人民财讯9月30日电，企查查APP显示，近日，阿里巴巴（中国）有限公司"ANIMODE"商标注册成功， 国际分类为教育娱乐。据了解，Animode是阿里巴巴推出的AI动漫视频创作工具，上传图片、视频等素 材，用户可以将现实世界的视频转换为二次元风格视频。 ...

Domestic News - Zhiyuan Robotics has obtained the industry's first humanoid robot dataset CR certification, marking a significant step in standardization and quality evaluation in the field of embodied intelligence [2] - Baidu Smart Cloud has launched the Qianfan-VL series models, which are open-sourced and optimized for enterprise-level multimodal applications, available for free trial until October 10 [3] - DeepSeek has upgraded its online model to DeepSeek-V3.1-Terminus, improving stability and performance based on user feedback [4] - Dingxin Communications clarified that its authorized technology from Pingtouge is solely for MCU chip development and unrelated to AI inference chips, amid stock price fluctuations [5] - Baidu Netdisk has opened mobile phone registration for its overseas version, enhancing AI features for overseas users [6] - Huawei announced a collaboration with Insta360 to create a new experience integrating smartwatches and cameras [7] - Meituan released the LongCat-Flash-Thinking model, a large language model with advanced reasoning capabilities [8] - MiroMind, founded by Chen Tianqiao, has developed a leading predictive large model, outperforming industry benchmarks [9] - Zhongwei Semiconductor has submitted a listing application to the Hong Kong Stock Exchange [10] - China is accelerating the construction of 20 "vehicle-road-cloud integration" pilot cities, with over 35,000 kilometers of testing roads opened [11] - Mercedes-Benz and ByteDance announced a strategic partnership to integrate AI technology into smart driving and user experience, with a new electric model launching this fall [12] - DingTalk has launched an AI table assistant that supports natural language interaction and workflow automation [13] - Alibaba's team has released a new terminal AI agent, iFlow CLI, for personal users [14] - Huawei's patent for a model interaction method aims to enhance AI model efficiency by predicting user needs [15] - Zhiyuan Robotics has officially taken control of Shuangwei New Materials, with Deng Taihua becoming the actual controller [16] - Dongfang Precision and others have established a smart robot company focusing on service robots [17] - Xiaohongshu has upgraded its internal office app to "hi," featuring an AI assistant for enhanced productivity [18] - Zhiyuan Robotics has fully open-sourced its GO-1 general-purpose embodied base model [19] - Tmall Genie has announced a comprehensive upgrade of its "spatial intelligence" strategy [20] - The China Academy of Information and Communications Technology predicts that the AI industry in China will exceed 900 billion yuan in 2024, with a 24% year-on-year growth [21] International News - Oracle has appointed Clay Magouyrk and Mike Sicilia as co-CEOs, with Safra Catz becoming the executive vice president of the board [56] - NVIDIA has established its first AI technology center in the Middle East, focusing on robotics and large model development [57] - Variational AI has partnered with Merck to apply generative AI in drug development, with a potential deal value of up to $349 million [58] - OpenAI is reportedly considering leasing NVIDIA chips to save 10%-15% on expenses [59] - OpenAI and Oracle announced the opening of five new data centers in the U.S., with a total investment of $400 billion [60] - OpenAI plans to expand its data center in Texas, with significant investments expected [61] - Databricks has entered a $100 million partnership with OpenAI to integrate its models into the Databricks platform [62] - CoreWeave has expanded its agreement with OpenAI, with a total contract value reaching approximately $22.4 billion [63] - Meta has launched the Vibes platform for AI-generated video content creation [64] - OpenAI CEO Sam Altman predicts that general AI will arrive by 2030, potentially taking over 30-40% of human jobs [65] - Apple is reportedly developing a ChatGPT-like application for internal testing of Siri [66] - Accenture is restructuring to prioritize AI, planning to lay off employees unable to retrain in AI [67] - NVIDIA plans to invest up to $100 billion in building data centers with OpenAI [68] - Zhejiang Xiantong plans to invest 40 million yuan in Haohai Star and establish a joint venture in the robotics sector [69] - UK-based AI infrastructure company Nscale has completed an $1.1 billion Series B funding round [70] Policy Trends - Jilin Province aims to exceed 5000 PFLOPS in intelligent computing power by the end of 2027, promoting AI innovation and application [71] - Citigroup analysts suggest that Apple's supply chain companies may benefit from OpenAI's AI device promotion [72]

