转自：新华财经 新华财经香港9月3日电（记者林迎楠）3日港股主要指数高开低走，截至收盘，恒生指数下跌0.60%至 25343.43点，恒生科技指数下跌0.78%至5683.74点，国企指数下跌0.64%至9050.02点。 当日恒指低开164.10点，开报25660.65点，午市前呈大幅下降趋势，午后开市在25374点附近震荡，最终 恒指跌153.12点，主板成交超2676亿港元。截至收盘，上涨股票935只，下跌1248只，收平985只。当 日，港股通（南向）净流入超过55亿港元。 整体来看，多数板块下跌，生物医药、AI医疗、黄金、有色金属等股多为上涨，科网、煤炭、电力、 新消费等股有涨有跌，房地产、新能源车企、银行、保险、券商等股多有下跌。 个股方面，昊天国际建投涨5.77%，福耀玻璃涨4.36%，长飞光纤光缆涨12.61%，恒瑞医药涨8.32%，小 鹏汽车跌2.23%，华润置地跌0.65%，龙湖集团跌1.99%，金山云跌2.41%，中国太保跌2.49%，招商证券 跌2.55%，招金矿业涨4.03%，蔚来涨0.98%，伟仕佳杰涨1.59%，国泰君安国际跌3.98%。 成交额前三的个股中，阿里巴巴跌0.45% ...

Core Viewpoint - Junwei Electronics (301458) clarified on September 3 that there is no direct supply relationship with Alibaba, and the indirect cooperation situation with end customers remains unclear [1] Company Summary - Junwei Electronics does not have a direct supply relationship with Alibaba [1] - The status of indirect cooperation with end customers is currently not defined [1]

【独家｜#阿里速卖通筹备最高规格品牌出海#项目，将设全新品牌专区】@新浪科技 从多方交叉信源 独家获悉，阿里旗下速卖通AliExpress正在筹备一项"最高规格"品牌出海项目，已有世界500强及国内外 头部品牌收到邀约，项目预计将在双11前正式启动。 近期，一张"速卖通双11品牌规划"截图在商家圈流传。截图显示，小米、泡泡玛特等已显示入围"超级 品牌计划"，并被标注为"深度合作"。 他谈到，"此前'品牌出海计划'已获内部验证，相关负责的团队近期极有可能在内部争取到了更多资 源，来推动此次业务升级，重心肯定是发力与大牌的合作。" 针对上述内容，新浪科技向速卖通方面求证，速卖通回应称："近期将推出品牌出海相关项目，具体信 息以官方发布为准。"（新浪科技｜独家） | | A | B | | C | D | | 10 | P | G | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 速卖通重点品牌2025双11合作规划 | | | | | | | | | 2 | 类目 | 品牌 | 权益 | | 早色资源 | | 双11目标us ...

Core Insights - Alibaba's stock increased nearly 13% to approximately $135 per share, with a year-to-date rise of close to 60%, following a favorable Q1 earnings report highlighting growth in its cloud business [2] - The company has developed a new AI chip for its cloud computing division, aimed at securing a supply of AI semiconductors amid U.S. export restrictions, while enhancing its cloud competitiveness [2][4] Chip Development - Alibaba's T-Heat unit has been developing AI chips for several years, with the new chip designed for inference workloads, focusing on large language and diffusion models [3] - The new chip is expected to be manufactured using a 7 nanometer process, enhancing its capabilities compared to the previous Hanguang chip, and is rumored to be compatible with Nvidia's software ecosystem [4] Market Context - The development of Alibaba's chip occurs amid geopolitical tensions, with the U.S. restricting leading-edge chip exports to China, prompting Alibaba to reduce reliance on U.S. suppliers [4] - The AI market is shifting focus from training to inference, with Alibaba targeting the inference segment, which is less intensive per task but scales across millions of users [5] Strategic Approach - Alibaba plans to leverage its new chip to enhance Alibaba Cloud, allowing customers to rent computational power, thereby deepening customer dependency and generating recurring revenues [6] - The company is committing 380 billion yuan (approximately $53 billion) towards AI infrastructure over the next three years, motivated by a 26% year-on-year growth in its cloud division [6] Competitive Landscape - Alibaba's new chips are expected to supplement Nvidia's GPUs in its AI strategy, with the company likely to continue using Nvidia hardware for training while focusing its own chips on cloud-based inference [7] - Other Chinese companies, including Baidu and Huawei, are also developing AI chips, but Alibaba's established cloud presence provides a distribution advantage [7]

