汇通达网络(9878.HK)午后拉升涨10%报15.85港元。消息面上，公司午间公布，于2025年8月8日与阿里 云签订全面合作协议，双方通过资源整合与优势互补，共同探索人工智能和数字化解决方案的创新及应 用前景，深化云计算、人工智能及下沉市场数字化领域的协同合作。集团将接入通义千问大模型，结合 本集团在零售行业的深度经验，将大模型及相关AI能力与本集团产业数据融合，提升S2b2c供应链智能 化服务能力，共建下沉市场的营销获客与智能销售能力。阿里云为集团提供专属云计算资源，保障本集 团业务高可用性与弹性扩展，助力本集团AI大模型训练与推理，快速迭代行业模型。 ...

智通财经记者 | 李彪 晚些时分，英特尔在官网发表声明正式回应。 智通财经编辑 | 文姝琪 "因存在严重利益冲突，英特尔CEO必须立即辞职，这个问题没有其他解决办法。" 北京时间8月7日晚，在事先毫无征兆的情况下，美国总统特朗普其所创立的社交平台Truth Social（真实 社交）上突然发文，矛头直指今年3月才上任的英特尔新CEO陈立武。 源：真实社交 图 源：英特尔官网 在标题为"我们对推动美国国家安全与经济安全的承诺"声明中，英特尔公司写道，"英特尔、董事会及 陈立武深切致力于推动美国的国家与经济安全利益，并正围绕总统的'美国优先'（America First）议程 进行重大投资。英特尔在美国开展制造业务已有56年。我们将继续在国内半导体研发与制造领域投入数 十亿美元，包括在亚利桑那州新建的晶圆厂——该厂将采用美国最先进的制造工艺技术，同时我们也是 唯一一家在美国投资领先逻辑制程节点研发的企业。我们期待与政府继续开展合作。" 陈立武上台半年不到，英特尔就不得不被卷入一场与美国政府之间的"CEO保卫战"。 特朗普勒令陈立武"立即辞职"的指控源于美国共和党议员的一封信。 本月初，美国阿肯色州共和党参议员汤姆 ...

本文源自：智通财经网 消息面上，永利澳门公布控股股东Wynn Resorts, Limited2025年第二季度业绩，澳门业务经营收入约 1.28亿美元，同比减少20.78%；经调整后的物业EBITDAR约2.54亿美元，同比减少9.51%。其中，永利 皇宫经调整后的物业EBITDAR为1.572亿美元，而2024年第二季则为1.845亿美元；永利澳门经调整后的 物业EBITDAR为9,650万美元，而2024年第二季则为9,590万美元。 智通财经获悉，永利澳门(01128)跌超7%，截至发稿，跌7.52%，报6.27港元，成交额1.83亿港元。 ...

本文源自：财华网 【财华社讯】汇通达网络(09878.HK)公布，于2025年8月8日，公司与阿里云签订全面合作协议，双方通 过资源整合与优势互补，共同探索人工智能和数字化解决方案的创新及应用前景，深化云计算、人工智 能及下沉市场数字化领域的协同合作。 根据全面合作协议，集团及阿里云预期于以下领域展开合作，包括全栈AI合作，集团将接入通义千问 大模型，打造小店大模型智能体;、AI销售智能体;、销售预测智能体;及AI客服机器人;矩阵，提升 S2b2c(供应链-商户-顾客)供应链智能化服务能力。双方为云计算与大模型AI领域全面合作伙伴，阿里云 为集团提供专属云计算资源，保障集团业务高可用性与弹性扩展，助力集团AI大模型训练与推理，快 速迭代行业模型。同时，阿里云将提供包括解决方案架构师、大模型技术服务专家、产品技术专家等角 色的专家团队参与项目，协助集团全栈AI产品应用开发。 ...

本文源自财华网 【财华社讯】卡宾(02030.HK)公布，截至2025年6月30日止六个月，收益约4.22亿元(人民币,下同)，同 比减少16.47%；公司权益股东应占溢利1656.6万元，同比增长15.99%；每股基本盈利2.48分。拟派中期 息1.08港仙。 ...

本文源自：智通财经网 智通财经获悉，中国宏桥(01378)盘中涨超3%，高见22.62港元再创新高。截至发稿，涨2.2%，报22.32 港元，成交额3.39亿港元。 消息面上，中国宏桥此前发布盈喜，公司预计上半年实现归母净利润约123.59亿元，同比增长35%左 右。公司业绩大幅增长，主要受益于铝价同比上涨，叠加成本端动力煤价同比下降。据悉，电解铝是公 司营收和利润的主要来源，公司氧化铝以自产自用为主，部分对外销售。 ...

当地时间8月7日，OpenAI推出大型语言模型GPT-5，这一成果历经多次推迟后终于面世。这距离GPT-4的发布已过去了两年半。OpenAI称它是"世界上最 好的模型"，将免费提供给用户。 图片来源：OpenAI官网 首席执行官山姆·奥尔特曼在发布会上形容，与GPT-5对话"就像在与某个领域的博士级专家交流"。这一版本首次采用集成模型架构，将根据任务自动选择 推理深度，无需用户切换模式。 目前Plus、Pro、团队和免费用户均已接入GPT-5，企业版与教育版用户预计将在一周内覆盖，免费用户将在数天内完成覆盖。 也有业内人士认为GPT-5"不够惊艳"，马斯克在社交媒体表示"不服"称，GPT-5在ARC-AGI-2上没有打败Grok 4。 面向所有用户开放 OpenAI在新闻稿中写道，GPT-5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。 声明补充称，GPT-5是一个统一的系统，能够识别何时快速响应，何时需要更长时间的思考以提供专家级的应答，不必由用户手动选择使用常规语言模型 还是推理系统。 OpenAI表示，GPT-5将面向所有用户开放。即C端免费用户也可以使用G ...

