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每经品牌100指数上周冲高回落
Mei Ri Jing Ji Xin Wen· 2025-10-12 14:17
每经记者|刘明涛 每经编辑|彭水萍 10月首周,A股市场迎来高位震荡,每经品牌100指数冲高1259点后出现回调,上周下跌1.65%,以1221.82点报收。成分股中,海康威 视、中国中铁和中国中冶等6只个股周涨幅超5%。 每经100指数上周微跌 上周,A股市场明显调整,宽基指数分化,成长板块大幅回调,防御性板块逆势走强。截至10月10日收盘,沪指周涨0.37%,深成指周 跌1.26%,创业板指数和科创50指数周跌幅则分别达到3.86%和2.85%,每经品牌100指数同样冲高回落,周跌1.65%。 视觉中国 成分股走势方面,江西铜业周涨幅达18.63%,表现最佳;中兴通讯和上海电气周涨幅也分别达到13.94%和10.81%,涨幅同样靠前;海 康威视、中国中铁和中国中冶周涨幅达到5%以上。此外,中国电建、中国中车、中国建筑等"中字头"个股周涨幅也超过2%。 值得关注的是,作为全球安防产业龙头,海康威视在场景数字化的进展受到业内广泛关注。 据了解,9月下旬,"2025中国国际工业博览会"在上海举行,集中展示了工业领域新兴技术、产品与创新解决方案。海康威视以"物联 感知+AI(人工智能),加速工业场景数字化"为主题 ...
海尔集团“朋友圈”持续扩容 牵手海康威视加速行业数字化变革
Zheng Quan Ri Bao Wang· 2025-10-12 13:24
在数字化转型浪潮席卷全球、绿色发展与智能制造成为产业升级核心方向的当下,头部企业间的战略协 同正成为推动行业变革的关键力量。 10月10日,海尔集团公司(以下简称"海尔集团")与杭州海康威视(002415)数字技术股份有限公司 (以下简称"海康威视")正式签署全面深化战略合作协议。标志双方将聚焦全场景生态建设,在绿色发 展、供应链管理、智能智造创新三大核心领域展开合作,为行业数字化变革注入强劲动能。 今年以来,海尔集团近期密集牵手物产中大(600704)集团(以下简称"物产中大")、重庆长安汽车股 份有限公司(以下简称"长安汽车")等企业,战略入股北京车之家信息技术有限公司(汽车之家)、上 海新时达(002527)电气股份有限公司(以下简称"上海新时达")等标的,持续扩容"朋友圈",其覆盖 智慧住居、数字经济、汽车生态、绿色低碳等领域的战略版图不断完善。 聚焦核心领域协同 在智慧供应链与产业协同领域,10月10日当天,海尔集团还与物产中大集团签署战略合作协议。双方将 在大宗供应链、智慧住居、新能源、智能制造、养老产业等领域推进深层次合作。双方将依托海尔的制 造业经验与物产中大的供应链优势,培育新质生产力。 在 ...
一周重磅日程:中国通胀外贸数据、甲骨文AI大会、台积电寒武纪财报
华尔街见闻· 2025-10-12 12:02
以下文章来源于见闻历 ,作者龙玥 见闻历 . 每天多看我一眼,投资赚的多一点。 | WSCN Economic Calendar | | | | --- | --- | --- | | 时间 | 内容 | 预期 前值 | | 10月13日 周一 | | | | 待定 数据 | 中国 9月进口同比(按美元计) | 1.3% | | 待定 | 中国 9月出口同比(按美元计) | 4.4% | | 待定 | 国际货币基金组织(IMF)和世界银行秋季年会 | | | 事件 待定 | 甲骨文Al World大会 | | | 17:45 | 诺贝尔经济学奖获奖人选公布 | | | 10月14日 周二 | | | | 数据 | 元 | | | 待定 | 美国总统特朗普与阿根廷总统米莱会晤 | | | 待定 | 日本央行行长植田和男于10月14日至19日访问美国 | | | 待定 事件 | IMF的《全球金融稳定报告》和最新的《世界经济展望》将 发布 | | | 待定 | 美联储主席鲍威尔就经济和货币政策前景发表讲话 | | | 待定 | 美上诉法院裁定美关税非法,这些关税措施可以维持到10 月14日,以便美政府上诉 | | ...