从阿里国际站9月采购节项目组了解到，此次采购节，首次上线了超20万个全球智能采购清单，在AI搜 索的推荐下，会根据买家过往采购习惯，同时结合国家特色、市场及节庆热点，帮助海外买家匹配到更 精准的产品列表。最新数据显示，使用阿里国际站AI Agent的中小商家数已超14.2万。（闫妍） 责任编辑：何俊熹 新浪科技讯 9月3日下午消息，9月1日下午3点，阿里国际站开启全年最大旺季9月采购节。据悉，首日 交易额同比去年首个工作日同比跃升33%。 据介绍，9月采购节一直是海外买家备货年底黑五、圣诞季、新年等节点的集中爆发期。而本届9月采购 节首次全面引入AI能力，从搜索推荐、智能导购、供需匹配等关键环节实现全面升级。 ...

（北京时间记者熊维熙报道）9月1日，抖音生活服务发布《2025暑期城市文旅数据报告》（下称"报 告"）。暑期抖音酒旅团购订单量、销售额均同比增长46%。滨海游、小城游火热，秦皇岛、威海、日 照、承德、延边朝鲜族自治州等小城酒旅订单量环比均涨超1倍。上海、北京、杭州、郑州、成都、西 安、重庆、秦皇岛、青岛、南京入围十大火热旅游城市。 小票撬动大经济，暑期各地演唱会激发城市消费。报告显示，抖音受欢迎的演唱会有邓紫棋上海演唱 会、五月天北京演唱会、张韶涵兰州演唱会、小沈阳郑州演唱会和华晨宇苏州演唱会。这个暑期，北 京、上海、成都、南宁、南京入围抖音售票最多的"演唱会之城"。张学友、五月天、华晨宇、汪苏泷等 演唱会主办方积极在抖音探索"宣售一体"模式，激发更大的粉丝经济和票根经济。 这个暑期，文旅关键词有苏超、研学游、非遗游、避暑、亲子游等。为方便用户出行，抖音生活服务联 合优质酒店和热门目的地住宿商家，上线酒店日历房团购、直播特惠通兑券、品牌会员体验券包等超值 产品，让消费者住得安心、住得实惠。这个夏天，抖音酒店团购订单量环比增长71%，销售额环比增长 82%。 景区是用户出行的重要动因。报告显示，暑期抖音景点团购 ...

Core Insights - Major Chinese tech companies such as Alibaba, ByteDance, Tencent, and Meituan are intensifying their efforts in AI agents, accelerating the commercialization of generative AI applications [2][4] - Alibaba's Tongyi Lab launched AgentScope 1.0, a new framework aimed at simplifying the development, operation, and management of AI agents [2] - Tencent's Youtu-Agent framework has been open-sourced, while ByteDance's Agent platform "Kouzi Space" is now available on major app stores [2] - Meituan released the LongCat-Flash-Chat model with 560 billion parameters, demonstrating superior performance in AI applications [2][4] Investment and Financial Performance - The combined capital expenditure of major Chinese tech firms (BAT) exceeded 615 billion yuan in Q2, marking a 168% increase year-on-year [5] - Alibaba reported cloud revenue of 33.398 billion yuan, a 26% increase, and a capital expenditure of 38.676 billion yuan, up 220% year-on-year [5] - Tencent's CSIG department reported revenue of 55.536 billion yuan, a 10% increase, with capital expenditure of 19.1 billion yuan, up 119% [5] - Baidu's cloud revenue reached 10 billion yuan, with capital expenditure of 3.8 billion yuan, a 79% increase [5] Market Trends and Projections - The AI agent market in China is expected to exceed $27 billion by 2028, driven by increasing enterprise adoption [12] - A report indicated that 96% of global enterprises are deploying AI models, with 91% planning to use Web Application and API Protection (WAAP) for security [8] - The demand for AI computing power is surging, with Chinese cloud service providers' capital expenditures growing rapidly, reaching approximately $45 billion over the past year [6][7] Technological Advancements - The introduction of AI agents is enhancing the capabilities of AI applications, allowing for dynamic decision-making and tool utilization [8] - F5 has launched an AI gateway product to ensure the security of AI applications across various infrastructures [9] - The development of physical AI, including humanoid robots, is gaining momentum, with NVIDIA's new Jetson AGX Thor providing significant computational power for advanced applications [13][14] Industry Challenges - The integration of AI agents into physical robots presents challenges in data collection and processing, particularly in dynamic environments [14] - Security concerns are paramount as the convergence of digital and physical spaces increases the complexity and risks associated with AI applications [15]

