智通港股解盘 | 美联储9月降息仍未明了 海外映射AI应用端再起

Market Overview - The Hang Seng Index dropped 1.6% due to disappointing outcomes from a significant meeting and external pressures [1] - The Federal Reserve maintained interest rates, with Powell emphasizing inflation risks and stable employment, dampening rate cut expectations for the year [1] Trade Agreements - The U.S. reached trade agreements with several partners, including South Korea, which involves a 15% tariff and a commitment of $350 billion in investments [2] - Higher tariffs are set for countries that fail to reach agreements by the August 1 deadline, with India facing a 25% tariff and Brazil a 40% tariff [2] Commodity Market Impact - The U.S. imposed a 50% tariff on imported semi-finished copper products, causing a significant drop in global copper prices and impacting related metal stocks [3] - The real estate sector is under pressure, with recent government measures aimed at supporting multi-child families failing to address fundamental issues [3] Corporate Performance - CATL reported a net profit of 30.51 billion RMB for the first half of the year, a 33.02% increase year-on-year, despite recent stock declines [4] - Nvidia's stock surged due to strong performance in AI and cloud computing, influencing related stocks like Longi Green Energy and Aisino Technology [5] AI and Technology Developments - OpenAI launched a "learning mode" for ChatGPT, enhancing its educational applications, which positively affected stocks in the AI sector [5] - The National Healthcare Security Administration introduced new pricing projects for brain-computer interface technologies, potentially boosting related companies' valuations [6] Gaming Industry Insights - The China Audio-Video and Digital Publishing Association reported that the domestic gaming market achieved a sales revenue of 168 billion RMB in the first half of 2025, marking a 14.08% year-on-year increase [7] Stock Movements - JPMorgan increased its stake in Weimob Group to 5.33%, recognizing its core competitiveness as a key service provider for Tencent's advertising [8] - Weimob's comprehensive digital solutions and strong market presence position it well for growth in the evolving digital advertising landscape [9]