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]

快手-W（01024）、中国移动（00941）、药明生物（02269）南向资金净流出金额位列市场前三，分别 净流出-6.67 亿、-5.19 亿、-3.22 亿 智通财经APP获悉，7月25日,比亚迪股份（01211）、盈富基金（02800）、恒生中国企业（02828）南 向资金净流入金额位列市场前三，分别净流入149.16 亿、72.87 亿、22.88 亿 在净流入比方面，比亚迪股份（01211）、中银航空租赁（02588）、深圳高速公路股份（00548）以 439.44%、61.50%、58.69%位列市场前三。 在净流出比方面，重庆农村商业银行（03618）、太古地产（01972）、渣打集团（02888） 以-59.13%、-49.77%、-46.27%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 | 收盘价 | | --- | --- | --- | --- | | 比亚迪股份(01211) | 149.16 亿 | 439.44% | 129.600（-1.89%） | | 盈富基金(02800) | 72.87 亿 | 32.42% | 25.880（-1 ...

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 - 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]

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 渣打集團有限公司 呈交日期： 2025年7月29日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | | 是 | | | | 證券代號 (如上市) | 02888 | 說明 | | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | | | ...

渣打集团与阿里巴巴集团签署战略合作备忘录 跟踪阿里巴巴动态 +订阅 金十数据7月29日讯，渣打集团(02888.HK)与阿里巴巴(09988.HK)集团今日正式签署战略合作备忘录 （MOU）。依托阿里云的人工智能（AI）技术，双方将携手合作，加快推进金融服务与AI技术的深度 融合。根据该MOU，阿里云作为AI领域的战略合作伙伴，将协助渣打集团提升营运效率和客户体验。 渣打集团将透过阿里云的AI技术和解决方案，进一步提升其行业竞争力。计划涵盖开发AI驱动的客户 服务和销售推荐，实现AI风险管理与合规的自动化流程，以及透过研讨会和认证合作提升自身团队的 AI技能 （阿里巴巴） ...

"不降息的理由远不如0个基点的降息押注和美联储言论所暗示的那般明确……鲍威尔在年中国会证词和 欧洲央行辛特拉会议上曾表示，若不是关税相关的通胀不确定性，美联储本可以降息，"报告称。 策略师强调，FOMC成员的分歧已缩小至仅围绕关税影响的争论："这使得美联储鹰派与鸽派的分歧缩 小为对关税预期影响的不同看法，而这一影响本身极具争议。" 如美联储理事沃勒等鸽派人士希望忽视一次性价格上涨，而鲍威尔的基本观点是，若没有关税，美联储 本可以宽松。 美元周一大幅上涨，此前数月因贸易战焦虑遭受重创。然而，渣打银行警告，即便美国最激烈的关税争 端已逐渐平息，这一受挫货币也难获喘息——因为美联储可能转向鸽派，成为其面临的主要威胁。 "美元进一步走弱更可能源于美联储降息速度快于市场预期，而非贸易战风险消退推动的广泛风险偏好 情绪，"渣打银行（Standard Chartered）策略师周一在报告中称，并补充道，"贸易协议的利好消息已接 近完全反映在定价中。" 包括美欧和美日框架协议等一系列贸易协议新闻已缓解了市场最严重的担忧。这一影响已体现在美元走 势上。 渣打银行称，"上月美元走弱可能反映出市场的喘息，即最糟糕的贸易谈判结果不太 ...

FF305 第 2 頁 共 7 頁 v 1.3.0 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 渣打集團有限公司 呈交日期： 2025年7月28日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 02888 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | ...