Group 1: Market Overview - Northbound trading recorded a net buy of 0.85 billion HKD, with Shanghai Stock Connect contributing a net buy of 11.03 billion HKD and Shenzhen Stock Connect showing a net sell of 1.19 billion HKD [1] - The most bought stocks by northbound investors included Meituan-W (03690), CNOOC (00883), and SMIC (00981), while Tencent (00700) faced the highest net sell [1] Group 2: Individual Stock Performance - Meituan-W (03690) saw a net buy of 5.45 billion HKD, driven by its acquisition of Dingdong Maicai's China business for approximately 7.17 billion USD, indicating a significant shift in the domestic fresh food instant retail landscape [4][5] - CNOOC (00883) received a net buy of 4.2 billion HKD, supported by a report indicating a 3.5% week-on-week decline in US crude oil production due to cold weather, which is expected to influence oil prices [5] - SMIC (00981) had a net buy of 3.76 billion HKD, with a projected sales revenue of 2.489 billion USD for Q4 2025, reflecting a 4.5% quarter-on-quarter increase and a 16.2% year-on-year growth for the full year [5] - Longi Green Energy (06869) attracted a net buy of 2.87 billion HKD, as the bidding for a special optical cable procurement project by China Mobile has been completed, indicating a rising trend in optical fiber prices [5] - Xiaomi Group-W (01810) and Alibaba-W (09988) received net buys of 2.03 billion HKD and 1.6 billion HKD, respectively [8] - Tencent (00700) experienced a significant net sell of 14.02 billion HKD, indicating a bearish sentiment among investors [8] Group 3: Other Notable Stocks - Yueda Group (00772) gained a net buy of 1.63 billion HKD, with the CEO highlighting the increasing value of original content in the context of rapid AI development [6] - Fubo Group (03738) saw a net buy of 882 million HKD, benefiting from the global surge in AI video applications and copyright protection investments [7]

【太平洋科技快讯】2月10日消息，据外媒Carscoops近日报道，一辆悬挂伊利诺伊州制造商牌照的小米 YU7 Max汽车现身美国加州I-5州际公路，引发了外界对小米汽车可能进入美国市场的猜测。对此，小米创 办人、董事长兼CEO雷军今日在社交媒体作出了回应。 雷军明确表示，小米汽车"目前暂时没有进入美国市场的计划"。他推测，出现在美国的这辆YU7很可能是 当地同行或供应商购置的对标车辆。 据悉，小米集团总裁卢伟冰此前曾在业绩电话会上表示，小米汽车拟于2027年进军欧洲电动汽车市场。 ...

Core Viewpoint - Luoketech is aiming to become the first publicly listed company in the AI smart lock sector by submitting its prospectus to the Hong Kong Stock Exchange, with significant support from Xiaomi's ecosystem [1][3]. Group 1: Company Development - Luoketech, originally founded as Yunding Network in 2014, focused on B2B commercial applications in the early stages of China's smart lock industry [3]. - The company launched the "Luoketech" brand in 2017, pricing its product at 1,699 yuan through Xiaomi's crowdfunding platform, achieving a tenfold growth in the consumer market with 300,000 units sold that year [3]. - Luoketech became the only smart lock enterprise in Xiaomi's ecosystem, deepening their collaboration over time [3]. Group 2: Financial Performance - From 2019, Luoketech began providing ODM services to Xiaomi, which became its largest customer, contributing 48.6%, 51.7%, and 60.6% of Luoketech's revenue in 2023, 2024, and the first three quarters of 2025, respectively [3]. - ODM business has become a core revenue pillar for Luoketech, with ODM revenue accounting for 61.6% of total revenue in the first three quarters of 2025, leading to a revenue of 774 million yuan, an 11.5% year-on-year increase [3]. Group 3: Market Position - Luoketech is the first company globally to achieve large-scale production of vein smart locks, ranking first in global shipments in 2024 with a market share of 10.5% [3]. - The overall smart lock shipment volume ranks fourth globally with a market share of 2.6%, while in the Chinese mainland market, it ranks third with 1.2 million units shipped in 2024, capturing a market share of 5.8% [3].