根据公开资料整理，阿里巴巴及其关联公司在港一直租用铜锣湾时代广场作总部，其后因应业务扩展， 包括旗下蚂蚁集团及传媒等，合共涉及10层楼面，租约至2028年届满。 阿里巴巴业绩显示，截至6月底的2026财年第一季度业绩，期内收入2,476.52亿元人民币，同比增2%。 期内纯利同比升78%至431.16亿元人民币，业绩理想下，集团亦有充裕资金自置总部。 业内人士预计，阿里巴巴于同区寻找新甲厦自置，一方面长线自用作总部，而港岛壹号中心属临海项 目，若购入半幢楼面，料可获大厦命名权及天台广告位，对集团形象有正面帮助，故洽购该厦多层。 若按此次涉及金额约70亿港元计，将打破今年3月港交所(00388)以63亿港元，向置地购入中环交易广场 第一座最高的9层办公楼(实用面积约14.7万平方呎)的纪录，成为今年最大额商厦买卖。 据悉，项目前身为香港怡东酒店，2017年正值甲厦高峰期，文华东方集团把怡东酒店推出招标，当时吸 引本地发展商及内地企业竞投，但集团最终收回及宣布自行进行重建，2019年正式关闭酒店，投资额约 50亿港元。 智通财经APP获悉，据媒体报道，阿里巴巴(09988)正在洽购铜锣湾甲级商厦"港岛壹号中心"， ...

Group 1 - The Hang Seng Index opened up 0.19%, with the Hang Seng Tech Index rising 0.34%. Gold stocks led the gains, with Zijin Mining International up over 55% and Zijin Mining up over 7%. Alibaba rose nearly 2% [1] - Huatai Securities reported that the recent rebound in Hong Kong tech stocks is driven by accelerated domestic AI developments, with the Hang Seng Tech Index and the Hang Seng Hong Kong Stock Connect Tech Index rising nearly 20% since July [1] - CITIC Securities forecasts that Hong Kong stocks will see a performance bottoming out in the first half of 2025, with revenue and profit growth rates recorded at 1.9% and 4.6% respectively as of September 15 [1] Group 2 - CITIC Securities estimates that the performance growth of Hong Kong stocks will reach an inflection point in the second half of 2025, with high growth expected in materials, healthcare, and technology sectors [2] - The report from CITIC Jinpu indicates that the anticipated interest rate cuts by the Federal Reserve will directly benefit Hong Kong stocks, with a focus on sectors that are expected to perform well due to improved fundamentals [2] Group 3 - According to Guotai Junan, dividend assets are characterized by stable performance and sustainable cash flows, providing investors with stable high dividend returns. Hong Kong stocks offer better value compared to A-shares, with a cash dividend ratio averaging 44% from 2017 to 2024, higher than A-shares' 36% [3] - The dividend yield of the Hang Seng Composite Index is 2.9%, significantly higher than the 1.9% of the Wind All A Index, indicating a clear advantage for Hong Kong stocks [3] - The valuation levels of dividend assets in Hong Kong are relatively lower, with the Hang Seng High Dividend Yield Index PE and PB at 7.2 times and 0.6 times respectively, compared to 7.9 times and 0.8 times for the CSI Dividend Total Return Index [3]

