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英伟达深夜回应芯片“后门”问题;王健林再转让一座万达广场;理想汽车高管邀请乘龙卡车直播对撞;微软成史上第二家市值破4万亿美元公司
Sou Hu Cai Jing· 2025-08-01 00:50
Group 1 - The National Development and Reform Commission emphasizes the need to stabilize investment and promote consumption, focusing on high-quality development of the "low-altitude economy" and "Artificial Intelligence+" initiatives [4] - The Ministry of Commerce responds to Cheung Kong Group's sale of overseas port assets, stating that the Chinese government will conduct regulatory reviews to protect market competition and national interests [4] - ByteDance clarifies that the average tenure of its employees is 3.0 years, countering claims of a 7-month average [8] Group 2 - Nvidia addresses concerns regarding security vulnerabilities in its chips, asserting that there are no "backdoors" allowing remote access [7] - Wang Jianlin transfers ownership of a Wanda Plaza, indicating ongoing changes in the company's asset management [6] - Ideal Auto's executives invite a rival brand to a live crash test to address safety concerns raised by a recent video [8] Group 3 - Amazon reports a Q2 net profit of $18.16 billion, a 34.7% year-over-year increase, with revenues of $167.7 billion [13] - Apple announces a Q3 net profit of $23.43 billion, a 9% increase, with revenues of $94.04 billion [14] - BMW's net profit for the first half of the year declines by 29% to €4 billion, with sales revenue down 8% [15][16] Group 4 - JD.com plans to acquire CECONOMY AG, valuing the deal at approximately €2.2 billion (over 18 billion RMB) [19][20] - Microsoft becomes the second company globally to surpass a market capitalization of $4 trillion, reporting a Q4 revenue of $76.44 billion [20] - WuXi AppTec plans to place 73.8 million H-shares [20]
智通港股沽空统计|8月1日
智通财经网· 2025-08-01 00:31
比亚迪股份-R(81211)、中国海洋石油-R(80883)、美团-WR(83690)上一交易日沽空比率位于前三位,分 别为96.88%、80.42%、75.34%。美团-W(03690)、阿里巴巴-SW(09988)、快手-W(01024)的沽空金额位 居前三,分别为34.76 亿元、25.06 亿元、13.74 亿元。万科企业(02202)、中国海洋石油-R(80883)、比亚 迪股份-R(81211)的偏离值位居前三,分别为36.01%、35.40%、26.18%。 前十大沽空比率排行 | 股票名称 | 沽空金额 | 沽空比率↓ | 偏离值 | | --- | --- | --- | --- | | 比亚迪股份-R(81211) | 496.68 万元 | 96.88% | 26.18% | | 中国海洋石油-R(80883) | 57.37 万元 | 80.42% | 35.40% | | 美团-WR(83690) | 715.97 万元 | 75.34% | 15.02% | | 商汤-WR(80020) | 88.77 万元 | 66.55% | 13.10% | | 阿里巴巴-SWR(89988 ...
智通ADR统计 | 8月1日
智通财经网· 2025-07-31 22:46
| 序号 | 名称 | 港股代码 | ADR换算价(HKD) | 较港股升跌 | 较港股升跌% | AD ADR最新价(美元) | | --- | --- | --- | --- | --- | --- | --- | | 1 | 腾讯控股 | 0 00700 | 550.011 | +0.011 | 0.00% | 70.070 | | 2 | 阿里巴巴-W | 09988 | 118.360 | +2.660 | 2.30% | 120.630 | | 3 | 建设银行 | 00939 | 8.003 | -0.047 | -0.59% | 20.390 | | 4 | 汇丰控股 | 00005 | 96.234 | +0.084 | 0.09% | 61.300 | | 5 | 小米集团-W | 01810 | 52.874 | -0.276 | -0.52% | 33.680 | | 6 | 友邦保险 | 01299 | 73.059 | -0.341 | -0.46% | 37.230 | | 7 | 美团-W | 03690 | 120.489 | -1.111 | -0.91% | 30.700 ...
