（一）重要市场新闻 点评：Meta的全球成功验证了轻量化设计、场景刚需化与消费级定价的可行性，推动行业迈入爆发 期。国产厂商华为、Rokid、小米通过鸿蒙生态整合、光波导技术、供应链降本实现硬件成本下探，同 步拓展B/C端场景。2025年AI眼镜中国市场销量预计增长188%，生态协同(跨设备互联)、技术迭代与成 本优化三大引擎将驱动复刻智能手机的发展轨迹，从单一功能设备演进为平台型终端。未来AI眼镜有 望开启千亿元级市场空间。概念股包括麦捷科技、硕贝德、恒玄科技等。 3、10月23日，工业和信息化部装备工业发展中心副主任柳新岩在2025新能源电池产业发展大会上表 示，全球电池出货量前10的企业中，中国企业占据6席，占总出货量的比重达69%。工信部提出四点建 议：一是强化技术创新引领，系统布局新型材料体系、全固态电池、金属空气电池等新一代电池研发工 作，加速产业化进程；二是提升产业链、供应链韧性，不断拓展产品在工程机械、船舶等领域的融合应 用；三是加大对新能源电池产业的支持和引导，规范市场秩序，为产业发展创造良好的环境；四是深化 国际交流合作，鼓励产业链企业组团出海。 每经记者｜杨建 每经编辑｜彭水萍 1、美股 ...

诺辉健康（股份代码：6606）日前发布公告，披露港交所宣布由2025年10月27日上午9时起，诺辉健康（已委任共同临时清盘人）的上市地位将根据《上 市规则》第6.01A(1)条予以取消。 港交所宣布，由2025年10月27日上午9时起，诺辉健康的上市地位将根据《上市规则》第6.01A(1)条予以取消。 诺辉健康的股份自2024年3月28日起已暂停买卖。根据《上市规则》第6.01A(1)条，若该公司未能于2025年9月27日或之前复牌，联交所可将该公司除牌。 诺辉健康未能于2025年9月27日或之前履行联交所订下的复牌指引而复牌。于2025年10月10日，上市委员会决定根据《上市规则》第6.01A(1)条取消该公 司股份在联交所的上市地位。 港交所已要求诺辉健康刊发公告，交代其上市地位被取消一事。 曾遭遇做空，被指是庞氏骗局 诺辉健康最早提出癌症居家早筛理念，专注于中国人高发癌症的居家早期筛查和基因检测服务。 诺辉健康产品管线覆盖中国十大高发癌种的三种：结直肠癌、胃癌、宫颈癌。诺辉健康研发的两大结直肠癌筛查产品常卫清及噗噗管均已商业化并上市销 售，成主要收入来源。 当年，做空机构CapitalWatch称，走访 ...

弘阳服务(01971)发布公告，有关(其中包括)弘阳服务(控股)集团有限公司将本公司已发行股本中合共 3.02亿股普通股(质押股份)质押予Serica Agency Limited(承押人)作为弘昇有限公司所发行若干票据的抵 押，以作为亦于2024年8月19日发生的2024年弘昇重组方案完成的一部分。于2025年10月21日，承押人 据称已采取行动强制执行其于质押股份的抵押权益，并就质押股份委任Wong Wing Sze Tiffany及Edward Simon Middleton(接管人)为共同及各别接管人及管理人。于本公告日期，质押股份(即本公司的3.02亿股 普通股)占本公司全部已发行股本约72.77%。 董事会认为，现时本公司的营运及财务状况均属正常，且由于本公司并非该事项的当事方，该事项对本 公司的业务营运、财务状况及偿债能力并无重大影响。 董事会获悉，弘阳服务(控股)集团有限公司正就该事项(该事项)寻求法律意见，以保障其于质押股份中 的权益。此外，本公司亦已接获接管人及管理人发出的通知。本公司现正就此寻求法律意见。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 董事长和6名董事集体辞职 巨头人事"大地震"！年薪5000万元CEO此前被炒 市值1年蒸发近2万亿元 上 月宣布裁员9000人 行业巨头的一纸公告让全球医药圈震惊。 10月21日，诺和诺德（NVO）宣布，董事长Helge Lund（龙海歌）携六名董事（包括五名独董）将于11 月14日特别股东大会后集体离职，原因在于诺和诺德董事会与控股股东诺和诺德基金会就董事会未来组 成等事项未能达成一致。 近年来，诺和诺德凭借爆款减肥药司美格鲁肽"横行"全球，赚得"盆满钵满"，一度崛起成为欧洲市值最 高的上市公司，马斯克等名人纷纷"带货"。 然而，面对礼来（LLY）替尔泊肽以及未来竞品所带来的竞争压力，今年以来诺和诺德风波不断：5 月，执掌公司8年多的原CEO周德赋（Lars Fruergaard Jorgensen）被免职；8月，公司宣布实施全球招聘 冻结，涵盖非关键业务部门的职位；9月，公司又宣布将裁员9000人，约占公司员工总数的11.5%。 与此同时，自2024年下半年以来，诺和诺德股价持续下跌，近一年内跌幅超过50%，总市值从超过5000 亿 ...

