格隆汇7月30日｜渣打集团(2888.HK)逆势拉升涨超5%，报148.5港元，股价创2013年5月以来新高；该股 年内累涨57%。消息面上，渣打与阿里巴巴正式签署战略合作备忘录(MOU)，双方将合作加快推进金融 服务与人工智能(AI)技术的深度融合。阿里云将协助渣打提升营运效率和客户体验，渣打将透过阿里云 AI技术和解决方案，提升行业竞争力。 ...

渣打集团(02888)涨超3%，截至发稿，涨3.69%，报146.2港元，成交额6115.67万港元。 根据备忘录，渣打集团将以阿里云作为人工智能领域的战略合作伙伴，通过提升运营效率和客户体验， 进一步提升其行业竞争力。渣打集团计划通过阿里云的人工智能技术和解决方案，重点开发人工智能驱 动的客户服务和销售推荐、人工智能主导的风险管理和合规自动化、以及通过研讨会和认证合作提升渣 打团队的AI技能。 消息面上，7月29日，渣打集团与阿里巴巴正式签署战略合作备忘录("备忘录")，依托阿里云的人工智 能技术，加速推进金融服务与人工智能技术的深度融合。 ...

Group 1 - Standard Chartered Group (02888) shares rose over 3%, specifically by 3.69%, reaching HKD 146.2 with a trading volume of HKD 61.1567 million [1] - On July 29, Standard Chartered Group officially signed a strategic cooperation memorandum with Alibaba, focusing on the deep integration of financial services and artificial intelligence technology [1] - The memorandum designates Alibaba Cloud as a strategic partner in the field of artificial intelligence, aiming to enhance operational efficiency and customer experience, thereby improving industry competitiveness [1] Group 2 - Standard Chartered Group plans to leverage Alibaba Cloud's AI technology and solutions to develop AI-driven customer service and sales recommendations, AI-led risk management, and compliance automation [1] - The collaboration will also include workshops and certification programs to enhance the AI skills of Standard Chartered's team [1]

Key Points - The top three stocks with net inflow of southbound funds are BYD Company (01211) with 14.916 billion, Yinhua Fund (02800) with 7.287 billion, and Hang Seng China Enterprises (02828) with 2.288 billion [1][2] - The top three stocks with net outflow of southbound funds are Kuaishou-W (01024) with -0.667 billion, China Mobile (00941) with -0.519 billion, and WuXi Biologics (02269) with -0.322 billion [1][2] - In terms of net inflow ratio, BYD Company (01211) leads with 439.44%, followed by Bank of China Aviation Leasing (02588) with 61.50%, and Shenzhen Expressway Company (00548) with 58.69% [1][2] - The top three stocks with the highest net outflow ratio are Chongqing Rural Commercial Bank (03618) at -59.13%, Swire Properties (01972) at -49.77%, and Standard Chartered Group (02888) at -46.27% [1][2] Net Inflow Rankings - The top ten stocks by net inflow include: - BYD Company (01211): 14.916 billion, 439.44%, closing price 129.600 (-1.89%) [2] - Yinhua Fund (02800): 7.287 billion, 32.42%, closing price 25.880 (-1.07%) [2] - Hang Seng China Enterprises (02828): 2.288 billion, 13.81%, closing price 93.620 (-1.10%) [2] Net Outflow Rankings - The top ten stocks by net outflow include: - Kuaishou-W (01024): -0.667 billion, -13.47%, closing price 72.500 (-4.86%) [2] - China Mobile (00941): -0.519 billion, -28.60%, closing price 86.550 (-0.86%) [2] - WuXi Biologics (02269): -0.322 billion, -11.41%, closing price 31.500 (+5.53%) [2] Net Inflow Ratio Rankings - The top stocks by net inflow ratio include: - BYD Company (01211): 439.44%, 14.916 billion, closing price 129.600 (-1.89%) [2] - Bank of China Aviation Leasing (02588): 61.50%, 24.3857 million, closing price 74.700 (0.00%) [3] - Shenzhen Expressway Company (00548): 58.69%, 10.1284 million, closing price 6.900 (-0.43%) [3] Net Outflow Ratio Rankings - The top stocks by net outflow ratio include: - Chongqing Rural Commercial Bank: -59.13%, -1.08 billion, closing price 6.430 (-3.89%) [3] - Swire Properties (01972): -49.77%, -23.1478 million, closing price 20.550 (-0.48%) [3] - Standard Chartered Group (02888): -46.27%, -76.9779 million, closing price 142.500 (-0.70%) [3]

