黄金股、有色金属股普涨，灵宝黄金（03330.HK）涨6.24%，洛阳钼业（03993.HK）涨3.96%，中国宏 桥（01378.HK）涨3.44%，紫金矿业（02899.HK）涨3.46%，山东黄金（01787.HK）涨2.53%。消息 上，亚洲早盘，现货黄金短线拉升重回3340美元/盎司上方。中金研报称，如果美联储主席提前离职， 给定其他条件不变，利空美元，利好黄金，美债短端牛陡、中长端熊陡直至美联储重启扩表压制长端利 率。 7月18日，港股三大指数集体反弹。其中，恒生指数涨1.33%，国企指数涨1.51%，恒生科技指数涨 1.65%。 分板块看，SaaS概念涨幅居前，汇量科技（01860.HK）涨15.56%，移卡（09923.HK）涨10.11%，金蝶 国际（00268.HK）涨7.27%，迈富时（02556.HK）涨5.84%，医渡科技（02158.HK）涨4.95%。消息面 上，2025世界人工智能大会（WAIC）将于7月26日至7月29日启幕。 稳定币概念再度走高，其中，耀才证券金融（01428.HK）大涨16.93%，云锋金融（00376.HK）大涨 15%，OSL集团（00863.HK）涨 ...

Group 1: Hong Kong Stocks - Oriental Selection (01797) surged over 14% with the upcoming launch of a second sanitary napkin product, indicating growth potential in self-operated products [1] - AI application stocks rose in early trading, with Kingsoft Cloud (03896) and Innovation Works (02121) both up over 11%, and other companies like Kintor Pharmaceutical (01860) and Kingdee International (00268) also showing gains [1] - Yao Cai Securities (01428) increased over 8% as Ant Group actively develops stablecoins in Hong Kong, enhancing the prospects for Yao Cai's virtual asset business [1] - Meitu (01357) saw a rise of over 7% during trading, with institutions optimistic about the company's performance potential due to AI Agent product validation [1] - Jinli Permanent Magnet (06680) initially rose over 8%, with a projected net profit increase of up to 180% year-on-year for the first half of the year, as institutions reassess the value of rare earth strategic metals [1] - NIO-SW (09866) increased over 4% as the pre-sale price of the L90 model exceeded expectations, with Morgan Stanley forecasting monthly sales to surpass 5,000 units [1] - Guoquan (02517) rose over 11% following an earnings forecast, expecting a net profit of approximately 180 million to 210 million yuan for the first half of the year, a year-on-year increase of about 111%-146% [1][2] Group 2: US Stocks - PepsiCo (PEP.US) rose 7.45% after Q2 earnings exceeded expectations, with EPS at $2.12, surpassing the forecast of $2.03, and revenue growing 1.0% year-on-year to $22.73 billion [3] - Lucid (LCID.US) soared 36.24% as it announced a partnership with Uber to launch a self-driving taxi fleet [3] - Abbott (ABT.US) fell over 8% due to Q3 guidance falling short of expectations and a downward revision of the annual profit forecast [3] - AI application software stocks saw gains, with Unity Software (U.US) rising over 12% at one point, and other companies like SoundHound AI (SOUN.US) and AppLovin (APP.US) also increasing [3] - Taiwan Semiconductor Manufacturing Company (TSM.US) rose 3.38%, achieving a record high with Q2 EPS of $2.47, exceeding the forecast of $2.39, and revenue growing 44.4% year-on-year to $30.07 billion [4] - Oracle (ORCL.US) increased 3.09%, reaching a new high as it announced a $3 billion investment in AI and cloud infrastructure in Germany and the Netherlands over the next five years [4] - BigBear.ai Holdings (BBAI.US) rose 15.45% ahead of its earnings report, with expectations of a loss of $0.07 per share but revenue projected to reach $40.99 million, a year-on-year increase of 3.04% [4] Group 3: Drone and Streaming Stocks - Drone-related stocks strengthened, with Palladyne AI (PDYN.US) rising 31.4% and Joby Aviation (JOBY.US) increasing 8.51% amid U.S. Department of Commerce investigations into drone systems and key solar materials [5] - Netflix (NFLX.US) saw a slight decline of over 2% after reporting Q2 revenue of $11.079 billion, slightly above the forecast, but underperformed in the APAC and LATAM regions [5]

Group 1 - The Hong Kong stock market opened with the Hang Seng Index rising by 1.06% and the Tech Index increasing by 1.31% [1] - NIO Inc. (09866.HK) saw a significant increase of over 7% [1] - Alibaba Group (09988.HK) experienced a rise of nearly 2.5% [1] Group 2 - China Resources Beer (00291.HK), NetEase (09999.HK), and Nongfu Spring (09633.HK) all recorded gains of over 2% [1]

Group 1 - NIO delivered 24,925 vehicles in June, indicating a positive month for the company [1] - Despite the delivery numbers, the stock has struggled to achieve a meaningful breakout, suggesting ongoing challenges [1] - The company has a history of providing hope to investors, but external factors continue to impede significant stock performance [1] Group 2 - The article does not provide any additional relevant information regarding the industry or company beyond the delivery performance and stock challenges [2][3]

For investors, Nio (NIO -3.18%) has always been a swing for the fences. This young electric vehicle (EV) maker took a slightly different route, preferring to spend extensive capital and effort to build out its battery swapping stations. While mostly known for its namesake Nio premium EV brand, the company has recently launched two sub brands, Onvo and Firefly, which are expected to significantly boost deliveries as production accelerates.All that said, it's time for Nio to go big with its new brands, becaus ...