Group 1 - The core message is that Xiaomi Auto is launching a winter-themed promotional event at Changbai Mountain Wanda Town, offering free 1:64 alloy car models for test drive appointments and additional golden stickers for information registration [1][3] Group 2 - During the promotional period, Xiaomi Auto is providing various financial car purchase plans, including a 3-year interest-free option for the Xiaomi YU7 model with a down payment starting at 74,900 yuan and a monthly payment as low as approximately 4,961 yuan based on a total price of 253,500 yuan [2][4] - The Xiaomi SU7 Ultra model offers a 5-year interest-free plan with a down payment starting at 199,900 yuan and a monthly payment as low as approximately 5,500 yuan based on a total price of 529,900 yuan [2][4] - All models support trade-in services, allowing old cars to be used as down payments for quick upgrades [2][4]

今天2月10日，农历腊月二十三，是北方传统意义上的小年。不知道北方的朋友今天早上都吃饺子了吗？由于小年不放假，所以各品牌的 日常工作还是按计划推进。 2、vivo借势郑钦文 因为郑钦文重新登陆赛场，vivo官方称：蛰伏蓄力，归来即战。郑钦文重登赛场，vivo X300系列全程相伴，新年开场巨出片！可能很多 人不知道郑钦文现在已经是vivo品牌大使，与vivo合作也应该有好几年了。官方这一次重点宣传的是vivo X300系列，肯定是要借势让 vivo X300系列的销量再上一个新台阶的。信息显示vivo X300系列的整体销量目前已经达到140万台左右，在国产五大品牌当家旗舰中排 名第三，整体销量还是不错的。春节马上就要到了，对于喜欢拍照的朋友来讲vivo X300系列真是一个非常不错的选择，不信大家可以查 询一下真实用户的真实反馈。 3、OPPO在升级系统 来自OPPO ColorOS官博的消息显示，二月体验升级内容已推送。这一次升级还是比较大的，包括：小布助手一句话打车、小布记忆随品 记自动分类、方档PPT翻译、时钟支持多计时器、AI写作新春版祝福烟花。另外还有优化通讯与互联、优化相册、优化小布建议以及流 ...

我回答一下：我们目前暂时没有进入美国市场的计划。我估计，这辆YU7是美国同行或者供应商购买的 对标车。 2月10日，雷军发文： 前段时间，一辆YU7行驶在美国加州的高速公路上，挂着当地的测试车牌。 很多人问我，小米是不是准备进入美国市场? 据此前报道，2026年1月，小米汽车交付量超过39000台。而此前的2025年12月，小米汽车交付量超过5 万台。2025年全年，小米汽车交付总数超41万辆。在今年1月的直播中，小米创办人、董事长兼CEO雷 军宣布小米汽车2026年全年交付目标为55万辆。 ...

小米目前暂时没有进入美国市场的计划。 与此同时他还给出合理的推测，这辆出现在美国的YU7，大概率是美国当地的同行或者供应商购买的对标车型，并非小米主动布局美国市场的动作。 一张小米YU7行驶在美国加州高速公路、悬挂当地测试车牌的照片在CARSCOOPS等外媒传播，瞬间引发了全网的热议和猜测：小米汽车这是要正式进军美 国市场了吗？ 面对外界层出不穷的疑问：小米汽车创始人雷军正面回应： 雷军这条回应，没有任何模糊不清的表述，也没有刻意制造悬念，直接把真相和小米的态度摆到台前。 其实，自从小米汽车入局新能源赛道以来，一直保持着务实稳健的发展节奏，目前小米的重心始终放在国内市场的深耕上。 不过，雷军所说的"暂时"，也值得细细品味。 早在2024年，小米SU7就已经在巴黎的小米门店进行亮相，当年的目标还是争取在2030年之前在欧洲销售。 而在去年的年中财报会上，小米副总裁卢伟冰宣布将在2027年正式进军欧洲市场。相较于最初的规划，整整提前了三年。 除了特斯拉之外，其他传统巨头的电动化转型屡屡遭遇市场冷遇与反复。 UDDER KIN 下载 5 8 000 ce #pr o 400 million A2 mashus Co ...

