2025年，又是极具变化的一年。 那些互联网江湖中熟悉的名字，依然在各自的赛道上绽放光彩。不同的是，他们面对的已不再是高速增长的顺风局，而是一场更考验判断力与 耐力的长跑。 而这其中，他们所做的动作，所面对的处境，所应对的策略，足够轰动，足够真实，背后都映射着时代局面的转变。 在这个阶段，如果要观察科技、互联网与新消费，绕不开这些关键人物。他们的每一步，都揭示了行业的趋势方向。 AI蓝媒汇特别推出《大佬的2025》系列专题，围绕大佬们，以具体事件与公开表达为线索，尝试理解他们当下在做什么，为什么，以及意味 着什么。 "小米第一代SU7不到2年交付超38.1万辆。" 2月11日，雷军在微博上写下这段数据，晒出来这个车圈奇迹。 现在的他，依旧保持着每天狂发微博的习惯。无论是小米汽车的最新动态、与用户的互动，还是对外的回应与辟谣，他的个人微博，仍是那个第一出口。 仿佛铺天盖地的质疑从未发生，仿佛曾经的全民追捧从未褪色——这份看似云淡风轻的坚持，背后正是雷军刻在骨子里的"不服"。 2024年，是雷军天命造车、个人IP大爆发的一年。但到了2025年，却是水逆的一年，是如履薄冰的一年。 这一年，争议与质疑接踵而至，SU7 ...

| 恒生指数 | 恒生科技 | 恒生生物科技 | | --- | --- | --- | | 27081.91 | 5385.35 | 16195.61 | | +668.56 +2.53% | +173.85 +3.34% | +246.44 +1.55% | | 港股通消费 | 港股红利 | 港股现金流 | | 1726.92 | 2321.52 | 2597.06 | | +26.93 +1.58% | +25.10 +1.09% | +57.49 +2.26% | | 恒生综合指数 | 恒指期货 | 恒生科指期货 | | 4148.74 | 27076 | 5381 | | +97.21 +2.40% | +664 +2.51% | +172 +3.30% | 每经记者｜杜宇 每经编辑｜何小桃 宋思艰 记者|杜宇 编辑|何小桃 宋思艰 校对|魏文艺 2月23日，港股大涨。截至收盘，恒指涨2.53%，恒生科技指数涨3.34%。 港股主板1192只个股上涨，537只个股下跌。 AI应用概念股回调，智谱大跌近23%，市值蒸发736亿港元。另外，海致科技集团跌超21%，MINIMAX-WP跌超13%。 值得注 ...

Group 1 - The new consumption concept stocks in the Hong Kong market are showing strong performance, with NIO-SW (09866.HK) rising nearly 3% [1] - XPeng Motors (XPEV.N) and Xiaomi Group (01810.HK) both increased by over 2% [1] - Pop Mart (09992.HK) saw a rise of 1.8% [1]

Market Overview - The Hong Kong stock market has rebounded, with the Hang Seng Index closing at 27,081.91 points, up 2.53% or 668.56 points, and a total trading volume of 172.96 billion HKD [1] - The technology sector is experiencing increased scrutiny and differentiation, with domestic technology valuations remaining relatively low compared to the U.S. [1] Blue-Chip Performance - Zijin Mining (02899) saw a significant increase of 5.35%, closing at 44.95 HKD, contributing 22.03 points to the Hang Seng Index [2] - Other notable blue-chip stocks include Meituan-W (03690) up 5.26%, SMIC (00981) up 5.02%, while New Oriental Energy (02688) and Chow Tai Fook (01929) experienced slight declines [2] Sector Highlights - Large technology stocks showed a strong recovery, with Meituan-W rising over 5% and other major players like JD, Alibaba, Xiaomi, and Baidu increasing by over 3% [3] - The precious metals sector, particularly gold and copper, performed well, with Zijin Gold International (02099) rising 6.82% [5] - The AI sector is expected to see significant advancements, with Alibaba Cloud launching a new model at competitive pricing, indicating a potential shift in the global AI landscape by 2026 [4] Lithium and Battery Sector - The lithium and battery sectors are experiencing strong growth, with companies like Ruipu Lanjun (00666) increasing by 15.42% and CATL (03750) up 3.14% [7] - UBS has raised its price forecasts for lithium products, indicating a third super cycle for lithium prices and predicting a significant increase in China's market share in the global electric vehicle sector by 2030 [8] Optical Communication Sector - The optical communication sector is seeing notable gains, with companies like Yangtze Optical Fibre and Cable (06869) rising 14.43% due to strong production and demand for high-speed optical modules [6]