Core Viewpoint - Alibaba Cloud aims to position itself as the "Android platform" in the AI and cloud industry, seeking to create a strong ecosystem to gain market influence and compete effectively against other major players [1][9][12]. Group 1: Industry Positioning - The term "Android" is used to describe a platform that is open and accessible, which aligns with Alibaba's strategy of promoting open-source solutions to lower barriers for developers [10][18]. - The competition in the AI and cloud market is increasingly seen as a battle between major players, with Alibaba and its cloud services being positioned as a key contender [6][9][12]. - The market is evolving towards a potential two-polar structure, with Alibaba and Nvidia being significant players, indicating a shift from a multi-polar to a more centralized competitive landscape [6][8][12]. Group 2: Market Dynamics - The AI and cloud market is experiencing rapid growth, with IDC reporting a significant increase in the usage of large models, indicating a robust demand for AI services [17]. - The competitive landscape is characterized by a focus on building alliances and partnerships, as seen with Nvidia's collaboration with OpenAI and Oracle, which reflects a strategic move to enhance market positioning [8][9]. - The growth of AI is expected to create substantial opportunities in the coming decades, with a clear focus on AI and cloud as the core drivers of this growth [5][6]. Group 3: Competitive Strategies - Alibaba's strategy includes leveraging its existing market advantages and a strong open-source approach to attract businesses that need to innovate quickly [10][18]. - In contrast, Volcano Engine adopts a more closed approach at the foundational level while providing an open application layer, which is reminiscent of Apple's strategy of offering user-friendly products [20][21]. - The pricing strategy of Volcano Engine, which focuses on low-cost token sales, is aimed at increasing market penetration and attracting a broader user base [22][23].

Key Points - The top three companies by Hong Kong Stock Connect holding ratios are Changfei Optical Fiber (71.17%), China Telecom (70.50%), and COSCO Shipping Energy (70.31%) [1] - Alibaba-W, Tencent Holdings, and SMIC saw the largest increases in holding amounts over the last five trading days, with increases of +11.802 billion, +3.602 billion, and +2.155 billion respectively [1] - The companies with the largest decreases in holding amounts over the last five trading days include the Tracker Fund (-3.386 billion), Hang Seng China Enterprises (-2.161 billion), and Xiaomi Group-W (-1.060 billion) [3] Group 1: Hong Kong Stock Connect Holding Ratios - Changfei Optical Fiber (06869) holds 250 million shares, representing 71.17% [1] - China Telecom (00728) holds 9.786 billion shares, representing 70.50% [1] - COSCO Shipping Energy (01138) holds 911 million shares, representing 70.31% [1] Group 2: Recent Increases in Holdings - Alibaba-W (09988) increased by +11.802 billion, with a change of +68.0615 million shares [1] - Tencent Holdings (00700) increased by +3.602 billion, with a change of +5.4583 million shares [1] - SMIC (00981) increased by +2.155 billion, with a change of +28.1698 million shares [1] Group 3: Recent Decreases in Holdings - Tracker Fund (02800) decreased by -3.386 billion, with a change of -12.4301 million shares [3] - Hang Seng China Enterprises (02828) decreased by -2.161 billion, with a change of -2.23798 million shares [3] - Xiaomi Group-W (01810) decreased by -1.060 billion, with a change of -1.97939 million shares [3]

Summary of Key Points Core Viewpoint - The report highlights the top short-selling stocks in the market, indicating significant investor sentiment and potential volatility in these companies' stock prices [1][2]. Group 1: Top Short-Selling Ratios - China Resources Beer (80291) and Anta Sports (82020) both have a short-selling ratio of 100.00%, indicating complete short interest [1][2]. - Lenovo Group (80992) has a short-selling ratio of 72.39%, suggesting a notable level of bearish sentiment among investors [1][2]. Group 2: Top Short-Selling Amounts - Alibaba (09988) leads with a short-selling amount of 5.5 billion, followed by Xiaomi (01810) at 3.305 billion and Tencent Holdings (00700) at 2.414 billion [2]. - The significant short-selling amounts for these companies may reflect concerns about their future performance or market conditions [2]. Group 3: Top Short-Selling Deviations - COSCO Shipping International (00517) has the highest deviation at 36.57%, indicating a substantial difference between its current short-selling ratio and its average over the past 30 days [1][2]. - China Resources Beer (80291) follows with a deviation of 32.83%, suggesting heightened short-selling activity compared to its historical average [1][2].

