微软与OpenAI周二（28日）宣布签署新协议，微软将支持OpenAI推进其营利部门的组建和资本重组， OpenAI将额外购买价值2500亿美元的微软云服务。微软股价盘中涨超3%，收盘涨幅收窄至约2%，市值 重回4万亿美元。（总台央视记者 贺嘉婧） 编辑：王一帆 ...

Group 1 - The US and Japan signed a new alliance agreement, including a $550 billion investment from Japan to the US and a framework for securing key minerals and rare earth supplies [2] - Nvidia's CEO outlined a comprehensive AI strategy at the GTC conference, revealing $500 billion in chip orders by the end of fiscal 2026, leading to a surge in Nvidia's stock price [2][3] - Nvidia announced a $1 billion investment in Nokia, acquiring a 2.9% stake to develop AI-RAN products, significantly boosting Nokia's stock by over 20% [8] Group 2 - Tesla's EU registrations fell by 19% in September, with a cumulative decline of 38.7% for the year, while BYD's registrations surged by 272% [10] - Westinghouse Electric secured an $80 billion contract with the US government to deploy AP1000 nuclear reactors, creating 45,000 jobs and marking a significant step in US nuclear expansion [11] - Samsung announced a 30% price reduction for its HBM3E chips to regain market share after delays in certification, which may increase pricing pressure in the industry [14] Group 3 - OpenAI completed a capital restructuring, with Microsoft holding a 27% stake and committing to $250 billion in Azure services, while OpenAI has no plans for an IPO [9] - The 2025 Hurun Rich List revealed that Zhong Shanshan became China's richest person for the fourth time, with a wealth increase of 190 billion yuan due to the performance of Nongfu Spring [17] - The 2025 Global Brand Value Top 25 list ranked Apple first, followed by Microsoft and Google, with Nvidia entering the top ten due to its AI hardware advantages [18]

帝国科技集团发布2025年中期业绩，收益2746.1万港元，同比减少2.91%；股东应占亏损2004.6万港 元，同比收窄23.02%；每股基本亏损0.06港元。 香港联交所最新资料显示，10月28日，帝国科技集团(00776)股东将股票存入富强证券，存仓市值1.34亿 港元，占比20%。 ...

中国上城发布公告，配售协议所载的所有条件已获达成，而配售事项已于2025年10月28日完成。合共 7547.43万股配售股份已成功由配售代理根据配售协议的条款及条件按每股配售股份0.180港元的配售价 配售予叁位承配人，陈晖先生为一位投资者；刘晓玲女士为一位投资者；及李艳勇先生为一位投资者， 占公司紧接配售事项后经配发及发行配售股份扩大的公司已发行股本约16.67%。 香港联交所最新资料显示，10月28日，中国上城(02330)股东将股票存入元库证券，存仓市值1849.12万 港元，占比16.67%。 ...

Core Insights - ASMPT reported a sales revenue of HKD 36.6 billion for the third quarter, representing a year-on-year growth of 9.5% [1] - The total new orders amounted to HKD 36.21 billion, reflecting a year-on-year increase of 14.2% [1] Group 1: Business Performance - The advanced packaging (AP) segment, particularly the thermal compression bonding (TCB) solutions, received repeat orders from clients in advanced memory and logic applications [1] - The mainstream business benefited from the ongoing adoption of artificial intelligence (AI), with increased demand for AI infrastructure in data centers, data transmission, and energy management [1] Group 2: Market Dynamics - In the Chinese market, the demand for semiconductor solutions (wire bonders, die bonders) and surface mount technology solutions, primarily for electric vehicles (EVs), continued to grow [1] - The high utilization rates of outsourced semiconductor assembly and testing facilities, along with China's leading position in the electric vehicle market, contributed to the increased demand in the mainstream business [1]

此次认购所得款项总额预计约为620万港元，净额约为600万港元。公司计划将这笔净所得款项全部用于 集团的营运资金，以及偿还集团的借款和应付款项。 基地锦标集团公告，计划向温兴建先生和李桂霞女士配发及发行共计4426.8万股认购股份，占扩大后总 股本的约16.66%。认购价格为每股0.14港元。 ...

Core Viewpoint - Microsoft (MSFT.US) stock price rose nearly 4% during trading, closing up 1.98% at $542.07, with a total market capitalization of $403 billion, following the announcement of a new agreement with OpenAI [1] Group 1: Agreement Details - Microsoft has signed a new agreement with OpenAI, which includes OpenAI purchasing an additional $250 billion worth of Azure services [1] - Under the new terms, Microsoft will no longer have priority rights as a computing provider for OpenAI [1] - OpenAI is now allowed to co-develop products with third parties, while API products will remain exclusive to Azure, and non-API products can be deployed on any cloud platform [1] Group 2: Investment and Governance - Microsoft supports the establishment of a public benefit corporation for OpenAI, holding an investment stake valued at approximately $135 billion in the OpenAI group public benefit corporation [1]

帝国科技集团发布2025年中期业绩，收益2746.1万港元，同比减少2.91%；股东应占亏损2004.6万港 元，同比收窄23.02%；每股基本亏损0.06港元。 智通财经APP获悉，香港联交所最新资料显示，10月28日，帝国科技集团(00776)股东将股票存入富强证 券，存仓市值1.34亿港元，占比20%。 ...

中国上城发布公告，配售协议所载的所有条件已获达成，而配售事项已于2025年10月28日完成。合共 7547.43万股配售股份已成功由配售代理根据配售协议的条款及条件按每股配售股份0.180港元的配售价 配售予叁位承配人，陈晖先生为一位投资者；刘晓玲女士为一位投资者；及李艳勇先生为一位投资者， 占公司紧接配售事项后经配发及发行配售股份扩大的公司已发行股本约16.67%。 智通财经APP获悉，香港联交所最新资料显示，10月28日，中国上城(02330)股东将股票存入元库证券， 存仓市值1849.12万港元，占比16.67%。 ...

Core Viewpoint - Baima Tea's successful IPO on the Hong Kong Stock Exchange marks a renewed trend of tea companies listing in Hong Kong, with the stock surging 86.70% on its first trading day, closing at 93.35 HKD per share [1][2]. Group 1: IPO Details - Baima Tea's IPO was oversubscribed nearly 2000 times, setting a record in the Hong Kong tea industry, with a total margin loan of 872.54 billion HKD [2]. - The company issued 9 million H-shares at an offering price of 50 HKD per share, aiming to raise 450 million HKD [2]. - The stock opened at a high of 100 HKD during the dark pool trading, reflecting a 100% increase before closing at 89.4 HKD, a rise of 78.8% [2]. Group 2: Company Background - Baima Tea is a former New Third Board company that delisted in 2018 and has since sought to expand its market presence through a Hong Kong listing [4]. - The company has received backing from notable investors, including IDG Capital and Tian Tu Capital, indicating strong institutional interest [3]. Group 3: Market Position and Performance - As of 2024, Baima Tea ranks first in China's high-end tea market with a market share of 1.7%, and also leads in the oolong and black tea segments [7]. - The company operates over 3,500 offline retail stores, making it the largest tea enterprise in China by store count [6]. - Financial performance shows revenue growth of 16.8% and 1.0% for 2023 and 2024, respectively, with net profit growth of 24.0% and 9.0% [7]. However, a decline in revenue and net profit is projected for the first half of 2025, with decreases of 4.2% and 18.0% respectively, due to weak external demand [7].