纳斯达克中国金龙指数收涨0.66%,热门中概股多数上涨
Mei Ri Jing Ji Xin Wen· 2025-07-31 21:13
Group 1 - The Nasdaq China Golden Dragon Index rose by 0.66% on August 1 [1] - Most popular Chinese concept stocks experienced gains, with NIO increasing nearly 8% and Kingsoft Cloud rising over 5% [1] - Alibaba, Bilibili, and Baidu each saw increases of over 2%, while Li Auto and Miniso experienced declines of over 1% and 4% respectively [1]
理想汽车-W(02015.HK)重大事项点评:理想I8上市 开启纯电新车周期
Ge Long Hui· 2025-07-31 18:38
Core Viewpoint - The launch of the Li Auto i8 marks the beginning of a new cycle for pure electric vehicles, targeting families with multiple children and consumers preferring electric options [1][2]. Group 1: Product Highlights - The Li Auto i8 is a mid-to-large six-seat SUV with three versions, priced between 321,800 to 369,800 yuan, and deliveries are set to begin on August 20 [1]. - Key features include a unique exterior design, a CLTC range of 670/720 km, and the ability to gain 500 km of range with just 10 minutes of charging [1]. - The vehicle is equipped with dual motor all-wheel drive, with maximum power outputs of 150 kW and 250 kW, upgraded seating, and standard dual-chamber air suspension [1]. Group 2: Competitive Positioning - The pricing of the i8 is lower than the pre-sale expectations by approximately 30,000 yuan, enhancing its competitiveness against similar models like the NIO ES6 and Mercedes-Benz GLC [3]. - The i8 is expected to achieve steady monthly sales of 5,000 to 7,000 units, supported by its comfort, range, supercharging network, and intelligent features [3]. Group 3: AI and Charging Infrastructure - Li Auto has established a comprehensive supercharging network, with plans to increase the number of charging stations from 2,851 to 4,000 by the end of the year [2]. - The i8 features upgraded AI capabilities, including a voice assistant that can execute complex commands and an advanced driving model that enhances user interaction and risk prediction [2]. Group 4: Financial Projections - The company has revised its sales forecasts for 2025-2027 downwards due to the i8's pricing and internal competition with the L series, projecting sales of 510,000, 620,000, and 730,000 units respectively [4]. - Revenue estimates have also been adjusted to 143 billion, 175.2 billion, and 207.1 billion yuan for the same years, with net profit projections lowered to 7.2 billion, 9.9 billion, and 12.9 billion yuan [4]. - The target price for 2026 is set between 127.29 and 152.75 HKD, reflecting a potential market capitalization of 272.3 to 326.8 billion HKD, indicating a growth potential of 22% to 46% [4].
理想汽车高管邀请乘龙卡车直播对撞
Xin Lang Ke Ji· 2025-07-31 15:02
新浪科技讯 7月31日晚间消息,据乘龙卡车微信公众号,东风柳州汽车有限公司发布声明,回应某品牌 对撞乘龙卡车测试。 文中提到,某汽车品牌使用特定场景测试,与实际场景运营存在严重差异。截至公司目前了解到的情 况,某汽车品牌未公开测试车辆状况(双方车辆是否改装、减配、卡扣是否固定、车辆是否过检等)、 场景环境(测试场地状况、车速、驾驶状态等),通过自定义碰撞条件,特定设计非常规测试场景,发 布与公众认知的正常碰撞结果偏差较大的碰撞视频,不仅贬低公司品牌形象,还容易对广大车主造成误 导,形成安全隐患。 有媒体报道称,文中所指的某汽车品牌为理想汽车。7月29日,理想汽车发布了首款纯电SUV理想i8, 并在当天的发布会上播放了该车型卡车连环撞击测试视频。撞击测试视频显示,在理想i8与卡车正面对 撞时,卡车四个车轮弹起,驾驶室和后货箱明显分离,驾驶室几乎倒在理想i8前车窗上。 责任编辑:何俊熹 专题:专题:理想i8和卡车对撞测试引争议!东风柳汽发布侵权声明 7月31日晚间,理想汽车产品负责人@老汤哥Tango 回应理想i8和卡车对撞事件,并表示:"相信权威机 构的专业,要不来复测一把? @张骁 "随后,理想汽车产品线负责 ...
理想i8和重卡对撞测试引争议,东风柳汽最新声明:使用特定场景测试,与实际场景运营存在严重差异,误导公众
Mei Ri Jing Ji Xin Wen· 2025-07-31 13:57
Core Viewpoint - Dongfeng Liuzhou Automobile Co., Ltd. issued a statement responding to a specific automotive brand's crash test of its Chenglong truck, highlighting significant discrepancies between the test conditions and real-world scenarios [1][7]. Group 1: Response to Crash Test - The automotive brand conducted tests under specific conditions that do not reflect actual operational scenarios, leading to misleading results [1][3]. - The statement emphasized that the automotive brand did not disclose the condition of the test vehicles or the environment in which the tests were conducted, raising concerns about the validity of the test results [1][7]. Group 2: Safety Features of Chenglong Trucks - Dongfeng Liuzhou has a 71-year history and prioritizes user needs, adhering to the principle of "real scene protection" in its safety systems [4]. - The Chenglong truck features an innovative dragon bone frame cabin and a four-layer energy absorption structure designed to maximize passenger safety during collisions [4]. Group 3: Industry Position and Advocacy - As a state-owned enterprise, Dongfeng Liuzhou actively supports national calls against unfair competition and aims to foster a fair market environment [5]. - The company advocates for safety as a priority, encouraging adherence to traffic regulations and regular vehicle maintenance among users [5].