2月10日，小米创办人、董事长兼CEO雷军发文表示，小米汽车暂时没有进入美国市场的计划。雷军称："前段时间，一辆YU7行驶在美国加州的 高速公路上，挂着当地的测试车牌。很多人问我，小米是不是准备进入美国市场？我回答一下：我们目前暂时没有进入美国市场的计划。我估 计，这辆YU7是美国同行或者供应商购买的对标车。 " 小米汽车暂时没有进入美国市场的计划。 2025年，小米汽车全年交付了超41万辆汽车。此前，雷军曾公布了2026年的交付目标——55万辆。今年1月，小米汽车交付量超过3.9万辆。雷军 此前曾回应了小米汽车1月交付数据，称SU7马上改款，目前主要交付的是YU7。 综合自：雷军微博、证券时报此前报道 责编：万健祎 校对： 吕久彪 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes END 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 科技股，大涨！谷歌200亿美元大动作，加码AI支 出 ...

Market Overview - The Hong Kong stock market showed a slight recovery with the Hang Seng Index up by 0.54% to 27,172.87 points, the Hang Seng Tech Index up by 0.84% to 5,463.17 points, and the National Enterprises Index up by 0.78% to 9,239.54 points, while the Red Chip Index fell by 0.1% to 4,391.08 points [1] Company Dynamics - Pop Mart (09992.HK) expects global sales of over 400 million units across all IP categories by 2025, with THE MONSTERS category alone projected to exceed 100 million units [2] - Youjia Innovation (02431.HK) has secured a contract with a leading domestic automotive brand to provide advanced driving assistance controllers and driver monitoring systems for several key models [2] - Ruifeng New Energy (00527.HK) signed an investment framework agreement to build the largest inference computing cluster park in North China, with a total investment of approximately RMB 24 billion [2] - Xian Dao Intelligent (00470.HK) set its H-share offering price at HKD 45.80 per share, with the adjustment rights fully exercised [3] - Hong Kong Telecom (06823.HK) reported a 5% year-on-year increase in total revenue to HKD 36.553 billion for 2025, with EBITDA rising 4% to HKD 14.234 billion, and attributable profit increasing 4% to HKD 5.286 billion, driven by stable operations and effective cost control [3] - China Nuclear International (02302.HK) issued a positive profit alert, expecting revenue for 2025 to exceed approximately HKD 2.46 billion, with gross profit expected to be at least HKD 260 million, primarily due to increased uranium trading volumes [3][6] - Mingyuan Cloud (00909.HK) anticipates a net profit of approximately HKD 26.9 million to HKD 32.8 million for 2025, representing a turnaround and growth of about 114% to 117%, attributed to improved operational efficiency [3] - Yingda Real Estate (00432.HK) reported a net loss of HKD 69 million for 2025, a 70% reduction year-on-year [4] - China Oriental Education (00667.HK) expects a 46% to 51% increase in net profit for 2025 [5] - Carrot (02549.HK) issued a profit warning, projecting a 25% to 35% decrease in profit for 2025 [7] - Xiaomi Group (01810.HK) repurchased 1.5 million shares for HKD 52.7268 million at prices between HKD 35.04 and HKD 35.24 [8] - Geely Automobile (00175.HK) repurchased 1.408 million shares for HKD 23.4587 million at prices between HKD 16.46 and HKD 16.81 [8] Institutional Insights - GF Securities noted that the Hang Seng Index has an 82% probability of rising in the three trading days before the Spring Festival, with no significant calendar effects post-holiday, indicating a potential "passive follow" increase due to stronger correlation with A-shares [9] - Everbright Securities highlighted a market environment of "moderate fundamental recovery and synchronized liquidity," recommending a "growth + value" strategy focusing on AI, non-ferrous metals, chemicals, and insurance [10] - Dongfang Caifu Securities pointed out that Hong Kong stocks are at historical low valuations (Hang Seng Index PE at only 12 times), making southbound capital attractive for bottom-fishing, with short-term sentiment boosted by this capital [10]

我回答一下：我们目前暂时没有进入美国市场的计划。我估计，这辆YU7是美国同行或者供应商购买的对标车。 2月10日，小米创办人，董事长兼CEO雷军在微博发文表示，前段时间，一辆YU7行驶在美国加州的高速公路上，挂着当地的测试车牌。 很多人问我，小米是不是准备进入美国市场？ 来源 | @雷军 编辑 | 见贤 ...