Short Selling Ratios - Anta Sports (82020) has the highest short selling ratio at 100.00% [1][2] - Xiaomi Group (81810) follows with a short selling ratio of 75.31% [1][2] - BYD Company (81211) has a short selling ratio of 63.38% [1][2] Short Selling Amounts - Tencent Holdings (00700) leads in short selling amount with 4.106 billion [2] - Alibaba Group (09988) has a short selling amount of 1.883 billion [2] - Meituan (03690) follows with a short selling amount of 1.416 billion [2] Deviation Values - Xiaomi Group (81810) has the highest deviation value at 29.08% [1][2] - Anta Sports (82020) has a deviation value of 27.83% [1][2] - Trip.com Group (09961) has a deviation value of 23.25% [1][2]

Group 1 - Bridgewater Associates significantly increased its holdings in Nvidia by over 154%, making it the fund's third-largest position [2] - Microsoft saw a holding increase of over 111%, while Google and Meta increased their stakes by over 84% and nearly 90%, respectively, ranking as the sixth, fifth, and seventh largest positions in the fund [2] - Uber's holdings surged by more than five times, and Johnson & Johnson's stake increased by over 667% [2] Group 2 - Bridgewater reduced its positions in Amazon by nearly 6%, AMD by nearly 19%, and PayPal by over 12% [2] - The fund completely exited its positions in Alibaba, Baidu, and JD.com [2] - New positions include chip design company Arm, as well as Intuit, EQT, Lyft, and Ulta Beauty [2] Group 3 - The SPDR S&P 500 ETF (SPY) remains Bridgewater's largest holding, although the stake was reduced by approximately 21.9% [2] - The SPDR Gold ETF (GLD) holdings remained unchanged in the second quarter [2]

外卖/即时零售丨消费者研究 核心摘要： 本报告基于外卖/即时零售平台用户进行调研，分析美团、阿里、京东补贴竞争下的用户行为变化、市场格局及行业趋势。 政策端： 2025年上半年，京东高调进军外卖赛道，引发行业激烈补贴大战。0元购、满减红包等强力补贴席卷市场，短期内极大刺激用户消费。随着规范政策出台，补贴红 利退潮，补贴大战告一段落。 市场端： 补贴成为平台获客促活的核心武器， 补贴大战激活行业活跃度，用户下单频率、品类尝试和平台切换意愿大幅提升。补贴推动平台间流动加剧，补贴结束，平台竞 争将从价格战转向价值战。 用户端： 活跃用户价格敏感度高，平台忠诚度弱。 用户频繁切换平台、叠加优惠、尝试新品类。补贴减少后，用户对价格、服务、商品质量要求提升。调研显示用户对极速 配送、健康餐、品类创新等新服务需求强烈，具备付费意愿。 未来趋势： 行业由"补贴驱动"转向"价值驱动"，平台需在服务创新、商品品质、精细化运营等方面构建可持续竞争力。用户结构和消费习惯深刻变化，推动行业进入高质量发展 新阶段。 2025年4月，京东进入外卖市场，引发平台间激烈的补贴大战，各大平台相继推出"0元购""1元购"等优惠举措。随着监管介入和 ...

Key Points - Xiaomi Group-W (01810), Crystal International Holdings (02228), and BYD Electronic (00285) ranked top in net inflow of southbound funds, with net inflows of 562 million, 227 million, and 213 million respectively [1][2] - Xpeng Motors-W (09868), Innovent Biologics (01801), and Ganfeng Lithium (01772) had the highest net outflows, with net outflows of -663 million, -535 million, and -410 million respectively [1][2] - In terms of net inflow ratio, Haitian Flavoring and Food (03288), Jiangsu Nanjing Highway (00177), and Swire Properties B (00087) led the market with ratios of 55.51%, 49.37%, and 46.46% respectively [1][2] - The highest net outflow ratios were recorded by Reshape Energy (02570), Southbound Hang Seng Index ETF (03037), and First Pacific Company (00142) with ratios of -90.77%, -68.70%, and -60.36% respectively [1][3] Net Inflow Rankings - Xiaomi Group-W (01810) had a net inflow of 562 million, representing 8.75% of its closing price of 50.800, which decreased by 0.88% [2] - Crystal International Holdings (02228) saw a net inflow of 227 million, with a net inflow ratio of 11.34% and a closing price of 7.450, which increased by 4.78% [2] - BYD Electronic (00285) recorded a net inflow of 213 million, with a net inflow ratio of 13.41% and a closing price of 38.680, which increased by 6.15% [2] Net Outflow Rankings - Xpeng Motors-W (09868) experienced the largest net outflow of -663 million, with a net outflow ratio of -20.13% and a closing price of 83.600, which increased by 5.36% [2] - Innovent Biologics (01801) had a net outflow of -535 million, with a net outflow ratio of -19.67% and a closing price of 89.950, which decreased by 1.42% [2] - Ganfeng Lithium (01772) recorded a net outflow of -410 million, with a net outflow ratio of -19.45% and a closing price of 34.000, which increased by 20.91% [2] Net Inflow Ratio Rankings - Haitian Flavoring and Food (03288) had a net inflow ratio of 55.51%, with a net inflow of 21.1399 million and a closing price of 33.560, which decreased by 0.47% [3] - Jiangsu Nanjing Highway (00177) recorded a net inflow ratio of 49.37%, with a net inflow of 14.6726 million and a closing price of 9.980, which decreased by 0.40% [3] - Swire Properties B (00087) had a net inflow ratio of 46.46%, with a net inflow of 4.0945 million and a closing price of 12.160, which decreased by 0.57% [3]

