恒生科技ETF（513130）具有规模较大、流动性较优、支持场内T+0等多重优势，有望成为助力投资者 布局港股科技核心资产的重要工具，场外投资者可关注其场外联接基金（A类015310、C类015311）。 （场内T+0为交易所交易机制） 恒生科技ETF（513130）的管理人华泰柏瑞基金是境内首批ETF管理人之一，接连打造了目前A股市场 规模居首的ETF——沪深300ETF（510300）、目前在全市场所有跟踪中证A500指数的ETF中规模居首 的A500ETF华泰柏瑞（563360）、以及红利低波ETF（512890）等ETF精品，拥有超18年ETF运营经 验，致力为广大投资者提供了多元化、高品质的指数投资工具。 注：根据交易所数据，截至25/11/3，沪深300ETF（510300）规模为4305.97亿元；A500ETF华泰柏瑞 （563360）规模为261.04亿元；恒生科技ETF（513130）规模为413.47亿元。 恒生科技ETF（513130）成立于21/5/24，2021年（成立至年底）、2022年、2023年、2024年和2025年上 半年收益分别为-30.24%、-21.43%、-8.8 ...

While we're talking about tech, let's talk about one of the biggest tech names last week. Of course, that's Amazon hitting a new record high today after announcing a new partnership with Open AI. Our Mackenzie Sagalas joins us now with the details on this new partnership.McKenzie, >> hey Frank. So, Amazon now on pace for its biggest back-to-back gains in three years after announcing that it signed a 38 billion deal with Amazon Web Services and will immediately begin accessing Nvidia GPUs through the Amazon ...

Core Insights - Amazon has reached a new record high following a significant partnership with OpenAI, marking a pivotal moment in the tech industry [1][4] - The partnership involves a $38 billion deal with Amazon Web Services, allowing OpenAI to access Nvidia GPUs through Amazon's cloud services [2][3] - This collaboration signifies a strategic shift for OpenAI, moving away from its previous exclusive relationship with Microsoft, which had been its cloud provider until recently [2][3] Company Developments - Amazon is on track for its largest back-to-back gains in three years, driven by the announcement of the partnership with OpenAI [2] - The deal includes plans for Amazon to construct new data centers specifically for OpenAI, enhancing the latter's infrastructure capabilities [3] - Amazon is projected to achieve over $200 billion in revenue for Q4, potentially becoming the first company to reach this milestone [3] Market Impact - Following the announcement, Amazon's shares increased by approximately 5%, reflecting positive market sentiment [4]

Market Overview - The A-share market opened lower on November 4, with the Shanghai Composite Index down 0.05%, the Shenzhen Component down 0.52%, and the ChiNext Index down 0.46% [1][2]. Sector Performance - The cross-strait integration concept stocks saw a collective rise, with sectors such as virtual power plants, engineering machinery, and banks performing actively. In contrast, sectors like precious metals, innovative pharmaceuticals, and robotics experienced significant declines [3][4]. Notable Stocks - In the Hong Kong market, major indices rose, with Baidu Group increasing over 5%, and Huahong Semiconductor, Tencent Music, and SMIC each rising over 2% [5][6]. - Specific stocks in the cross-strait integration sector showed strong performance, including: - Zhangzhou Development surged to a 10.05% increase - Pingtan Development and Fujian Cement also reached their daily limit of 10% [7][8]. Electric Grid Equipment Sector - The electric grid equipment sector experienced an initial surge, with Zhongneng Electric hitting a 20% limit up, and Sifang Co. also reaching its limit. Other companies like Xinlian Electronics, Kelun Electronics, and Beijing Keri followed with gains [10][11][12]. Policy Announcement - On November 3, the National Immigration Administration of China announced ten measures to enhance immigration and exit-entry management services, including nationwide processing for mainland residents applying for travel permits to Taiwan [9].

