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港股异动 | 再鼎医药(09688)涨超5% 预计FORTITUDE-102研究数据将于25H2或26H1公布
智通财经网· 2025-09-08 02:41
Core Viewpoint - Zai Ding Pharma (09688) shares rose over 5%, reaching HKD 25.48 with a trading volume of HKD 224 million following the announcement of the final analysis of the FORTITUDE-101 Phase III clinical trial for Bemarituzumab combined with mFOLFOX6 in first-line gastric cancer treatment [1] Group 1: Clinical Trial Results - The FORTITUDE-101 trial showed significant statistical and clinical improvement in overall survival when comparing Bemarituzumab combined with chemotherapy to chemotherapy alone during the pre-set interim analysis [1] - However, the final analysis indicated a reduction in the previously observed survival benefit [1] - Amgen, the partner and sponsor of the study, plans to present the results of both the interim and final analyses at an upcoming major medical conference [1] Group 2: Future Plans - The company intends to wait for the results of the FORTITUDE-102 study, which evaluates Bemarituzumab combined with Nivolumab and chemotherapy for the same patient population, before submitting a registration application [1] - Data from the FORTITUDE-102 study is expected to be available by the end of 2025 or the first half of 2026 [1]
港股异动 | 纸业股早盘走高 理文造纸(02314)涨超5% 玖龙纸业(02689)涨超4%
智通财经网· 2025-09-08 02:41
消息面上,近期,玖龙纸业、山鹰国际、理文造纸、五洲特纸等大型纸厂发布涨价函,宣布在9月初上 调部分产品价格。值得关注的是,自8月份至今,国内纸厂普遍进行了多轮涨价。兴业证券认为,随四 季度进入传统旺季,浆价纸价均有望继续向上,叠加反内卷政策加持,行业或迎上行周期。华安证券此 前则指出,在国家"反内卷"的大背景下,或同供给侧结构性改革,有望推动包装纸行业落后产能退出, 使得供需匹配,带动纸价上涨,纸企盈利提升。 智通财经APP获悉,纸业股早盘走高,截至发稿,理文造纸(02314)涨5.17%,报3.05港元;玖龙纸业 (02689)涨4.63%,报5.88港元;晨鸣纸业(01812)涨4.6%,报0.91港元。 ...
圣诺医药折让19.84%配股筹逾2亿港元
Ge Long Hui A P P· 2025-09-08 02:41
格隆汇9月8日|圣诺医药(2257.HK)公布,拟向包括上海上市公司华熙生物科技等4名投资者配售 1735.24万股新股,占扩大后股本约14.16%;每股配售价12港元,较上周五收市价14.97港元折让 19.84%;集资约2.08亿港元,净额约2.06亿港元,将用作一般营运资金。董事认为,认购事项将有利于 集团长期发展,提供良机以筹集额外资金,加强财务状况并扩充公司的股东基础及资本基础,从而促进 其业务的未来增长及发展,以及增加股份的交易流动性。 ...
港股煤炭股普涨,力量发展涨2.6%
Mei Ri Jing Ji Xin Wen· 2025-09-08 02:29
每经AI快讯,9月8日,港股煤炭股普涨,力量发展涨2.6%,中国秦发、兖矿能源、中煤能源、南戈壁 涨超2%,中国神华涨1.5%,易大宗涨超1%,首钢资源跟涨。 ...
阿里上线首个超万亿参数模型!阿里巴巴高开高走,一度涨超4.5%
Mei Ri Jing Ji Xin Wen· 2025-09-08 02:29
Group 1 - The Hong Kong stock market indices collectively rose on September 8, with technology stocks showing mixed performance, while property stocks surged and the solar energy sector advanced [1] - Alibaba's new model Qwen3-Max-Preview, with over 1 trillion parameters, was launched on September 6, demonstrating leading performance in multiple benchmark tests [1] - Longjiang Securities believes that Qwen3-Max-Preview, as the most powerful language model in the Tongyi Qianwen series, indicates that domestic large models are progressing towards global leadership, potentially accelerating the application of domestic AI and driving demand for computing power [1] Group 2 - The Hong Kong technology sector, represented by the Hang Seng Tech Index, is currently in a historically undervalued range, with expectations of a "catch-up" rally due to continuous inflow of southbound funds and the potential start of a new round of interest rate cuts in the US [2] - The ongoing anti-involution policies, combined with Alibaba's better-than-expected earnings report and rapid iteration of AI large models, suggest that the Hong Kong tech sector may shift focus from "takeout involution" back to AI narratives, with a potential for valuation reconstruction [2] - The Hang Seng Tech Index ETF (513180) includes 30 leading Hong Kong tech companies, focusing on the AI industry chain, with Alibaba, Tencent, Xiaomi, Meituan, SMIC, and BYD expected to become the "seven giants" of Chinese tech stocks [2]
港股异动 | 阿里巴巴-W(09988)涨超4% 旗下通义千问推出最强模型Qwen3-Max-Preview
智通财经网· 2025-09-08 02:27
智通财经APP获悉,阿里巴巴-W(09988)涨超4%,截至发稿,涨4.32%,报137.5港元,成交额89.75亿港 元。 消息面上,9月5日晚,阿里巴巴旗下通义千问推出Qwen3-Max-Preview(Instruct),参数量达到1T,为 其迄今为止最大的模型,在中英文理解、复杂指令遵循、工具调用等维度实现了显著增强,同时大幅减 少了知识幻觉。值得关注的是,据IT之家报道,据马克・古尔曼通讯透露,苹果继续推进 Apple Intelligence 在中国的发布计划,预计年底前上线。报道称,苹果正组织中国区员工对相关功能进行测 试,并持续与阿里巴巴及其他合作方推进技术落地工作。 ...
