【#理想回应MEGA起火事件#】理想汽车对@新浪科技 回应上海MEGA起火事件：事故发生时，车门 顺利打开，驾驶员和全体乘客全部安全离车。我们安排了专人前往现场处理，目前消防部门也已介入， 我们会积极配合消防部门的调查，并依据调查结果开展后续工作。（新浪科技） 拟十币 + + + = + = 也都是经过国家相关质量检测 的,车辆质量是有保证的。另外 您反馈的这个情况，目前消防部 门已介入，还没有最终的结论。 定要查清真相 很多人非常关注 这个事件 结束会话 输入消息 ... U NO - SENSE y 12 4 47 6 @新浪科技 ...

消息面上，六福集团公告，集团第二采集整体零售值、零售收入及同店销售皆优于第一季，分别升 18%、15%及10%。中国香港、中国澳门及海外市场，零售值及零售收入均升13%；同店销售亦改善至 双位数字升幅，达+11%。 智通财经APP获悉，六福集团(00590)再涨超4%，截至发稿，涨4.39%，报26.16港元，成交额1954.97万 港元。 花旗发布研报称，六福集团2026财年第二季度的销售数据逊于该行预期；但花旗在业绩公布后与管理层 讨论，认为2026财年上半年的利润率比该行预期更好。花旗预计，六福集团中期业绩于11月下旬公布， 预计收入增长18%，毛利率较往年扩张2.3个百分点至35%，一般和管理费用、销售下降2.4个百分点至 18.9%，对冲损失增至4亿港元，净利润增长31%。 ...

英特尔于北京时间2025年10月24日上午的美股盘后发布了2025年第三季度财报（截止2025年9月），要点如下： b）数据中心及AI：本季度收入41.2亿美元，同比减少0.6%。公司当前业务仍主要围绕于数据中心CPU，本季度表现依然平淡。在本季度公司与英伟达在 数据中心领域建立了合作，将x86 CPU集成Nvlink接口，公司也期望能获得进入AI主战场的机会。 c）英特尔代工业务：本季度收入42.4亿美元，同比下滑2.4%。本季度代工收入仍主要来自于intel7和Intel10，基本上都是对内的英特尔自有产品。 当前18A工艺已经开始量产，优先使用在公司自有的Panther Lake产品，这是个不错的信号。虽然18A工艺在晶体管密度等方面仍落后于台积电，但新制 程的量产还是能给市场传达出追赶台积电的信心。 作为美国本土的半导体制造公司，如果英特尔的制程能力能向台积电靠拢，未来还是有机会获得更多的订单，代工业务将成为公司的接下来最主要的突破 口。 4、下季度指引：英特尔预期公司2025年第四季度营收为128-138亿美元，市场预期（134亿美元）；2025年第四季度毛利率为34.5%，略低于市场预期 （35. ...

对于买入阿里巴巴，此前9月但斌在雪球曾发布帖子表示，这几年国内互联网巨头距离全球巨头的差距 是越来越大，需要奋力直追。并且以阿里巴巴为例表示：其市值曾与美国互联网巨头较为接近，但如今 市值仅为亚马逊的15.25%。 除阿里巴巴外，但斌还小幅买入了博通、Astera Labs、BitMine Immersion Technologies三家公司。 近日，但斌旗下的东方港湾海外基金，向美国证监会提交了13F报告，公布了其2025年三季度的持仓动 向。 截至三季度末，东方港湾海外基金的持仓标的从二季度的13只增加至17只，管理规模达到12.92亿美 元，约合人民币92亿元，较二季度末的11.26亿美元有所增长。 从东方港湾持仓股来看，但斌仍然青睐科技股，其中，英伟达、谷歌仍稳居前两大持仓股，二者期末持 股市值分别为2.36亿美元、2.24亿美元，合计占总持仓的35%。十大持仓股紧随其后的分别是3倍做多 FANG+指数ETN、3倍做多纳斯达克100ETF、Meta，微软、特斯拉、苹果、COINBASE和阿里巴巴。 值得关注的是，三季度但斌首次买入了阿里巴巴，共买入22.1万股，期末持股市值为3950万美元，占组 合比 ...

据介绍，佳杰云星是伟仕佳杰旗下专注人工智能、云计算领域的运营与运维类软件研发公司，拥有算力 调度和运营平台、RightCloud多云管理平台两大核心自研产品体系。在由科技部批复的9个国家级新一 代人工智能公共算力开放创新平台名单中，有7家建设平台由佳杰云星提供算力运营平台支持。平台兼 容英伟达、华为昇腾等主流芯片架构，支持盘古、DeepSeek等大模型的开发、训练和部署，实际应用 已覆盖智算中心建设、大模型产业化应用、高校科研三大场景。 消息面上，据伟仕佳杰官微消息，近日，伟仕佳杰旗下佳杰云星正式发布算力调度平台社区版，通过异 构算力卡一站式纳管，打造开箱即用的智能调度平台，满足多租户轻量需求，实现算力调度的灵活调 度、轻松管理，提升综合管理效率，降低算力使用成本。 伟仕佳杰(00856)午前涨超6%，截至发稿，涨6.26%，报10.01港元，成交额6464.55万港元。 ...

