Market Capitalization Overview - New Oriental has a market capitalization of 15.747 billion [2] - TAL Education (好未来) has a market capitalization of 11.040 billion [2] - Vipshop (唯品会) has a market capitalization of 9.610 billion [2] - Miniso (名创优品) has a market capitalization of 5.940 billion [2] - Zai Lab (再鼎医药) has a market capitalization of 4.200 billion [2] - Huya (虎牙) has a market capitalization of 7.500 billion [2] Stock Performance - New Oriental's stock increased by 0.36 (+8.09%) [2] - TAL Education's stock decreased by 0.27 (-0.60%) [2] - Vipshop's stock increased by 0.56 (+2.49%) [2] - Miniso's stock increased by 0.01 (+0.07%) [2] - Zai Lab's stock decreased by 0.81 (-4.06%) [2] - Huya's stock increased by 0.03 (+0.75%) [2] Additional Company Insights - Financial One Account (金融壹账通) has a market capitalization of 2.91 million [3] - Xunlei (迅雷) has a market capitalization of 4.48 million [3] - Huami Technology (华米科技) has a market capitalization of 1.64 million [3] - Tuniu (途牛) has a market capitalization of 1.21 million [3] - Aiqiyi (爱奇艺) has a market capitalization of 24.11 billion [2]

智通财经7月31日电，纳斯达克中国金龙指数开盘微跌。金山云涨超7%，万国数据、小马智行涨超 3%，哔哩哔哩涨超2%，名创优品跌超5%。 ...

资料显示，金山云控股有限公司创立于2012年,作为中国知名的独立云服务商,业务范围遍及全球多个国 家和地区。2020年5月金山云在美国纳斯达克上市(股票代码:KC.NASDAQ);2022年12月,以介绍形式于香 港交易所主板完成双重主要上市(股票代码:3896.HK)。依托金山集团36年企业级服务经验,金山云坚持技 术立业,逐步构建了完备的云计算基础架构和运营体系,并通过与大数据、人工智能与边缘计算等先进技 术有机结合,深耕行业,提供超过150种适用于互联网、公共服务、数字健康、金融等领域解决方案,为 500+优质客户提供高品质云服务。 本文源自：金融界 大事提醒： 8月19日，金山云将披露2025财年中报（数据来源于纳斯达克官网，预计披露日期为美国当地时间，实 际披露日期以公司公告为准）。 7月31日，金山云(KC)开盘上涨6.51%，截至21:30，报14.57美元/股，成交185.51万美元，总市值40.74亿 美元。 财务数据显示，截至2025年03月31日，金山云收入总额19.7亿人民币，同比增长10.94%；归母净利 润-3.14亿人民币，同比增长12.66%。 作者：行情君 ...

Core Viewpoint - Kingsoft Cloud (KC.US) shares rose 7.16% pre-market to $14.66, while its H-shares increased over 5.5% to HKD 7.81, driven by the company's showcase of AI solutions at the 2025 World Artificial Intelligence Conference (WAIC) [1] Group 1 - Kingsoft Cloud presented six major solutions including Starry Flow Platform, Intelligent Computing Cloud, Embodied Intelligence, Government AI Integrated Machine, and Industry Models at WAIC, highlighting its AI innovation and industry application [1] - According to a report from Citi, the anticipated delivery of NVIDIA's B30 and H20 chips is expected to alleviate the chip shortage issue, potentially enhancing profit margins for Kingsoft Cloud [1] - Citi has given Kingsoft Cloud a "Outperform" rating with a target price of $17 [1]

Group 1 - The stock price of Kingsoft Cloud (03896) rose by 8.78% in early trading, currently at 8.05 HKD, with a trading volume of 970 million HKD [2] - Kingsoft Cloud announced a cooperation framework agreement with Xiaomi, effective from July 29, 2025, for a duration of three years for IDC-related services [2] - The agreement also includes the purchase of network hardware devices from Xiaomi, with an initial term of one year starting from July 29, 2025 [2]

