今日（8月19日），A股午后震荡回落，三大股指尾盘悉数翻绿，科创50指数跌超1%，北证50指数逆市活跃；港股亦走弱，两大股指双双下挫。 具体来看，A股三大股指早盘全线上扬，沪指最高攀升至3746.67点，续创阶段新高；创业板指一度涨超1%，北证50指数盘中大涨近4%续创历史新高。截 至收盘，沪指微跌0.02%报3727.29点，深证成指跌0.12%报11821.63点，创业板指跌0.17%报2601.74点，北证50指数涨1.27%，沪深北三市合计成交26413 亿元，较此前一日减少近1700亿元。 场内近3000股飘红，消费类股集体走高，酒鬼酒、李子园、桂发祥等涨停；汽车产业链股拉升，南方精工、拓普集团、明新旭腾等涨停；华为概念崛起， 诚迈科技20%涨停，赛微电子涨近12%；人形机器人概念热度不减，奇德新材大涨15%续创新高，丰立智能、隆盛科技等涨超10%；AI产业链延续强势， 工业富联涨停，市值超9700亿元；寒武纪盘中一度涨超5%突破1000元大关，但午后回落翻绿。创新药概念整体强势，博济医药20%涨停，诺思兰德盘中 创新高；但药明康德、广生堂等午后跳水跌超6%。此外，云南锗业尾盘强势涨停。 港股方面， ...

Summary of Key Points Core Viewpoint - The Hong Kong stock market saw significant net inflows from Northbound trading, with a total net buy of HKD 185.73 billion on August 19, 2023, indicating strong investor interest in Hong Kong stocks [1]. Northbound Trading Activity - Northbound trading through Stock Connect recorded a net buy of HKD 89.11 billion from Shanghai and HKD 96.62 billion from Shenzhen [1]. - The most bought stocks included the Tracker Fund of Hong Kong (02800), Hang Seng China Enterprises (02828), and Southern Hang Seng Technology (03033) [1]. - The most sold stocks were Oriental Selection (01797), SMIC (00981), and Hua Hong Semiconductor (01347) [1]. Individual Stock Performance - **Tracker Fund of Hong Kong (02800)**: Net buy of HKD 70.7 billion [6]. - **Hang Seng China Enterprises (02828)**: Net buy of HKD 22.14 billion [6]. - **Southern Hang Seng Technology (03033)**: Net buy of HKD 14.11 billion [6]. - **Tencent Holdings (00700)**: Net buy of HKD 10.25 billion; reported a 15% year-on-year revenue growth to HKD 184.5 billion and a 17% increase in net profit [6]. - **Xiaomi Group (01810)**: Net buy of HKD 7.39 billion; reported a 30% year-on-year revenue increase to HKD 115.96 billion [7]. - **Sangfor Technologies (01530)**: Net buy of HKD 2.82 billion; recently completed a share placement to Pfizer [7]. - **Jingtao Holdings (02228)**: Net buy of HKD 1.79 billion; expects a significant increase in revenue and profit for the first half of 2025 [8]. Market Sentiment and Future Outlook - Analysts from Industrial Securities maintain a bullish outlook on Hong Kong stocks, predicting a long-term bull market driven by increasing confidence among global and Chinese investors [6]. - The potential for a Federal Reserve interest rate cut is seen as a catalyst for further liquidity in the Hong Kong market [6].

8月19日，有消息称"新东方CEO周成刚涉嫌通过关联交易侵占上市公司利益，已被监管部门立案调 查"，对此，新东方向南都N视频记者回应称，此消息纯属造谣，"对于恶意造谣、传播不实信息者，我 司保留依法追究其法律责任的权利。" 此外，还有网友发帖称，网信办拟发布《直播带货合规指引（征求意见稿）》，拟限制高佣金抽成模 式，而东方甄选佣金率长期超30%。对此，东方甄选发布声明称，"关于周成刚老师的传闻纯属谣言， 关于东方甄选佣金率长期超30%的说法严重失实，东方甄选售卖产品确保高品质和高性价比，实际平均 佣金率不到20%。" 据了解，东方甄选将于8月22日发布截至2025年5月31日的2025财年业绩报告。政商证券研报显示，根据 飞瓜等数据估计东方甄选25财年实销GMV为75亿+（注：已经剔除与辉同行），预计26财年实销GMV 有望增长至90亿+。 而此次被关注的周成刚是俞敏洪的多年老搭档。周成刚曾在直播时透露，他和俞敏洪是在高考补习班认 识的，当时俞敏洪是班长，他是英语课代表。公开资料显示，周成刚先后毕业于苏州大学、澳大利亚麦 觉里大学，曾在英国广播公司（BBC）任亚太部任记者、节目主持人，2000年加入新东方，先 ...

