每经AI快讯，12月31日，AI应用端持续拉升，AI智能体方向领涨，万事利（301066）20%涨停，此前南 兴股份（002757）2连板，利欧股份（002131）涨停，蓝色光标（300058）、宣亚国际（300612）涨超 10%，汉得信息（300170）、酷特智能（300840）、福石控股（300071）、掌阅科技（603533）跟涨。 ...

早盘，AI智能体板块表现活跃。蓝色光标涨超12%，雷神科技涨超10%，宣亚国际涨超7%，视觉中 国、酷特智能涨超6%，汉得信息涨超5%，世纪天鸿涨超4%，天下秀、翠微股份、利欧股份、荣信文 化、因赛集团涨超3%。 消息面上，Meta宣布收购AI智能体公司Manus以加速人工智能创新，该收购为Meta成立以来第三大并 购，金额达数十亿美元。Manus作为通用AIAgent平台，截至12月初已处理超147万亿Token，创建超 8000万台虚拟计算机。 早在今年3月，AI领域初创公司蝴蝶效应（BUTTERFLY EFFECT）发布Manus的早期预览版，不仅可以 主动筛选简历，还能为用户规划旅行线路并形成旅游手册，还可以帮助老师制作视频来解释复杂的物理 概念。 蝴蝶效应之前凭借着浏览器AI插件Monica切入AI领域，并凭借产品的优良表现获得用户的青睐。日前 公司宣布2025年经常性收入（ARR）已经突破1亿美元，随后便被Meta收购。 此外，12月30日晚 "罗永浩的十字路口" 年度科技分享会上，罗永浩与豆包围绕 "锤子手机是否好用" 展 开约4分钟的情绪式辩论，豆包现场提及ZEALER评测、连说7个 "OK" ...

（文章来源：每日经济新闻） 每经AI快讯，智谱AI概念板块震荡上涨，德生科技封板涨停，蓝色光标涨超10%，汉得信息、视觉中 国、易点天下等多股涨超4%。 ...

Core Insights - The report highlights the performance of stock recommendations from various brokerages, with 10 brokerages achieving over 50% returns in 2025, showcasing their ability to identify and recommend stocks early in the market cycle [2][3]. Group 1: Brokerage Performance - The highest cumulative return was achieved by Guoyuan Securities at 83.73%, followed by Northeast Securities and Kaiyuan Securities with returns of 67.47% and 67% respectively [2]. - Other brokerages such as Dongxing Securities, Huaxin Securities, and China Merchants Securities also reported returns exceeding 60%, while Everbright Securities, Dongguan Securities, Guotai Junan, and Changcheng Securities had returns above 50% [2]. Group 2: Stock Selection Strategy - The success of these brokerages is attributed to their strategy of identifying stocks at low points and consistently recommending them, which has led to significant gains [4][5]. - For instance, Kaiyuan Securities recommended Xinyisheng for four consecutive months, resulting in a total increase of 440% from May to August [6]. Group 3: Popular Stocks - Tencent Holdings emerged as the most recommended stock, being favored by around seven brokerages each month, making it the most popular stock of the year [7]. - The report indicates that the most popular stocks varied throughout the year, with technology stocks dominating in the first quarter, consumer stocks in the second, financial stocks in the third, and a return to technology stocks in the fourth quarter [7].

