Core Insights - The article highlights significant changes in the stock holdings of various companies under the Hong Kong Stock Connect program, indicating shifts in investor sentiment and potential investment opportunities. Group 1: Stock Increases - Canggang Railway (02169) saw the largest increase in stock holdings, rising by 10.72% to a total holding of 33.06% [1][2] - Goldwind Technology (02208) experienced a 1.17% increase, bringing its holding to 48.64% [1][2] - Zhongchu Innovation (03931) had a 1.02% increase, resulting in a holding of 14.69% [1][2] - The top three companies with the highest increases over the last five trading days were Dazhong Public Utilities (01635) with a 26.45% increase, Canggang Railway (02169) with a 21.07% increase, and Shankao Holdings (00412) with a 12.67% increase [1][3] Group 2: Stock Decreases - Shandong Molong (00568) recorded the largest decrease in stock holdings, dropping by 1.69% to 55.70% [1][2] - Jinli Permanent Magnet (06680) saw a decrease of 1.65%, resulting in a holding of 22.36% [1][2] - Yihua Tong (02402) experienced a 0.89% decrease, bringing its holding to 19.98% [1][2] - Over the last five trading days, the largest decreases were noted for Dongfang Electric (01072) with a 5.93% decrease, Yihua Tong (02402) with a 4.16% decrease, and Ocean Park (02255) with a 2.54% decrease [1][3] Group 3: Long-term Trends - Over the past 20 days, Dazhong Public Utilities (01635) had the highest increase of 27.37%, reaching a holding of 60.02% [4] - Canggang Railway (02169) also saw a significant increase of 21.39%, maintaining a holding of 33.06% [4] - Longfei Optical Fiber and Cable (06869) increased by 17.15%, achieving a holding of 71.17% [4]

2、港股通最近5个交易日增持榜（前10名） | 公司名称 | 持股额变动 | 持股数变动 | | --- | --- | --- | | 阿里巴巴－W(09988) | +96.59亿元 | +5801.17万股 | | 腾讯控股(00700) | +25.52亿元 | +396.28万股 | | 中芯国际(00981) | +14.72亿元 | +2017.62万股 | | 山高控股(00412) | +12.51亿元 | +27365.70万股 | | 中国移动(00941) | +10.00亿元 | +1175.98万股 | | 极兔速递-W(01519) | +8.17亿元 | +8265.64万股 | | 金山云(03896) | +7.66亿元 | +9146.40万股 | | 快手-W(01024) | +7.31亿元 | +967.56万股 | | 紫金矿业(02899) | +7.04亿元 | +2317.49万股 | | 康方生物(09926) | +6.74亿元 | +508.25万股 | 智通财经APP获悉，根据2025年9月26日披露数据，中远海能（01138）、中国电信（00728 ...

最近看AI云领域的新闻，发现两个挺有意思的点，一是阿里云高管声称到2032年它全球数据中心的能 耗，要比2022年涨十倍。 可另一方面，盈利难题一直没解决，从2012年成立到现在13年，就没赚过钱，2021到2024年累计亏了84 亿，2025上半年又亏了7.7亿，比去年还多了7.81%，资产负债率也从68.7%升到71.6%，越来越依赖外部 钱。 有人可能会说，AI行业初期不都烧钱吗？这话没错，技术研发和建基建本来就慢，不能用普通公司马 上赚钱的标准要求。 但金山云它太依赖融资了，2025年4月刚募了超20亿港元，这次又要募27亿，如果后面现金流跟不上， 很可能陷入投钱，亏损，再募资的循环，这才是投资者真正担心的。 在阿里、腾讯这些巨头面前，二三线云服务商想活下来，总得有自己的独门武器，金山云选的路是绑紧 生态。截至2025年6月，金山软件持股35.59%，小米持股11.12%，雷军是实控人，这次配股后控制权也 没动。 这可不是单纯耗电大了，而是整个行业对算力的需求疯涨，大模型训练一次得数十亿参数运算，工厂搞 智能生产、医院搞AI诊断，都得靠云服务商的基建撑着，不加码根本跟不上。 另一个是金山云，刚宣布要配 ...

| 美股指数 | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普500 | | 46174.23 | 22380.21 | 6622.17 | | +226.91 +0.49% | -4.49 -0.02% | +17.45 +0.26% | | 中国金龙 | 纳指100期货 | 标普500期货 | | 8516.43 | 24579.75 | 6666.50 | | -149.15 -1.72% | -49.50 -0.20% | +6.75 +0.10% | 记者丨张嘉钰 叶麦穗 编辑丨曾静娇 包芳鸣 当地时间周五（9月26日），美股三大指数集体高开，但随后走势出现分化，截至发稿，道指涨 0.49%，标普500指数涨0.26%，纳指跌0.02%。 中概股整体回调，纳斯达克中国金龙指数跌1.72%。 经过一轮猛涨"整顿"，市场基本没有看空黄金的声音。 德意志银行表示，黄金价格再度刷新纪录高位，主要是因为避险情绪。该行分析师亨利·艾伦在一份研 报中表示："投资者一方面看好股市，但同时也担忧存在重大下行风险。黄金价格的驱动因素很多，其 中之一就是它被视为避风港"。 9月初，高 ...

