融券方面，当日融券卖出3.66万股，净买入0.67万股。 8月26日，沪深两融数据显示，中兴通讯获融资买入额15.30亿元，居两市第7位，当日融资偿还额20.55 亿元，净卖出52552.58万元。 最近三个交易日，22日-26日，中兴通讯分别获融资买入31.10亿元、29.85亿元、15.30亿元。 ...

智通财经APP获悉，根据2025年8月26日披露数据，龙蟠科技（02465）、中州证券（01375）、光大证 券（06178）港股通持股占比增加值最大，分别增加1.64%、1.45%、1.25%；速腾聚创（02498）、重庆 钢铁股份（01053）、上海復旦（01385）港股通持股占比减少值最大，分别减 少-1.78%、-1.31%、-1.17%。 在最近有统计数据的5个交易日内，中兴通讯（00763）、京城机电股份（00187）、龙蟠科技（02465） 港股通持股占比增加值最大，分别增加8.07%、7.14%、6.75%；盈富基金（02800）、南京熊猫电子股 份（00553）、南方恆生科技（03033）港股通持股占比减少值最大，分别减 少-6.38%、-3.31%、-3.00%。 具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新日占比增持榜（前20名） | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 龙蟠科技(02465) | +1.64% | 53.40% | | 中州证券(01375) | +1.45% | 62.41% | | 光大证券(0 ...

Core Insights - The top three companies by Hong Kong Stock Connect holding ratios are China Telecom (00728) at 74.62%, Green Power Environmental (01330) at 70.04%, and Kaisa New Energy (01108) at 68.12% [1] - Tencent Holdings (00700), Meituan-W (03690), and ZTE Corporation (00763) saw the largest increases in holding amounts over the last five trading days, with increases of +3.382 billion, +2.818 billion, and +1.546 billion respectively [1] - The largest decreases in holding amounts were observed in the Yingfu Fund (02800) at -11.264 billion, Hang Seng China Enterprises (02828) at -6.714 billion, and Southern Hang Seng Technology (03033) at -2.995 billion [1] Hong Kong Stock Connect Latest Holding Ratios - China Telecom (00728): 10.356 billion shares, 74.62% holding ratio [1] - Green Power Environmental (01330): 0.283 billion shares, 70.04% holding ratio [1] - Kaisa New Energy (01108): 0.170 billion shares, 68.12% holding ratio [1] - China Shenhua (01088): 2.300 billion shares, 68.08% holding ratio [1] - Tianjin Chuangye Environmental Protection (01065): 0.219 billion shares, 64.42% holding ratio [1] Recent Increases in Holdings (Last 5 Trading Days) - Tencent Holdings (00700): +3.382 billion, +5.5489 million shares [1] - Meituan-W (03690): +2.818 billion, +23.4807 million shares [1] - ZTE Corporation (00763): +1.546 billion, +44.259 million shares [1] - AIA Group (01299): +0.947 billion, +12.8988 million shares [1] - SMIC (00981): +0.778 billion, +13.835 million shares [1] Recent Decreases in Holdings (Last 5 Trading Days) - Yingfu Fund (02800): -11.264 billion, -43.28915 million shares [3] - Hang Seng China Enterprises (02828): -6.714 billion, -71.8073 million shares [3] - Southern Hang Seng Technology (03033): -2.995 billion, -52.7726 million shares [3] - XPeng Inc. (09868): -2.051 billion, -21.78 million shares [3] - Hua Hong Semiconductor (01347): -0.834 billion, -15.681 million shares [3]

中兴通讯 中芯国际 华虹公司 东风集团股份 中兴通讯 中芯国际 分时图 日K线 周K线 月K线 45.02 -0.82 -1.79% 3.12% 2.07% 1.05% 0.00% 1.05% 2.07% 3.12% 44.41 44.89 45.36 45.84 46.32 46.79 47.27 09:30 10:30 11:30/13:00 14:00 15:00 0 277万 553万 830万 8月25日港股市场，北水成交净卖出13.76亿港元，其中港股通(沪)成交净卖出24.36亿港元，港股通(深)成交净买入10.6亿港 元。 北水净买入最多的个股是阿里巴巴-W(09988)、快手-W(01024)、中兴通讯（000063）(00763)。北水净卖出最多的个股是盈 富基金(02800)、小米集团-W(01810)、中芯国际(00981)。 | 港股通(沪)活跃成交股 | | --- | | 腾讯控股 | 15.57 乙 | 17.09亿 | 32.66亿 | | --- | --- | --- | --- | | HK 00700 | | | -1.52 乙 | | 小米集团-W | 9.20亿 ...

