Core Insights - Microsoft AI has expanded its leadership team under CEO Mustafa Suleyman, adding nine new core members, five of whom are from Google/DeepMind, reflecting a competitive talent acquisition landscape in the AI sector [1][3][45] Team Composition - The new team includes 17 direct reports to Suleyman, up from 12, indicating rapid growth and restructuring within the Microsoft AI division [3][45] - Notable new hires include Amar Subramanya, who previously worked at Google for 16 years, and Dominic King, a founding member of DeepMind Health [6][8] Talent Acquisition - Microsoft has recruited at least 20 employees from DeepMind in the past six months, showcasing a strategic focus on acquiring top talent in AI [3][45] - The new hires come from various backgrounds, including engineering, product growth, commercialization, and legal expertise, enhancing the team's overall capabilities [45] Organizational Changes - Among the original 12 executives, eight remain, with some receiving promotions, while four have left the core team [27][45] - Key figures like Zhang Qi have seen their roles elevated, reflecting internal recognition and the importance of their contributions to the AI strategy [30][45] Competitive Landscape - The restructuring at Microsoft AI mirrors similar changes at other AI companies like Meta and OpenAI, highlighting the intense competition for top-tier talent in the industry [3][45] - The formation of this new core team positions Microsoft to challenge the leading positions of OpenAI and Google in the AI market [45]

中金发布研报称，美高梅中国25Q3业绩好于市场一致预期；受到高端需求驱动，公司业务表现强劲， 美狮美高梅和澳门美高梅总博彩收入分别恢复至3Q19的170%和104%。该行指出，鉴于2025年10月博彩 收入市场份额的强劲表现，管理层预计美高梅中国将实现超1亿美元的EBITDA，有望创下单月收入和 EBITDA数据的历史新高。 消息面上，近日，美高梅中国公布2025年第三季度业绩，总收益约85.1亿港元，同比增长17.39%，主要 由于主场地赌枱投注额增加所致。总经调整EBITDA为约23.73亿港元，同比增长19.6%。 美高梅中国(02282)涨超4%，截至发稿，涨3.83%，报15.45港元，成交额1990.68万港元。 ...

消息面上，香港宽频发布公告，于2025年10月31日，公司若干全资附属公司(各自作为借款人)以及公 司、借款人及公司若干其他全资附属公司(各自作为担保人)与(其中包括)银团(作为贷款人)就总额为 107.50亿港元的定期贷款融资订立一份融资协议。 香港宽频(01310)涨超6%，截至发稿，涨5.86%，报7.23港元，成交额6215.86万港元。 公告称，该融资将于该融资首次提款后364日当日(或倘该日并非融资协议项下的营业日，则紧接前一个 营业日)到期，但公司有两次权利于若干条件获达成后，在毋须任何贷款人同意的情况下选择延长到期 日，每次延长为24个月。 ...

10月30日，药明巨诺宣布与再生元制药公司签署战略合作补充协议。这一修订不仅标志着双方长期合作 关系的重要升级，也开启了双方在TCR-T细胞疗法及平台化技术创新的新阶段。通过本次补充协议，药 明巨诺将获得最高可达5,000万美金的付款，包括MAGE-A4产品开发里程碑付款、药品生产流程监管里 程碑付款、选择权行使费、慢病毒载体制造流程里程碑付款。 药明巨诺-B(02126)涨超10%，截至发稿，涨9.77%，报3.82港元，成交额463.31万港元。 消息面上，据第一财经报道，11月2日，记者获悉，药明巨诺的CAR-T细胞药物瑞基奥仑赛注射液在谈 判进入商保(商业健康保险)创新药目录方面进展顺利，有望纳入该目录，降低患者用药负担，造福更多 患者。这是国内获批上市的第一个国产1类CAR-T，上市后的定价是129万元/针。 ...

天眼查工商信息显示，近日，快手智能云（乌兰察布）科技有限公司发生工商变更，注册资本由5000万 人民币增至2.5亿人民币，增幅400%。快手智能云（乌兰察布）科技有限公司成立于2020年5月，法定 代表人为杨远熙，经营范围包括从事电信业务经营、互联网平台、互联网安全服务等。股东信息显示， 该公司由北京快手科技有限公司全资持股。 ...

每经AI快讯，11月3日，港股AI应用股上扬，汇量科技涨超6%，美图涨超4%，金蝶国际涨超3%，心动 公司、金山软件涨超2%。 ...

此外，蔚来还宣布全新ES8交付破万。蔚来品牌与传播助理副总裁马麟表示，11月全新ES8交付将进一 步加速，产能较10月预计将有70%的提升。 蔚来-SW(9866.HK)盘初涨4.5%报57.1港元。消息面上，蔚来汽车宣布，2025年10月交付40397辆，创下 月度新纪录，同比增长92.6%；2025年年初至今交付241618辆，同比增长41.9%。 ...

每经AI快讯，11月3日，截至发稿，中国秦发(00866.HK)涨5.48%、兖矿能源(01171.HK)涨3.66%、中煤 能源(01898.HK)涨1.64%。 ...

每经AI快讯，粉笔(02469.HK)早盘涨超8%，截至发稿，涨5%，报2.94港元，成交额2447.16万港元。 ...

Group 1 - The Hong Kong stock market opened higher on November 3, with the Hang Seng Index rising by 0.36% to 25,999.17 points, the Hang Seng Tech Index up by 0.48%, and the China Enterprises Index increasing by 0.33% [1] - In the automotive sector, several new energy vehicle companies reported their October production and sales figures, with XPeng Motors delivering 42,013 vehicles, a record high for the month, and NIO delivering 40,397 vehicles, marking a year-on-year increase of 92.6% [1] - The Minsheng Securities report indicates that October is a peak sales month for the automotive market, with strong consumer demand at the beginning of the month, followed by a stabilization in the latter half due to subsidy policy adjustments [2] Group 2 - The report highlights that the penetration rate of smart vehicles is continuously rising, providing strong support for the overall automotive market, and emphasizes the importance of intelligent capabilities as a competitive factor for car manufacturers [2] - As of October 31, the latest valuation of the Hang Seng Tech Index ETF (513180) is 22.85 times, which is below the historical average for over 70% of the time since the index was launched, indicating a certain safety margin [2] - The outlook for the Hong Kong tech sector is optimistic, benefiting from trends in AI and potential foreign capital inflows, with expectations for continued investment in the Hang Seng Tech Index in the fourth quarter [2]