预计25Q3剪刀差持续:计算机行业2025Q3业绩前瞻
Investment Rating - The report maintains a positive outlook for the computer industry, expecting a continued "scissor difference" in Q3 2025, indicating structural growth despite varying performance among companies [3][4][11]. Core Insights - The report predicts that 22% of the tracked companies will see net profit growth exceeding 50%, with notable performers including 深信服 (1528%), 卡莱特 (998%), and 新国都 (235%) [4][5]. - The report highlights a trend of cost reduction through layoffs and non-essential cost cuts, leading to improved efficiency and profitability across the industry [3][4]. - The report identifies key investment targets in various segments, including AIGC, digital economy leaders, and data innovation [3][4]. Summary by Sections Q3 2025 Performance Forecast - Among 54 tracked companies, 11 are expected to exceed 50% profit growth, while 9 will see growth between 30%-50% [4][5]. - 36% of companies are projected to have growth between 0%-30%, and 22% are expected to experience a decline [5][6]. Key Company Performances - 深信服 is projected to achieve a staggering 1528% profit growth, while 卡莱特 is expected to see 998% growth [4][5]. - Companies like 海康威视 and 金山办公 are expected to maintain stable growth rates of around 9% and 15%, respectively [8][10]. - 联想集团 is forecasted to face a significant decline of 99% in profit, indicating challenges in its operational strategy [6][10]. Investment Targets - The report categorizes investment targets into four segments: AIGC, digital economy leaders, data innovation, and AIGC computing power [3][4]. - Notable companies in the AIGC segment include 金山办公 and 道通科技, while 海光信息 and 软通动力 are highlighted in the data innovation category [3][4].
又拿“国家安全”当借口打压,美政府声称已强制电商平台下架数百万件中国电子产品
Guan Cha Zhe Wang· 2025-10-12 08:19
Core Viewpoint - The FCC has mandated the removal of millions of Chinese electronic products from major e-commerce platforms in the U.S. due to alleged national security risks, particularly concerning surveillance capabilities [1][5]. Group 1: FCC Actions - The FCC has announced a new national security notice, warning companies about banned products, including video surveillance equipment that could allow China to monitor Americans [3]. - The FCC plans to tighten restrictions on telecommunications equipment manufactured by Chinese companies deemed to pose national security risks [5]. - A vote scheduled for October 28 aims to ban devices containing components from a "covered list" and may prohibit the sale of previously authorized devices under certain conditions [6]. Group 2: Impact on E-commerce - Major e-commerce platforms have already removed millions of so-called "prohibited" Chinese electronic products, including those from companies like Huawei, Hikvision, ZTE, and Dahua Technology [1][6]. - Searches for Huawei products on Amazon within the U.S. show that these items are no longer available, while they can still be found when searching from outside the U.S. [3]. Group 3: Broader Context - This action is part of a series of measures taken by the U.S. government against Chinese technology firms across various sectors, including telecommunications, semiconductors, and automotive industries, citing national security concerns [6]. - The Chinese government has criticized the U.S. for politicizing economic and technological issues, claiming that such actions disrupt global supply chains and harm the interests of both countries [6].
美国国安闹剧+1:不能被中国监视....
