智通港股早知道｜国常会审议通过《关于深入实施“人工智能+”行动的意见》iPhone大中华区市场反弹

Group 1: Artificial Intelligence Policy - The State Council of China has approved the "Artificial Intelligence+" action plan, aiming to promote large-scale commercial applications of AI across various sectors [1] - The plan emphasizes the importance of innovation-driven applications and the establishment of a supportive ecosystem for AI development, including enhanced computing power, algorithms, and data supply [1] - The government and state-owned enterprises are encouraged to lead by example and support the implementation of AI technologies [1] Group 2: Market Performance - The Hang Seng Index ADR fell by 0.36%, closing at 24,683.19 points, down 90.14 points from the Hong Kong market [2] - The U.S. stock market saw the Dow Jones drop by 0.74%, while notable Chinese concept stocks like NIO and Alibaba experienced gains [2] Group 3: Gaming Industry - The domestic gaming market in China achieved actual sales revenue of 168 billion yuan in the first half of 2025, marking a year-on-year growth of 14.08% [4] - The number of gaming users reached approximately 679 million, reflecting a growth of 0.72% year-on-year [4] Group 4: Economic Growth in Macau - Macau's GDP for the second quarter of 2025 grew by 5.1% year-on-year, driven by an increase in tourist arrivals and stable local consumption [5] - The preliminary GDP value for the second quarter was 100.38 billion patacas, recovering to 88.8% of the economic scale compared to the same period in 2019 [5] Group 5: Apple Inc. Financial Performance - Apple reported a third-quarter revenue of $94 billion, exceeding the expected $89.3 billion, with a year-on-year growth of approximately 10% [6][7] - iPhone sales contributed significantly, with a 13.5% increase in global sales, amounting to $44.6 billion [6][7] - The gross margin for the quarter was 46.5%, surpassing the anticipated 46% [7] Group 6: Corporate Actions - Deyou City plans to repurchase shares at HKD 0.62 per share, totaling approximately HKD 2.932 billion, as part of a privatization proposal [8] - China Aircraft Leasing is set to sell eight aircraft under lease agreements to enhance capital utilization, with the transaction expected to complete by the end of October 2025 [10] - Big Health International proposes to increase its registered capital to $50 million by adding 400 million shares [11] Group 7: Pharmaceutical Developments - BeiGene's BGB-16673 has received priority drug designation from the European Medicines Agency for treating Waldenström's macroglobulinemia [12] - Lee's Pharmaceutical's Socazolimab has been approved for first-line treatment of extensive-stage small cell lung cancer in mainland China [20]