理想i8和重卡对撞测试引争议,东风柳汽最新声明:使用特定场景测试,与实际场景运营存在严重差异;碰撞视频严重侵权,误导公众
Mei Ri Jing Ji Xin Wen· 2025-07-31 13:54
每经编辑|金冥羽 7月31日晚间,据乘龙卡车微信公众号,东风柳州汽车有限公司发布声明,回应某品牌对撞乘龙卡车测试。 文中提到,某汽车品牌使用特定场景测试,与实际场景运营存在严重差异。截至公司目前了解到的情况,某汽车品牌未公开测试车辆状况(双方车辆是否 改装、减配、卡扣是否固定、车辆是否过检等)、场景环境(测试场地状况、车速、驾驶状态等),通过自定义碰撞条件,特定设计非常规测试场景,发 布与公众认知的正常碰撞结果偏差较大的碰撞视频,不仅贬低公司品牌形象,还容易对广大车主造成误导,形成安全隐患。 截至目前我司了解到的情况,某汽车品牌 未公开测试车辆状况(双方车辆是否改装、减 配、卡扣是否固定、车辆是否过检等)、场景 环境(测试场地状况、车速、驾驶状态等), 通过自定义碰撞条件,特定设计非常规测试场 景,发布与公众认知的正常碰撞结果偏差较大 的碰撞视频,不仅贬低我司品牌形象,还容易 对广大车主造成误导,形成安全隐患。 二、乘龙品牌技术说明 东风柳汽 作为一家有71年历史的央国 企,始终以用户需求为导向,乘龙卡车安全体 系严格遵循"真实场景防护"原则: (一) 行业首创龙骨框架驾驶室: (二) 采用四层吸能结构(抗冲 ...
理想汽车回应i8对撞重卡事件,邀第三方直播复测
Mei Ri Jing Ji Xin Wen· 2025-07-31 13:37
此前,理想举办了i8上市发布会,现场播放了一段测试。i8和一台8吨重的卡车先进行了正面对撞(双车 均50km/h),随后由另一辆卡车侧面碰撞同一台i8。在理想i8车型和重卡正面对撞时,重卡四个车轮弹 起,驾驶室和后货箱出现明显的分割,车头几乎倒在理想i8车型的前车窗上。 #理想邀请乘龙卡车直播对撞#【#理想汽车回应理想i8撞飞重卡#】7月31日,理想汽车产品负责人@老 汤哥Tango 回应理想i8和卡车对撞事件:"相信权威机构的专业,要不来复测一把? @张骁 "随后,张骁 回应:"可以啊,直播都行。" 理想回应封面新闻记者表示: 是甚于用户真实交通会车场景的模拟 全权委托管业的第三方检测机构测试认证 2万次观看 iille 记者:黄明君00:05 6 05日经济新闻 ...
8吨重卡撞不过理想i8?理想回应称“是基于用户真实交通会车场景模拟”,测试方称“测试符合标准”
Mei Ri Jing Ji Xin Wen· 2025-07-31 11:26
理想i8再次成为热议焦点。 7月29日,理想汽车发布了首款纯电SUV理想i8,并在当天的发布会上播放了该车型卡车连环撞击测试视频。撞击测试视频显示,在理想i8与卡车正面对 撞时,卡车四个车轮弹起,驾驶室和后货箱明显分离,驾驶室几乎倒在理想i8前车窗上。 "理想i8共经历两次撞击。第一次与约8吨卡车正面对撞,产生约100吨载荷的瞬态撞击力;第二次约8吨卡车侧撞,产生约80吨载荷的瞬态撞击力。两次撞 击后,理想i8的表现令人关注:A柱、B柱、C柱、门梁均无变形,9个气囊全部打开,电池包无漏液、无起火,车门自动解锁、门把手自动弹开。" 理想方面还表示,"在车辆开发阶段,理想i8按照满足中国新车评价规程C-NCAP 24版规程五星标准,以及中国保险汽车安全指数C-IASI 23版规程 G+G+G+A标准开发。并且,涵盖100项测试工况,其中就包括钻卡、卡车夹击等极限场景。在此之前,理想汽车的全系车型均获评中保研测试最高评价 等级。" 相关数据显示,理想i8采用创新的短前悬安全结构,前向有3个纵向力传递路径,前舱中密布11个环形吸能结构,很好地解决了正向碰撞的吸能问题。 值得注意的是,理想i8发布会上播放的视频显示,参 ...