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南向资金8月11日净买入超0亿港元:加仓小米集团-W5.62亿港元





Jin Rong Jie· 2025-08-11 10:13
Summary of Key Points Core Viewpoint - On August 11, southbound funds recorded a transaction volume of 115.814 billion HKD, with a net inflow of approximately 0.038 billion HKD, indicating mixed investor sentiment in the Hong Kong market [1]. Group 1: Major Net Buy and Sell Activities - Significant net buying was observed in Xiaomi Group-W (01810.HK) with 5.62 billion HKD, Kangfang Biotech (09926.HK) with 3.06 billion HKD, and Dongfang Zhenxuan (01797.HK) with 1.88 billion HKD [1]. - Major net selling was noted in XPeng Inc. (09868.HK) with 66.496 billion HKD, Innovent Biologics (01801.HK) with 52.789 billion HKD, and Tencent Holdings (00700.HK) with 33.983 billion HKD [1]. Group 2: Individual Stock Performance - Xiaomi Group-W experienced a decline of 0.88% with net buying of 3.70 billion HKD from the Shanghai-Hong Kong Stock Connect and 1.92 billion HKD from the Shenzhen-Hong Kong Stock Connect [1]. - Kangfang Biotech saw a slight increase of 0.25% with a net inflow of 3.06 billion HKD from the Shenzhen-Hong Kong Stock Connect [1]. - Dongfang Zhenxuan rose by 3.32%, with net buying of 2.01 billion HKD from the Shanghai-Hong Kong Stock Connect and a net sell of 131.974 million HKD from the Shenzhen-Hong Kong Stock Connect [1]. - Crystal Tech Holdings (02228.HK) increased by 4.78% with net buying of 1.17 billion HKD from the Shanghai-Hong Kong Stock Connect [2]. - CSPC Pharmaceutical Group (01093.HK) rose by 0.97% with a net inflow of 386.093 million HKD from the Shenzhen-Hong Kong Stock Connect [3]. - Hua Hong Semiconductor (01347.HK) fell by 3.68% with net buying of 360.177 million HKD from the Shanghai-Hong Kong Stock Connect [4]. - XPeng Inc. increased by 5.36% but faced significant net selling of 39.574 billion HKD from the Shanghai-Hong Kong Stock Connect and 26.922 billion HKD from the Shenzhen-Hong Kong Stock Connect [5]. - Innovent Biologics declined by 1.42% with net selling of 30.133 billion HKD from the Shanghai-Hong Kong Stock Connect and 22.656 billion HKD from the Shenzhen-Hong Kong Stock Connect [6]. - Tencent Holdings remained stable with no change in price, but had net buying of 925.043 million HKD from the Shanghai-Hong Kong Stock Connect and net selling of 43.233 billion HKD from the Shenzhen-Hong Kong Stock Connect [6]. - Meituan-W (03690.HK) decreased by 1.32% with net selling of 37.107 billion HKD from the Shanghai-Hong Kong Stock Connect and net buying of 1.06 billion HKD from the Shenzhen-Hong Kong Stock Connect [6].
美团活动未经授权使用鹿晗演唱会信息,工作室称侵犯人格权

Xin Lang Ke Ji· 2025-08-11 09:41
【#鹿晗工作室称美团活动侵犯人格权#:平台活动非官方授权,侵犯鹿晗人格权】 近日,美团App内出 现点外卖看鹿晗演唱会相关活动信息,鹿晗亚洲巡演官方微博@这就是Season4 发文辟谣:"如下某平台 活动及话题,均非我方及鹿晗先生官方授权合作,已侵犯鹿晗先生的人格权及我方对该演唱会的独家合 法权益。对此我方已完成取证,并保留依法追诉的权利。在此也提醒广大消费者,勿轻信此类未经授权 的营销信息,谨防权益受损。 " 同时,@鹿晗工作室 转发微博称:"请认准官方渠道,勿轻信此类未经授权的营销信息,保护好自身隐 私及财产安全,谨防权益受损。" @新浪科技 就此事向美团方面求证,截至发稿,官方暂未回应,客服表示"相关问题会详细记录反馈给 相关部门。"(新浪科技) ...