Core Viewpoint - The company expects a significant increase in net profit for the first half of 2025, driven by optimized channel and brand structures, leading to better-than-expected profit margins. Group 1: Revenue and Profit Forecast - The company forecasts revenue for 1H25 to be between 4.09 billion and 4.11 billion yuan, representing a year-on-year increase of 16.8% to 17.3% [1] - The expected net profit for 1H25 is projected to be between 540 million and 560 million yuan, indicating a year-on-year growth of 30.9% to 35.8% [1] - The anticipated net profit margin for 1H25 is 13.4%, calculated based on the midpoint of the profit forecast [1] Group 2: Brand and Product Performance - The Han Shu brand has successfully expanded its product lines, with the proportion of its main product series decreasing to over 60%, while the share of secondary products has increased to approximately 15% [1] - Newpage continues to show strong growth, with a GMV increase of over 140% across major platforms in 1H25 [1] - The company is also seeing growth in its new brands, such as Anminyou and Hongse Xiaoxiang, which are progressing well [1] Group 3: Profitability and Channel Optimization - Han Shu has optimized its channel structure, resulting in a significant improvement in profit margins, with the proportion of GMV from Douyin decreasing by 30 percentage points to 20% [2] - The overall profit margin for the company is expected to improve by 1.6 percentage points year-on-year to 13.4% due to the increased share of higher-margin brands like Newpage [2] Group 4: Future Growth and Brand Expansion - The company plans to continue expanding its brand matrix, having launched new brands in May and August, with further launches planned for the second half of 2025 [3] - The long-term strategy includes focusing on six major brands across skincare, hair care, and maternal and infant products over the next three years [3] - The company aims to establish a multi-brand, multi-category cosmetics group, indicating a broad growth potential in the market [3] Group 5: Earnings Forecast and Valuation - The company has raised its net profit forecasts for 2025 and 2026 by 13% each, now estimating 1.13 billion and 1.39 billion yuan respectively [3] - The current stock price corresponds to a P/E ratio of 27x for 2025 and 22x for 2026, with a target price increase of 15% to 98 HKD, suggesting a 20% upside potential [3]

Core Viewpoint - The company has released a positive earnings forecast, expecting significant revenue growth in the first half of the year, with profits expected to exceed revenue growth substantially [1][2] Group 1: Earnings Forecast - The company anticipates revenue between 4.09 billion and 4.11 billion yuan, representing a year-on-year growth of 16.8% to 17.3% [1] - Profit is expected to be between 540 million and 560 million yuan, showing a year-on-year increase of 30.9% to 35.8% [1] - The net profit margin for the first half is projected to be between 13.1% and 13.7%, indicating a significant improvement [1] Group 2: Growth Drivers - The revenue growth is primarily driven by the main brand, Han Shu, and the rapid growth of the infant and child brand, Yi Ye [1] - The company has adjusted its reliance on Douyin for sales, leading to a maintained industry-leading position for Han Shu in Douyin sales [1] - The market has underestimated the company's operational capabilities in the high-cost performance sector and its flexible cooperation model [1] Group 3: Long-term Growth Potential - The company is one of the few local cosmetics groups with a mature multi-brand and multi-category development strategy [2] - The main brand, Han Shu, is expected to maintain a compound annual growth rate (CAGR) of nearly 20% over the next three years [2] - The mid-to-high-end infant brand, Yi Ye, is projected to grow by over 100% this year, with a future CAGR of over 50% [2] - New brands and product lines, such as the hair care brand Ji Fang and skincare brand ATISER, are expected to contribute to future growth [2] Group 4: Earnings Adjustment - The earnings forecast has been adjusted, with expected earnings per share for 2025-2027 being 2.71, 3.42, and 4.19 yuan respectively [2] - A target price of 97.72 HKD has been set for 2025, based on a 33 times price-to-earnings ratio [2]

Core Viewpoint - The company, Shangmei Co., Ltd., has released a positive earnings forecast for the first half of 2025, indicating significant growth in both revenue and net profit, driven by strong performance from its main brand, Han Shu, and its smaller brand, Yi Ye [1][2]. Group 1: Earnings Forecast - For the first half of 2025, the company expects revenue to be between 4.09 to 4.11 billion yuan, representing a year-on-year growth of 16.8% to 17.3% [1]. - The net profit is projected to be between 540 to 560 million yuan, showing a year-on-year increase of 30.9% to 35.8% [1]. Group 2: Brand Performance - During the 2025 618 shopping festival, Han Shu maintained its position as the top-selling beauty and skincare brand on Douyin, with significant sales growth across multiple platforms: 46% on Tmall, 81% on JD, 40% on Vipshop, and 229% on Pinduoduo [2]. - The Yi Ye Newpage brand also saw impressive sales increases, with growth rates of 106% on Tmall, 190% on Douyin, and 158% on JD, ranking high in various categories within the baby care sector [2]. Group 3: Profitability Outlook - The company has raised its profit forecasts for 2025 to 2027, with expected net profits of 1.16 billion, 1.46 billion, and 1.76 billion yuan respectively, reflecting increases of 10%, 6%, and 1% from previous estimates [2]. - The projected price-to-earnings (PE) ratio for 2025 is 27 times, indicating continued confidence in the company's multi-brand development and upward trend in net profit margins [2].