为深入贯彻习近平总书记关于科技创新的重要论述，响应"科技强国"战略及"青春为中国式现代化挺膺担当"主题实践要求， 2025年7月16日至20日，我校信息工程学院研学团实践小分队有幸赴杭州阿里巴巴集团总部，以"揭榜攻关"形式开展暑期社会 实践，参与"阿里国际AITIC新质人才孵化计划·实训营"，其成果近日获高校辅导员工作室关注报道。 漯河食品工程职业大学信息工程学院学生张帅锟（左）、姜博涵（右），在阿里AIGC实训营第5天小组汇报结束后，手持结业 证书合影。 7月16日 - 20日，我校"科技创新研学团"深度参与"阿里国际AITIC新质人才孵化计划·实训营"。本次学习聚焦AIGC与人工智能 前沿，同学们通过理论学习夯实知识，借助平台实操提升AI绘图及电商广告设计能力，在"AI驱动视觉营销"项目中完成创意到 成果的全流程打磨，以优异表现获结业证书。在与阿里校友交流过程中，更让大家学习到职业发展经验，深化了关于对科技赋 能产业的认知，以实践彰显学校育人理念。 来源:高校辅导员工作室公众号 高校辅导员工作室的报道，是对我校实践育人工作的肯定。一直以来，我校积极搭建优质实践平台，此次组织研学团，更是探 索产教融合、培养 ...

Group 1 - Major blue-chip stocks mostly rose, with HSBC Holdings closing at HKD 101.986, up 0.48% from the previous close [2] - Tencent Holdings closed at HKD 604.977, an increase of 3.24% from the previous close [2] Group 2 - The table lists various stocks with their respective ADR conversion prices, showing Tencent Holdings with an ADR price of HKD 604.977, up HKD 18.977 or 3.24% [3] - Alibaba-W saw a slight increase of 0.61%, closing at HKD 124.461 [3] - Meituan-W increased by 2.20%, closing at HKD 127.031 [3] - NetEase-S experienced a decline of 1.69%, closing at HKD 211.758 [3] - BYD Company saw an increase of 1.76%, closing at HKD 117.024 [3]

Core Insights - Bridgewater Associates reported a significant increase in its holdings for Q2, ending June 30, with notable additions to positions in Nvidia, Google, and Microsoft [1] Holdings Summary - The fund increased its stake in Nvidia by approximately 4.39 million shares, representing a growth of 154.37% [1] - Google saw an increase of 2.56 million shares, with a growth rate of 84.08% [1] - Microsoft was boosted by 910,000 shares, reflecting an increase of 111.88% [1] New Positions and Exits - Bridgewater established new positions in Arm and Lyft [1] - The fund completely exited its positions in Alibaba, Pinduoduo, Baidu, and JD.com, which are Chinese concept stocks [1] Fund Size - As of June 30, Bridgewater's total assets under management reached $24.8 billion, marking a quarter-over-quarter increase of 14.81% [1]

