关于港股后市 港股开盘，恒生指数高开0.33%，恒生科技指数高开0.48%。雨润食品涨超11%，比亚迪股份、香港交易 所、阿里巴巴、理想汽车、中芯国际、小米集团涨超1%。 平安证券指出，以DeepSeek系列大模型为代表的国产大模型性能已可比肩海外领军大模型，且成本更 低。大模型在我国已应用于端侧、教育、金融、办公、传媒、医疗、智能汽车、企业服务等多个应用场 景。德邦证券表示，在我国AI应用政策高度持续提升和以DeepSeek为代表的AI技术创新持续突破的情 况下，2025年"人工智能+"有望迎来黄金发展时期，加快AI技术深入场景，实现应用的规模化落地。 高盛称，工商银行(01398)、中国银行(03988)、建设银行(00939)、农业银行(01288)及邮储银行(01658)五 间内地大型国有银行首季拨备前利润及净利润均略逊预期，其他大型国有企业银行净利润亦同比下跌约 2%至4%，除农行外大多数内银贷款增长都未如预期强劲，相信将引发投资者对于全年度派息能否维持 的关注。 本文转载自腾讯自选股，智通财经编辑：陈雯芳。 光大证券认为当前恒生指数估值处于中等偏低位置，而恒生科技指数估值正处于历史低位，从估值角度 ...

Core Viewpoint - Meilan Airport's shares rose by 6.88% following the announcement of a significant share transfer, indicating positive market sentiment towards the upcoming change in control [1] Group 1: Share Transfer Details - Haikou Meilan International Airport is transferring 50.19% of its shares to Hainan Airport for a total consideration of 25.2 billion HKD, which equates to a price of 10.62 HKD per share [1] - After the completion of the transfer, the offeror and its concert parties will collectively hold 52.05% of the company's equity, necessitating a mandatory general offer [1] Group 2: Offer Price and Market Reaction - The mandatory cash offer price for each H share is set at 10.62 HKD, representing a premium of 10.63% over the last trading day's closing price [1]

港股黄金股持续回落 潼关黄金跌超8% 智通财经5月2日电，截至发稿，潼关黄金(00340.HK)跌8.40%、赤峰黄金(06693.HK)跌7.45%、灵宝黄金 (03330.HK)跌3.15%、山东黄金(01787.HK)跌2.63%。消息面上，现货黄金跌破3230美元/盎司，日内跌 0.25%。 ...

汇丰控股(00005.HK)下跌2%，此前汇丰主席杜嘉祺宣布2025年底前退休。 ...

Core Viewpoint - CICC has raised its adjusted net profit forecasts for Xiaomi Group for 2025 and 2026 by 4.6% and 3.8% to CNY 40.197 billion and CNY 54.743 billion respectively, maintaining a target price of HKD 70, indicating a potential upside of 40.1% from the current stock price [1] Group 1: Financial Performance - The adjusted net profit for Q1 2025 is expected to grow by 53.03% year-on-year, with revenue projected to increase by 44.85% to CNY 109.37 billion [2] - Xiaomi's smartphone shipments are expected to rise by 3% year-on-year to 41.8 million units globally, with a 40% increase in the Chinese market, leading to a revenue growth of 8.3% to CNY 50.327 billion [3] - IoT revenue is anticipated to grow by 52% year-on-year to CNY 30.968 billion, with a gross margin increase of 3.68 percentage points to 23.5% [4] Group 2: Automotive Business - The delivery of the Xiaomi SU7 is projected to reach 76,000 units in Q1 2025, generating revenue of CNY 18.18 billion, with a gross margin increase of 0.76 percentage points to 21.2% [5] - The company expects a 192% year-on-year growth in automotive shipments in 2025, reaching 400,000 units, driven by the sales of SU7 Ultra and the upcoming launch of YU7 [5]

零跑汽车(09863.HK)涨3.23%，4月以超四万辆的交付，连续第二个月摘得销量冠军。 ...