Core Viewpoint - Kingsoft Cloud (03896) has seen a stock price increase of over 6%, currently trading at HKD 7.87, with a transaction volume of HKD 638 million, following the announcement of a cooperation framework agreement with Xiaomi for IDC services and network hardware [1] Group 1: Agreement Details - The agreement with Xiaomi is set to commence on July 29, 2025, with an initial term of three years for IDC services and one year for network hardware [1] - Kingsoft Cloud will purchase IDC services and network hardware from Xiaomi, which is expected to enhance its cloud service capabilities and support business growth [1] Group 2: Strategic Benefits - The terms and conditions of the services and products procured from Xiaomi are comparable to those from independent third-party providers, ensuring stable and high-quality IDC services and network hardware [1] - This collaboration is anticipated to reduce administrative costs associated with sourcing similar services from multiple providers, thereby improving overall operational efficiency [1]

Meta Platforms公布财报显示，第二季度营收超过预期，对当前时期的预测也强于预期，这表明这家社 交媒体公司的广告业务仍在快速增长，足以支持其在人工智能方面的大举支出。财报公布后，Meta美 股盘后一度大涨10%。 Meta预计，其第三季度营收将达到475亿美元至505亿美元，此外，Meta还上调了2025财年资本开支预 期区间的下限，因为该公司继续加大对人才、基础设施、数据中心和能源的投资，以在快速发展的AI 竞赛中保持竞争力。Meta目前预计全年资本支出将在660亿美元至720亿美元之间，较此前640亿至720 亿美元的预期有所提高。 格隆汇7月31日｜港股市场AI概念股集体强势，其中，美图公司涨超14%，金蝶国际涨超11%，创梦天 地、金山云涨超10%，汇量科技、快手-W涨超8%，粉笔、迈富时涨超7%，第四范式涨超6%，微盟集 团涨超5%，金山软件涨超4%。 | 代码 | 名称 | | 涨跌幅 √ | 最新价 | 总市值 | | --- | --- | --- | --- | --- | --- | | 01357 | 美图公司 | (0) | 14.71% | 12.480 | 569.86 ...

Core Viewpoint - Kingsoft Cloud (03896) has seen a stock price increase of over 6%, currently trading at HKD 7.87, with a transaction volume of HKD 638 million, following the announcement of a cooperation framework agreement with Xiaomi effective from July 29, 2025 [1] Group 1 - The agreement includes Kingsoft Cloud purchasing IDC-related services from Xiaomi for an initial period of three years starting from July 29, 2025 [1] - Kingsoft Cloud will also purchase network hardware devices from Xiaomi, with an initial period of one year starting from the same date [1] - The company emphasizes the need for substantial IDC resources and network hardware to support its growing business and enhance cloud service capabilities [1] Group 2 - The terms and conditions for services and products procured from Xiaomi are comparable to those from independent third-party providers, ensuring stable and high-quality IDC services and network hardware [1] - This agreement is expected to reduce administrative costs associated with sourcing similar services from multiple providers, thereby improving overall operational efficiency [1]

Core Viewpoint - The 2025 World Artificial Intelligence Conference (WAIC) is boosting the performance of AI concept stocks, particularly for Kingsoft Cloud, which has seen significant price increases recently [1] Company Summary - Kingsoft Cloud (3896.HK) experienced a surge of over 7%, reaching HKD 7.94, with a trading volume of HKD 540 million [1] - The stock had previously risen nearly 12% on July 15, indicating strong market interest [1] - At WAIC, Kingsoft Cloud showcased six major AI innovations, including the Star Stream platform, Intelligent Computing Cloud, Embodied Intelligence, Government AI Integrated Machine, and industry models, highlighting its technological advancements and industry application capabilities [1] - Morgan Stanley recently issued a report expressing optimism about Kingsoft Cloud's AI growth prospects, raising its target price to HKD 10 [1]

本文源自：金融界 金山云控股有限公司以提供全球范围内的云服务为主营业务，构建了一整套的云计算基础架构和运营体 系，服务领域涉及互联网、公共服务、数字健康、金融等多个领域。公司运用大数据、人工智能和边缘 计算等高新技术，为500余家优质客户提供超过150种解决方案，并于2020年和2022年分别在美股和港股 完成上市。 作者：行情君 7月31日，金山云(03896)盘中上涨4.19%，截至10:09，报7.71元/股，成交3.01亿元。 截至2025年一季报，金山云营业总收入19.7亿元、净利润-3.14亿元。 ...