来源:每日经济新闻) 12月17日消息,沐瞳科技宣布旗下暗黑哥特幻想卡牌手游《银与绯》半周年庆典将于12月25日正式开 启。作为沐瞳首款核心向二次元产品,此次庆典推出全新盛装皮肤"圣咏调律",搭配多重福利活动,为 玩家带来内容更新与福利回馈双重惊喜。 ...
智通ADR统计 | 12月18日
智通财经网· 2025-12-17 22:41
Market Overview - The three major U.S. stock indices all experienced declines on Wednesday, while the Hang Seng Index ADR rose, closing at 25,347.63 points, down 121.15 points or 0.48% compared to the Hong Kong close [1]. Hang Seng Index ADR Details - The Hang Seng Index ADR had a high of 25,539.75 and a low of 25,311.91, with a trading volume of 37.8613 million [2]. - The average price for the ADR was 25,425.83, with a previous close of 25,468.78 [2]. Major Blue-Chip Stocks Performance - HSBC Holdings closed at 118.414 HKD, up 0.78% compared to the Hong Kong close [3]. - Tencent Holdings closed at 595.34 HKD, down 1.6% compared to the Hong Kong close [3]. - Alibaba Group closed at 146.000 HKD, up 1.25%, while its ADR was 143.049 HKD, down 2.02% [4]. - Other notable stocks include AIA Group, which closed at 80.950 HKD, up 1.44%, and Xiaomi Group, which closed at 41.220 HKD, up 0.78% [4].
陆家嘴财经早餐2025年12月18日星期四
Wind万得· 2025-12-17 22:34
3. 工信部部长李乐成会见美国超威半导体公司(AMD)董事会主席兼首席执行官苏姿丰, 双方就加强数字经济、人工智能领域合作等议题进行交流。 1. 中金公司吸收合并东兴证券、信达证券方案出炉! 根据公告,每股东兴证券、信达证券股票能换取中金公司股票的比例,分别确定为1:0.4373、 1:0.5188。三家公司股票将于12月18日复牌。合并后,中金公司将成为行业第四家总资产跨入"万亿俱乐部"的券商。 2.全球白银市场正迎来历史性时刻,短短数周内开启连续刷新纪录的上涨行情。 12月17日,现货白银价格接连突破65美元/盎司、66美元/盎司两道关口, 并向67美元/盎司逼近。 今年以来,现货白银涨幅已达约130%,是同期黄金期货涨幅的2倍。供需失衡、美联储降息以及资金涌入共同催生了白银本轮 的"疯涨"行情。 1.据证券时报,"十五五"开局之年,适度宽松的货币政策要努力推动实现经济增长、物价回升,这首先要求明年金融总量保持合理增长,充分满足实体经 济融资需求。 市场机构普遍预计明年降准、降息分别有0.5个、0.1个百分点左右的空间。 根据中央经济工作会议要求,明年结构性工具将聚焦扩大内需、 科技创新、中小微企业等重点 ...
腾讯控股(00700.HK):海外云与游戏双轮驱动 AI赋能构筑新增长引擎
Ge Long Hui· 2025-12-17 20:14
Core Insights - Tencent is focusing on expanding its overseas cloud and gaming businesses, leveraging its technological advantages and local service capabilities to capture growth opportunities in international markets [1][4][6]. Overseas Cloud Business - Tencent Cloud adopts an "infrastructure-first" strategy, accelerating data center deployment globally, currently covering 22 regions [1]. - The company plans significant investments in overseas infrastructure, including $150 million in the Middle East and $500 million in Indonesia for new data centers [1]. - Tencent Cloud's competitive edge lies in its leading technology and localized services, successfully migrating key clients like GoTo in Indonesia and Charoen Pokphand Group in Thailand [4][6]. Overseas Gaming Business - Tencent's overseas gaming revenue is projected to reach 75.7 billion yuan in 2025, with a year-on-year growth of 31%, driven by its industrialization capabilities and strategic acquisitions [2][6]. - The company is increasingly collaborating with game development teams, enhancing its Game as a Service (GaaS) model to replicate successful domestic strategies in international markets [2][7]. AI Empowerment in Gaming - AI tools are being extensively utilized in game development, with 95% of employees at Tencent's Photon Studio using AI to enhance production efficiency and user experience [3][8]. - The company is advancing AI capabilities beyond traditional models, achieving real-time scene generation and improving player retention through AI-driven features [3][9]. Future Outlook - Tencent is positioned to benefit from the growing demand for cloud services among Chinese enterprises going global and the local SaaS market, particularly in Southeast Asia [5][6]. - The company aims to enhance its GaaS operations and IP value through cross-media development and AI integration, ensuring long-term brand sustainability [7][8].