宏利金融-S于2025年第二季度发布业绩报告，核心盈利达到17亿加元。尽管面临一定的经营压力，公司在人工智能技术应用和业务数字化转型方面展现出积 极进展，同时继续推进全球业务扩张战略。 AI技术驱动业务创新成效显著 宏利金融-S在人工智能技术应用方面取得了行业领先地位。根据首届EvidentAI保险指数，公司的AI成熟度在寿险行业荣登榜首，在整个保险行业中亦跻身 前五名。这一成就特别体现在领导力与透明度方面，印证了公司多年来对AI技术的持续投资以及在拓展AI应用方面的能力。 在全球财富与资产管理业务方面，公司在美国退休市场推出了AI驱动的销售支援方案，提供实时分析与个人化内容，以强化销售营运及生产力。该方案的 效果显著，与2024年第二季相比，销售商机数量增加了一倍，而用于资讯搜寻的时间也缩减了50%以上。 在亚洲市场，宏利在新加坡及日本推出了VOICE分析平台，这是一个整合多项指标的分析平台，包括来电趋势分析、净情绪评分、主题趋势以及来自热线 中心通话记录的深入分析。VOICE利用生成式人工智能技术来分类资料、寻找关联性，并通过分析源自客户互动的准实时趋势，量身定制分析内容。这些 分析有助于公司更好地了解客 ...

消息面上，东风集团股份发布公告，公司预计25年上半年归母净利润0.3亿至0.7亿元人民币，同比下降 90%到95%。经计算，期内纯利较去年下半年环比实现扭亏为盈。公告称，上半年，合资非豪华品牌市 场继续下探，集团合资乘用车业务销量和利润大幅下降；及为应对激烈的市场竞争，集团在自主事业领 域研发、品牌和渠道建设、市场营销方面投入加大。 东风集团股份(00489)早盘涨超7%，截至发稿，涨6%，报5.83港元，成交额3.38亿港元。 申万宏源此前表示，东风集团当前正处于关键转型阶段，收入结构已由以往的商用车为主逐步转向乘用 车主导。公司过去盈利主要依赖合资企业投资收益，如东风日产、本田等。当前，公司自主乘用车业务 迎来崛起，核心推动力来自高端品牌岚图。主流市场方面，纳米06、风神L8等新车持续推出，规模效 应有望改善盈利模型。商用车端，随着以旧换新政策提前启动并执行效率提升，预计2024年商用车将有 望实现显著复苏。 ...

中信里昂发布研报称，上调太古地产(01972)目标价21.3%，从18.3港元升至22.2港元，维持"买入"评 级。中信里昂指，太古地产2025年上半年业绩好于预期，受惠于出售美国资产及美国税收抵免(tax credit)。尽管该公司还没有宣布第二轮股票回购，但中信里昂认为，基本面的改善，强劲的房地产销售 预定以及投资物业的竣工，因此可以加速盈利增长，可以支持股价。基于上述因素，上调对该公司2025 和2027年盈利预测6.9%和1.1%，但下调2026年盈利预测0.3%，从而反映出售以及交付计划的变化。 ...

Core Viewpoint - Guorui Health is transitioning from a traditional real estate developer to a leader in the health industry, supported by a solid asset base of 9.929 billion RMB in net assets, which provides stable cash flow and strong risk resistance [1] Group 1: Asset Overview - Guorui Health's net assets are concentrated in core locations of first and second-tier cities such as Beijing, Shenzhen, and Xi'an, forming a diversified asset matrix that includes high-end commercial real estate, large hospitals, and modern health and wellness communities [1] - The company has developed key projects such as the Beijing Hademen Center, which is a premium business complex with a total area of 140,000 square meters, and the Xi'an IFC, which is the tallest building in Xi'an at 350 meters [3][3] Group 2: Strategic Goals - The strategic goal of Guorui Health is to become a leader in elderly care management, health maintenance, and cultural entertainment online services, leveraging resources from the Ministry of Civil Affairs to build a complete health value chain [7] - The company has launched the "Health Online" smart health service platform aimed at providing comprehensive services to 300 million elderly people in China [8] Group 3: Community Health Model - Guorui Health has made significant progress in community health, with the Beijing Yongqing and Haikou Yunlong elderly living demonstration zones, which provide well-equipped and comfortable living services for the elderly [10][10] - The community health model includes the establishment of health living centers that offer six smart health scenarios: home services, online shopping, health management, leisure and entertainment, smart home, and community management [14] Group 4: AI Medical Investment - The company is expanding its innovative industrial investments in Shenzhen, focusing on AI medical, internet medical, and biomedicine, with plans to establish 300 R&D projects and achieve 200 technology patents in the next five years [17] - The AI medical investment center aims to enhance the accuracy of medical prescriptions to 90% and reduce operational costs by 50% [17] Group 5: Business Model Transformation - Guorui Health is integrating AI technology, health industry, and service ecology to create a comprehensive smart health industry ecosystem, marking a successful transition from traditional real estate to a high-value, technology-driven elderly care industry [18] - The model emphasizes scalability and replicability, effectively connecting technology, services, and assets, while aligning with national policy support and demographic trends in the health industry [18]

智通财经APP获悉，国富氢能(02582)早盘涨超32%，截至发稿，涨24%，报94.55港元，成交额6397.93 万港元。 据悉，德国 Hemtron 是 Oilinvest B.V. 旗下液氢产业链平台企业，在氢液化工厂建设、加氢站布局及低 温储运等领域具备技术积累与项目经验。国富氢能作为国内氢能领军企业，以核心技术创新为驱动，在 氢能装备制造、供应链解决方案等方面实力突出，拥有多项自主知识产权关键技术，为产业发展提供有 力支撑。 消息面上，近日，国富氢能与德国Hemtron GmbH正式达成深度合作。根据合作规划，双方将围绕液氢 供应链展开深度合作，致力于构建灵活高效的"非管道段"液氢解决方案，并通过整合全球优质氢能技术 资源，推动欧洲液氢基础设施的建设与应用。项目聚焦于全链条协同优化，计划联合推进多个项目的实 施，涵盖氢液化、液氢罐箱运输及加氢站等关键环节；同时，通过与新能源发电、电解水制氢等上游环 节的直接对接，在有效控制成本的基础上，实现依托绿色可再生能源的低碳制氢路径。 ...