Core Insights - The article highlights the impressive sales performance and profitability of Leap Motor, marking it as a significant player in the competitive automotive industry, particularly in the electric vehicle sector [1][4][33] Sales Performance - Leap Motor achieved a monthly delivery of over 40,000 units, with a gross margin of 13.3%, making it the third global and second domestic new energy vehicle company to turn profitable [1][4] - Cumulative sales exceeded 700,000 units by April 2025, with expectations to reach one million units in the second half of the year [4] Stock Performance - The company's stock price has surged nearly twofold over the past six months, leading the Hong Kong stock market's new energy sector [6][12] - Founders and key stakeholders have significantly increased their shareholdings, demonstrating confidence in the company's future [8][12] Global Expansion - Leap Motor's B series, including the B01 and B10 models, debuted at the Shanghai Auto Show, targeting the 15-35 age demographic and aiming for global market penetration [16][19] - The company plans to localize production in Europe and Southeast Asia by 2026, with a target of 50,000 to 80,000 units in overseas sales this year [19][20] Strategic Positioning - Leap Motor focuses on the mainstream domestic passenger car market, avoiding direct competition with established luxury brands, which allows for a strategic advantage [27][31] - The company emphasizes high cost-performance ratios and self-research capabilities, with 65% of vehicle components developed in-house [31][32] Market Adaptability - The company has shown agility in responding to market demands, successfully launching models that resonate with consumer preferences [32] - Leap Motor's growth trajectory reflects a commitment to technological innovation and value creation, positioning it as a formidable competitor in the evolving automotive landscape [33]

《科创板日报》2日讯，数科集团控股有限公司在香港暂停交易。 ...

智通财经APP了解到，4月29日，天立国际控股（01773）公布2025财年中期业绩，各项业绩指标表现抢 眼，实现收入18.76亿元，同比增长14%，毛利润7.05亿元，同比增长21%，期内净利润3.9亿元，同比增 长36.3%，毛利率及净利率分别提升至37.6%和20.8%。此外，该公司宣派中期股息每股人民币5.78分， 派息率30%。 围绕着生源需求，天立国际控股挖掘多元业务场景，目前旗下业务板块包括综合教育服务、综合后勤服 务、产品销售及管理及特许经营费。 具体而言，天立国际控股是民办K12 民办学校行业龙头，坚持高中业务与托管业务协同发展，共同拓展 天立校网版图，截至2025年2月，天立共管理服务58所学校，其中托管学校有18所。期间，该公司服务 在校生人数达到13万人，同比增长30%，其中服务高中生人数5.4万人，同比增长46%。 该公司以AI+教育并全面赋能教育行业发展，并以AI+大数据技术研发完成启鸣数字驱动教学管理云平 台，实现智慧学校的全数据融通，全面提升学校运营效率。目前启鸣云校•AI未来智慧学校已成功接入 超过100所学校，"对内赋能，对外创收"，教育AI将成为该公司不可小觑的增长引擎。 ...

有效性方面。与米诺地尔组相比，联合用药组显示出统计学显著的疗效优势及临床意义。治疗24周后， 联合用药组的TAHC较基线增加30.54根/cm2，较米诺地尔酊组增加10.29根/cm2，结果具有统计学意义 (P=0.0075)。第24周TAHC较基线变化≤0根/cm2共有4例患者，全部为米诺地尔组。第24周TAHC较基线 变化≥20根/cm2共有49例患者，即联合用药组30例和米诺地尔组19例。第24周TAHC较基线变化≥40 根/cm2共有11例患者，即联合用药组10例和米诺地尔组1例。 与米诺地尔组相比，联合用药组的研究者和受试者的HGA指标均有数值上的增加。第24周HGA研究者 评估=3分共有24例患者，即联合用药组14例和米诺地尔组10例。第24周HGA受试者评估=3分共有15例 患者，即联合用药组8例和米诺地尔组7例。 安全性方面。联合用药组在临床观察试验显示出良好的安全性和耐受性，两组在治疗过程中发生的不良 事件相当。此外，该试验未观察到非预期不良事件。 智通财经APP讯，开拓药业-B(09939)发布公告，有关KX-826与米诺地尔联合治疗中国成年男性雄激素 性脱发("AGA"或"脱发")的Ib ...