News that the company is developing a new AI chip also excited investors.Alibaba (BABA 2.69%) shares jumped after the Chinese company continued to show signs of a turnaround, led by strong growth in its e-commerce and cloud computing segments. The stock is now up nearly 60% on the year, as of this writing.Let's take a closer look at Alibaba's most recent earnings and future prospects to see if the stock can continue its momentum. AI excitementAlibaba's cloud computing business grabbed headlines, as revenue ...

方正证券同样看好港股后市表现，认为四大因素支撑市场向上：一是港股估值具备充分吸引力，恒生科 技当前20倍左右估值大幅低于纳斯达克指数；二是外资有望回流；三是南向资金持续流入；四是港股人 工智能、创新药等品种代表新兴产业发展趋势，具有稀缺性。 在此背景下，港股通科技ETF基金（159101）的正式上市，为投资者提供了布局港股科技板块的便捷工 具。其密切跟踪国证港股通科技指数，选取30只市值较大、研发投入较高且营收增速较好的科技龙头上 市公司证券作为成份股，是同类指数中成份股数量最少、聚焦度最高的产品，涵盖小米集团、腾讯控 股、阿里巴巴、美团、比亚迪（002594）股份、中芯国际、百济神州等科技龙头，前五大成分股权重占 比57%，前十大成分股占比77%，锐度高，覆盖广，"软硬件+新消费+创新药+造车新势力"一站式配 齐，是投资者一键打包中国科技领军企业的优质工具。 经过7月底的调整和8月份的震荡，国证港股通科技指数PE估值回落至24.6倍，处于过去10年的30%分位 水平，与今年一季度相比已明显回落，具备较好的安全边际和配置价值。 国投证券最新研究报告指出，以创业板指数为"锚点"，从60日滚动收益率差值来看，历史 ...

抖音电商MCN与抖音团长申请步骤指南 随着短视频与直播电商的深度融合，抖音已成为品牌营销与流量变现的核心阵地。在这一生态中，抖音电商MCN机构与抖音团长（即分销服务商）正扮演 着越来越关键的角色，成为连接内容与商品的重要桥梁。 MCN机构通过孵化达人、打造内容矩阵、整合供应链资源，帮助品牌实现精准种草与高效转化。而抖音团长则专注于商品分销，通过链接优质主播资源， 推动爆款商品的规模化销售。两者相辅相成，共同构建起抖音电商的"内容+交易"闭环。 从行业前景来看，2025年抖音电商持续加码"全域兴趣电商"战略，大力扶持优质服务商。数据显示，头部MCN机构年GMV已突破数十亿元，而专业团长单 场直播带货破亿也已成常态。平台对内容质量、转化效率和服务能力的要求不断提升，这也意味着具备专业运营能力的机构将迎来更大发展空间。 关于申请电商mcn机构/招商团长/公会,可以关注公众号"佳景企服"了解更多入驻流程 内容驱动时代，抖音电商MCN与团长迎来黄金发展期 抖音团长的申请门槛相对灵活，但同样要求企业资质齐全。若为MCN机构申请，其绑定达人的小店累计交易额需达到100万元以上；若为供应链服务商，则 需提供稳定的商品资源与分 ...