近日，继与海康威视签署全面深化战略合作协议后，海尔集团再度官宣与阿里巴巴集团签署全面战略合 作协议，达成全面AI合作。据悉，双方将充分发挥海尔的全生态布局与阿里的全栈AII能力优势，共建 数字产业新生态。 产业在线高级分析师王娟在接受21世纪经济报道记者采访时指出，从智能化整体进程来看，家电企业在 产品研发和生态构建层面面临多重挑战，包括智能技术基础薄弱、创新迭代速度较慢，生态协同难度较 大、用户体验不连贯、场景化落地能力有限、智能家电的商业模式尚不清晰、盈利路径较为单一等多个 层面。 近年来，随着家电产业数字化、智能化脚步不断加快，行业内部、跨行业的生态合作正变得愈加频繁。 包括海尔在内，巨头间频频"合纵连横"背后，既是数智化进入深水区背景下，跨行业、跨场景进行产品 研发和生态构建的内生需求；亦是全球化背景下，家电产业协力构建海内外制造、物流、AI稳定供应 链的外在保障。 在涉及业务种类繁多、实体制造与数字生态协同交织的复杂合作关系中，家电企业或将迎来不同品牌、 不同生态体系间，既相互独立，又部分交融的复杂竞争格局。 数字化推动巨头携手 无论在家电行业内抑或是行业外，头部厂商间针对家用电器、消费电子前沿技术 ...

| 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 131.44 亿元 | -7.36 亿元 | | 中芯国际(00981) | 80.15 亿元 | -3.24 亿元 | | 腾讯控股(00700) | 43.40 亿元 | +1.61 亿元 | | 华虹半导体(01347) | 41.09 亿元 | +2.28 亿元 | | 小米集团-W(01810) | 33.09 亿元 | +7.23 亿元 | | 中兴通讯(00763) | 24.52 亿元 | -5.04 亿元 | | 晶泰控股(02228) | 20.50 亿元 | +2.66 亿元 | | 盈富基金(02800) | 19.14 亿元 | -2.39 亿元 | | 泡泡玛特(09992) | 17.62 亿元 | +3.99 亿元 | | 快手-W(01024) | 14.31 亿元 | +3944.36 万元 | 深港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 78. ...

Chinese e-commerce giant Alibaba's cloud business unit has launched its second data centre in Dubai, it said on Tuesday, nine years after its first, as it expands its global cloud computing services t... ...

智通财经10月14日讯（编辑 冯轶）据Wind数据显示，南向资金今日成交约1812.45亿港元，较前一日缩量约458亿；约为今日恒指成交总额的45.44%，占比 连续两日跌破5成。 与此同时，恒指今日继续下行，南向资金则再度逆势加仓，全天净买入约86.03亿港元。其中，沪港股通净流入约49.73亿港元，深港股通净流入约36.31亿港 元。 大幅净买入：小米集团-W(01810.HK)9.23亿港元；腾讯控股(0700.HK)6.63亿港元；晶泰控股(02228.HK)4.27亿港元。 大幅净流出：中芯国际(00981.HK)9.58亿港元；阿里巴巴-W(09988.HK)7.95亿港元；中兴通讯(00763.HK)6.46亿港元。 投资要点 个股方面，交易所数据显示，今日南向资金 | | | 港股通速递（南向） | | | --- | --- | --- | --- | | | 沪市港股通（乙元） | 深市港股通（乙元） | 成交净额(亿元) | | マ日 | 49.73 | 36.31 | 86.03 | | 沂一日 | 707 56 | 990 50 5 | 1698 06 | | | | | 港股通（沪 ...

Core Insights - The home appliance market in China is undergoing a transformation as companies partner with AI technology firms to explore new paths for growth following the end of government subsidies [1][3] - Major players like Haier, TCL, and Midea are actively engaging in AI collaborations, indicating a shift towards integrating AI into their product offerings and operational strategies [1][4] Group 1: AI Collaborations - Haier has signed a comprehensive strategic cooperation agreement with Alibaba, marking a significant step in the ongoing trend of home appliance and AI partnerships [1] - TCL is working with Alibaba Cloud to develop a specialized AI model focused on semiconductor display technology, enhancing smart terminal image quality and interaction [3] - Midea is collaborating with Huawei to create a smart home ecosystem, aiming for seamless interconnectivity across devices and brands [4] Group 2: Marketing and Global Expansion - The partnership between Haier and Alibaba will also focus on deepening cooperation in e-commerce, leveraging Haier's industrial strengths and Alibaba's overseas e-commerce framework to build a digital ecosystem [7] - International brands like Panasonic are also entering AI collaborations, with plans to develop smart home solutions for Southeast Asia and the Middle East in partnership with Alibaba Cloud [7]