贵州集中约谈五大涉旅平台:剑指“二选一”“毁约加价”
Xi Niu Cai Jing· 2025-08-11 09:13
Core Viewpoint - The Guizhou Provincial Market Supervision Administration has conducted a concentrated interview with five major travel platforms, highlighting issues such as "choose one of two," technical interference in merchant pricing, contract breaches with price increases after order confirmation, price fraud, and price gouging [2] Group 1: Regulatory Actions - The regulatory body has mandated these companies to conduct comprehensive self-examinations and corrections immediately [2] - The warning issued is notably severe, indicating that companies failing to comply will face strict legal consequences and public exposure [2] - The interview was based on laws including the Price Law, Anti-Monopoly Law, and regulations against price fraud, emphasizing the platforms' responsibility to enhance self-discipline and compliance [2] Group 2: Industry Implications - This regulatory action is interpreted as a precursor to a new wave of anti-monopoly and price compliance scrutiny targeting online travel platforms ahead of the peak summer travel season [2] - The Guizhou Provincial Market Supervision Administration plans to closely monitor the competitive landscape and aims to create a strong deterrent effect [2]
中证香港300成长指数报2382.46点,前十大权重包含友邦保险等
Jin Rong Jie· 2025-08-11 08:46
金融界8月11日消息,上证指数上涨0.34%,中证香港300成长指数 (HK300G,H11173)报2382.46点。 从中证香港300成长指数持仓的市场板块来看,香港证券交易所占比100.00%。 从中证香港300成长指数持仓样本的行业来看,可选消费占比40.47%、通信服务占比19.77%、金融占比 10.58%、医药卫生占比9.89%、能源占比6.99%、原材料占比4.71%、主要消费占比2.08%、公用事业占 比1.76%、工业占比1.60%、信息技术占比1.44%、房地产占比0.70%。 资料显示,指数样本每半年调整一次,样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。中证香港300价值指数和中证香港300成长指数每次调整的样本比例一般不超过20%。定期调整 设置缓冲区,Z值在对应指数的样本空间中,排名在80名之前的新样本优先进入;排名120名之前的老 样本优先保留。权重因子随样本定期调整而调整,调整时间与指数样本定期调整实施时间相同。在下一 个定期调整日前,权重因子一般固定不变。遇临时调整时,当中证香港300指数调整样本时,指数样本 随之进行相应调整。当样本退市时,将其从指数 ...
美团上线“点外卖看鹿晗演唱会”活动,鹿晗工作室:非官方授权,已侵犯鹿晗人格权

Xin Lang Ke Ji· 2025-08-11 08:32
新浪科技讯 8月11日下午消息,近日,美团App内出现点外卖看鹿晗演唱会相关活动信息,鹿晗亚洲巡 演官方微博"这就是Season4 "发文辟谣:"如下某平台活动及话题,均非我方及鹿晗先生官方授权合作, 已侵犯鹿晗先生的人格权及我方对该演唱会的独家合法权益。对此我方已完成取证,并保留依法追诉的 权利。在此也提醒广大消费者,勿轻信此类未经授权的营销信息,谨防权益受损。 " 同时,鹿晗工作室转发微博称:"请认准官方渠道,勿轻信此类未经授权的营销信息,保护好自身隐私 及财产安全,谨防权益受损。" 新浪科技就此事向美团方面求证,截至发稿,官方暂未回应,客服表示"相关问题会详细记录反馈给相 关部门。"(罗宁) 责任编辑:何俊熹 ...
美团会员“点外卖看演唱会”?鹿晗工作室辟谣
Xin Lang Ke Ji· 2025-08-11 08:31
据了解,"某平台"为美团外卖平台。活动规则显示,活动时间与报名时间均为2025年8月9日-8月15日, 用户每消费1元累计1分"餐饮外卖成长值",系统根据单日成长值实时排名发放奖励。每个自然日餐饮外 卖成长值排名前10名的用户可获得免费演唱会门票,其中前3名的用户可获得内场双人票,第4~10名用 户可获得看台单人票,具体可获得的演唱会门票信息以页面展示为准。 根据美团外卖所公布的信息来看,所涉及的演唱会为张杰演唱会西安场、鹿晗演唱会南昌场,华晨宇演 唱会苏州场、周杰伦演唱会济南场、谢霆锋演唱会重庆场、孙燕姿演唱会重庆场、刀郎演唱会乌鲁木齐 场。 8月10日,2025鹿晗Season4亚洲巡演官博@这就是Season4 发文称,"如下某平台活动及话题,均非我方 及鹿晗先生官方授权合作,已侵犯鹿晗先生的人格权及我方对该演唱会的独家合法权益。对此我方已完 成取证,并保留依法追诉的权利。在此也提醒广大消费者,勿轻信此类未经授权的营销信息,谨防权益 受损。" 随后,@鹿晗工作室 转发此文,并强调,"请认准官方渠道,勿轻信此类未经授权的营销信息,保护好 自身隐私及财产安全,谨防权益受损。" 新浪科技就此事向美团方面求证。 ...