每经AI快讯，美股中概股集体下挫，金山云大跌超11%，万国数据、蔚来跌超6%，百度、阿里、网 易、京东、理想汽车均跌约3%。 ...

Kingsoft Cloud Holdings Limited 金山云控股有限公司 (Incorporated in the Cayman Islands with limited liability) （於開曼群島註冊成立之有限公司） (Stock Code 股份代號: 3896) Date as postmarked Dear Non-Registered Holder(s) (Note 1) , Notification of publication of corporate communication on the websites Notes: 1. Non-Registered Holder means such person or company whose shares are held in The Central Clearing and Settlement System (CCASS) and who has notified the Company from time to time through Hong Kong Securities Clearing Company Limi ...

Kingsoft Cloud Holdings Limited 金山雲控股有限公司 (Incorporated in the Cayman Islands with limited liability) （於開曼群島註冊成立的有限公司） (Stock Code 股份代號: 3896) (Nasdaq Stock Ticker 納斯達克股票代碼: KC) Date as postmarked Dear Shareholder, 1. NOTICE OF PUBLICATION OF 2025 INTERIM REPORT (THE "CURRENT CORPORATE COMMUNICATION") ON THE WEBSITES The Current Corporate Communication of Kingsoft Cloud Holdings Limited (the "Company") is now available under Investor Relations section of the Company's website at ir.ksyun.com and the website ...

Group 1 - The top three companies with the highest short positions as of September 19 are ZTE Corporation (00763) at 15.35%, COSCO Shipping Holdings (01919) at 14.10%, and CATL (03750) at 13.44% [1][2] - The companies with the largest absolute increase in short positions are China Education Holdings (00839) with an increase of 2.61%, Dongfang Electric (01072) with an increase of 2.06%, and Xiexin Technology (03800) also with an increase of 2.06% [1][2] - The companies with the largest absolute decrease in short positions are Hua Hong Semiconductor (01347) with a decrease of -2.52%, Chifeng Jilong Gold Mining (06693) with a decrease of -1.77%, and Laikai Pharmaceutical-B (02105) with a decrease of -1.72% [1][2] Group 2 - The latest short position data shows that ZTE Corporation maintained 116 million shares, COSCO Shipping Holdings had 406 million shares, and CATL had 20.95 million shares [2] - The companies with the largest increase in short positions include China Education Holdings, which rose from 3.73% to 6.33%, and Dongfang Electric, which rose from 7.34% to 9.40% [2] - The companies with the largest decrease in short positions include Hua Hong Semiconductor, which fell from 9.00% to 6.48%, and Chifeng Jilong Gold Mining, which fell from 3.30% to 1.53% [2][3]

Kingsoft Cloud Holdings Limited 金山云控股有限公司 股份代號 : 3896 （於開曼群島註冊成立的有限公司） 2025 中期報告 目 錄 2 公司資料 4 主要摘要 8 業務回顧及展望 11 管理層討論與分析 16 其他資料 42 未經審計中期簡明合併財務報表附註 70 釋義 二零二五 中期報告 2 公司資料 董事會 董事長兼非執行董事 雷軍先生 執行董事 鄒濤先生 （副董事長） 何海建先生 （於二零二五年六月三十日辭任） 非執行董事 張鐸先生 （於二零二五年六月九日獲委任） 馮宏華先生 （於二零二五年六月九日辭任） 獨立非執行董事 審計委員會 喻銘鐸先生 （主席） 曲靜淵女士 王航先生 薪酬委員會 曲靜淵女士 （主席） 雷軍先生 喻銘鐸先生 提名委員會 雷軍先生 （主席） 曲靜淵女士 喻銘鐸先生 王航先生 公司治理委員會 鄒濤先生 （主席） 曲靜淵女士 張鐸先生 （於二零二五年六月九日獲委任） 馮宏華先生 （於二零二五年六月九日辭任） 何海建先生 （於二零二五年六月三十日辭任） 公司秘書 蘇嘉敏女士 喻銘鐸先生 王航先生 曲靜淵女士 授權代表 鄒濤先生 蘇嘉敏女士 中國總部及 ...

（原标题：恒生指数收盘跌1.35% 恒生科技指数跌2.89%） 人民财讯9月26日电，恒生指数收盘跌1.35%，恒生科技指数跌2.89%。小米集团、金山云跌超8%，京东 集团跌超3%。 ...