IMAX CHINA（01970）发布控股股东IMAX Corporation截至2025年9月30日止9个月业绩，该集团取得 收入2.85亿美元，同比增加9.8%；普通股股东应占净利润3423.9万美元，同比增加64.98%；每股净利润 0.64美元。 来源：新浪港股 ...

Group 1 - Ye's Chemical Group (00408.HK) announced a conditional acquisition agreement to purchase approximately 60.0% equity interest in the target company for an initial consideration of RMB 288 million [1] - The maximum potential consideration could reach RMB 384 million, while the minimum consideration is set at RMB 254.4 million, with all payments to be made in cash [1] - The target company, Beijing Xinnuo Haibo Petrochemical Technology Development Co., Ltd., is a national high-tech enterprise engaged in the research, design, manufacturing, and provision of professional system solutions for managing chemical gas emissions in the chemical and oil and gas production and storage processes [2] Group 2 - The target group holds over 10 invention patents and 20 software copyrights, covering various technologies for the recovery and treatment of chemical gases [2] - The technologies are widely applied in industries such as petrochemicals, coal chemicals, oil depots, and shipping terminals for managing chemical gas emissions [2] - The target group offers comprehensive solutions that include equipment, monitoring, and control systems aimed at improving chemical gas recovery efficiency and reducing emissions [2]

香港联交所最新资料显示，10月22日，KT International Investment Limited增持开拓药业-B（09939）15 万股，每股作价2.046港元，总金额为30.69万港元。增持后最新持股数目约为4880.027万股，最新持股 比例为10.42%。 来源：新浪港股 ...

Core Insights - Xiaohongshu is targeting Weibo as a new competitor by launching a trending topics feature on its app, which aims to enhance user engagement and content discovery [1][3] Group 1: Trending Topics Feature - The trending topics feature on Xiaohongshu focuses on real-life sharing and emerging lifestyle trends, analyzing user interactions to curate relevant content [3][5] - The trending topics are increasingly incorporating non-lifestyle content such as entertainment, finance, and sports, indicating a broadening of content boundaries [3][5] - The trending topics are presented similarly to other content, marked only by a "hot" label, allowing users to easily access related content [3][4] Group 2: User Engagement and Content Strategy - Xiaohongshu's trending topics aim to enhance user interaction and drive traffic by providing creators with direction on popular content [4][5] - The platform is transitioning from a lifestyle guide to a lifestyle interest community, which increases its opportunities to capture trending topics [5] - The challenge for Xiaohongshu lies in maintaining user trust and avoiding the pitfalls of information overload while introducing new content [5][9] Group 3: Commercialization and Competition - Although Xiaohongshu claims that its trending topics feature currently has no advertising placements, the potential for future commercialization remains [7][9] - Competing platforms like Weibo and Douyin have established trending mechanisms, creating pressure for Xiaohongshu to differentiate itself [7][9] - Xiaohongshu emphasizes "real user discussions" as a key differentiator, positioning itself against criticisms of other platforms' trending content being overly commercialized [7][9]

Core Viewpoint - Microsoft CEO Mustafa Suleyman stated that the company will not develop AI services that provide "simulated pornography," distancing itself from long-time partner OpenAI [1] Group 1 - Suleyman highlighted the emergence of seemingly conscious AI, particularly in the context of adult services [1] - He referenced recent comments from OpenAI CEO Sam Altman and Elon Musk regarding the launch of Grok, which introduced a female anime character in July [1] - Suleyman expressed concerns about the trend towards sexual robots and the associated dangers, advocating for conscious decisions to avoid such developments [1]

Group 1 - The core point of the news is that prominent investor Dan Bin has increased his holdings in the third quarter, adding Alibaba to his portfolio, which reflects a strategic shift towards undervalued tech stocks [1][5] - Dan Bin's third-quarter holdings increased from 13 to 17 stocks, with the top ten stocks accounting for 92% of the total portfolio weight, including major companies like Nvidia, Google, and Microsoft [1] - The purchase of 221,000 shares of Alibaba, which now represents 3% of his portfolio, indicates a belief in the company's potential for growth, especially given its current market valuation compared to Amazon [1][4] Group 2 - Dan Bin's investment in Alibaba aligns with his long-term view that artificial intelligence represents a significant technological revolution that could last 10 to 30 years [5] - The investment strategy emphasizes the importance of recognizing key individuals and their insights in the investment process, as demonstrated by Dan Bin's previous successful investments in large tech stocks and the electric vehicle sector [4] - The growing interest in Alibaba among Wall Street fund managers suggests that the company is gaining traction as a significant player in the AI space, which could be a valuable consideration for individual investors [4][5]