Palantir（PLTR）股价短线跳水，日内整体跌幅扩大至3.3%。 据The Information报道，美国国防部测试由微软和OpenAI提供的人工智能（AI）模型。 ...

据The Information：微软(MSFT.O)正通过人工智能吸引客户，以摆脱对Salesforce和其他竞争对手的依 赖。 ...

微软为Edge网页浏览器推出Copilot模型。 ...

微软(MSFT.O)：自7月28日起，Edge浏览器中的Copilot支持自然语音导航，该模式将于7月28日起在 Windows和Mac电脑的Copilot市场中限时免费开放。 ...

Core Viewpoint - Guangku Technology plans to acquire control of Suzhou Anjie Xun Optoelectronics Technology Co., Ltd. through a combination of issuing shares, convertible bonds, and cash payments, while also raising matching funds [2] Group 1: Company Overview - Guangku Technology operates in the optical communication device industry, which is benefiting from the rapid development of AI and the popularity of AR and VR technologies [2] - Anjie Xun is also in the optical communication device sector, primarily engaged in high-density optical fiber pre-connector systems and related products [9] - The controlling shareholder of Anjie Xun is Zhang Guanming, who holds a 60.7133% stake [4] Group 2: Financial Performance - Guangku Technology's 2024 annual report indicates that the optical communication device industry is expected to grow steadily due to increasing demand for data centers and network bandwidth driven by AI [10] - The company forecasts a net profit attributable to shareholders of between 48.56 million and 54.63 million yuan for the first half of 2025, representing a year-on-year increase of 60% to 80% [12] - The net profit after deducting non-recurring gains and losses is expected to be between 38.90 million and 43.69 million yuan, reflecting a growth of 63% to 83% compared to the previous year [12]

Core Insights - New Oriental's Danyu Culture held a conference focusing on family English reading, discussing the development of an English reading progression system for children [1] - Danyu Culture launched three new English chapter books: "Rocket Girl," "Rocket Girl's Journey to the West," and "Sherlock Holmes: The Young Reader's Edition" [1][2] - The company introduced a summer English reading list for children, tailored to different age groups and reading levels, to assist parents in selecting appropriate books [1] Group 1 - The conference emphasized the importance of quality reading resources in promoting children's English learning [1] - "Rocket Girl" is based on the highest-viewed animation on the Little Fox platform, featuring a premium hardcover design [1] - "Rocket Girl's Journey to the West" combines a new IP with traditional Chinese cultural elements [1] Group 2 - Danyu Culture has developed a comprehensive publishing system for children's English reading since 2016, including various types of books [2] - The company aims to facilitate the transition from basic to advanced English reading through a structured progression plan [2] - The reading progression system is designed to align with children's cognitive development and language proficiency levels [2]

代价股份将根据一般授权发行，毋须经股东批准。 数十年来，FMG已在美国各地建立了多个回收设施及广泛的回收网络。销售合作协议有助公司于短期 内进入全国网络及供应链，此为于美国庞大的可持续材料市场中成功进行全球扩张的关键。 销售合作协议亦为公司开拓收益来源。凭藉公司的销售策略及FMG的产品，公司进入回收及绿色产品 的新兴市场，将业务扩展至现有市场范围以外，并将扩大公司的收入基础。 格隆汇7月28日丨晋景新能(01783.HK)公告，于2025年7月28日，公司与FMG订立销售合作协议，据 此，FMG已有条件同意根据公司将发出的采购订单独家向公司供应产品，而公司已同意于全球营销及 销售产品。 考虑到该合作事项，公司同意向FMG支付总代价2000万美元，公司须于合作生效日期按发行价发行及 配发代价股份以作结算。完成配发代价股份，除其他事项外，须待联交所上市委员会批准代价股份上市 及买卖后，方可作实。代价股份占(i)本公告日期已发行股份总数约1.43%；及(ii)经配发及发行代价股份 扩大已发行股份总数约1.41%，假设本公告日期至代价股份配发及发行日期期间已发行股份总数将维持 不变。 为应对全球日益增长的电气化需求， ...

Group 1 - The core point of the news is that Huayin International Holdings plans to sell its entire stake in several real estate companies to Baishan Shengda Commercial Co., Ltd. for a nominal price of RMB 1.0, as part of a strategy to reduce debt and improve financial stability [1][3]. - The targeted companies hold investment properties, including the Guoze International Shopping Center, with a total asset value of approximately RMB 417.9 million as of March 31, 2025 [1]. - The Guoze International Shopping Center has seen a significant decline in fair value, dropping to approximately RMB 217 million, resulting in a loss of about RMB 361.9 million compared to its original construction cost of RMB 578.9 million [2]. Group 2 - The management has conducted a substantial review of the project portfolio due to the group's high leverage and negative net asset situation, deciding to divest any projects that are loss-making or require significant development expenditure [2]. - The sale is expected to provide an opportunity for the group to reduce its overall debt, thereby lowering the risk of liquidity issues and enhancing long-term financial health and financing capabilities [3].

Group 1 - The company, Huayin International Holdings (00989.HK), announced a conditional agreement to sell all equity interests in certain target companies to an independent third party, Baishan Shengda Trading Co., Ltd., for RMB 1.0 (approximately HKD 1.1) [1] - Upon completion of the sale, the target companies will no longer be subsidiaries of the company, and their financial performance, assets, and liabilities will not be consolidated into the group's financial statements [1] - The target companies include Changchun Zhujia, Baishan Guangze Real Estate, Baishan Guangze Commercial Management, and Yanji Huize Real Estate, all of which are involved in property development and management [1] Group 2 - As of March 31, 2025, the target companies hold investment properties, including a self-owned portion of Guangze International Shopping Center with a gross floor area of approximately 80,938.4 square meters and a leased-back portion with a gross floor area of approximately 20,552.2 square meters [2] - The target companies also have completed properties for sale, including Guangze International Shopping Center (969.2 square meters) and various phases of Guangze Lanting Building and Guangze Hongfu [2] - The total asset value of the target companies is approximately RMB 417.9 million as of March 31, 2025 [2]

Group 1 - The company expects a profit of approximately 1.184 billion RMB for the six months ending June 30, 2025, driven by improved commercialization efficiency and sales growth [1][2] - The termination of the exclusive promotion service agreement with Bayer on January 1, 2025, allowed the company to recognize previously unamortized contract liabilities of 1.244 billion RMB as revenue, contributing to profit [1] - The successful transfer of commercialization tasks for Huadongning® in China and improvements in production efficiency have led to an increase in gross profit margin [1][2] Group 2 - The company sold approximately 1.764 million boxes of Huadongning® with net sales of about 217 million RMB for the six months ending June 30, 2025, reflecting a 111.8% increase in sales compared to 846,000 boxes and 103 million RMB in the same period of 2024 [1] - The expected gross profit for the six months ending June 30, 2025, is about 118 million RMB, significantly up from 47.8 million RMB in 2024, with the gross margin increasing from 46.5% to approximately 54.2% [2] - The transition from loss to substantial profit in the first half of 2025 indicates the successful implementation of the company's commercialization strategy, enhancing market confidence [2]