每经AI快讯，8月8日，港股科网股走低，哔哩哔哩(09626.HK)跌超3%，快手(01024.HK)、阿里巴巴 (09988.HK)跌1.6%，百度(09888.HK)、腾讯控股(00700.HK)、网易(09999.HK)均跌超1%。 ...

Group 1 - The Nasdaq China Golden Dragon Index outperformed the three major US stock indices [1] - As of August 7, the Nasdaq China Golden Dragon Index rose by 0.95%, with notable gains from companies such as Hesai (+5.74%), ZTO Express (+3.91%), and Li Auto (+1.8%) [2] - The Magnificent 7 index of major US tech stocks increased by 0.56%, reaching a record closing high of 186.41 points [2] Group 2 - The US job market continues to weaken, with initial jobless claims rising to 226,000, exceeding expectations [6] - The US Labor Department reported a significant increase in continuing claims for unemployment benefits, reaching 1.97 million, the highest level since November 2021 [7] - The July employment report showed only 73,000 new jobs added, with downward revisions of 258,000 jobs for May and June combined [7] Group 3 - SoftBank's "Stargate" project is experiencing delays, with the company collaborating with Oracle and others to establish a data center [5] - The "Stargate" project, initially announced with a $500 billion investment for AI infrastructure, is facing skepticism regarding its funding capabilities [5]

Group 1 - The Nasdaq China Golden Dragon Index rose by 0.95% on August 8, indicating a positive trend in the market for Chinese stocks listed in the U.S. [1] - Most popular Chinese concept stocks experienced gains, with Miniso rising over 3%, and both Xpeng Motors and Li Auto increasing by more than 1% [1] - Bilibili saw a decline, dropping over 1%, contrasting with the overall positive performance of other stocks [1]

Market Performance - The Nasdaq China Golden Dragon Index opened slightly higher, currently up over 1% with notable gains in companies such as ZTO Express and Miniso, both rising over 4%, and GDS Holdings up over 3% [1] - The US stock market opened with all three major indices showing gains: the Dow Jones up 0.59%, the Nasdaq up 0.75%, and the S&P 500 up 0.55% [2] - Futures for the three major US indices were also up, with Dow futures rising 0.45%, S&P 500 futures up 0.57%, and Nasdaq futures increasing by 0.73% [3] Company-Specific Movements - Eli Lilly saw a significant drop of over 9%, while Intel and Honda both fell over 2%. In contrast, Apple experienced an increase of over 2% [2] - Intel's pre-market decline expanded to 5% following comments from Trump demanding the resignation of Intel's CEO [3]

每经AI快讯，8月7日，纳斯达克中国金龙指数小幅高开，现涨超1%。中通快递、名创优品涨超4%，万 国数据涨超3%，爱奇艺涨超2%，小鹏汽车涨超1%，哔哩哔哩跌超1%。 ...

每经AI快讯，8月7日，香港交易所信息显示，摩根大通在哔哩哔哩-W的持股比例于8月4日从14.94%升 至15.01%，平均股价为176.1237港元。 ...

Core Viewpoint - AI Coding and multimodal capabilities are becoming the "dual engines" for amplifying the value of UGC ecosystems, enhancing interactivity and quality of user-generated content [1] Group 1: AI Empowerment in Gaming Platforms - Roblox utilizes AI tools such as Code Assist, Avatar Auto Setup, and Texture Generator to enhance code and asset generation, with 70% of new games in 2025 Q2 featuring AI-generated assets, reducing development time by 35% [1] - TapTap's Spark Editor integrates AIGC technology to lower game development barriers, providing visual programming and AI-generated art and copy, thus supporting small teams and users with no coding background [2] Group 2: AI Empowerment in Short Video Platforms - Kuaishou's Keling 2.0 significantly enhances UGC quality, with a 25-fold increase in monthly active users and over 1.68 billion videos generated, improving content production efficiency [3] - Bilibili sees over 100% year-on-year growth in AI-related video watch time in 2025 Q1, attracting young users and fostering a vibrant community around AI content creation [3] Group 3: AI Empowerment in IP Development Platforms - Yuewen Group plans to leverage AI for the adaptation of IP into anime, aiming to enhance adaptation efficiency and diversify content forms, thereby accelerating commercialization across the IP value chain [4]

权重科技股涨跌不一，阿里巴巴涨超2%，京东、百度涨超1%，美团、快手微涨，腾讯控股、网易小幅 下跌，小米跌近4%。 | 代码 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 V | | --- | --- | --- | --- | --- | --- | | 09988 | 阿里巴巴-W | 0 | 119.200 | +2.500 | 2.14% | | 09618 | 京东集团-SW | | 124.700 | +2.100 | 1.71% | | 09888 | 百度集团-SW | | 86.700 | +1.400 | 1.64% | | 03690 | 美团-W | | 122.000 | +0.900 | 0.74% | | 01024 | 快手-W | | 80.000 | +0.100 | 0.13% | | 00700 | 腾讯控股 | | 567.000 | -1.500 | -0.26% | | 09999 | 网易-S | | 206.800 | -1.000 | -0.48% | | 09626 | 哔哩哔哩-W | | 183.500 | -0.900 | -0.49% | | ...

Core Viewpoint - Deutsche Bank analyst Leo Chiang indicates that Bilibili (9626.HK) is expected to meet performance expectations in the second quarter, driven by a shift towards higher-margin businesses and improved operational leverage [1] Group 1: Financial Performance - The company is anticipated to report continued growth in profit margins for the second quarter [1] - The success of the flagship mobile game "Three Kingdoms: Strategy of the World" anniversary event is expected to support the second quarter's performance [1] - Significant growth in advertising and value-added service revenues is likely to contribute positively to the company's second quarter results [1] Group 2: Analyst Rating - Deutsche Bank maintains a "Buy" rating on the stock with a target price of HKD 228.00 [1]

Market News - The three major US stock indices closed higher, with the Dow Jones up 0.19%, Nasdaq up 1.21%, and S&P 500 up 0.73%. Notable tech stocks saw significant gains, including Apple rising over 5%, adding approximately $160 billion to its market cap. Amazon increased by 4%, Tesla by over 3%, and Broadcom by nearly 3% [1] - The Nasdaq Golden Dragon China Index rose by 0.93%, with most popular Chinese concept stocks also increasing, such as Alibaba up over 3% and NIO up over 2% [1] - COMEX gold futures fell by 0.08% to $3431.8 per ounce, while silver futures rose by 0.3% to $37.935 per ounce. WTI crude oil futures dropped over 2% to $63.7 per barrel, and Brent crude oil futures also fell over 2% to $66.3 per barrel [1] - Major European stock indices closed collectively higher, with Germany's DAX30 up 0.21%, the UK's FTSE 100 up 0.27%, France's CAC40 up 0.18%, and the Europe Stoxx 50 up 0.22% [1] Industry Insights - The National Data Standardization Technical Committee recently solicited public opinions on two technical documents related to the National Integrated Computing Network, marking a transition from planning to implementation in the construction of the computing network. This sector is crucial in the digital economy, with significant growth expected in areas like AI training, the metaverse, and smart cities [2] - The robotics sector is witnessing a surge in activity, with a recent breakthrough study challenging traditional views on data diversity in robotic learning. The upcoming 2025 World Robot Expo and the China Embodied Intelligent Robotics Industry Conference are set to showcase advancements in the field [3] - Tesla is advancing its autonomous driving technology, with plans to release a new FSD model that is ten times more capable than the current version. The rollout of FSD across the US is expected this year, with further enhancements anticipated by 2026 [4][5]