前些日子在社区回复了 Clyde 有关收紧 BL 锁的帖子。说来惭愧，最近实在太忙，有一篇刷机史的长文收集了不少资料但一直没时间写，没想到这半年刷 机与解锁的新闻与爆料越来越多，一桩一件颇有要给已经很小众的社区提前宣判死刑的感觉。不过想到玩机，小米似乎是不得不提的品牌。从享誉社区的 MIUI V5 到小米社区工程师面对面、橙色星期五，再到开放的解锁形态与滚动发行的开发版……只不过属于小米玩机社区的死刑在去年已经被小米高考提 前宣判了。 回到家打开抽屉才想起来朋友之前寄给我的两台小米的老机器吃了两年灰，那么在 2026 这个时点，插电开机，我想聊聊那个安卓还是开放代名词的年 代，以及再次感谢@Akiri_Nakoha 寄来的机器。 你醒啦，现在是 2015 年，让我们开始吧。 ▍给心中的火添柴——小米1S 小米靠着 MIUI 在当时方兴未艾的刷机市场得到了全世界发烧友的认可，又伴随着 1999 的机圈神话，靠着极致的性价比横扫了中端机市场，卖出 300 多 万台。一年之后，在小米手机 2 的同代发布会上，小米 1S 作为陪衬发布，相比上一代增加了一颗前置摄像头，用上了更新的高通骁龙 S3，价格则比正代 旗舰低了 ...

港股新消费概念股走强，蔚来-SW(09866.HK)涨近3%、小鹏汽车(XPEV.N)和小米集团(01810.HK)涨超 2%、泡泡玛特(09992.HK)涨1.8%。 ...

港股新消费概念股走强，蔚来-SW(09866.HK)涨近3%、小鹏汽车(XPEV.N)和小米集团(01810.HK)涨超 2%、泡泡玛特(09992.HK)涨1.8%。 本文源自：金融界AI电报 ...

Group 1 - The top three companies by Hong Kong Stock Connect holding ratio are Haotian International Investment (71.36%), China Telecom (71.32%), and Green Power Environmental (68.88%) [1][2] - Tencent Holdings, Xiaomi Group-W, and Meituan-W have seen the largest increases in holding amounts over the last five trading days, with increases of +1.391 billion, +983 million, and +931 million respectively [1][2] - The companies with the largest decreases in holding amounts over the last five trading days include WuXi Biologics (-481 million), Zijin Mining (-447 million), and Southern Hengsheng Technology (-344 million) [1][4] Group 2 - The latest holding ratios for the top 20 companies in Hong Kong Stock Connect show Haotian International Investment with 7.919 billion shares, China Telecom with 9.900 billion shares, and Green Power Environmental with 0.279 billion shares [2] - The top 10 companies with the largest increases in holding amounts over the last five trading days include China Petroleum & Chemical Corporation (+315 million) and Zhaoyi Innovation (+309 million) [2][4] - The top 10 companies with the largest decreases in holding amounts include Pop Mart (-294 million) and SenseTime-W (-277 million) [4]

前十大沽空偏离值排行 | 股票名称 | 沽空金额 | 沽空比率 | 偏离值↓ | | --- | --- | --- | --- | | 腾讯控股-R(80700) | 718.87 万元 | 95.69% | 46.66% | | 北控水务集团(00371) | 2003.99 万元 | 51.14% | 40.88% | | 中粮家佳康(01610) | 651.78 万元 | 49.54% | 40.50% | | 百奥赛图-B(02315) | 382.66 万元 | 40.57% | 38.35% | | 巨子生物(02367) | 1733.60 万元 | 51.28% | 38.24% | | 北京汽车(01958) | 487.93 万元 | 57.02% | 37.52% | | 小米集团-WR(81810) | 352.03 万元 | 81.53% | 37.28% | | 先声药业(02096) | 610.97 万元 | 49.63% | 37.17% | | 德康农牧(02419) | 559.96 万元 | 47.79% | 36.28% | | 江南布衣(03306) | 602 ...

前10大净流入比榜 | 股票名称 | 净流入比↓ | 净流入(元) | 收盘价 | | --- | --- | --- | --- | | 南方东西精选(03441) | 1937.29% | 1.88 亿 | 11.650（+0.52%） | | 远大医药(00512) | 149.39% | 3040.81 万 | 7.780（-1.52%） | | 安徽皖通高速公路 | 144.79% | 1238.33 万 | 13.580（+1.80%） | 药明生物（02269）、紫金矿业（02899）、南方恒生科技（03033）南向资金净流出金额位列市场前 三，分别净流出-4.93 亿、-4.57 亿、-3.63 亿 在净流入比方面，南方东西精选（03441）、远大医药（00512）、安徽皖通高速公路（00995）以 1937.29%、149.39%、144.79%位列市场前三。 在净流出比方面，北京首都机场股份（00694）、雅迪控股（01585）、中国能源建设（03996） 以-209.12%、-92.61%、-78.78%位列市场前三。 前10大资金净流入榜 | 股票名称 | 净流入(元)↓ | 净流入比 ...