VOBILE GROUP(03738)
Search documents
阜博集团(03738.HK)与星路科技达成策略合作
Ge Long Hui· 2026-02-10 23:39
Core Viewpoint - The announcement highlights a strategic partnership between Fubo Group and Starway Financial Technology Holdings Limited, focusing on the tokenization of real-world assets in the cultural and creative intellectual property sector [1] Group 1: Partnership Details - Fubo Group has entered into a strategic cooperation with Starway Financial Technology, which is an AI-driven global wealth technology platform based in Hong Kong [1] - The collaboration aims to leverage the strengths of both companies to explore compliant innovation pathways in the realm of cultural creative IP [1] Group 2: Objectives and Goals - The partnership will work towards building an ecosystem that facilitates the transformation of cultural creative IP into efficiently tradable digital assets [1] - The focus will be on the overseas tokenization of real-world assets related to cultural and creative intellectual property [1]
阜博集团(03738)与星路科技达成策略合作
智通财经网· 2026-02-10 23:38
智通财经APP讯,阜博集团(03738)发布公告,集团已与星路金融科技控股有限公司(星路科技)达成策略 合作,星路科技是复星财富国际控股有限公司自主孵化、位于中国香港的AI驱动全球一站式财富科技 平台。集团与星路科技将依托各自优势,在文化创意知识产权(IP)的现实世界资产(RWA)境外通证化领 域展开深度合作,共同探索合规创新的发展路径,推进构建让文化创意IP转化为高效流通数字资产的生 态系统。 ...
阜博集团(03738) - 自愿性公告
2026-02-10 23:30
( 於開曼群島註冊成立的有限公司) 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完整性亦不 發表任何聲明,並明確表示,概不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的任何損 失承擔任何責任。 Vobile Group Limited 自願性公告 (股份代號:3738) 阜 博 集 團 有 限 公 司 承董事會命 阜博集團有限公司 主席 王揚斌 香港,2026年2月11日 於本公告日期,本公司董事會由執行董事王揚斌先生及王偉軍先生;非執行董事陳筠霖女士及鄧以海先生; 及獨立非執行董事Alfred Tsai CHU先生、Charles Eric EESLEY先生及關毅傑先生組成。 本公告由阜博集團有限公司(「本公司」,連同其附屬公司,統稱「本集團」)自願發出,旨在 向本公司股東及潛在投資者提供有關本集團最新業務發展的最新資料。 本公司董事會(「董事會」)欣然宣佈,本集團已與星路金融科技控股有限公司(「星路科技」) 達成策略合作,星路科技是復星財富國際控股有限公司自主孵化、位於香港的AI驅動全球 一站式財富科技平台。本集團與星路科技將依託各自優勢,在文化創意知識 ...
智通港股解盘 | 大模型节前密集发布大浪淘沙 机器人或形成接力
Zhi Tong Cai Jing· 2026-02-10 12:43
Market Overview - The market continues to follow the rebound of US stocks, with Hong Kong stocks jumping above 27,000 points but later experiencing volatility, closing up 0.58% [1] - The competition among major companies in large model development is intensifying, transitioning from a "hundred model war" to a focus on commercialization, innovation, and global layout, with the number of capable developers reduced from over 200 to less than 10 [1] AI Model Developments - ByteDance's image generation model Seedream 5.0 has launched on various platforms, enhancing image generation capabilities and allowing precise adjustments [2] - Alibaba has reportedly integrated its new model Qwen 3.5 into the HuggingFace open-source project, indicating an imminent release [2] - The launch of Seedance 2.0 has been highly praised, marking a significant advancement in video generation technology, leading to concerns over privacy and copyright issues [1][2] Company Performance and Strategies - The CEO of Yueda Group has outlined three core strategic directions for the year: "evergreen content, IP+AI, and globalization," which are expected to benefit from the advancements in AI models [2] - Xunce (03317) is positioned as a leader in real-time data infrastructure and analysis solutions, with expectations of being included in the Hong Kong Stock Connect list, leading to a stock increase of over 15% [4] Financial Highlights - Semiconductor company SMIC reported a 2025 Q4 revenue of 17.813 billion yuan, a year-on-year increase of 11.9%, with a net profit of 1.223 billion yuan, up 23.2% [8] - The company anticipates a revenue growth rate higher than the industry average for 2026, with a capital expenditure plan similar to 2025 [8] Industry Trends - The demand for AI-driven applications is driving interest in related stocks, with companies like Xunce and others in the AI data analysis sector gaining attention [3] - The shipping sector is also showing strength, with companies like Pacific Shipping and COSCO Shipping Energy experiencing stock increases due to rising demand for dry bulk shipping [6] Robotics and AI Innovations - Alibaba's Damo Academy has released the RynnBrain model, significantly enhancing robotic capabilities, which is expected to attract investment in the robotics sector [7] - The launch of the Gino1 robot by Geekplus is anticipated to have a broad application in China's logistics sector, contributing to a stock increase of over 11% [6]
智通港股通活跃成交|2月10日
智通财经网· 2026-02-10 11:01
沪港通(南向)十大活跃成交公司 智通财经APP获悉,2026年2月10日当天,腾讯控股(00700)、阿里巴巴-W(09988)、长飞光纤光缆 (06869)位居沪港通(南向)成交额前3位,成交额分别为52.29 亿元、26.52 亿元、20.61 亿元;腾讯控 股(00700)、阿里巴巴-W(09988)、长飞光纤光缆(06869) 位居深港通(南向)成交额前3位,成交额分别 为42.37 亿元、21.69 亿元、12.08 亿元。 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 腾讯控股(00700) | 42.37 亿元 | -6.49 亿元 | | 阿里巴巴-W(09988) | 21.69 亿元 | -2.70 亿元 | | 长飞光纤光缆(06869) | 12.08 亿元 | +4.08 亿元 | | 中芯国际(00981) | 11.61 亿元 | -1.74 亿元 | | 泡泡玛特(09992) | 11.07 亿元 | -1.51 亿元 | | 美团-W(03690) | 10.28 亿元 | +1.83 亿元 | | 快手-W(01024) | 9 ...
