光大证券最新预测显示，快手第二季度有望实现总收入345.3亿元人民币，同比增长11.5%；经调整净利 润预计达51.1亿元，经调整净利率为14.8%，同比微降0.2个百分点。受益于AI技术突破，快手旗下可灵 已构建起面向B端企业与C端创作者的双轮驱动模式，正加速拓展多元AI原生内容场景，用户付费意愿 的持续提升，为业绩增长注入动能。 随着港股中期财报密集发布，市场情绪波动有所加剧。若公司业绩符合预期，互联网板块有望迎来新的 突破契机，重仓互联网龙头的恒生互联网ETF（513330）为投资者布局该领域提供了便捷的ETF工具。 港股进入中期财报披露密集期，百度定于周三发布业绩报告，哔哩哔哩与快手则将在周四相继披露中期 成绩单，市场情绪随中期财报的推进持续被牵动。 ...

新京报贝壳财经讯（记者陈维城）8月19日，2025全球智慧教育大会正在进行。在开幕式上，教育部副 部长吴岩指出，人工智能的飞速迭代深刻影响教育，教育数字化是关乎教育强国成败的战略要务。中国 正推动人工智能深度融入教育各领域。 清华大学教授、中国科学院院士王小云提到，人工智能安全已成为全球关注的焦点，密码学是解决其安 全问题的核心支撑。AI可助力密码分析，如利用机器学习破解DRS格签名、突破对称密码分析。密码技 术亦赋能AI安全，通过全同态加密、零知识证明等隐私计算技术实现大模型推理"可用不可见"，为AI系 统提供可证明安全的数据隐私保护范式。她强调AI与密码学科深度融合，以密码技术筑牢AI安全防 线，同时借力AI推动密码算法革新，共迎智能时代安全挑战。 网龙董事长刘德建以数字人形象出现并提出，面向未来的理想教育应具备"3E"特质，即：更有效果 （Effective）、更有效率（Efficient）、更有体验感（Engaging）。刘德建指出，传统教育模式以"群体 为中心"，而未来教育应以"个体学习者"为核心，强调个性化、沉浸式和游戏化的学习体验。他特别提 到，"视觉糖果"式的界面设计、游戏化互动和沉浸式模拟对 ...

智通财经APP讯，*ST新潮(600777.SH)公告称，公司近日关注到部分投资者在股吧等媒体发布"美国页 岩油回国""新潮能源出口美国页岩油"等不实信息。公司及公司子公司目前并无上述不实消息提及的石 油进出口的计划。 ...

格隆汇8月18日丨*ST新潮（维权）(600777.SH)公布，近日关注到部分投资者在股吧等媒体发布"美国页 岩油回国""新潮能源出口美国页岩油"等不实信息。为避免相关不实信息对社会各界和投资者造成误 导，现予以澄清说明。公司及公司子公司目前并无上述不实消息提及的石油进出口的计划。 ...

Group 1: Hong Kong Stocks - Ascentage Pharma-B (06855) opened over 5% higher after receiving FDA and EMA approval for its drug, Lisenglitazone, for high-risk MDS in Phase III clinical trials [1] - Haijia Medical (06078) fell over 5% following a profit warning, expecting a mid-term net profit decline of approximately 34% to 39% due to factors like centralized procurement and increased depreciation from new hospitals [1] - Hua Hong Semiconductor (01347) dropped over 6% as it announced plans to acquire a controlling stake in Shanghai Huali Microelectronics to address industry competition [1] - Zhonghui Biotech-B (02627) rose over 8% after receiving IND approval for its recombinant respiratory syncytial virus vaccine in both the US and China [1] - NetDragon (00777) surged over 10% after forming a strategic alliance with Zhongke Wenge to promote AI technologies abroad [1] - Great Wall Motors (02333) increased over 12% following the completion of its factory in Brazil, with an initial production capacity of 30,000 vehicles per year [1] - Yuewen Group (00772) rose over 20% as its first-half performance exceeded expectations, benefiting from growth in licensing business and steady performance of short dramas [1] Group 2: Other Notable Stocks - Huirui Group (00806) increased over 8% after reporting first-half results that met market expectations and is applying for MRF mutual recognition for other products [2] - Soundon Technology (02495) surged nearly 30% after announcing a projected net profit exceeding 50 million yuan for the first half, marking a turnaround from losses [2] - Robotics concept stocks saw significant gains, with Jinshang Machine Tool (01651) up over 11% and Lijin Technology (00558) up over 3% [2] Group 3: US Stocks - Intel (INTC.US) rose 2.93% amid reports of negotiations with the Trump administration for government investment to support domestic manufacturing [3] - Hesai Technology (HSAI.US) increased 9.73% after reporting over 50% year-on-year revenue growth for Q2 2025 [3] - UnitedHealth (UNH.US) surged 11.98% following Berkshire Hathaway's new investments in the company [3] - NIO (NIO.N) rose 8.09% as it announced the upcoming launch of its new ES8 model [4] - Xunlei (XNET.US) continued to rise by 26.53% after reporting a 30.6% year-on-year revenue increase for Q2 2025 [5]

