越秀证券每日晨报-20250818

Market Performance - The Hang Seng Index closed at 25,270, down 0.98% for the day but up 25.97% year-to-date [1] - The Hang Seng Tech Index closed at 5,543, down 0.59% for the day and up 24.06% year-to-date [1] - The Shanghai Composite Index rose by 0.83% to close at 3,696, with a year-to-date increase of 10.29% [1] Currency and Commodity Trends - The Renminbi Index is at 96.040, showing a 0.78% increase over the last month but a 4.49% decrease over the last six months [2] - Brent crude oil is priced at $66.210 per barrel, down 2.36% over the last month and down 8.75% over the last six months [2] - Gold is priced at $3,340.21 per ounce, reflecting a 0.51% increase over the last month and a 15.36% increase over the last six months [2] Company Developments - Zhongshou Games has formed a strategic partnership with OSL Group to integrate compliant virtual asset financial infrastructure with its global IP gaming ecosystem, aiming to promote a compliant stablecoin ecosystem [11] - Tencent Cloud has launched the CloudBase AI CLI, which can reduce coding time by 80% by allowing developers to manage AI tools through natural language commands [12] - Keling AI has introduced a new feature in its 2.1 model that enhances video generation capabilities, allowing for smoother transitions and better semantic understanding [13] - Reading Group has entered a strategic cooperation plan with Tencent's "Honor of Kings" to explore collaboration in the national creative content sector [14] Economic Indicators - The U.S. saw a net capital inflow of $77.8 billion in June, marking the second consecutive month of net inflows [15] - U.S. import prices rose by 0.4% in July, the largest increase in 15 months, while export prices met expectations [16] - U.S. Senate members are urging a reconsideration of policies allowing Nvidia and AMD to export AI semiconductor chips to China, citing national security concerns [17][18]