Group 1 - The core issue revolves around rumors related to the CEO of New Oriental Education Technology Group, Zhou Chenggang, which led to a significant drop in the stock price of Oriental Selection [1] - As of August 19, the stock price of Oriental Selection (1797.HK) closed at HKD 34.32, reflecting a decline of 20.89%, after previously reaching a nearly two-year high of HKD 53.7, with an increase of over 23.5% [1] Group 2 - Oriental Selection responded on Weibo, stating that the company has initiated legal action and reporting to the police regarding the rumors, emphasizing their commitment to pursue the matter thoroughly [2]

Core Points - The CSI Hong Kong 300 High Beta Index (H300HB) reported a value of 1274.62 points, with a monthly increase of 14.01%, a three-month increase of 35.04%, and a year-to-date increase of 45.66% [1][2] Group 1: Index Performance - The CSI Hong Kong 300 High Beta Index reflects the overall performance of securities listed on the Hong Kong Stock Exchange, with a base date of December 30, 2005, set at 1000.0 points [1] - The index's top ten holdings include Dongfang Zhenxuan (2.71%), InnoCare Pharma (2.34%), Sunac China (1.94%), China Merchants Securities (1.78%), FIT HON TENG (1.67%), China Cinda (1.63%), CICC (1.54%), China Galaxy (1.52%), Ping An Good Doctor (1.47%), and China Jinmao (1.45%) [1] Group 2: Sector Allocation - The sector allocation of the CSI Hong Kong 300 High Beta Index shows that finance accounts for 19.88%, consumer discretionary for 19.82%, information technology for 18.22%, healthcare for 12.38%, real estate for 11.38%, industrials for 6.66%, communication services for 5.86%, consumer staples for 2.93%, and materials for 2.87% [2] - The index sample is adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December each year [2]

Group 1 - The CEO of New Oriental, Zhou Chenggang, is reportedly under investigation by regulatory authorities for potential related-party transactions [1] - New Oriental's official statement claims that rumors regarding Zhou Chenggang are false, and the assertion that "New Oriental's commission rate has been over 30% for a long time" is seriously misleading, with the actual average commission rate being less than 20% [1] - The company has initiated legal action against the spread of these rumors, stating that they will pursue the matter to the end [1] Group 2 - On August 19, New Oriental's stock experienced extreme volatility, with a significant rise in the morning followed by a sharp decline in the afternoon [4] - During a one-hour period from 14:50 to 15:50, the stock price surged by 23.56% before plummeting by 20%, with a trading volume reaching 93.85 billion Hong Kong dollars [4]

北京商报讯（记者 吴其芸）8月19日，东方甄选官方微信号发布辟谣声明，关于新东方教育科技集团 CEO周成刚的传闻纯属谣言，关于东方甄选佣金率长期超30%的说法严重失实，东方甄选售卖产品确保 高品质和高性价比，实际平均佣金率不到20%。 东方甄选方面表示，针对上述谣言，公司已启动报警和司法流程，对于这样的不法行为，公司将一追到 底。 此前，有消息称周成刚或涉关联交易被监管部门立案调查，随后，东方甄选股价出现尾盘跳水。截至8 月19日港股收盘，东方甄选股报收34.32港元，跌20.89%，此前一度上探至近两年高位53.7港元，涨幅 超23.5%。 ...