硅鲸科技CEO赵绍辉:阿里 美团 京东 拼多多财报呈现“增收不增利”的共性特征
Sou Hu Cai Jing· 2025-09-08 02:25
2025年盛夏,外卖大战激烈上演,作为零售电商最后一个万亿级赛道,阿里巴巴、京东、拼多多、美团 四大零售电商平台收获如何?本文通过以上四家平台2025半年报,带你一同解密背后商业逻辑。 and of the proposition of the country of restruction of the count architection in the more of the may be the country of the co STERNAMEDIAN PRODUCTION CONTRACTORS 聯游戲 融资超 関经社电子商動研究中心特的研究员 TREFFERE te 能彩技CEO 测划或答案心母婴童像美女进节倍重崇 湖坊到吉都心母婴童像哥哥哥哥哥 THE WITH HUMMER FOR CONTRACT PARTY CONTRACT CO THERMANNE pportuna 壁与H 董立标 加盟申游排今日凌宝湖重中世界最新 则 哪里 到 新 陆 客 库 在 注 彩 香 手 陈虎东 関经社电子商务研 对此,硅鲸科技CEO、网经社电子商务研究中心特约研究员赵绍辉接受数字经济新媒体&智库——#网 经社 ...
美团CEO王兴发布全员信:高频骑手月均收入达7230至10100元
Sou Hu Cai Jing· 2025-09-08 02:25
Core Insights - Meituan's CEO Wang Xing disclosed that in Q3 2023, the average monthly income for high-frequency riders (those completing over 26 orders per month) ranged from 7,230 to 10,100 RMB [2] - The company served 770 million users and 14.5 million active merchants over the past year, with a peak daily order volume exceeding 150 million [2] Income and Earnings Structure - The income stability for riders has been enhanced through technological upgrades and rule optimizations, including a dynamic pricing mechanism that can increase rider earnings by 30% to 50% during peak times and adverse weather [3] - A tiered reward system provides additional subsidies and bonuses for high-frequency riders, with some experienced riders earning over 10,000 RMB per month [3] - Delivery fees account for approximately 75% of rider income, with the remainder coming from user tips, platform rewards, and activity subsidies [3] Financial Performance - Meituan's revenue for Q2 2025 reached 91.84 billion RMB, an 11.7% increase from 82.3 billion RMB in the same period of 2024 [4] - The operating profit for the core local business segment significantly declined to 3.7 billion RMB due to intense competition in the food delivery sector [4] Rider Welfare Initiatives - Meituan is enhancing rider welfare by launching pilot programs for occupational injury insurance in nine provinces, covering over 1.2 million riders, with plans for nationwide coverage by 2024 [5] - The company plans to invest 500 million RMB in 2024 to improve rider benefits, including health check-ups and education subsidies for riders' children [5] Industry Context - The disclosure of rider income data is seen as a significant move for the industry, promoting transparency and potentially driving companies to optimize management practices [6] - The number of food delivery riders in China surpassed 7 million in 2022, with the instant retail market expected to grow at a compound annual growth rate of over 20% [6]
蔚来李斌:与迈凯伦合作始于Q1,已产生相关技术服务收入
Ju Chao Zi Xun· 2025-09-08 02:25
数据显示,蔚来Q2实现营业收入190.1亿元,同比增长9%,环比增长57.9%;综合毛利率为10%,环比显著提升, 其他销售毛利率创新高。二季度,公司交付汽车72056辆,同比增长25.6%,环比增长71.2%。 蔚来汽车董事长李斌近日首次对外宣布了蔚来与英国超跑品牌迈凯伦的合作消息。他指出,迈凯伦如今归阿布扎 比投资机构CYVN Holdings(简称CYVN)所有,蔚来向迈凯伦提供了一些技术,这些技术输出构成了蔚来对外 技术服务收入的重要来源。 李斌称,今年第一季度蔚来已有相关技术服务收入入账,第二季度的收入较第一季度更为可观。他还透露,蔚来 与迈凯伦的合作始于今年第一季度,目前双方在技术合作方面已较为深入,不过这部分收入目前还不稳定,收入 额度存在一定的波动。 蔚来同时预测,三季度营收指引为218.1亿元-228.8亿元,交付指引为87000辆-91000辆。 ...
港股科网股表现活跃,阿里巴巴涨超4%
Mei Ri Jing Ji Xin Wen· 2025-09-08 02:23
(文章来源:每日经济新闻) 每经AI快讯,9月8日,港股科网股表现活跃,阿里巴巴涨超4%,百度涨近3%,小米、腾讯、网易均涨 超1%。 ...