Guan Cha Zhe Wang· 2025-10-12 08:17
Core Points - The FCC has mandated the removal of millions of Chinese electronic products from major e-commerce platforms, citing national security risks [1][6] - The products affected include those from companies like Huawei, Hikvision, ZTE, and Dahua Technology, particularly home security cameras and smartwatches [1][6] - FCC Chairman Brendan Carr emphasized the need for new procedures to prevent the sale of "prohibited products" in the future [1][3] Summary by Category Regulatory Actions - The FCC is tightening restrictions on telecommunications equipment from Chinese companies deemed to pose national security risks, with a vote scheduled for October 28 [6] - The FCC's updated list includes companies such as Huawei, ZTE, and Hikvision, prohibiting the import or sale of new devices from these firms in the U.S. [6] Market Impact - Major e-commerce platforms like Amazon have already removed products from Huawei, with searches for Huawei smartwatches yielding no results when located in the U.S. [3][4] - The actions against Chinese tech companies are part of a broader trend of U.S. government measures targeting various sectors, including telecommunications and semiconductors, under the guise of national security concerns [6][7] International Relations - China has criticized the U.S. for politicizing economic and technological issues, claiming that such actions disrupt global supply chains and harm the interests of businesses in both countries [7]
每经品牌100指数冲高回落,成分股海康威视创新业务成长可期
Mei Ri Jing Ji Xin Wen· 2025-10-12 07:35
Market Overview - In the first week of October, the A-share market experienced high volatility, with the 每经品牌100 index peaking at 1259 points before a decline of 1.65%, closing at 1221.82 points [1] - The market showed clear adjustments, with growth sectors significantly retreating while defensive sectors strengthened [1][7] - As of October 10, the Shanghai Composite Index rose by 0.37%, while the Shenzhen Component Index fell by 1.26%, and the ChiNext Index and Sci-Tech Innovation 50 Index saw declines of 3.86% and 2.85%, respectively [1] Stock Performance - Jiangxi Copper led the weekly performance with a rise of 18.63%, followed by ZTE and Shanghai Electric with increases of 13.94% and 10.81% [3] - Other notable performers included Hikvision, China Railway, and China Metallurgical Group, each with gains exceeding 5% [3] - Several "China" stocks, including China Power Construction and China State Construction, also saw weekly gains of over 2% [3] Market Capitalization Growth - Agricultural Bank of China, China Mobile, and China Petroleum each saw market capitalization growth of around 500 million [3] - Additionally, Zijin Mining and China National Offshore Oil Corporation, among nine other constituent stocks, experienced market capitalization growth exceeding 100 million [3] Industry Insights - The A-share market is currently influenced by an industrial revolution driven by artificial intelligence and global liquidity easing due to potential Federal Reserve rate cuts, suggesting a future upward trend [8] - Hikvision, a leader in the global security industry, is focusing on digitalization in industrial scenarios, showcasing its "IoT perception + AI" theme at the 2025 China International Industrial Expo [8][9] - The company has introduced advanced technologies such as laser millimeter-wave fusion scanning imaging radar, enhancing measurement accuracy in complex storage facilities [9] Technological Advancements - Hikvision's large model products are widely applied in industrial settings, improving production safety, product quality, and operational management [9] - The company aims to collaborate with more ecosystem partners to drive quality improvement, cost reduction, and efficiency enhancement in the manufacturing sector [9][10] - Hikvision has established itself as a leader in various innovative sectors, including industrial IoT, smart logistics, and intelligent manufacturing, with its subsidiaries achieving significant market positions [10]
下周重磅日程:中国通胀外贸数据、甲骨文AI大会、台积电寒武纪财报
Sou Hu Cai Jing· 2025-10-12 06:13
