【导读】美股 科技股暴跌 中国基金报记者 泰勒 兄弟姐妹们啊，今晚美股不平静，纳指盘中一度暴跌近2%，一起看看发生了什么事情。 8月20日晚间，美股三大指数下跌，道指接近平盘，纳指一度跌约2%，随后跌幅收窄至1%左右，标普500指数跌0.7%。 在市场等待美联储即将发布的利率前景指引之际，科技股连续一周的抛售进一步加剧，投资者遭遇自今年4月以来最严重的亏 损。交易员纷纷抛售估值最高的科技巨头，令市场承压。 在市场仍处于高估值水平、而美联储可能无法兑现年初市场对宽松政策预期的背景下，这一担忧推动美股从历史高点持续回 落。自4月市场回调以来领涨的科技股，此次也成为抛售的重灾区。 所有大型科技公司股价普遍下跌， 投资者继续从多只大型科技股和半导体股中获利了结，引发市场对其高估值以及人工智能题 材长期表现的担忧。 其中英伟达、 超微半导体和博通跌幅均超过2%，英特尔下跌7%。 备受关注的芯片制造商指数（费城半导体指数）已连续两 天下挫，累计跌幅接近5%。 其他科技巨头——苹果、亚马逊、谷歌母公司Alphabet和Meta（Facebook母公司）也全部下 跌。 | 了 筛选 | | 最新价 = | 涨跌幅 ◆ □" ...

索通发展：披露半年报。公司2025年上半年实现营业收入8,306,421,528.09元，同比增长28.28%；归属 于上市公司股东的净利润523,092,440.06元，同比增长1,568.52%；基本每股收益1.05元。拟向全体股东 每10股派发现金股利2.1元（含税）。 ▼聚焦二：恒瑞医药：拟斥资10亿至20亿元回购股份 公司拟使用自有资金以集中竞价交易方式回购公司A股股份，本次回购的股份拟用于A股员工持股计 划；回购资金总额不低于人民币10亿元，不超过人民币20亿元；回购价格不超过人民币90.85元/股；回 购股份期限为自公司董事会审议通过回购方案之日起不超过12个月。 牧原股份（002714）和索通发展（603612）半年报净利增长逾10倍；恒瑞医药：拟斥资10亿至20亿元回 购股份；天味食品：筹划发行H股股票并在香港联交所上市；居然智家：选举王宁担任董事长…… 今日看点 ▼聚焦一：牧原股份和索通发展半年报净利增长逾10倍 牧原股份：披露半年报。公司2025年上半年实现营业收入764.63亿元，同比增长34.46%；实现归属于上 市公司股东的净利润105.3亿元，同比增长1169.77%；基本每股收 ...

Google expected to launch its newest Pixel product lineup just hours from now for a look at where AI fits into the smartphone picture. Let's get over to Steve Kovak. He's in Brooklyn at the site of today's made by Google event.Steve, hey there, David. Yeah, this is going to be the annual Pixel event for Google where they show off their new phone, their new earbuds, and their new smart watches. But also AI is going to be the real story here.The hardware is kind of uh we already know what to expect there. Goo ...

♪ Inspirational music playing ♪ Brett Harvey: I've been playing with cameras for 30 years. But I can't do that anymore. Because of my hands. Because of the tremors.And the first time I used Action mode was yesterday. Tap action. Tap record.[iPHONE STARTS RECORDING] It's the first time Dexter has ridden a bicycle. All I was thinking about was him riding the bike. I wasn't really thinking about what I was filming.Go on, my son. Go on. ♪ I've used cameras with stabilization, but it blows all of that out of the ...

The Apple Manufacturing Academy is now open in Detroit! We welcomed the first participants from industries like packaging, eyewear & 3D printing. We're excited to help even more businesses with advanced manufacturing to unlock opportunities for their companies and our country. https://t.co/WSqVgskQnv ...

