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半年,上涨20%
中国基金报· 2025-06-30 10:20
【导读】上半年恒指累计涨幅为20.00%,南向资金累计净流入7449.86亿港元 中国基金报记者 格林 板块概念股方面, 金融、地产板块 走弱 ,光伏、医药股活跃。 个股方面, 老铺黄金 收 涨1 4.94 %,突破1000港元关口,创新高。三 只新股 均收涨 ,其中IFBH涨超42 .09 %,云知声涨超44 .59 % 。 小米集团-W放量上涨 6月30日, 小米集团 -W 成交 额突破 15 0 亿港元, 股价收涨 1.7 0 % 。 国泰海通发布研报称,小米集团新车型YU7发售3分钟,订单 量已突破20万辆; 发售 一小时 后, 预订 量达 28.9万辆;开售18小时后,YU7锁单量已突破24万台 。 该券商 上调 了 小米营业收入 和 经调整净利润 预期,并给予"增持"评级。 华油能源复牌后暴涨158.46% 资料显示,华油能源主要提供综合油田服务及相关产品产销,通过四个分部开展业务,涵盖油藏、钻井、完井服务及其他销售业务。 6月30日, 港股三大指数齐跌。其中, 恒生指数跌0.87%, 恒生科技指数跌0.72%, 恒生中国企业指数跌0.96% 。全日 大市 成交额 为 242 2.34 亿港元,较 ...
特朗普称有富商愿收购TikTok,外交部回应
中国基金报· 2025-06-30 10:20
来源:中国新闻网 中国外交部发言人毛宁6月30日主持例行记者会。 毛宁:关于TikTok问题,中方已经多次阐明了原则立场。 有记者提问:美国总统特朗普日前称,有些富商表示愿意收购TikTok,但并没有透露其身 份,并表示该交易仍需中方批准。外交部是否了解交易涉及的人员身份?中方是否会批准该 协议? ...
36氪出海·中东|如何借助人工智能,更好抓住阿联酋房地产新风口
3 6 Ke· 2025-06-30 10:17
Core Insights - The UAE real estate industry is experiencing significant growth opportunities, with artificial intelligence (AI) playing a crucial role in streamlining operations, enhancing customer satisfaction, and identifying market trends [2] Group 1: AI's Impact on Real Estate - AI is revolutionizing the real estate sector in the UAE by transforming traditional business models through data management, customer development, and fraud prevention [3] - AI solutions enable real estate companies to make faster and more accurate data-driven decisions by automating processes and enhancing customer interaction [3] Group 2: Key Areas for AI Application - Identifying areas where AI can create the most value is essential, focusing on collaboration with specialized AI partners in the UAE real estate market [4] - Training teams to adapt to AI technologies is critical for successful implementation, requiring comprehensive employee training on new tools and the value of AI [5] Group 3: Market Analysis and Customer Engagement - AI can analyze data to uncover market patterns, aiding in informed decisions regarding property investments, pricing strategies, and marketing plans [6] - AI algorithms can efficiently identify and predict customer behavior patterns, optimizing marketing resource allocation and improving conversion rates [7] Group 4: Data Management and Market Insights - AI tools can automate the classification, organization, and updating of property information, ensuring accurate and timely data management while saving time and resources [8] - AI assists in analyzing consumer preferences, market dynamics, and transaction data, enabling more accurate identification of investment opportunities and market trends [9] Group 5: Enhancing Customer Experience - Intelligent chat systems equipped with natural language processing can respond to customer needs in real-time, providing personalized recommendations and improving overall customer experience [11] - AI analysis tools offer deep insights into market dynamics, regional trends, and competitive landscapes, providing reliable data for investment and business decisions [12] Group 6: Fraud Prevention - Machine learning algorithms can analyze transaction data to detect suspicious activities, effectively protecting businesses from financial fraud and real estate scams [13] Group 7: Embracing AI for Competitive Advantage - In a rapidly changing real estate market, maintaining a competitive edge is vital, and AI-driven solutions allow companies to streamline operations, reduce risks, and explore new growth opportunities [14]
均普智能:签订约2825万元人形机器人销售框架合同
news flash· 2025-06-30 10:17
均普智能公告,公司下属控股子公司宁波普智未来机器人有限公司于2025年6月30日与某智能制造公司 签订了人形机器人产品销售框架合同,合同金额约为2825万元人民币(含税)。该合同自双方盖章后生 效,双方权利义务履行完毕后终止。合同标的为50台人形机器人,采购方已支付预付款约35.6万元。合 同履行情况预计对公司相关年度的经营业绩产生积极影响,但因合同为框架性,具体影响需视后续订单 情况而定。 ...