Economic Data - China's September imports are expected to increase by 1.3% year-on-year, while exports are projected to rise by 4.4% [3] - The U.S. September CPI data release has been postponed to October 24, with a previous expectation of 3.1% [4][6] - China's September CPI is anticipated to be -0.1% to -0.3%, showing improvement from August's -0.4% [7] - China's September PPI is expected to narrow its decline to -2.4% [8] - China's September export growth is forecasted to accelerate to approximately 6.0% to 7.4% [9] Major Events - The Oracle AI World conference will take place from October 13 to 16, where Oracle is expected to launch new AI Database services [10][11] - The IMF and World Bank's annual meeting will be held from October 13 to 18, focusing on stock market bubble risks [12] - The 2025 World Intelligent Connected Vehicle Conference will be hosted in Beijing from October 16 to 18 [14] - The Nobel Prize in Economic Sciences will be announced on October 13, with a focus on interdisciplinary research trends [15] Company Earnings Reports - Cambricon will release its Q3 2025 earnings report on October 17, following a significant revenue increase of 4347.82% in the first half of the year [18] - Samsung Electronics is set to announce its preliminary Q3 2025 results on October 14, with operating profit expected to exceed 10 trillion won [19] - ASML will report its Q3 2025 earnings on October 15, with sales projected between 7.4 to 7.9 billion euros due to high demand for advanced EUV lithography systems [20]
计算机行业周报:正交架构单机柜超节点!OpenAI重塑交互生态!-20251011
Investment Rating - The report maintains a positive outlook on the computer industry, rating it as "Overweight" [5][6]. Core Insights - The report highlights the launch of the orthogonal architecture single-cabinet super node by Alibaba Cloud and ZTE, which features a high density of 128 AI chips, marking a significant advancement in AI server technology [5][7]. - OpenAI is transforming from a large model provider to an interactive ecosystem creator, with significant user growth and the introduction of new tools like AgentKit and Codex [29][30]. - Key company updates include Hikvision's approval of a mid-term dividend plan and the expansion of AI products, as well as the acquisition of Kunyu Lancheng by Suochen Technology to enhance its satellite internet capabilities [42][50]. Summary by Sections 1. Orthogonal Architecture Single-Cabinet Super Node - On September 24, 2025, Alibaba Cloud launched the Pangu 128 super node AI server, which is the highest density product among domestic super nodes [7][24]. - The orthogonal architecture reduces transmission paths and enhances interconnect efficiency compared to traditional designs [15][18]. - This architecture is expected to become a new paradigm for domestic super nodes, especially as liquid cooling infrastructure improves [28]. 2. OpenAI's Ecosystem Development - OpenAI's developer conference introduced several new products, including AgentKit and Codex, which aim to reshape developer habits and create a new AI operating system [29][32]. - The user base for ChatGPT has grown significantly, with weekly users increasing from 100 million in January 2023 to over 800 million by August 2025 [30]. - The Apps SDK is positioned to become a new entry point for AI applications, allowing seamless integration of various software services within ChatGPT [32]. 3. Key Company Updates Hikvision - Hikvision approved a mid-term dividend plan, distributing 4 CNY per share, totaling approximately 3.6 billion CNY, marking its first mid-term dividend since its IPO [42][48]. - The company is expanding its AI applications across various sectors, including industrial manufacturing and urban governance [44][48]. Suochen Technology - Suochen Technology announced the acquisition of 55% of Kunyu Lancheng for 74.25 million CNY, enhancing its capabilities in satellite internet and aerospace applications [50][52]. - The acquisition aims to bolster the company's physical AI integration and expand its application scenarios [52][56]. Jizhi Jia - Jizhi Jia is positioned as a leader in the AMR (Autonomous Mobile Robot) sector, with a focus on warehouse fulfillment solutions [58]. - The company is expected to benefit from rising labor costs and increasing supply chain efficiency demands, with projected revenue growth of 33% to 36% from 2025 to 2027 [61].
海尔集团与海康威视签署全面战略合作协议
Xin Lang Cai Jing· 2025-10-11 05:49
10月10日,海尔集团公司(简称"海尔集团")与杭州海康威视数字技术股份有限公司(简称"海康威 视")签署全面深化战略合作协议。此次合作全面升级,标志着双方将聚焦全场景生态建设,在三大领 域实现深度合作创新:在绿色发展方面,将以智慧楼宇解决方案切入,打造绿色低碳建筑,通过打造源 网荷储一体化的整体解决方案,最大化节能减排;在供应链管理方面,共同探索打造全流程全方位的供 应链解决方案,同时为海康威视提供全球跨境清关一体化服务;在智能智造创新方面,卡奥斯工业互联 网的平台能力和新时达在机器人领域的布局将与海康威视深度融合,深化智能制造领域的技术协同与联 合创新,推动智能装备升级。 ...