智通财经APP获悉，10月14日港股市场，北水成交净买入86.03亿港元，其中港股通(沪)成交净买入49.73亿港元，港股通 (深)成交净买入36.31亿港元。 北水净买入最多的个股是南方恒生科技(03033)、小米集团-W(01810)、腾讯(00700)。北水净卖出最多的个股是中芯国际 (00981)、阿里巴巴-W(09988)、信达生物(01347)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 阿里巴巴-W | 62.04 Z | 69.40亿 | 131.44亿 | | HK 09988 | | | -7.36 Z | | 中芯国际 | 38.45 乙 | 41.70 Z | 80.15 Z | | HK 00981 | | | -3.24 Z | | 腾讯控股 | 22.51 乙 | 20.89 亿 | 43.40亿 | | HK 00700 | | | +1.61 乙 | | 来可未营体 | 21.68 乙 | 19.41 Z | 41.09亿 | | HK 01347 | | | +2.28 乙 | ...

格隆汇10月14日｜南下资金今日净买入港股86.03亿港元。其中： 净买入南方恒生科技11.47亿、小米集 团-W 9.23亿、腾讯控股6.62亿、晶泰控股4.26亿、泡泡玛特3.99亿； 净卖出中芯国际9.57亿、阿里巴巴- W 7.95亿、信达生物7.67亿、中兴通讯6.45亿、快手-W 2.53亿、盈富基金2.39亿、华虹半导体1.1亿。 据 统计，南下资金已连续7日净买入小米，共计56.3234亿港元；连续4日减持中芯国际，共计65.8659亿港 元；连续4日减持阿里巴巴，共计49.7935亿港元。(格隆汇) ...

每日晨报│2025 年 10 月 14 日 主要市场指数表现 | | 收市价 | 上个交易日升 | YTD 升跌 | | --- | --- | --- | --- | | 恒生指数 | 25,889 | -1.52% | +29.06% | | 恒生科技指数 | 6,145 | -1.83% | +37.54% | | 国企指数 | 9,222 | -1.45% | +26.51% | | 沪深 300 | 4,593 | -0.49% | +16.75% | | 上证综合指数 | 3,889 | -0.19% | +16.04% | | 深证成份指数 | 13,231 | -0.93% | +27.05% | | 中小板指 | 8,189 | -1.25% | +28.32% | | 道琼斯指数 | 44,372 | -0.63% | +4.30% | | 标普 500 指数 | 6,260 | -0.33% | +6.43% | | 纳斯达克指数 | 20,586 | -0.22% | +6.60% | | 伦敦富时指数 | 8,941 | -0.38% | +9.40% | | CAC40 指数 | ...

Market Overview - The Hong Kong stock market experienced a significant decline, with the Hang Seng Index closing at 25,441 points, down 1.73%, while the Hang Seng Tech Index fell 3.62%, dropping below the 6,000-point mark [1][2] - Major technology stocks led the market downturn, with semiconductor stocks also suffering substantial losses [2][4] Sector Performance - The technology sector saw widespread declines, with notable drops including Hua Hong Semiconductor down over 13% and SMIC down over 8% [4][5] - Gold and precious metals stocks also fell sharply, with Zijin Mining and Chifeng Jilong Gold both dropping over 6% [6] - The gambling sector continued its downward trend, with New World Development down over 8% and Galaxy Entertainment down over 5% [11][12] - Conversely, banking stocks showed resilience, with Chongqing Rural Commercial Bank rising over 6% and China Merchants Bank up over 4% [13][14] - The film and entertainment sector performed well, with Huayi Brothers Media surging nearly 20% [15][16] Capital Flows - Southbound funds recorded a net inflow of 8.603 billion HKD, indicating continued interest in Hong Kong stocks despite the market volatility [17] Future Outlook - Analysts suggest that the recent escalation in US-China trade tensions may increase market uncertainty, but they remain optimistic about the medium-term outlook for Hong Kong stocks, particularly in sectors like AI, innovative pharmaceuticals, and new consumption [19]

第一财经记者查询发现，目前七鲜小厨（长保大厦店）在淘宝闪购月销量达到2000单，在美团外卖月销 量达400单。美团外卖上，七鲜小厨有"人气新店"的标签。同时，远距离的用户可以通过美团外卖的跑 腿服务点餐。京东秒送平台显示，七鲜小厨开业至今已售9万单。 在菜品价格上，美团外卖和淘宝闪购均可叠加大额红包使用，一份盖浇饭券后价格在15元到20元之间。 以盖浇饭为例，第一财经记者对比了三个平台的价格，目前仍是京东秒送的价格最低。 近期，京东旗下外卖品牌七鲜小厨在美团外卖、淘宝闪购等平台低调上线。 【破壁！#京东外卖店入驻美团淘宝闪购# 】 ...