Core Insights - The article highlights the performance of brokerage firms' recommended stocks, known as "golden stocks," which have achieved over 50% returns in 2025, with some firms excelling by identifying and recommending stocks early in their upward trends [1][3]. Group 1: Performance of Golden Stocks - As of December 29, 2025, 10 brokerage firms' golden stock portfolios recorded returns exceeding 50%, with the highest being 83.73% from Guoyuan Securities [3]. - Other notable performers include Northeast Securities and Kaiyuan Securities, with returns of 67.47% and 67%, respectively [3]. - The golden stock strategy has become a mature business for many brokerage firms, showcasing their research capabilities and market insights [3]. Group 2: Strategies for Success - Early identification of stocks at low prices and consistent recommendations have been key strategies for achieving high returns [4]. - For instance, Kaiyuan Securities recommended Xinyisheng for four consecutive months, resulting in a total increase of 440% from May to August [5]. - Guoyuan Securities focused on sectors like media, pharmaceuticals, and machinery, with significant monthly gains from stocks like Giant Network and JiBit [4]. Group 3: Popularity of Tencent - Tencent Holdings emerged as the most recommended stock, being favored by around seven brokerage firms monthly, making it the top "golden stock" of the year [2][6]. - The popularity of stocks varies by quarter, with technology stocks dominating in the first quarter, consumer stocks in the second, financial stocks in the third, and a return to technology stocks in the fourth quarter [6]. Group 4: Market Trends and Recommendations - The article notes that not all popular stocks achieve high success rates, with less than 40% of the most recommended A-share stocks showing gains in the same month they were recommended [7].

Company Overview - BlueFocus Communication Group Co., Ltd. (referred to as BlueFocus) submitted its listing application to the Hong Kong Stock Exchange on December 30, marking its second application in 2023, having previously submitted on June 25 [1] - Founded in 1996, BlueFocus specializes in providing technology-driven marketing services across various industries, addressing clients' marketing needs throughout their business lifecycle [3] - According to Frost & Sullivan, BlueFocus is the largest marketing service provider in China and ranks tenth among the top ten global marketing communication companies, being the only Chinese firm in this category [3] Business Segments - BlueFocus offers a range of marketing services categorized into digital advertising, integrated marketing, programmatic advertising, and public relations [4] - The company provides comprehensive marketing solutions, including social media marketing, big data analysis, public relations, creative design, and end-to-end project management [4] Financial Performance - For the fiscal years 2022, 2023, 2024, and the nine months ending September 30, 2025, BlueFocus reported revenues of approximately RMB 36.68 billion, RMB 52.62 billion, RMB 60.80 billion, and RMB 51.80 billion respectively [7] - The gross profit for the same periods was approximately RMB 1.71 billion, RMB 1.79 billion, RMB 1.53 billion, and RMB 1.34 billion, with corresponding gross profit margins of 4.7%, 3.4%, 2.5%, and 2.6% [8] - The net profit/loss for these periods was approximately -RMB 21.77 billion, RMB 1.12 billion, -RMB 2.97 billion, and RMB 2.30 billion [9] Strategic Initiatives - In 2023, BlueFocus launched its "All in AI" strategy, focusing on integrating artificial intelligence into its operations to drive business growth [5] - The company has developed an AI application engine, Blue AI, which has processed over 120 million marketing-specific data points, enhancing operational efficiency [5] - BlueFocus aims to expand its global presence through its "Globalization 2.0" strategy, transitioning from traditional agency models to localized operations and technology-driven services [5] Industry Insights - The global marketing industry is experiencing steady growth driven by digital transformation, the increasing adoption of AI solutions, and the rising demand for end-to-end services [12] - The Chinese marketing industry is expected to maintain its growth trajectory, supported by policy incentives, increasing brand establishment needs, and evolving consumer expectations [15] - The cross-border marketing services sector is particularly benefiting from the growth of outbound e-commerce, gaming, and mobile applications, with significant advertising budget increases [17]

格隆汇12月30日丨蓝色光标(300058.SZ)公布，根据公司发行计划及香港联交所的相关要求，公司于 2025年12月30日向香港联交所更新了发行申请及部分公司信息和财务数据等，并于同日在香港联交所网 站刊登了相关更新文件。该申请材料为公司按照香港证券及期货事务监察委员会（简称"香港证监会"） 和香港联交所的要求编制和刊发，为草拟版本，且所载资料可能会适时作出更新及修订。 ...

