美股盘前，中概股多数上涨，哔哩哔哩涨约2%，百度涨约2%，小鹏汽车涨约3%。 ...

Key Points - DJI's first panoramic camera, Osmo 360, has reported fogging issues, which the company attributes to user error in humid conditions, stating that the fogging is an isolated incident [4][5] - Li Auto responded to public backlash regarding a crash test involving its i8 model, clarifying that the test was not intended to compare with other brands and that it does not compete directly with Dongfeng Liuzhou [7][8] - Gree Electric Appliances has denied allegations of financial misconduct involving its executives, stating that the claims are false and have been reported to the police [10] - Zunpai Technology was fined for stealing Huawei's chip technology, with 14 former employees sentenced and a total fine of 13.5 million yuan imposed [10][11] - Silicon-based Intelligence has addressed rumors of layoffs, asserting that it has a stable research and sales team and plans to expand its workforce significantly by 2026 [12][13] - Geely has restructured its intelligent driving teams, integrating the Zeekr team into Qianli Technology, indicating a strategic shift towards a unified technology platform [15][16] - Neta Auto has resumed full operations, with 47 potential investors expressing interest in funding its restructuring efforts, despite significant debts [17] - Faraday Future has denied allegations of copying Great Wall Motors, emphasizing its collaborative development approach [18] - Major Chinese food delivery platforms, including Meituan and JD, have collectively called for an end to cutthroat competition in the industry, promising to regulate subsidy practices [19] - IM Motors has introduced a new range-extended electric vehicle system, claiming significant improvements in efficiency and range [20][21] - Apple reported a 10% increase in total revenue, with a notable 4% growth in revenue from the Greater China region, attributed partly to government subsidies [30][31] - TikTok has merged its core product and trust safety teams to better address uncertainties in the U.S. market [33] - Intel is undergoing significant leadership changes in its wafer foundry business, with three senior executives set to retire [34][35] - Shein reported over $10 billion in revenue for Q1 2025, benefiting from a rush of consumer purchases before new tariffs take effect [36] - Tim Cook has officially become the longest-serving CEO in Apple's history, surpassing Steve Jobs [37]

Market Performance - The three major U.S. stock indices closed lower, with the Dow Jones down 1.23% at 43,588.58 points, the S&P 500 down 1.60% at 6,238.01 points, and the Nasdaq down 2.24% at 20,650.13 points, marking the largest decline since April [3][4] - The U.S. stock market lost over $1 trillion in market capitalization due to investor concerns about economic prospects [3] Employment Data - The U.S. non-farm payrolls for July showed an increase of only 73,000 jobs, significantly below expectations, with the unemployment rate rising slightly to 4.2% [4][6] - Previous months' non-farm employment data were revised down sharply, with May's figures adjusted from 144,000 to just 19,000, and June's from 147,000 to 14,000 [4][6] Federal Reserve and Interest Rate Expectations - Following the weak employment data, the probability of a 25 basis point rate cut by the Federal Reserve in September surged from less than 40% to nearly 90% [6] - The bond market saw a decline in U.S. Treasury yields across the board, with the 2-year yield down 6.76%, the 5-year down 5.13%, and the 10-year down 3.23% [5] Political Developments - President Trump called for the dismissal of the Bureau of Labor Statistics director, citing concerns over inflated employment data ahead of the 2024 elections [8][11] - Federal Reserve Governor Adriana Kugler announced her resignation effective August 8, which allows Trump to appoint a new member to the Federal Reserve Board earlier than expected [11]

Core Insights - Bilibili (BILI) has a strong history of beating earnings estimates and is positioned well for future earnings reports [1][2] - The company has shown an average surprise of 53.57% over the last two quarters, indicating strong performance [2] - Recent estimates for Bilibili have been increasing, with a positive Earnings ESP of +5.88%, suggesting bullish sentiment among analysts [5][8] Earnings Performance - In the most recent quarter, Bilibili was expected to report earnings of $0.12 per share but reported $0.06 per share, resulting in a surprise of 100.00% [2] - For the previous quarter, the consensus estimate was $0.14 per share, while the actual earnings were $0.15 per share, leading to a surprise of 7.14% [2] Earnings ESP and Zacks Rank - The Zacks Earnings ESP for Bilibili is currently positive, which is a strong indicator of potential earnings beats [5][8] - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6] - Bilibili holds a Zacks Rank of 1 (Strong Buy), further enhancing the likelihood of an earnings beat [8]

Core Viewpoint - Shanghai Bilibili Technology Co., Ltd. has obtained a patent for a multimedia resource control method, device, electronic equipment, and storage medium, indicating its ongoing innovation in technology [1] Company Overview - Shanghai Bilibili Technology Co., Ltd. was established in 2016 and is located in Shanghai, primarily engaged in technology promotion and application services [1] - The company has a registered capital of 250 million USD [1] Investment and Intellectual Property - The company has invested in 27 enterprises and participated in 31 bidding projects [1] - It holds 3031 patent records and has 7 trademark records, showcasing its strong focus on intellectual property [1] - Additionally, the company possesses 22 administrative licenses [1]

（文章来源：每日经济新闻） 每经AI快讯，8月1日，港股科网股午后走势分化，腾讯控股(00700.HK)跌超3%，阿里巴巴(09988.HK) 涨超1%，哔哩哔哩(09626.HK)、快手(01024.HK)等多股走弱。 ...

港股科网股午后走势分化，腾讯控股(00700.HK)跌超3%，阿里巴巴(09988.HK)涨超1%，哔哩哔哩 (09626.HK)、快手(01024.HK)等多股走弱。 ...

港股科网股午后走弱，哔哩哔哩(09626.HK)、快手(01024.HK)跌超3%，网易(09999.HK)、腾讯控股 (00700.HK)等跟跌。 ...

Group 1 - The Nasdaq China Golden Dragon Index rose by 0.66% on August 1 [1] - Most popular Chinese concept stocks experienced gains, with NIO increasing nearly 8% and Kingsoft Cloud rising over 5% [1] - Alibaba, Bilibili, and Baidu each saw increases of over 2%, while Li Auto and Miniso experienced declines of over 1% and 4% respectively [1]

| BILI 哔哩哔哩 | | 0 | | --- | --- | --- | | 22.280 + -0.160 -0.71% | | 收盘价 07/30 16:00 美东 | | 22.850 ↑ 0.570 +2.56% | | 盘前价 07/31 04:31 美东 | | 盤 ½ 24 少 Ｓ Ｓ 母 目 ♡ | | ● 快捷交易 | | 最高价 22.945 | 开盘价 22.430 | 成交量 389.88万 | | 最低价 22.020 | 昨收价 22.440 | 成交额 8745.14万 | | 平均价 22.430 | 市盈率ITM 亏损 | 总市值 91.97亿 (…) | | 振 幅 4.12% | 市盈率(静) | 总股本 4.13亿 | | 换手率 1.37% | 市净率 4.598 | 流通值 63.21亿 | | 52周最高 31.770 | 委 比 -- | 流通股 2.84亿 | | 52周最低 12.720 | 量 比 1.34 | 色 主 1股 | | 历史最高 157.660 股息TTM -- | | 换股比率 1.00 | | 历史最低 8.230 | | | 哔哩 ...