北水动向|北水成交净买入0.85亿 中芯国际盘后发业绩 北水绩前抢跑加仓超3亿港元
Zhi Tong Cai Jing· 2026-02-10 09:59
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]
港股收评:Seedance2.0引爆!AI应用股大涨,影视股走强
Ge Long Hui· 2026-02-10 08:53
Market Overview - The Hong Kong stock market showed initial gains but narrowed its increase, with the Hang Seng Index closing up 0.58% above 27,000 points, while the Hang Seng China Enterprises Index and Hang Seng Tech Index rose by 0.81% and 0.62% respectively [1][2]. Sector Performance - Technology stocks rebounded, driven by AI application stocks, with the stock of Reading Group surging over 15%. The film and entertainment sector remained active, and the biopharmaceutical sector saw widespread gains, led by Fuhong Hanlin [3][4]. - New consumption concept stocks, paper industry stocks, home appliance stocks, shipping stocks, and automotive stocks mostly increased. Conversely, education stocks faced declines, with gaming stocks collectively sluggish, and real estate, gas, electric, and telecom stocks also underperformed [3][4]. Notable Stocks - AI application stocks saw significant gains, with Reading Group rising 15.41%, and Zhiyun up 14.81%, reaching a new historical high during the session. Other stocks like Fubo Group and Yidu Technology also experienced increases [6][8]. - In the film sector, Orange Sky Entertainment rose over 7%, with other companies like Damai Entertainment and Ningmeng Film also following suit [10]. - The biopharmaceutical sector was buoyed by Fuhong Hanlin's increase of over 7%, with other companies like WuXi Biologics and WuXi AppTec also seeing gains [12]. Industry Insights - The real estate sector faced pressure, with Shimao Group dropping over 6% amid ongoing sales challenges in the industry. Major real estate companies are reportedly initiating organizational restructuring [13][14]. - Education stocks struggled, with Guangzheng Education falling over 5%, alongside declines in New Oriental and other educational institutions [15]. Investment Outlook - According to Everbright Securities, the current liquidity environment in the Hong Kong stock market is entering an observation period, with limited space for further tightening. Positive catalysts could lead to a recovery in market sentiment and capital inflow [22].
阜博集团午后涨超17% AI视频生成技术再迎突破 公司受惠版权保护需求爆发
Zhi Tong Cai Jing· 2026-02-10 06:26
阜博集团(03738)午后涨超17%,截至发稿,涨12.25%,报5.13港元,成交额11.23亿港元。 公开资料显示,阜博集团是全球领先的数字内容资产保护与交易的平台及服务提供商。中信证券此前发 布研报称,在全球AI视频应用爆发的背景下,版权问题的同步滋生进一步激发内容方版权保护投资力 度。该行指出,阜博集团深耕海外市场,凭借领先技术、API渠道、头部客户资源有望率先受益。维 持"买入"评级。 消息面上,字节跳动近期推出的新一代AI视频生成模型Seedance2.0,凭借突破性性能刷屏海内外互联 网。开源证券研报指出,Seedance2.0的推出或标志着AI影视领域的"奇点"时刻,有望在AI漫剧、AI短 剧等短内容创作中率先实现规模化应用。 ...
港股异动 | 阜博集团(03738)午后涨超17% AI视频生成技术再迎突破 公司受惠版权保护需求爆发
智通财经网· 2026-02-10 06:26
公开资料显示,阜博集团是全球领先的数字内容资产保护与交易的平台及服务提供商。中信证券此前发 布研报称,在全球AI视频应用爆发的背景下,版权问题的同步滋生进一步激发内容方版权保护投资力 度。该行指出,阜博集团深耕海外市场,凭借领先技术、API渠道、头部客户资源有望率先受益。维 持"买入"评级。 消息面上,字节跳动近期推出的新一代AI视频生成模型Seedance2.0,凭借突破性性能刷屏海内外互联 网。开源证券研报指出,Seedance2.0的推出或标志着AI影视领域的"奇点"时刻,有望在AI漫剧、AI短 剧等短内容创作中率先实现规模化应用。 智通财经APP获悉,阜博集团(03738)午后涨超17%,截至发稿,涨12.25%,报5.13港元,成交额11.23亿 港元。 ...
港股AI应用股集体走强,智谱涨21%领涨板块
Jin Rong Jie· 2026-02-10 04:28
本文源自:金融界AI电报 港股市场AI应用股今日继续集体大涨,截至半日收盘,智谱涨21%,领涨板块,阅文集团涨超15%,阜 博集团涨超13%,MINIMAX涨超6%。 ...