Group 1 - The core event "ZTE AI Home Experience Day" showcased how AI technology can enhance family life and emotional connections, featuring interactive experiences and expert exchanges [1] - The event included three main experience zones: "Seamless Connectivity," "Vibrant Interaction," and "Safe Enjoyment," highlighting ZTE's innovative AI home terminal products [1] - The "Seamless Connectivity" zone focused on comprehensive home network coverage with products like the Wenti BE6800Pro+ router and 5G portable WiFi, facilitating emotional communication and information sharing among family members [1] Group 2 - The AI technology is significantly reshaping the industry landscape, with unprecedented growth opportunities in the AI terminal market, expanding from traditional networks to "network, computing, screen, and body" [2] - ZTE aims to leverage its annual shipment of over 100 million home terminals and its service foundation for billions of families to drive the development of AI home products, focusing on AI home networks, computing, smart screens, and robots [2] - The company emphasizes its commitment to "All in AI" and "AI for All," investing in AI infrastructure and providing intelligent solutions across various sectors, while also exploring innovative products like embodied intelligent robots [2][3] Group 3 - ZTE plans to deepen its investment in AI, using "connectivity + computing" as a lever to accelerate the deployment and upgrading of AI infrastructure, promoting the integration of AI technology into industry applications and personal life [3]

昨天，我们说A股是"大"、"猛"、"快"，放到今天，依然是适用的： 成交额依然大 ，今天虽然缩量，但还在2.7万亿以上，连续第10个交易日站上2万亿； 融资盘还是猛 ，我们下面会聊到； 今天如果我们把目光放大一点的话，下图，从昨晚美股开始，全球风险资产都在下跌，回吐了一部分鲍师傅周五讲话后的涨幅，法国因为国内政 治危机，跌幅更大一点，而我们看美债这边， 30年美债日内上了5bps ，重新逼近5%，因此，回吐也有回吐的逻辑。 当然，A股和外围的相关性，目前其实是非常弱的，说好听点是自我为主，说难听点是比较封闭，因此还是走的自己的逻辑。 指数其实冲的还是快 ，今天，wind全A虽然收盘微跌0.09%，但日内高点，其实已经破了6200点，按照我们此前统计的逻辑，相当于从6000点到 6100点，用了1个交易日，从6100点到6200点，还是只用了1个交易日，惯性仍在。 今天，我还是给大家拉几张图，解释一下当下的市场。 第一，昨日融资买入额，创下历史次高，而今天，杀的就是融资盘。 下图，我解释一下，我把0924以来， 融资盘，单日"净买入"的前十大 都拉了出来，从左到右，依次排列，就是蓝色的柱子；而 橙色的柱子，是 ...

Core Insights - The 2025 China Computing Power Conference showcased significant breakthroughs in computing power, including the "Jiuzhou" computing power optical network developed by China Mobile, achieving 10 EFLOPS, capable of performing 100 trillion calculations in one second [1] - The conference highlighted ten major advancements in China's computing industry, focusing on both core underlying technologies and ecological solutions that enhance efficiency and sustainability [1][2] - These advancements are expected to drive GDP growth by over 12.6 billion yuan, indicating a strong economic impact from the computing power sector [1] Group 1: Major Breakthroughs - China Mobile's "Jiuzhou" optical network is the world's largest 400G all-optical inter-provincial backbone network [1] - Shanxi Qineng's integrated platform for computing and electricity saves 10 million yuan in electricity costs annually and reduces carbon emissions by 100,000 tons [1] - Super Fusion's FusionOne AI solution enables rapid deployment of AI applications, with over 500 projects already implemented [1] Group 2: Collaborative Technologies - China Telecom's "Wide-area Intelligent Computing Lossless Networking Technology" allows efficient collaboration between distant data centers [2] - China Unicom's "Distributed Training and Inference Key Technology" ensures efficient and secure AI training while protecting data privacy [2] - Lenovo's "Comprehensive Large Model Training and Inference Solution" enhances model inference performance by ten times and enables rapid fault recovery [2] Group 3: Ecosystem Development - Alibaba Cloud's heterogeneous GPU cloud platform facilitates collaboration among different brands of domestic GPUs, supporting over 100 major projects [2] - ZTE's intelligent computing supernode system enables large-scale high-speed interconnection of domestic GPU cards, supporting training of models with over one trillion parameters [2] - Shanghai AI Laboratory's DeepLink solution allows large-scale mixed training across provinces, optimizing national computing resources [2][3]

Core Insights - ZTE Corporation is focusing on the integration of AI and ICT, emphasizing "AI for ALL" to provide intelligent solutions across various industries and enhance user experiences in households [2][3][4] Group 1: AI Strategy and Innovations - ZTE is committed to "All in AI," accelerating the deployment of AI infrastructure through a comprehensive range of solutions including AI hardware, platforms, and intelligent terminals [2][3] - The company has introduced a series of intelligent computing servers and energy solutions to meet diverse infrastructure needs, supporting various AI models for efficient application deployment [3] - ZTE's strategy includes a foundational model library and multiple domain-specific models to address challenges in AI application performance and efficiency [3] Group 2: Market Opportunities and Product Offerings - The AI terminal market is experiencing unprecedented growth, with ZTE leveraging its annual shipment of over 100 million household terminals to enhance smart home solutions [4] - ZTE aims to provide four core AI household products: AI home network, AI computing, AI smart screens, and AI household robots, driving the smart home upgrade [4] - The company plans to deepen investments in AI, focusing on the synergy of connectivity and computing to foster an open and collaborative AI ecosystem [4]

香港联交所最新资料显示，8月20日，瑞银减持中兴通讯（000063）(00763)371.8096万股，每股作价 29.0796港元，总金额约为1.08亿港元。减持后最新持股数目约为6029.87万股，最新持股比例为7.98%。 ...

智通财经APP获悉，香港联交所最新资料显示，8月20日，瑞银减持中兴通讯(00763)371.8096万股，每 股作价29.0796港元，总金额约为1.08亿港元。减持后最新持股数目约为6029.87万股，最新持股比例为 7.98%。 ...