中金:维持金沙中国(01928)“跑赢行业”评级 上季市占率升
智通财经网· 2025-10-24 08:33
该行认为金沙中国业绩反映受惠于公司促销策略,市场占有率由2025年第二季的22.6%提升至第三季的 23.7%;伦敦人度假村逐步提升营运规模。 金沙中国公布2025年第三季业绩,净收益达19.06亿美元,同比增长8%,按季增长6%,恢复至2019年第 三季度水平的90%;经调整物业EBITDA为6.01亿美元,同比增长3%、按季增长6%,恢复至2019年第三 季度水平的80%,符合市场预期的5.96亿美元。 智通财经APP获悉,中金发布研报称,维持对金沙中国(01928) 2025年及2026年经调整EBITDA的预测, 维持"跑赢行业"评级及23.8元目标价。 ...
创梦天地跌22% 旗下卡拉彼丘手游昨日正式公测
Zhong Guo Jing Ji Wang· 2025-10-24 08:32
中国经济网北京10月24日讯 创梦天地(01119.HK)港股今日收报0.94港元,跌幅22.31%。 据悉,昨日,创梦天地自研的动漫风格第三人称美少女射击手游《卡拉彼丘》正式开启全平台公 测。 (责任编辑:田云绯) ...
恒生指数收涨0.74% 华虹半导体涨超13%
Zheng Quan Shi Bao Wang· 2025-10-24 08:29
Group 1 - The Hang Seng Index rose by 0.74%, while the Hang Seng Tech Index increased by 1.82% [1] - Hua Hong Semiconductor surged over 13%, SMIC rose over 8%, and Horizon Robotics gained over 6% [1] Group 2 - Food and Beverage ETF (Code: 515170) experienced a decline of 1.52% over the past five days, with a PE ratio of 20.48 times and a net outflow of 446.3 thousand [3] - Gaming ETF (Code: 159869) saw a decrease of 1.29% in the last five days, with a PE ratio of 42.12 times and a net outflow of 1,451 thousand [3] - Sci-Tech Semiconductor ETF (Code: 588170) dropped by 2.80% in the past five days, with a net outflow of 1,921.9 thousand [3] - Cloud Computing 50 ETF (Code: 516630) increased by 2.11% over the last five days, with a PE ratio of 119.33 times and a net outflow of 217.2 thousand [4]
招银国际:微升信达生物目标价至110.62港元 与武田制药达成战略合作
Zhi Tong Cai Jing· 2025-10-24 08:29
Core Viewpoint - Cinda Biologics (01801) has announced a global strategic collaboration with Takeda Pharmaceutical, covering several key oncology assets, including the next-generation IO cornerstone therapy IBI363, and has reached licensing agreements for IBI343 and IBI3001 [1] Group 1: Strategic Collaboration - The collaboration includes a total upfront payment of $1.2 billion, which consists of a $100 million equity investment at a price of HKD 112.56 per share [1] - Potential milestone payments could increase the total value of the deal to $11.4 billion, in addition to extra licensing fees [1] Group 2: Future Development Goals - Cinda Biologics aims to develop into a fully integrated biopharmaceutical company with global R&D and commercial capabilities, targeting at least five assets to enter global Phase III multi-regional clinical trials (MRCTs) by 2030 [1] - The company has established a discovery research laboratory in the U.S. and plans to expand its U.S. R&D team to 100-200 people by 2026 [1] Group 3: Financial Position - As of June 2025, Cinda Biologics has a solid financial foundation with a cash balance of $2.1 billion, supporting its global ambitions [1] - The expected investment for the strategic goals is substantial, but if successfully executed, the long-term strategy and commercial prospects are considered very promising [1]
港股能源及能量环球股价闪崩跌逾60%
Zheng Quan Shi Bao Wang· 2025-10-24 08:29
Core Viewpoint - The stock price of Energy and Energy Global in Hong Kong experienced a sharp decline, closing down over 60% on October 24, 2023, following previous concerns about the high concentration of its shares as highlighted by the Hong Kong Securities and Futures Commission in August 2023 [1] Group 1 - The stock price of Energy and Energy Global fell by more than 60% on October 24, 2023 [1] - The Hong Kong Securities and Futures Commission had previously pointed out the high concentration of shares in Energy and Energy Global in August 2023 [1]
