来源：智通财经网 香港联交所最新数据显示，10月31日，RAYS Capital Partners Limited增持贝克微(02149)5.77万股，每股 作价53.4011港元，总金额约为308.124万港元。增持后最新持股数目约为255.12万股，持股比例为 14.17%。 ...

截至2025年11月3日收盘，招金矿业(01818.HK)报收于29.1港元，上涨0.14%，成交量1638.1万股，成交额4.68亿港元。投行对该股的评级以买入为 主，近90天内共有6家投行给出买入评级，近90天的目标均价为31.82港元。第一上海最新一份研报给予招金矿业买入评级，目标价43.72港元。 机构评级详情见下表： 2025年11月3日，在香港金融科技周上，招金矿业(01818.HK)旗下香港招金矿业有限公司与蚂蚁集团科技商业化板块(蚂蚁数科)旗下成员企业 SigmaLayer Company Limited订立战略合作备忘录，双方将基于蚂蚁数科的区块链与人工智能核心技术，共同探索黄金产业在数字化、通证化、智 能风控及ESG领域的创新应用。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 相关ETF ● 黄金股ETF (产品代码：159562) | 股票代码 | 股票简称 | 投行名称 | 发布日期 | 评级 | 目标价 (港元) | | | --- | --- | --- | --- | --- | --- | --- ...

风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 Iren美股盘前涨幅扩大至近30%，戴尔科技美股盘前涨超5%，报道称微软与澳大利亚的Iren签署97亿美 元的AI云协议。Iren同时宣布，已同意从戴尔科技公司采购价值58亿美元的必备GPU及相关设备。 ...

Core Viewpoint - The strategic cooperation memorandum between Zhaojin Mining and Ant Group's SigmaLayer aims to explore innovative applications in the gold industry through digitalization, tokenization, AI, and ESG initiatives [1] Group 1: Strategic Cooperation - Zhaojin Mining's Hong Kong subsidiary has signed a strategic cooperation memorandum with Ant Group's SigmaLayer Company Limited during the Hong Kong FinTech Week [1] - The cooperation will leverage Ant Group's core technologies in blockchain and artificial intelligence [1] Group 2: Focus Areas of Collaboration - The initial phase of collaboration will focus on three main areas: 1. Digitalization and tokenization of overseas gold assets 2. AI-driven intelligent supply chain and risk control systems 3. Trustworthy value transmission in sustainability and ESG [1] Group 3: Goals and Future Plans - The partnership aims to enhance transparency, efficiency, and credibility in the gold industry, setting a new benchmark for digital transformation [1] - Both parties plan to continuously explore more innovative scenarios to promote the evolution of the gold industry towards intelligence and sustainability [1]

格隆汇11月3日丨METASPACEX(01796.HK)宣布，公司将于2025年11月27日(星期四)举行董事会会议， 藉以(其中包括)批准公司及其附属公司截至2025年9月30日止六个月之中期业绩公告及其发布，并考虑 派发中期股息(如有)。 ...

智通财经APP讯，汉诺佳池(08428)公布，自2025年11月3日起，丁俊臣先生已提出辞任独立非执行董 事，以及公司审核委员会、提名委员会、薪酬委员会及法律合规委员会各自的成员;洪建萍女士已获委 任为独立非执行董事，以及公司审核委员会、提名委员会、薪酬委员会及法律合规委员会各自的成员。 ...

格隆汇11月3日｜IREN美股盘前直线拉升涨超14%，消息面上，公司与微软签署97亿美元协议，将在德 克萨斯州提供云计算服务。 ...

Core Insights - The strategic cooperation memorandum between Zhaojin Mining and Ant Group's SigmaLayer aims to explore innovative applications in the gold industry through digitalization, tokenization, intelligent risk control, and ESG initiatives [1][3] Group 1: Strategic Cooperation - Zhaojin Mining and Ant Group's SigmaLayer will focus on three main areas in their initial collaboration: digitalization and tokenization of overseas gold assets, AI-driven intelligent supply chain and risk control systems, and credible value transmission in the ESG field [1][3] - The partnership is expected to enhance the transparency, efficiency, and credibility of the gold industry, setting a new benchmark for digital transformation [3] Group 2: Technological Integration - Zhaojin Mining plans to leverage Ant Group's blockchain technology to achieve the on-chain verification of overseas gold assets, facilitating the tokenization of physical gold [3] - The collaboration aims to provide a practical path for the digitalization of physical assets, utilizing blockchain and AI technologies to enhance supply chain visibility and risk management precision [3]

Core Insights - Microsoft CEO Satya Nadella indicated that the company may restart hiring within a year, contingent on existing employees learning to collaborate with artificial intelligence (AI) [2] - The transformation process involves "forgetting" outdated habits and "relearning" new skills to work effectively with AI tools [2] - Microsoft has made significant layoffs recently, cutting over 7% of its global workforce, while simultaneously investing heavily in AI [3][4] Group 1: Hiring and Workforce Transformation - Microsoft plans to focus on a complete overhaul of existing employee work methods before considering new hires [2] - Employees are expected to learn how to give precise instructions to AI and optimize AI outputs, shifting their focus to strategic decision-making and complex problem-solving [2] - The timeline for this transformation is estimated to take about a year, after which hiring can resume based on team needs [2] Group 2: Layoffs and Financial Performance - Microsoft has conducted multiple rounds of layoffs, including approximately 9,000 employees in July, affecting nearly 4% of its global workforce [3] - Cumulatively, Microsoft has reduced its workforce by over 7% since the beginning of the year, bringing the total employee count down to 219,000 [3] - Despite the layoffs, Microsoft continues to emphasize the importance of AI, with significant investments in the sector, including $13 billion in OpenAI since 2019 [4] Group 3: AI Investments and Market Response - Microsoft's net profit for the first quarter of fiscal year 2026 increased by 12% to $27.7 billion, with OpenAI investments contributing $3.086 billion to net profit, a 4.9-fold increase year-over-year [4] - The company secured a substantial Azure services contract valued at $250 billion following OpenAI's capital restructuring, solidifying its position as a major stakeholder [4] - Despite strong financial results, Microsoft's stock price fell, leading to a market capitalization drop of over $200 billion, with shares closing at $571.81, dropping out of the "4 trillion club" [4]

11月3日，人工智能云服务提供商IREN宣布，已与微软签署多年期GPU云服务合同。根据协议，IREN 将在五年期内向微软提供英伟达GB300GPU的使用权，合同总价值约为97亿美元，其中包括20%的预付 款。同时，IREN还与戴尔达成协议，以约58亿美元的价格采购GPU及配套设备。 ...