智通财经APP获悉，和黄医药(00013)跌超13%，截至发稿，跌13.06%，报24.36港元，成交额4.01亿港 元。 据悉，和黄医药今年1月份宣布以6.08亿元出售其在上海和黄药业45%股份。花旗表示，出售事项将进 一步加强其资本和债务结构，并使其能够集中资源到核心业务领域。国泰君安表示，上述交易并有助于 公司专注于发现、开发和商业化治疗癌症和免疫性疾病的创新疗法的核心业务。 消息面上，和黄医药发布中期业绩，期内收入2.78亿美元，同比下降9.2%，主要由于内地市场销售额下 降，但呋喹替尼收入平稳，抵销相关影响。受惠出售非核心合资股权收益，录得纯利4.55亿美元，增长 16.6倍，每股盈利0.53美元。不派息。 ...

和黄医药(00013)跌超13%，截至发稿，跌13.06%，报24.36港元，成交额4.01亿港元。 据悉，和黄医药今年1月份宣布以6.08亿元出售其在上海和黄药业45%股份。花旗表示，出售事项将进 一步加强其资本和债务结构，并使其能够集中资源到核心业务领域。国泰君安表示，上述交易并有助于 公司专注于发现、开发和商业化治疗癌症和免疫性疾病的创新疗法的核心业务。 消息面上，和黄医药发布中期业绩，期内收入2.78亿美元，同比下降9.2%，主要由于内地市场销售额下 降，但呋喹替尼收入平稳，抵销相关影响。受惠出售非核心合资股权收益，录得纯利4.55亿美元，增长 16.6倍，每股盈利0.53美元。不派息。 ...

Group 1 - The core viewpoint of the report is that the company maintains its revenue forecasts for 2025 and 2026 while slightly increasing its Non-IFRS net profit estimates for those years [1] - The company is expected to achieve a 39.5% year-on-year revenue growth in 1H25, reaching 3.17 billion yuan, driven by a 36.7% increase in social business revenue and a 68.5% increase in innovative business revenue [1][2] - The social business's monthly active users (MAU) reached 33.85 million in 2Q25, showing a 3% quarter-on-quarter growth and a 19% year-on-year growth, with a total of 870 million downloads [1] Group 2 - The innovative business is projected to grow significantly by 65.0%-74.9% year-on-year in 1H25, reaching 340-360 million yuan, primarily driven by traffic monetization and the rapid development of social e-commerce [2] - The company is focusing on optimizing operational leverage, with an expectation of improved profit margins in 1H, and anticipates a strong revenue rebound in 2H due to seasonal factors and successful new product launches [3] - The company is optimistic about the revenue elasticity in 2H, supported by enhanced marketing strategies and AI efficiency improvements [3]

Group 1 - MGM China Holdings Limited (02282) experienced a significant decline of 12% post-earnings announcement, with a current drop of 7.22% to HKD 16.07, and a trading volume of HKD 61.27 million [1] - The company reported interim results with operating revenue of approximately HKD 16.66 billion, reflecting a year-on-year growth of 2.73%. However, profit attributable to shareholders decreased by 11.25% to HKD 2.38 billion [1] - Basic earnings per share were HKD 0.628, and the interim dividend declared was HKD 0.313 per share. The decline in net profit was attributed to rising operating costs and increased net exchange losses from USD-denominated senior notes [1] Group 2 - East Wu Securities International noted that the competition in the gaming industry is intensifying, with new properties from major gaming companies like Galaxy Entertainment and Sands China coming online [1] - The rebate ratio for Sands China in Q2 2025 increased by 0.4 percentage points to 21.5%, while MGM China's rebate ratio rose by 1.8 percentage points to 22.4% in the same period [1]

阿里通义千问发布小尺寸模型Qwen3-4B新版本 8月7日，阿里通义千问发布更小尺寸新模型——Qwen3-4B-Instruct-2507和Qwen3-4B-Thinking-2507。据 通义千问介绍，在非推理领域，Qwen3-4B-Instruct-2507全面超越了闭源的GPT4.1-Nano；在推理领域， Qwen3-4B-Thinking-2507甚至可以媲美中等规模的Qwen3-30B-A3B（thinking）。目前新模型已在魔搭 社区、HuggingFace正式开源。 马斯克计划在X平台的聊天机器人中引入广告 【观网财经丨智能早报 8月8日】 OpenAI推出GPT-5 可免费使用 OpenAI当地时间8月7日宣布推出新型人工智能模型GPT-5，该模型的智能性能远超公司之前的所有模 型，在编码、数学、写作、健康、视觉感知等领域均拥有卓越的性能。GPT-5将面向所有免费用户及众 多付费ChatGPT订阅用户开放，付费用户拥有更高的使用限额，该模型尤其有助于计算机编程。 OpenAI：ChatGPT-4.5错误率升高，正努力改进 OpenAI当地时间8月7日发布公告称，观察到ChatGPT-4.5 ...