Group 1 - The U.S. stock market saw all three major indices rise, with the Dow Jones up 1.04%, S&P 500 up 0.32%, and Nasdaq up 0.14%, with Nasdaq and S&P 500 reaching new historical highs [4] - Tencent reported a second-quarter revenue of 184.5 billion yuan, a 15% year-on-year increase, and a net profit of 55.6 billion yuan, up 17% year-on-year [17] - The total box office for the summer film season in 2025 surpassed 9 billion yuan, with top films including "Nanjing Photo Studio" and "Langlang Mountain Little Monster" [10] Group 2 - The People's Bank of China reported that as of the end of July, the broad money (M2) balance was 329.94 trillion yuan, a year-on-year increase of 8.8% [8] - The National Development and Reform Commission announced that 188 billion yuan in special bonds for equipment upgrades have been allocated, supporting approximately 8,400 projects across various sectors [9] - The Ministry of Finance and the People's Bank of China jointly released a personal consumption loan subsidy policy, which has been quickly adopted by major state-owned banks [15][16] Group 3 - The international gold futures rose by 0.24%, closing at $3,407.00 per ounce, while silver futures increased by 1.44%, closing at $38.55 per ounce [5] - International oil prices fell, with WTI crude oil down 0.68% to $62.74 per barrel and Brent crude down 0.54% to $65.76 per barrel [6] - European stock indices closed higher, with Germany's DAX up 0.67%, France's CAC40 up 0.66%, and the UK's FTSE 100 up 0.19% [7] Group 4 - GAC Group announced plans to invest 600 million yuan in Huawang Automotive, increasing its stake to 71.43% [19] - Wahaha is investing 1 billion yuan in a new beverage production base in Xi'an, expanding its market presence in the western region [20] - Didi Chuxing confirmed its investment in the autonomous vehicle company "New Stone", which has deployed over 7,500 autonomous vehicles globally [22] Group 5 - Minsheng Insurance increased its stake in Zheshang Bank to 5%, triggering a mandatory disclosure [25][26] - DeepSeek denied rumors regarding the release of its new model DeepSeek R2, clarifying that the information was not accurate [21] - The collaboration between DeepOpen and Arm to establish the OpenHarmony Arm SIG is expected to enhance chip support for the open-source Harmony ecosystem [24]

2003年，非典疫情肆虐全国，却意外地成为了中国电商崛起的催化剂。马云秘密启动了淘宝项目，立志与当时的电商巨头eBay一决高下。蔡景现与另外两 位工程师临危受命，隐居在湖畔花园的一间民居内，面对着一个看似"不可能完成的任务"：在一个月内，从零开始搭建淘宝网站，并同步开发交易系统和论 坛系统。这难度之大，无异于在一个月内用双手筑起一座商业摩天大楼，并确保其能在激烈的市场竞争中屹立不倒。 然而，他们真的做到了！在没有高端设备、没有宽敞办公室，甚至因限电而不敢开空调的艰苦条件下，他们凭借着对代码的无限热爱，创造了一个奇迹。那 一个月里，他们如痴如醉，眼中只有代码与即将诞生的淘宝。最终，淘宝上线了，虽然界面略显"朴素"（这是为了避免引起eBay的注意），但它却以一种初 生牛犊的勇猛姿态，闯入了电商的江湖。 在淘宝的早期岁月里，蔡景现几乎成为了团队中的超级英雄，每当遇到技术难题，他总能及时出现并化解危机。从2003年到2007年，淘宝搜索引擎的开发与 维护工作，几乎全由他一人承担。从底层的算法设计到服务器集群管理，他就像一位孤胆英雄，在代码的世界里游刃有余，屡建奇功。每当淘宝出现问题， 同事们首先想到的就是："找多隆！ ...

图片来 8月13日，据科创板日报消息，在阿里任职长达25年的阿里巴巴集团前合伙人蔡景现已离职，其阿里内 外平台状态显示为 "退隐江湖"，接近阿里的人士确认了这一消息。 截至发稿，阿里官方尚未就上述消息进行回应。 除马云和蔡崇信为永久合伙人外（永久合伙人由选举产生，也可以由退休的永久合伙人或在职的永久合 伙人指定），其他合伙人每一届任期三年，可以连选连任。普通合伙人一旦退休或离开阿里集团或关联 公司就要卸任（违规也会面临除名）。 谈及蔡景现入选合伙人，时任阿里巴巴首席人才官彭蕾曾表示，蔡景现等入选合伙人很不容易，经历了 差不多一年时间的考核。在彭蕾口中，蔡景现是一个写代码可以写到"入定"状态的人。 多方资料显示，蔡景现本人不擅交际，也不玩社交网络，很难在公众场合见到他的身影。在阿里内网， 他被贴上 "少林扫地僧""技术大牛" 等标签。同事请教技术问题，他总是随叫随到，淘宝内部流传着 "有 困难，找多隆" 的口头禅。 成为阿里合伙人后，蔡景现曾在2017年登上胡润财富榜，身家达26亿元。但在2023年，随着阿里巴巴集 团 "1+6+N" 架构变革，蔡景现退出合伙人名单。 近年来，阿里合伙人持续 "瘦身"。先是蚂蚁 ...