来源：环球网 【环球网科技综合报道】11月4日消息，据外媒The Verge及多家媒体报道，包括万代南梦宫、Square Enix（SE）、东映动画在内的日本头部内容企业，于近日联合成立"内容海外分发协会"（Content Overseas Distribution Association，简称CODA），并正式向OpenAI发出声明，要求其立即停止使用协会 成员的创意作品训练AI视频生成工具Sora 2。 CODA指出，OpenAI于2025年10月发布的Sora 2视频生成模型，能够生成与日本经典动漫、游戏角色及 场景高度相似的视频内容。例如，社交媒体上已出现大量模仿《龙珠》《鬼灭之刃》《宝可梦》等IP的 AI生成视频，甚至涉及已故名人形象"复活"争议。协会成员认为，此类行为不仅侵犯原创版权，更对日 本文化产业的全球影响力构成威胁。 据悉，CODA成员涵盖万代南梦宫、SE、东映、Cygames、讲谈社、集英社等36家日本顶尖游戏、动 漫、出版及影视公司，其总市值占日本文化产业的半壁江山。 CODA在声明中直指Sora 2的"默认训练机制"存在法律漏洞。根据OpenAI此前政策，除非版权所有者主 动选择退出 ...

11月3日，亚马逊网络服务（AWS）宣布与OpenAI建立多年战略合作伙伴关系，AWS将为OpenAI提供 云计算基础设施以支持其人工智能核心工作负载的运营与扩展。根据这项价值380亿美元的新协议，该 协议将在未来七年内持续增长，OpenAI将接入包含数十万英伟达GPU的AWS计算资源，并可扩展至数 千万个CPU，以支持生成式AI模型的快速迭代。 【观网财经丨智能早报 11月4日】 亚马逊与OpenAI签署380亿美元协议 滴滴会员新增免费等待、免费远程调度权益，打车体验新升级 11月3日，滴滴出行官宣会员权益再升级，更新4大打车权益，解决用户在出行时想更快上车、或请司机 多等一会儿等需求。 新增免费等待、免费远程调度、快速应答+分享权益，以及更新免费升舱权益。用户可将滴滴出行App 升级到最新版本后，打开App-我的-会员卡片进入会员页面，查看各权益使用规则。 OpenAI收紧策略，医疗、法律、财务等建议将不再提供 OpenAI更新使用政策，ChatGPT不再协助提供需要持牌人士才能给出的专业建议，包括医疗、法律和财 务等高风险领域；此次政策收紧主要源于法律风险上升、全球合规压力增大以及ChatGPT使用日 ...

11月4日，A股算力板块再度冲高，截至9点48分，深南电路、中际旭创、新易盛涨超3%，热门ETF 中，5G通信ETF（515050）、创业板人工智能ETF华夏（159381）均涨超1%，站上20日均线。 每日经济新闻 近期算力行情波动较大，资金逢低抢筹算力核心资产。近5个交易日，同类最低费率创业板人工智 能ETF华夏（159381）连续获得资金净申购，累计吸金近2亿元；同指数规模最大5G通信ETF （515050）累计获得3.7亿元资金净买入。 （责任编辑：张晓波 ） 科技巨头再获算力投资大单。消息面上，亚马逊云科技（AWS）当日宣布与OpenAI建立多年期战 略合作伙伴关系，即日起将为OpenAI提供基础设施支持。根据这项价值380亿美元的新协议，OpenAI 将使用AWS的计算资源，其中包括数十万个最先进的英伟达GPU，并可扩展至数千万个CPU，以支持 其先进生成式AI工作负载。 第一上海证券表示，强烈看好AI应用驱动的算力需求持续高增长，海内外AI应用进入商业化的拐 点时刻。国产算力端，我们认为国产算力产能瓶颈即将突破，预计2026年国产芯片将迎来放量。海外算 力端，OpenAI等海外AI大厂商业化加速 ...