Core Viewpoint - The stock of Oriental Selection experienced significant volatility, initially surging nearly 24% before plummeting over 20%, attributed to rumors regarding the CEO of New Oriental Education Technology Group [11][13]. Market Overview - A-shares saw a decline in the afternoon session, with all three major indices turning negative by the close. The Shanghai Composite Index fell by 0.02% to 3727.29 points, while the Shenzhen Component and ChiNext Index dropped by 0.12% and 0.17%, respectively [2]. - The North Stock 50 Index, however, increased by 1.27%, with total trading volume across the Shanghai, Shenzhen, and North exchanges amounting to 26,413 billion yuan, a decrease of nearly 1,700 billion yuan from the previous day [2]. Sector Performance - Consumer stocks collectively rose, with notable gains in the liquor sector, including stocks like JiuGuiJiu and LiZiYuan hitting the daily limit [3][4]. - The automotive supply chain stocks also saw significant increases, with companies like NanFangJingGong and TuoPu Group reaching their daily limits [3]. - The AI industry chain continued its strong performance, with Industrial Fulian hitting the daily limit and surpassing a market capitalization of 970 billion yuan [3]. Oriental Selection Specifics - Oriental Selection's stock reached a peak of 53.7 HKD per share, marking a new high since February 2023, before closing down 20.89% at 34.32 HKD, resulting in a market capitalization of 35.9 billion HKD [11][13]. - The company is set to release its full-year results for the fiscal year ending May 31, 2025, on August 22. Recent earnings reports indicated a projected revenue of 150 million USD for Q4 of fiscal year 2025, reflecting a year-on-year decline of approximately 30% [16]. - Despite the challenges, the company is transitioning from a host-driven model to a product-driven approach, which may enhance its profitability moving forward [16].

Core Viewpoint - The article discusses the significant fluctuations in the stock price of Dongfang Zhenxuan, which experienced a sharp rise followed by a drastic drop, attributed to rumors related to the CEO of New Oriental Education Technology Group [3][15]. Market Overview - On August 19, A-shares experienced a volatile trading session, with major indices closing in the red after an initial rise. The Shanghai Composite Index peaked at 3746.67 points before closing slightly down at 3727.29 points, a decrease of 0.02% [2]. - The North Stock 50 Index, however, saw a gain of 1.27%, with total trading volume across the Shanghai and Shenzhen markets amounting to 26,413 billion yuan, a decrease of nearly 1,700 billion yuan from the previous day [2]. Consumer Sector Performance - The consumer sector saw a collective rise, with notable gains in the liquor and food & beverage stocks. For instance, Jiugui Liquor and Liziyuan both hit the daily limit, while other stocks like Shendao Liquor and Yanghe Liquor also posted significant increases [5][7]. - The white wine sector is highlighted as a strong performer, with expectations for continued upward movement due to improving market sentiment and potential policy support [7]. Robotics Sector Insights - The humanoid robotics sector showed strong performance, with stocks like Di'ao Micro and Yi'an Technology reaching their daily limit. The industry is buoyed by ongoing conferences and supportive policies from various regions [9][11]. - Analysts remain optimistic about the robotics sector, citing upcoming events and the continuous evolution of the industry as key catalysts for growth [11]. Dongfang Zhenxuan's Stock Movement - Dongfang Zhenxuan's stock price initially surged by nearly 24% to a peak of 53.7 HKD per share before plummeting over 20%, resulting in a closing price of 34.32 HKD per share, reflecting a total market capitalization of 35.9 billion HKD [13][15]. - The company attributed the drastic price movement to rumors concerning its CEO and has since issued a statement denying the claims and indicating that it has reported the matter to the authorities [3][15]. Financial Performance Expectations - Dongfang Zhenxuan is set to release its full-year results for the fiscal year ending May 31, 2025, with projections indicating a revenue decline of approximately 30% year-on-year for the fourth quarter, although the operating profit margin is expected to improve [17].

原标题：《东方甄选：已报警》 编辑：韩娇娇 责编：张曦 新东方创始人俞敏洪此前回应媒体称：彻底的谣言。 19日，港股东方甄选尾盘高位跳水，收盘报34.32港元/股，跌超20%，此前一度涨23%。 近日，有传闻称新东方集团CEO周成刚（俞敏洪长期搭档）涉嫌通过关联交易侵占上市公司利益，已被监管部门立案调查。 对此，东方甄选官微19日发回应称，针对谣言，公司已启动报警和司法流程，对于这样的不法行为，将一追到底。 ...