润歌互动(02422)附属拟1830万元购买彩平方科技现有已发行的全部股份
智通财经网· 2025-06-30 10:13
目标公司在彩票领域拥有大量销售渠道和资源以及线下门店,有利于扩展集团彩票业务的客户基础;收 购事项有助于集团布局全国彩票体系,加强集团各业务板块的协同效应,对集团业务在彩票领域的发展 有重要意义;及根据独立合资格评估师基于市场法编制的估值报告,最终收购代价相较于评估价格有 20%折让,最终确定代价为人民币1830万元。 目标公司彩平方科技有限公司为一间于中国成立的有限公司,主要从事福利彩票业务(透过实体渠道分 销彩票及配套服务)及营销服务业务。目标公司由(i)由卖方一西安天泰汇投企业管理集团有限公司实益 拥有36% 权益;(ii)卖方二西安融彩创投企业管理咨询合伙企业(有限合伙)实益拥有10%权益;(iii)卖方三平 阳汇禾股权投资合伙企业(有限合伙)实益拥有49%权益;及(iv)公司的间接全资附属公司西安天泰创新科 技有限公司实益拥有5%权益。 智通财经APP讯,润歌互动(02422)发布公告,于2025年6月30日,买方杭州润歌网络有限公司(公司的全 资附属公司)与三名卖方订立股份转让协议,据此,卖方有条件同意出售,而买方有条件同意购买卖方 持有目标公司现有已发行的全部股份,代价为人民币1830万元。 集 ...
商务部回应加拿大政府关闭海康威视在加业务:中方对此强烈不满、坚决反对
news flash· 2025-06-30 10:09
商务部回应加拿大政府关闭海康威视在加业务:中方对此强烈不满、坚决反对 金十数据6月30日讯,商务部新闻发言人就加拿大政府关闭海康威视在加业务事答记者问。我们注意到 有关情况。加方以"国家安全"为由,强行关闭海康威视在加业务,并禁止加政府部门购买或使用海康威 视产品。中方对此强烈不满、坚决反对。当前,全球经济秩序正遭受单边主义和保护主义严重冲击。中 方敦促加方立即纠正错误做法,以实际行动支持贸易投资自由化便利化,停止将经贸问题政治化、泛安 全化,为包括中国企业在内的各国企业在加投资经营提供开放、公平、公正和非歧视的环境。中方将采 取必要措施,坚决维护中国企业正当合法权益。 相关链接 ...
隆利科技(300752) - 投资者关系活动记录表(2025年6月29日)
2025-06-30 10:08
证券代码:300752 证券简称:隆利科技 深圳市隆利科技股份有限公司投资者关系活动记录表 | | 特定对象调研 | □分析师会议 | | | --- | --- | --- | --- | | 投资者关系活 动类别 | □媒体采访 | □业绩说明会 | | | | □新闻发布会 | □路演活动 | | | | □现场参观 | □其他 | | | 参与单位名称 及人员姓名 | 中银基金 张琼 | 天弘基金 | 张磊、申宗航 | | | 诺安基金 黄友文 | 东方红基金 | 廖家瑞 | | | 嘉实基金 雍大维 | 长盛基金 | 汤其勇、郭堃 | | | 睿亿投资 李敬尧 | 信达澳亚 | 郭敏 | | | 中海基金 谈必成 | 国寿安保 | 撒伟旭 | | | 建信养老 王尔乐 | 泓德基金 | 孟焱毅 | | | 农银汇理 王皓非 | 华福证券 | 罗通、李琦 | | 时间 | 2025年6月29日 | | | | 地点 | 电话会议 | | | | 上市公司接待 | 副总经理、董事会秘书:刘俊丽女士 | | | | 人员姓名 | 证券事务代表:李姝涵女士 | | | | | 1、公司在车载显示业务方面的 ...