Core Viewpoint - The recent legal skills competition organized by Zhongyuan Bank and the Henan Provincial Federation of Trade Unions highlights the bank's commitment to legal talent development and its emphasis on building a law-compliant banking environment [1][2]. Group 1: Competition Results - Zhang Yuanyuan, Deputy General Manager of the Legal Compliance Department at Zhongyuan Bank Pingdingshan Branch, won the "Individual Special Award" with the highest score in the competition [1]. - Hu Yiming received the "Individual Excellence Award," and the branch was recognized with the "Outstanding Team Award" [1]. Group 2: Talent Development - The Pingdingshan Branch views the competition as a crucial practice for cultivating legal talent, having selected three company lawyers to participate after multiple rounds of selection [1]. - The branch has a total of eight company lawyers, all of whom possess rich theoretical knowledge and practical experience in the field [1]. Group 3: Future Plans - The branch plans to deepen its talent cultivation mechanism by promoting learning, training, and application through competitions, aiming to create a team proficient in both legal and financial matters [2].

Core Viewpoint - Li Auto's stock experienced a decline following a fire incident involving its vehicle, the Li MEGA, while the company faces challenges with declining delivery numbers and adjusted sales forecasts [1] Group 1: Incident Report - On October 23, a Li MEGA vehicle caught fire in Shanghai, but all passengers were able to exit safely [1] - The company is cooperating with fire department investigations and has sent personnel to the scene [1] Group 2: Delivery Performance - In September, Li Auto delivered 33,951 vehicles, representing a year-on-year decrease of 36.8%, marking the fourth consecutive month of decline [1] Group 3: Analyst Ratings and Forecasts - HSBC Research maintains a "Buy" rating for Li Auto, citing strong performance of the newly launched Li i6 electric SUV, which is expected to boost Q4 sales [1] - However, due to pressures on the EREV model's sales and pricing, HSBC has lowered its sales forecasts for 2025 to 2027 by 22% to 31%, and corresponding profit forecasts by 55%, 42%, and 31% [1]

Core Viewpoint - Li Auto's stock experienced a decline following a fire incident involving one of its vehicles, raising concerns about safety and impacting investor sentiment [1] Group 1: Incident Report - A Li Auto Mega vehicle caught fire while driving in Shanghai's Xuhui District on October 23, resulting in the vehicle being completely burned [1] - Li Auto confirmed that all passengers safely exited the vehicle and stated that they are cooperating with the fire department's investigation [1] Group 2: Delivery Data - In September, Li Auto delivered 33,951 vehicles, marking a year-on-year decrease of 36.8%, continuing a trend of four consecutive months of declining deliveries [1] Group 3: Analyst Ratings and Forecasts - HSBC Research maintained a "Buy" rating for Li Auto, citing strong performance of the newly launched Li Auto i6 electric SUV, which is expected to significantly boost sales in Q4 [1] - However, HSBC adjusted its sales forecasts for 2025 to 2027 down by 22% to 31%, and subsequently lowered its profit forecasts by 55%, 42%, and 31% for the same period [1]

Core Viewpoint - Weishi Jiajie (00856) has seen a significant stock price increase of over 6%, reaching HKD 10.01, driven by the launch of its new computing power scheduling platform, which aims to enhance management efficiency and reduce costs in the AI and cloud computing sectors [1] Company Summary - Weishi Jiajie has officially launched the community version of its computing power scheduling platform under its subsidiary, Jiajie Cloud Star, which integrates heterogeneous computing power cards for flexible scheduling and easy management [1] - Jiajie Cloud Star focuses on software development for AI and cloud computing, with two core self-developed product systems: computing power scheduling and operation platform, and RightCloud multi-cloud management platform [1] - The company supports seven out of nine national-level new generation AI public computing power open innovation platforms approved by the Ministry of Science and Technology, showcasing its significant role in the industry [1] Industry Summary - The new platform is compatible with major chip architectures such as NVIDIA and Huawei Ascend, supporting the development, training, and deployment of large models like Pangu and DeepSeek [1] - The practical applications of the platform span three key areas: intelligent computing center construction, large model industrial applications, and university research [1]

Core Viewpoint - Minmetals Land (00230HK) has announced a privatization plan, leading to a significant stock price surge of over 90% following its resumption of trading, with a current price of HKD 0.92 per share and a market capitalization of HKD 30.79 billion [1]. Company Summary - The company plans to privatize and delist from the Hong Kong Stock Exchange, with a proposed cancellation price of HKD 1 per share, representing a premium of approximately 104.08% over the closing price before suspension [3][4]. - The total cash consideration for the privatization will be approximately HKD 12.76 billion, funded through internal resources, with the financial advisor confirming the adequacy of financial resources for the payment obligations [3][4]. - Minmetals Land has faced persistent losses in recent years, with net losses of HKD 13.62 billion, HKD 10.16 billion, and HKD 35.21 billion projected for 2022, 2023, and 2024 respectively [5]. - In the first half of this year, the company reported a net loss of HKD 5.85 billion, a reduction from HKD 10.44 billion in the same period last year [5]. Industry Context - The company operates in the Chinese real estate sector, which is currently in a stabilization phase, facing a challenging and complex external environment [4]. - The proposed delisting is expected to enhance the company's operational efficiency and decision-making capabilities by reducing management and compliance complexities [4].