格隆汇12月30日丨蓝色光标(300058.SZ)公布，根据公司发行计划及香港联交所的相关要求，公司于 2025年12月30日向香港联交所更新了发行申请及部分公司信息和财务数据等，并于同日在香港联交所网 站刊登了相关更新文件。该申请材料为公司按照香港证券及期货事务监察委员会（简称"香港证监会"） 和香港联交所的要求编制和刊发，为草拟版本，且所载资料可能会适时作出更新及修订。 ...

证券代码：300058 证券简称：蓝色光标 公告编号：2025-059 北京蓝色光标数据科技集团股份有限公司 关于发行H股并上市的进展公告 北京蓝色光标数据科技集团股份有限公司（以下简称"公司"）正在进行申 请发行境外上市外资股（H 股）并在香港联合交易所有限公司（以下简称"香港 联交所"）主板挂牌上市（以下简称"本次发行"）的相关工作。公司已于 2025 年 6 月 25 日向香港联合交易所有限公司（以下简称"香港联交所"）递交了 发行境外上市股份（H 股）并在香港联交所主板挂牌上市的申请，并于同日在香 港联交所网站刊登了本次发行上市的申请资料。 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 根据公司发行计划及香港联交所的相关要求，公司于 2025 年 12 月 30 日向 香港联交所更新了发行申请及部分公司信息和财务数据等，并于同日在香港联交 所网站刊登了相关更新文件。该申请材料为公司按照香港证券及期货事务监察委 员会（以下简称"香港证监会"）和香港联交所的要求编制和刊发，为草拟版本， 且所载资料可能会适时作出更新及修订。 鉴于本次发行的认购对象仅限于符 ...

Company Overview - BlueFocus Communication Group Co., Ltd. (referred to as BlueFocus) submitted its listing application to the Hong Kong Stock Exchange on December 30, marking its second application in 2023, having previously submitted on June 25 [1] - Founded in 1996, BlueFocus specializes in providing technology-driven marketing services across various industries, addressing clients' marketing needs throughout their business lifecycle [3] - According to Frost & Sullivan, BlueFocus is the largest marketing service provider in China and ranks tenth among the top ten global marketing communication companies, being the only Chinese company in this list [3] Business Segments - BlueFocus offers a range of marketing services categorized into digital advertising, integrated marketing, programmatic advertising, and public relations, among others [4] - The company provides comprehensive marketing services, including social media marketing, big data analysis, public relations, creative design, and end-to-end project management [4] Strategic Initiatives - In 2023, BlueFocus launched its "All in AI" strategy, focusing on integrating artificial intelligence into its operations to drive business growth [5] - The company has developed an AI application engine, Blue AI, which has processed over 120 million marketing-specific data points, enhancing operational efficiency and automation [5] - BlueFocus aims to expand its global presence through its "Globalization 2.0" strategy, transitioning from a traditional agency model to a localized and technology-driven approach [5] Financial Performance - BlueFocus reported revenues of approximately RMB 36.68 billion, RMB 52.62 billion, RMB 60.80 billion, and RMB 51.80 billion for the fiscal years 2022, 2023, 2024, and the nine months ending September 30, 2025, respectively [7] - The company's gross profit for the same periods was approximately RMB 1.71 billion, RMB 1.79 billion, RMB 1.53 billion, and RMB 1.34 billion, with corresponding gross margins of 4.7%, 3.4%, 2.5%, and 2.6% [8] - BlueFocus experienced net losses of approximately RMB 21.77 billion, RMB 1.12 billion, RMB 2.97 billion, and a profit of RMB 2.30 billion for the same periods [9] Industry Overview - The global marketing industry is experiencing steady growth driven by digital transformation, the increasing prevalence of AI solutions, and the rising demand for end-to-end services [12] - In China, the marketing industry is expected to continue its growth trajectory, supported by policy incentives, increasing brand establishment needs, and evolving consumer expectations [15] - The cross-border marketing services sector is particularly thriving, fueled by the growth of outbound e-commerce and advertising budgets in various industries [17]