美团关联公司申请注册美团借钱商标
Xin Lang Cai Jing· 2025-08-11 06:20
Group 1 - Meituan's affiliated company, Beijing SanKuai Technology Co., Ltd., has recently applied for the registration of the trademark "Meituan Borrow Money" [1] - The trademark falls under the international classification of financial management and is currently in the status of awaiting substantive examination [1] - Beijing SanKuai Technology Co., Ltd. was established in April 2007, with a registered capital of approximately 5.48 billion RMB [1] Group 2 - The company's business scope includes software development, software sales, ticket agency services, hotel management, information system integration services, and internet sales [1] - The shareholders of the company are Wang Xing and Mu Rongjun, who hold shares jointly [1]
一周要闻·阿联酋&卡塔尔|美团Keeta将在中东多城市开启业务/奇瑞iCAUR新车在迪拜首发亮相
3 6 Ke· 2025-08-11 04:34
Group 1: Business Expansion and Investment - Meituan's Keeta plans to expand operations in multiple cities across the Middle East, including the UAE, Kuwait, Qatar, Bahrain, and Brazil, with significant recruitment efforts in Dubai, Kuwait City, Doha, and São Paulo [2] - MGX, an Abu Dhabi investment group, is considering raising up to $25 billion for AI infrastructure investments, aiming to become one of the largest entities in this sector globally [5] - The Abu Dhabi Customs reported a 34.7% increase in non-oil foreign trade in the first half of 2025, reaching 195.4 billion dirhams, indicating strong economic activity [4] Group 2: Automotive Industry Growth - In the first half of 2025, the UAE became the second-largest destination for Chinese car exports, with 214,300 vehicles exported, marking a 58.5% year-on-year increase [3] - Chery's iCAUR brand launched two new hybrid SUVs in Dubai, highlighting the growing presence of Chinese automotive brands in the UAE market [2] Group 3: Technological Advancements - Dubai has established over 1,270 electric vehicle charging stations, supporting over 40,600 electric vehicles, as part of its goal to increase the share of electric and hybrid vehicles to 50% by 2050 [7] - The introduction of an AI-based smart parking system in Dubai aims to enhance parking experiences and streamline payment processes [7] Group 4: Tourism and Economic Indicators - Dubai welcomed 9.88 million international overnight visitors in the first half of 2025, a 6% increase compared to the previous year, with significant contributions from the GCC and MENA regions [8] - Qatar's industrial production index rose to 101.9 points in Q2 2025, reflecting a 2.8% quarter-on-quarter growth, driven by strong investment inflows [9]
打广告就封号,美团做了个不让赚钱的“小众点评”
3 6 Ke· 2025-08-11 04:09
Core Viewpoint - The article discusses the launch of a new food review app called "Duck Seek" by Meituan, which aims to compete with its own platform, Dazhong Dianping, by focusing solely on food reviews and user-generated content without immediate profit motives [1][3][39]. Group 1: App Overview - Duck Seek is described as a minimalist app currently available only on iOS and limited to the Beijing area, featuring a simple interface with basic functionalities [3][5][24]. - The app includes a restaurant ranking system using a "spoon" rating, where three spoons indicate the best restaurants, contrasting with Dazhong Dianping's more complex rating system [12][14][21]. - The app's unique feature is the "Recommendation Officer" model, where selected food enthusiasts and chefs provide reviews, aiming to ensure quality and authenticity in recommendations [21][34]. Group 2: Market Positioning and Strategy - Duck Seek's operational strategy focuses on building a community around genuine food experiences rather than immediate monetization, with no current profit targets set by Meituan [33][39]. - The app's development reflects a trend among large tech companies to create simplified, ad-free platforms, although the sustainability of such models remains uncertain [29][31]. - The potential for expansion is noted, with plans to roll out the app to ten cities, but concerns about managing content quality and user engagement as the user base grows are highlighted [36][39]. Group 3: Challenges and Future Outlook - The article raises questions about the long-term viability of Duck Seek, given the challenges of maintaining a pure community-driven platform without succumbing to commercial pressures [31][40]. - The success of Duck Seek may depend on Meituan's willingness to invest in the app without immediate returns, which could serve as a brand rehabilitation effort in a saturated market [39].
今年以来南向资金净流入超9000亿港元,持仓腾讯控股居首
Zhong Guo Zheng Quan Bao· 2025-08-11 01:15
Wind数据显示,截至8月8日,南向资金持股数量达5320.77亿股,持仓市值超过5.6万亿港元。行业方 面,南向资金对金融、信息技术、可选消费行业持仓市值居前,分别为14326.87亿港元、11124.43亿港 元、7334.03亿港元。此外,南向资金对医疗保健行业持仓市值超5300亿港元,对通讯服务行业持仓市 值超5100亿港元。个股方面,南向资金持仓腾讯控股超过5600亿港元,持仓建设银行、中国移动、小米 集团-W、工商银行均超2000亿港元,持仓阿里巴巴-W、中国海洋石油、汇丰控股、中芯国际、美团- W、中国银行均超1100亿港元。 今年以来,南向资金持续加仓港股市场,是港股市场今年以来最大的增量资金来源。 Wind数据显示,截至8月8日,今年以来南向资金累计净流入9008亿港元,创年度净流入额历史新高, 为历史上首次突破9000亿港元。在今年以来的143个交易日中,南向资金出现净流入的交易日有121个。 近一个月,南向资金加仓金融、信息技术、医疗保健行业金额居前,净买入金额分别为522.43亿港元、 233.32亿港元、219.32亿港元。个股方面,近一个月南向资金加仓阿里巴巴-W、美团-W、建设银 ...