网龙(00777)涨超7%，截至发稿，涨7.49%，报12.48港元，成交额2220.67万港元。 据介绍，网龙旗下创奇思与中科闻歌将在中国内地以外地区展开独家合作，共同推广人工智能服务。网 龙旗下创奇思将成为中科闻歌于境外市场的唯一独家出海平台与商业化伙伴。中科闻歌投资创奇思，并 将向其投入AI技术资源，支持双方在公共服务、金融、医疗及商业等领域共同研发并落地面向境外市 场的产品与解决方案。 网龙副董事长梁念坚博士指出，这次三方合作，是中国AI技术"出海"和香港创科实力融合的典范。网龙 旗下创奇思作为连接内地与国际市场的桥梁，将发挥协同优势，推动"雅意"大模型等顶尖AI技术在香港 及海外落地，为香港智慧城市发展及产业升级提供强大动能，进一步巩固香港作为国际创科枢纽的地 位。 消息面上，8月15日，网龙及其子公司创奇思(Cherrypicks)联同中科闻歌，共同举办"引领未来AI移动智 能：网龙旗下创奇思与中科闻歌战略联盟成立仪式"，致力于推动人工智能技术于企业及教育领域的创 新应用。 ...

Core Viewpoint - NetDragon (00777) has seen a stock increase of over 7%, currently at 12.48 HKD, with a trading volume of 22.21 million HKD, following the announcement of a strategic alliance aimed at promoting AI technology in enterprise and education sectors [1] Group 1: Strategic Alliance - NetDragon and its subsidiary Cherrypicks have formed a strategic alliance with Zhongke Wenge to lead the future of AI mobile intelligence [1] - The collaboration will focus on exclusive cooperation outside mainland China to promote AI services [1] - Cherrypicks will serve as the sole overseas platform and commercialization partner for Zhongke Wenge in international markets [1] Group 2: Investment and Resource Allocation - Zhongke Wenge will invest in Cherrypicks and provide AI technology resources to support joint product development and solutions targeting overseas markets in sectors such as public services, finance, healthcare, and commerce [1] Group 3: Market Positioning and Impact - The collaboration is seen as a model for the integration of Chinese AI technology and Hong Kong's innovation capabilities [1] - Cherrypicks aims to act as a bridge between mainland and international markets, leveraging synergies to promote advanced AI technologies like the "Yayi" model in Hong Kong and abroad [1] - This initiative is expected to enhance Hong Kong's development as an international innovation and technology hub [1]