| ■■■ | | --- | | 【重点企业】比亚迪承诺为在智能泊车场景下的安全及损失全面兜底 | | 【重点企业】蔚来完成高速换电千站计划 . | | --- | | 【重点企业】极氪发布豪华电混专属架构浩瀚-S . | | 【重点企业】大众汽车集团第二季度全球交付 227.2万辆 同比增长 1.2% 13 | | 【重点企业】一汽-大众 4 款全新平台新能源车型落户长春 | 【政策动向】美国将加快自动驾驶汽车审批流程 据外媒报道，美国特朗普政府正采取措施，简化汽车制造商部署无驾驶控制装置的自动驾驶汽车的流程， 这可能为特斯拉及其竞争对手在不久的将来在美国道路推出完全自动驾驶出租车带来利好。 美国国家公路交通安全管理局（NHTSA）发布于官网的一个声明表示，在现行法规下，车企若想部署无方 向盘或刹车踏板的自动驾驶汽车，必须申请豁免联邦安全标准，这些标准实际上要求新车配备人工驾驶控 制装置，申请豁免的时间冗长，可能持续数年。美国国家公路交通安全管理局表示，将"简化"这一豁免流 程。 美国国家公路交通安全管理局首席法律顾问Peter Simshauser在上述声明中提到，改革后，该机构"预计可在 数月内而非数 ...

Group 1 - The new consumption concept stocks in the Hong Kong market experienced a decline, with companies such as Shangmei Holdings (02145.HK) and Pop Mart (09992.HK) both dropping nearly 3.5% [1] - Other companies like Mixue Group (02097.HK) and Guming (01364.HK) saw declines exceeding 3%, while Nayuki's Tea (02150.HK) fell by 2.5% [1] - Additional declines were noted for Cha Baidao (02555.HK), NIO (09866.HK), Laopu Gold (06181.HK), and Xiaomi Group (01810.HK), all of which dropped over 1.5% [1]

Key Takeaways NIO launched its ONVO sub-brand to expand its reach through a multi-brand strategy in 2025. In the first four months of 2025, ONVO's L60 ranked top-three in the RMB 200,000-300,000 price range. ONVO margins lag NIO's, with key margin drivers expected to emerge in Q3 of 2025.NIO Inc. (NIO) introduced its smart electric vehicle sub-brand, ONVO, in May 2024, to kick-start the company’s transition into a multi-brand strategy. Designed to deliver an optimized ownership experience and exceptional ...

中国充电联盟发布的上半年新能源品牌国内自建直流充电桩前10榜单显示，截至今年6月末，广汽埃安已有自建桩1.37万根、特斯拉1.16万根、蔚来1.15万 根、大众开迈斯1.14万根、小鹏汽车8946根、极氪8014根、理想4535根、上汽安悦4064根、红旗3220根、奥迪602根。 "广汽埃安于北上广深核心区已实现高覆盖。"广汽埃安超充站运维员王星介绍，在北上广深核心区，通过自建与联网，广汽埃安已达到平均每平方公里10 根桩、直线距离1公里内有广汽埃安充电站的水平，真正让用户实现了"充电自由"。 近日，中国充电联盟发布了2025年上半年统计数据，并公布了车企自建桩前10名。在补能设施建设榜单上，广汽埃安继5月以1.32万根直流快充桩夺得新 能源汽车品牌数量第一后，6月又以新增500根充电桩的成绩蝉联榜首。小鹏汽车、极氪、理想、奥迪等皆跻身前10名之列。 近几年，车企自建桩速度不断加快，甚至有化身"基建狂魔"之势。在近来行业的"基建竞赛"中，不仅小鹏和理想持续发力，就连之前几乎不建桩的比亚迪 也计划要在未来1～2年内建成4000座超充站。可以说，车企"拼基建"火力全开。不过，拼速度的同时更应加强互联互通，另外， ...

Domestic News - In Q2 2025, the automotive manufacturing industry's capacity utilization rate was 71.3%, lower than the national average of 74.0% [4] - BYD announced the launch of its full brand's mobile connectivity feature, compatible with major domestic smartphone brands, enhancing the in-car experience [5] - Geely Auto signed a merger agreement with Zeekr Technology, with Geely acquiring all outstanding shares of Zeekr, allowing shareholders to choose cash or stock as compensation [6] - FAW Toyota has initiated the development of the next-generation smart cockpit, expected to be released in 2026, integrating AI for enhanced interaction [7] - NIO announced the completion of a battery swap station in Dingri, Tibet, which is the highest battery swap station in the world at 3,947 meters [8] - CATL announced a strategic partnership with T3 Mobility to explore optimization strategies for Robotaxi operations [9] - Baidu's autonomous driving unit plans to deploy thousands of self-driving cars globally in partnership with Uber [10] - BASF's high-nickel ternary materials for solid-state batteries have entered mass production this year [11] International News - In Canada, new car sales increased by 4.3% in the first half of 2025, reaching 958,214 units, with a 6.4% increase in Q2 [12] - The UK government announced a £650 million electric vehicle subsidy plan, providing up to £3,750 per eligible electric vehicle to promote adoption [13] - Panasonic opened a $4 billion battery factory in Kansas, its second in the U.S., expected to create 4,000 jobs [14] - Rivian and Google have collaborated to develop a customized version of Google Maps for electric vehicles [15] Commercial Vehicles - Inner Mongolia is focusing on developing the hydrogen energy equipment manufacturing industry, with specific cities designated for various aspects of hydrogen production and technology [16] - BYD has begun the expansion of its commercial vehicle factory in Hungary, adding 29,000 square meters of smart production facilities [18] - Faurecia has been selected as one of the first companies for the national trusted data space innovation development pilot program [19] - Guangzhou announced annual subsidies of up to 100,000 yuan for hydrogen fuel cell heavy trucks, with specific mileage-based compensation [20][21]