Group 1 - Standard Chartered Group and Alibaba Group signed a strategic cooperation memorandum to accelerate the integration of financial services and artificial intelligence technology using Alibaba Cloud's AI capabilities [2][5] - The Ministry of Agriculture and Rural Affairs plans to enhance regional cooperation in agricultural product consumption, focusing on collaborative assistance and mobilizing social forces for consumption activities [4] - Jiangsu Province's Medical Security Bureau announced pricing for brain-computer interface medical services, with non-invasive adaptation fees set at 966 yuan per session and invasive implantation fees at 6,600 yuan [4] Group 2 - The demand for 800G optical modules is surging, with Goldman Sachs predicting sales to reach 19.9 million and 33.5 million units in 2025 and 2026, respectively, representing increases of 10% and 58% from previous forecasts [7] - The optical module market is expected to grow significantly, with total market values projected at $12.73 billion and $19.37 billion for 2025 and 2026, reflecting year-on-year growth rates of 60% and 52% [7] - The human-shaped robot industry is set to accelerate production, with Tesla's CEO announcing plans for mass production of the Optimus robot starting in 2026, targeting an annual output of 1 million units within five years [9][10] Group 3 - Over 100 fund companies have made more than 5,400 purchases of their products this year, with net subscription amounts for equity funds exceeding 2.5 billion yuan [21] - Nearly 60 funds have achieved returns exceeding 60% this year, with the average return for active equity funds at 13.74% [22] - The issuance of equity funds is experiencing a resurgence, with 48 equity funds currently in issuance and 39 more set to launch soon [22]

Group 1 - Heartway Medical-B (06609.HK) expects a net profit of no less than RMB 40 million for the six months ending June 30, 2025, a significant turnaround from a net loss of approximately RMB 5.1 million for the corresponding period ending June 30, 2024 [1] - The anticipated profit and performance improvement are primarily due to business growth, leading to increased revenue and a decrease in overall expenditure ratio compared to the corresponding period [1] Group 2 - Baoshan International (03813.HK) expects a mid-term net profit of approximately RMB 187.6 million, a year-on-year decrease of 44.1% [2] - Baio Family Interaction (02100.HK) anticipates a mid-term profit increase of approximately 134.9% to 141.6% [2] - Skyworth Group (00751.HK) warns of an expected mid-term post-tax profit decline of about 50% year-on-year [2] Group 3 - China CNR Corporation (01766.HK) recently signed a significant contract worth approximately RMB 32.92 billion [2] - China Power (02380.HK) reported a total electricity sales volume of 11.299 million megawatt-hours in June, a year-on-year decrease of 5.04% [2]

Group 1 - The core point of the article is the strategic partnership between Standard Chartered Group and Alibaba Group, focusing on the integration of artificial intelligence (AI) technology into financial services [1] - Standard Chartered is a leading international banking group with a presence in 53 markets globally [1] - The memorandum outlines that Standard Chartered will develop AI-driven customer service and sales recommendations, AI-led risk management, and compliance automation [1] Group 2 - The collaboration will also involve workshops and certification programs to enhance the AI skills of Standard Chartered's team [1] - Additionally, Standard Chartered will provide Alibaba with financial support, supply chain financing, and cross-border fund management solutions [1] - The partnership aims to deepen cooperation between both companies in the financial markets [1]

Core Insights - Standard Chartered Group and Alibaba Group have signed a strategic cooperation memorandum to enhance the integration of financial services and artificial intelligence technology [1][3] Group 1: Strategic Partnership - Standard Chartered will leverage Alibaba Cloud as its strategic partner in the field of artificial intelligence to improve operational efficiency and customer experience, thereby enhancing its competitive edge in the industry [3] - The collaboration aims to develop AI-driven customer service and sales recommendations, AI-led risk management, and compliance automation, along with enhancing the AI skills of Standard Chartered's team through workshops and certifications [3] Group 2: Financial Services and Support - Standard Chartered will provide a range of customized services to Alibaba, including financial support, supply chain financing, cross-border fund management solutions, and deepening cooperation in financial markets [3] - The partnership will also focus on strengthening collaboration in sustainable development and sustainable finance [3]

Core Insights - Standard Chartered Group and Alibaba have officially signed a strategic cooperation memorandum to accelerate the integration of financial services and artificial intelligence technology [1] - Alibaba Cloud will assist Standard Chartered in enhancing operational efficiency and customer experience, while Standard Chartered will leverage Alibaba Cloud's AI technology and solutions to improve industry competitiveness [1] Group 1 - Standard Chartered's CEO, Bill Winters, stated that cutting-edge technologies like AI are driving changes in business models, and the group is heavily investing in this area to reshape the future of the financial industry [1] - The collaboration aims to promote transformative innovation and fully unleash the potential of AI technology, driving innovation upgrades [1] Group 2 - Alibaba's CEO, Daniel Zhang, highlighted the strong potential of AI in driving transformation across various sectors, including education, healthcare, and scientific research, and emphasized the goal of jointly promoting transformation in the financial sector with Standard Chartered [1]

人民财讯7月29日电，近日，渣打集团与阿里巴巴集团正式签署战略合作备忘录，双方将携手合作，依 托阿里云的人工智能技术，加速推进金融服务与人工智能技术的深度融合。 ...