完整早报音频，请点击标题下方小耳机收听 【 DeepSeek-V3.2-Exp发布 】 DeepSeek 宣布官方App、网页端、小程序均已同步更新为 DeepSeek-V3.2-Exp， 得益于新模型服务成本的大幅降低，官方API价格也相应下调，新价格即刻 生效。在新的价 格政策下，开发者调用DeepSeek API的成 本将降 低50%以上。 DeepSeek-V3.2-Exp API 输入: 0.5元 0.2元 缓存命中 4元 2元 缓存未命中 输出: 12元 3元 2025 年 9月29日18:00 生效 目前，华为云和寒武纪均表示，已完成对该模型的适配工作。有消息称，智谱新模型GLM–4.6也将 于近日发布，目前已可通过API接口 调用。（ 券商中国） 【王健林"限高"措施已取消】 记者 9 月 29 日查询，中国执行信息公开网已经没有万达集团董事长 王健林"限高"信息。同时，另据企查查信息，并未显示王健林"限高"风险。财联社此前了解到，本次 事件是万达下属项目公司经济纠纷，或因在执行层面信息不对称导致。 （ 财联社 ） 限制消费令0 历史限制消费令1 共 1 条历史限制消费令 2 案号:(2025 ...

Group 1 - The report highlights the narrowing space for convertible bond adjustments, with a focus on individual bond adjustment intentions as the market enters a period of increased redemption and maturity [1][24][25] - The overall market valuation of convertible bonds has decreased, with the average conversion value dropping to 100.36 yuan, while the weighted average premium rate has increased to 38.89% [1][26] - The report suggests monitoring convertible bonds with strong fundamentals and relatively low valuations, particularly in technology growth sectors and industries benefiting from cyclical recovery [1][25] Group 2 - The logistics supply chain industry is experiencing significant growth through value realization, with companies extending their business models from logistics to trade and manufacturing [8] - New business segments within supply chain companies are showing high growth rates, with annualized gross profit growth rates of 22% and 21% for specific companies [8] - The report anticipates a rebound in supply chain profits, driven by rising commodity prices and a potential decline in the US dollar index due to Federal Reserve interest rate cuts [8] Group 3 - The medical device company, 惠泰医疗, reported a 21.26% year-on-year increase in revenue to 1.214 billion yuan in the first half of 2025, with a net profit growth of 24.11% [28][29] - The company has focused on its core PFA products, achieving significant milestones in the treatment of atrial fibrillation and expanding its product line [28][29] - The report projects revenue growth for 惠泰医疗 to reach 2.682 billion yuan in 2025, with net profits expected to be 930 million yuan [28][29] Group 4 - 荃信生物 reported a remarkable 359.69% increase in revenue to 206 million yuan in the first half of 2025, although it faced a net loss [35][36] - The company is focusing on the autoimmune disease market, which is projected to grow significantly, with a market size of 363 billion yuan by 2024 [35][36] - 荃信生物 has a diverse pipeline of monoclonal antibodies targeting various autoimmune diseases, with several products in advanced clinical stages [35][36][37]

Market Overview - The Hang Seng Index (HSI) closed at 26,665.59, up by 42.71 points or 0.16% on September 29 [1] - The index reached a high of 26,699.71 and a low of 26,495.38 during the trading session, with a trading volume of 61.6389 million [1] - The 52-week high for the index is 26,915.35, while the 52-week low is 18,856.77, indicating a trading range of 0.77% [1] Major Blue-Chip Stocks Performance - HSBC Holdings closed at HKD 109.701, up 0.83% from the previous close [2] - Tencent Holdings closed at HKD 661.446, reflecting a 0.22% increase from the previous close [2] ADR and Stock Price Movements - Tencent Holdings (ADR) increased by 2.48% to HKD 660.000, with an ADR conversion price of HKD 661.446, showing a rise of HKD 1.446 compared to its Hong Kong stock price [3] - Alibaba Group (ADR) rose by 4.14% to HKD 173.400, with an ADR conversion price of HKD 175.032, indicating an increase of HKD 1.632 [3] - HSBC Holdings (ADR) saw a 1.97% increase to HKD 108.800, with an ADR conversion price of HKD 109.701, up by HKD 0.901 [3] - Other notable movements include a 2.66% increase for Trip.com Group and a 3.09% increase for JD.com [3]