网龙旗下创奇思与中科闻歌将在中国内地以外地区展开独家合作，共同推广人工智能服务。网龙旗下创 奇思将成为中科闻歌于境外市场的唯一独家出海平台与商业化伙伴。中科闻歌投资创奇思，并将向其投 入AI技术资源，支持双方在公共服务、金融、医疗及商业等领域共同研发并落地面向境外市场的产品 与解决方案。中科闻歌董事长王磊博士将加入创奇思董事会，协调合作发展方向与技术路线，推动项目 高效落地。 网龙、中科闻歌及网龙旗下创奇思管理团队共同庆祝网龙旗下创奇思与中科闻歌战略联盟正式成立 网龙副董事长梁念坚博士指出，这次三方合作，是中国AI技术"出海"和香港创科实力融合的典范。网龙 旗下创奇思作为连接内地与国际市场的桥梁，将发挥协同优势，推动"雅意"大模型等顶尖AI技术在香港 及海外落地，为香港智慧城市发展及产业升级提供强大动能，进一步巩固香港作为国际创科枢纽的地 位。 中科闻歌董事长及创办人王磊博士表示，公司十分重视与网龙旗下创奇思的合作，香港作为国际创科桥 头堡和多语环境的枢纽，对中科闻歌开拓海外市场意义重大。创奇思团队的专业能力和本地生态网络， 将有力推动中科闻歌的AI技术和产品在国际市场落地。期待与各方共同推动AI技术赋能行业 ...

Group 1 - The strategic alliance between NetDragon's Cherrypicks and Zhongke Wenge aims to promote the innovative application of AI technology in enterprise and education sectors, marking a significant step for Hong Kong's AI ecosystem and its role as an international tech hub [1][3] - Cherrypicks will serve as the exclusive overseas commercialization partner for Zhongke Wenge, focusing on developing AI products and solutions for international markets in areas such as public services, finance, healthcare, and business [1][3] - The collaboration is expected to leverage Cherrypicks' expertise in AI enterprise applications and mobile technology to create intelligent products that meet international business needs, enhancing Hong Kong's AI ecosystem [3][6] Group 2 - Zhongke Wenge introduced its latest research achievements, including the Yayi AI-Scientist platform, which features advanced AI analysis capabilities and various service models to help businesses enhance their competitiveness in the mobile intelligence era [4][5] - The company also launched the Yoya international version, a multi-modal content creation tool that optimizes mobile operations for users, enabling high-quality multimedia content creation [4][5] - Zhongke Wenge's self-developed "Yayi" large language model and AI scientist platform have been recognized for their superior technology, surpassing many international competitors, and are widely applied in finance, healthcare, and research sectors [5][6] Group 3 - Cherrypicks is recognized as a leading digital innovation enterprise in Hong Kong, with extensive experience in smart city solutions, mobile technology, and electronic payments, serving as a bridge between the Greater Bay Area and international markets [6] - The collaboration aims to develop cutting-edge AI products tailored to Hong Kong's multilingual environment and cross-border needs, further solidifying Hong Kong's position as a mobile AI hub [5][6] - Zhongke Wenge is acknowledged as a technological leader in China's AI sector, continuously collaborating with renowned universities and tech companies to drive AI-enabled industrial innovation [5][6]

Group 1 - The overall performance of the Hong Kong stock market is recovering, with strong performances in sectors such as online education, financial IC, local brokerages, integrated circuits, and liquor [1] - The Hang Seng Technology ETF (513130) has seen active trading, with a cumulative net inflow of 499 million yuan over the past three trading days, making it one of the few products tracking the Hang Seng Technology Index with significant net inflows [1] - A leading internet company, a key component of the Hang Seng Technology ETF, reported its mid-year results for 2025, showing high growth in revenue and profit that exceeded market expectations, alongside a more than 100% year-on-year increase in capital expenditure [1] Group 2 - The current period is crucial for verifying mid-year performance in the Hong Kong technology sector, with strong earnings from components of the Hang Seng Technology ETF boosting confidence in the AI industry [2] - The Hang Seng Technology Index includes various segments of the AI industry chain, with its top five constituents being Tencent, NetEase, Alibaba, Xiaomi, and SMIC, which are essential participants in AI infrastructure and commercialization [2] - The Hang Seng Technology ETF has achieved an average daily trading volume of 4.829 billion yuan this year, with its latest scale reaching 31.977 billion yuan, marking a historical high since its inception [2]