Core Insights - The "China Online Consumption Brand Index" (CBI) and "Global Brand China Online Top 500" (CBI500) indicate a continued growth in online consumer brand index, rising from 63.38 in Q1 2025 to 65.17 in Q2 2025, reflecting a trend towards purchasing quality brand products among Chinese consumers [1][2]. Group 1: Consumer Behavior Trends - During major shopping festivals like 618 and Double 11, consumers show a preference for quality brands over low-priced private labels, indicating that promotional events are crucial for brand management and quality consumption [1][4]. - The CBI index demonstrates significant seasonal fluctuations, with higher values recorded in the second and fourth quarters, which include these shopping festivals [2][3]. Group 2: Brand Rankings and Market Dynamics - The CBI500 list saw notable changes, with Apple, Midea, Xiaomi, Haier, and Huawei occupying the top five positions. Seasonal demand for summer products like air conditioners and fans contributed to shifts in rankings [5][11]. - The ranking methodology emphasizes real consumer behavior, focusing on sales, search volume, and customer reviews, rather than traditional metrics like revenue and profit [5][6]. Group 3: Emerging Brands and Market Opportunities - The introduction of the "Fast-Moving Consumer Goods New Brands List" highlights the growth potential of emerging brands, with 48 out of 50 listed brands being new entrants from mainland China [7][8]. - The study indicates that attracting high-value consumers and fostering repeat purchases are critical for new brands to transition from short-lived popularity to sustained success [8].

Group 1 - The initial World Fortune 500 list in 1995 featured 151 American companies and 149 Japanese companies, while China had only three companies: Bank of China, COFCO, and Sinopec [3][12] - The early Chinese companies listed were primarily in traditional sectors such as energy and finance, lacking technological advantages [12] - By 2011, the number of Chinese companies on the list increased to 69, surpassing Japan for the first time [14] Group 2 - In 2024, China had 133 companies on the list, with significant representation from technology manufacturers like Huawei and BYD, marking a shift from state-owned enterprises to include private companies [16][21] - Huawei ranked among the top 50 globally with annual revenue of 980 billion yuan, leading in 5G patents and market share [17] - BYD became the largest electric vehicle manufacturer globally, surpassing Tesla with sales exceeding 3 million units in 2023 [18] Group 3 - Alibaba reported revenue of 600 billion yuan, with its cloud computing division ranking third globally [19] - The proportion of private companies in the 2024 list reached 40%, indicating a diversification of the Chinese corporate landscape [21] - The United States had 139 companies in 2024, with tech giants like Apple, Microsoft, and Google dominating the list, while Japan's representation fell to 40 companies [21][23] Group 4 - Japan's decline is evident as its former leading company, Mitsubishi Corporation, dropped from the top position to 35th, with significant losses in market share for electronics firms like Sony and Panasonic [25] - The shift in global economic power is highlighted by China's rapid growth in emerging sectors, contrasting with Japan's struggles in traditional industries [25]

Apple shares up about 11% in August. There's been some recent headlines about expanding iPhone production in India along with the company's commitment to boost manufacturing here in the US. Joining us now with more on Apple Wzi Mohan, Bank of America securities analyst.Uh, Wamsy, the the stock looked like it was coming out of the doldrums in in August uh after what you don't typically hear about Apple up 2% over the past year. It's been dead money. No one's really done well and it's down year to date.The on ...

Group 1 - Major stock index futures are experiencing declines, with Dow futures down 0.24%, S&P 500 futures down 0.20%, and Nasdaq futures down 0.24% [1] - Chinese concept stocks are showing pre-market gains, with Alibaba up 0.22%, Pinduoduo up 0.28%, NetEase up 0.80%, JD.com up 0.45%, Tencent Music up 0.40%, and Baidu up 1.11% [1] - Morgan Stanley reports that large-cap tech stocks, including Nvidia, Microsoft, Apple, and Amazon, are underweighted relative to their positions in the S&P 500 index [1] Group 2 - Estée Lauder is down 5.4% pre-market ahead of its quarterly earnings report, with analysts expecting earnings per share of $0.09, significantly lower than $0.64 from the same period last year [2] - TD Cowen raises Nvidia's target price from $175 to $235, maintaining a "buy" rating [2] - Alcon lowers its full-year sales forecast, expecting the impact of U.S. tariffs to persist, resulting in a nearly 11% drop in its stock [2] - Honda establishes a new company in India to provide sales financing services, with plans to apply for a non-banking financial institution license [2][3] Group 3 - Morgan Stanley lowers the target price for Coherent from $97 to $89, maintaining a "hold" rating, citing disappointing future prospects despite better-than-expected earnings in the fourth quarter [3] Group 4 - The Federal Reserve is set to release the minutes from its monetary policy meeting on August 21 [4]

Core Viewpoint - Innovation New Materials (600361.SH) is a leading enterprise in the aluminum alloy processing industry, recognized for its advanced R&D capabilities in aluminum alloys [1] Group 1: Company Achievements - The company has been continuously listed as a core supplier for Apple since 2018, contributing to the material R&D and profile supply for various Apple products including smartphones, tablets, laptops, and VR devices [1] - Over the years, the company has consistently created value for its clients and has received high recognition from them [1]