招银国际:微升信达生物(01801)目标价至110.62港元 与武田制药达成战略合作
智通财经网· 2025-10-24 08:26
信达生物将收到总额12亿美元的预付款,包括以每股112.56港元进行的1亿美元股权投资。交易还包括 潜在里程碑付款,令总价值达到114亿美元,外加额外授权费。 招银国际表示,信达生物目标发展成为具全球研发、商业能力的全方位整合生物制药公司,目标至2030 年至少五项资产,进入全球III期多区域临床试验(MRCTs)。信达生物已在美国设立发现研究实验室,并 计划在2026年前,将美国研发团队扩至100至200人。虽然相关投资预期将相当庞大,但若成功执行,长 期策略及商业前景将相当可观。截至2025年6月,信达生物资金状况稳健,现金余额为21亿美元,为其 全球野心提供稳固财务基础。 智通财经APP获悉,招银国际发布研报称,信达生物(01801)宣布与日本武田制药展开全球战略合作,涵 盖多项关键肿瘤资产,包括新一代IO基石疗法IBI363,并就在研项目IBI343及IBI3001达成授权合作。 招银国际表示,期待IBI363及IBI343在全球进一步发展。为反映新合作,基于现金流折现法(DCF)将信 达生物目标价从109.48港元升至110.62港元,维持"买入"评级。 ...
董事长杨振鑫增持旭日企业8万股 每股作价1.31港元
Zhi Tong Cai Jing· 2025-10-24 08:23
香港联交所最新数据显示,10月22日,董事长杨振鑫增持旭日企业(00393)8万股,每股作价1.31港元, 总金额约为10.48万港元。增持后最新持股数目约为9.55亿股,持股比例为63.64%。 ...
董事长杨振鑫增持旭日企业(00393)8万股 每股作价1.31港元
智通财经网· 2025-10-24 08:22
智通财经APP获悉,香港联交所最新数据显示,10月22日,董事长杨振鑫增持旭日企业(00393)8万股, 每股作价1.31港元,总金额约为10.48万港元。增持后最新持股数目约为9.55亿股,持股比例为63.64%。 ...
快手程一笑“1024程序员节”发声: AI应用是未来竞争的关键
Huan Qiu Wang· 2025-10-24 08:21
Core Insights - The core viewpoint of the article emphasizes that the competition in the technology industry is increasingly centered around effectively integrating AI technology with specific application scenarios [3][4]. Group 1: AI Application and Innovation - Kuaishou's "1024 Programmer Festival" highlighted the importance of AI applications in driving innovation and efficiency within the company [3][5]. - The company has made significant breakthroughs in AI technology, including the upgrade of its Keling AI model, which has shown superior performance compared to other models in various dimensions [3][4]. - Kuaishou introduced the OneSearch framework for e-commerce, which has successfully served millions of users daily, marking a significant advancement in industrial search technology [4]. Group 2: AI in Development and Collaboration - Kuaishou launched a comprehensive AI programming suite, including self-developed models and intelligent development tools, aimed at enhancing collaboration in AI development [4][5]. - The CodeFlicker tool has been widely adopted by over 80% of Kuaishou's programmers, showcasing its effectiveness in addressing complex enterprise needs [4]. Group 3: Efficiency and Cost Reduction - AI applications have significantly reduced the development time for new live streaming gifts, allowing for the creation of 160 new gift types in just three weeks, compared to three months previously [6]. - The introduction of AI tools has lowered the costs associated with technical development in live streaming, providing users with more diverse expression options [6]. Group 4: Market Value Reassessment - Kuaishou's advancements in AI technology have prompted brokers to accelerate the reassessment of the company's market value, indicating a positive outlook for its future [8].
小摩:将英特尔目标价上调至30美元

Ge Long Hui· 2025-10-24 08:15
Core Viewpoint - Morgan Stanley raised Intel's target stock price from $21 to $30 [1] Group 1 - The adjustment in target price reflects a positive outlook on Intel's performance [1]