Core Insights - Mem0 aims to address the limitation of large language models in retaining past interactions, providing a "memory passport" that allows AI memory to flow across different applications and agents [2][9]. Company Overview - Mem0, founded in January 2024, has raised $24 million in funding, including $3.9 million in seed funding and $20 million in Series A funding, led by Basis Set Ventures with participation from Kindred Ventures, Y Combinator, Peak XV Partners, and GitHub Fund [3]. - The founding team includes Taranjeet Singh and CTO Deshraj Yadav, who previously worked on AI platforms at Paytm and Tesla, respectively [7][8]. Product Development - Mem0's open-source memory framework has gained significant traction, with over 41,000 stars on GitHub and 13 million downloads of its Python package. In Q1 2025, it processed 35 million API calls, which surged to 186 million by Q3, reflecting a monthly growth rate of approximately 30% [5]. - Over 80,000 developers have registered for Mem0's cloud services, making it the leading provider of memory operations in the market [5]. Market Positioning - The concept of AI memory is becoming a critical battleground, with major AI labs like OpenAI exploring long-term memory features. However, Singh emphasizes that existing solutions lack portability and interoperability, positioning Mem0 as a neutral and open solution for developers [9][10]. - Mem0's framework is model-agnostic and compatible with various AI models, allowing developers to create applications that evolve with user interactions, such as therapy bots and productivity assistants [10]. Investment and Support - The angel investor lineup for Mem0 includes prominent figures from companies like HubSpot, Adobe, and GitHub, indicating strong confidence in its potential [4]. - Basis Set Ventures has been an early supporter of Mem0, recognizing the importance of memory as a foundational aspect of AI's future [10].

图片来源： Unsplash 周一纽约市场开盘时，亚马逊股价上涨 4.5% 至 255.29 美元。英伟达股价上涨 3.3% 至 209.20 美元。 亚马逊公司旗下云部门签署了一项价值 380 亿美元的协议，将满足 OpenAI 对计算能力近乎无限的需求部分供应。亚马逊股价应声上涨。 两家公司周一宣布，作为七年期协议的一部分， ChatGPT 制造商将向亚马逊云服务支付费用，以获取数十万颗英伟达公司图形处理器的使用权。 该协议是 OpenAI 从研究实验室转型为重塑科技行业的人工智能巨擘的最新例证。 该公司已承诺投入 1.4 万亿美元资金用于建设和支撑其 AI 模型的基础设施，这种史无前例的疯狂支出已引发对投资泡沫的担忧。 对亚马逊而言，在 AI 时代一直难以竞争的背景下，这笔交易是对其构建和运营超大规模数据中心网络能力的认可。 AWS 首席执行官 Matt Garman 在声明 中表示： " 随着 OpenAI 不断突破可能性的边界， AWS 世界一流的基础设施将成为其 AI 雄心的支柱。 " 这家西雅图企业上周宣布，为这家初创公司建造的数据中心园区已投入运行状态，该园区由数十万枚 AWS 自研 Trai ...

【环球网科技综合报道】11月4日消息，据外媒报道，OpenAI已与亚马逊云服务（AWS）签署一项总额 高达380亿美元的算力资源采购协议。这一合作被视为其减少对微软依赖、构建多元化技术生态的重要 战略举措。 来源：环球网 根据协议内容，OpenAI将立即启动在AWS基础设施上的工作负载部署，初期将依托美国地区数十万台 英伟达高性能图形处理器（GPU）构建算力集群，并计划在未来数年内持续扩大资源规模，以满足其不 断增长的模型训练与推理需求。 作为估值已突破5000亿美元的AI独角兽，OpenAI此前长期与微软保持深度合作，后者不仅是其核心投 资者，还通过Azure云平台为其提供算力支持。然而，此次与AWS的签约被业界视为OpenAI"去单一 化"的关键信号。 OpenAI在声明中透露，初期部署的英伟达GPU集群将重点支持其多模态大模型研发及实时推理服务， 而后续扩容计划则暗示了该公司对AI技术商业化落地的雄心。随着自动驾驶、机器人、医疗诊断等高 算力需求场景的拓展，全球AI产业对基础设施的依赖度将持续攀升，此次合作或成为行业资源整合的 新范式。（青山） ...