Nebius Group: My Biggest AI Portfolio Position
Seeking Alpha· 2025-06-30 10:06
Nebius Group N.V. (NASDAQ: NBIS ) , a high-growth data center startup from the Netherlands, has captured the imagination of investors as of late with its break-neck speed of growth and expansion in the AI infrastructure market. Nebius Group is poised toA financial researcher and avid investor with a keen eye for innovation and disruption, as well as growth buy-outs and value stocks. Keeping an eye on the pace of high tech and early growth companies, I write about current events and the biggest news surround ...
深水规院(301038) - 2024年度网上业绩说明会投资者关系活动记录表
2025-06-30 10:06
证券代码:301038 证券简称:深水规院 深圳市水务规划设计院股份有限公司 3、雷总您好,公司目前的现金流情况如何?应收账款回 款情况呢? 答:尊敬的投资者您好!2024年度公司经营活动产生的现 金流量净额为156,166,086.13元,同比上一年度增长142.69%(具 体见公司年报)。公司的现金流状况整体向好,尤其是经营活 动现金流净额增长显著。 2025年,公司进一步加强项目回款管理和应收账款的清收 力度,努力保持现金流的充裕,应收账款回收处于良性状态。 谢谢! 4、请问公司未来的发展规划是什么? 投资者关系活动记录表 编号:2025-01 | ☐特定对象调研 | ☐分析师会议 | | --- | --- | | | ☐媒体采访 业绩说明会 | | 投资者关系活动类别 | ☐新闻发布会 ☐路演活动 | | | ☐现场参观 | | | ☐其他(请文字说明其他活动内容) | | 参与单位名称及 人员姓名 | 线上参与公司2024年度网上业绩说明会的全体投资者 | | 时间 | 2025年6月30日 15:30-16:30 | | 地点 | 价值在线(www.ir-online.cn) | | 上市公司 ...
拉布布走红启示,数字时代文化IP孵化新密码
3 6 Ke· 2025-06-30 10:05
Group 1 - The core viewpoint of the article highlights the unique path of the character Labubu from a trendy toy to a cultural phenomenon, emphasizing its distinct IP incubation process that diverges from traditional methods [2] - Labubu's rise is attributed to its unique design and character traits that resonate with contemporary user aesthetics and emotional projections, marking a rebellion against perfect imagery [3][4] - The collaboration between Labubu's creator and Pop Mart in 2019 marked a significant turning point, leading to the character's integration into a mature IP operation system and the introduction of blind box products [5] Group 2 - The viral spread of Labubu on social media, particularly through endorsements from celebrities like BLACKPINK's Lisa, played a crucial role in its popularity, leading to significant demand in markets like Southeast Asia [6][7] - Labubu's sales reached 3.04 billion yuan in 2024, accounting for 23% of Pop Mart's total revenue, establishing it as the most influential and highest-grossing IP within the company [7][8] - The article discusses the transformation of IP incubation from traditional media reliance to a model driven by social platforms and user interaction, indicating a significant shift in the media environment [9][10] Group 3 - The evolution of IP functions is noted, with IP now serving as a core asset that connects communities and carries cultural recognition, moving beyond being mere extensions of single works [14] - The article emphasizes the importance of cultural IP in driving China's industrial upgrade, suggesting that successful IP can enhance local design and manufacturing capabilities [16][17] - The future of IP development in China is seen as a potential bridge between cultural soft power and economic hard power, with a focus on nurturing globally impactful IP from the burgeoning digital ecosystem [16][17]