Group 1 - The financial technology index led the market with significant gains, driven by the historical high of Bitcoin prices and a recovery in the A-share market [1] - The Huaxia Financial Technology ETF (516100) rose by 6.34%, outperforming all ETFs in the market, with key holdings like Guiding Compass and Dazhihui hitting their daily limits [1] - Bitcoin's price surpassed $124,000 on August 14, reaching a market capitalization of over $2.45 trillion, making it the fifth-largest asset globally [1] Group 2 - The Huaxia Financial Technology ETF tracks the CSI Financial Technology Theme Index, which includes sectors like software development, internet finance, and the digital currency industry [2] - The ETF's top holdings feature industry leaders such as Tonghuashun and Dongfang Caifu, with a notable 22.59% allocation to stablecoins, positioning it as a potential beneficiary of market recovery and AI advancements [2]

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今日（8.15）港股多数调整，同类唯一15BP最低档管理费的恒生科技ETF基金（513260）跌0.56%，盘中持续溢价，近5日"吸金"超3亿元，最新规模超56亿 元！融资客跑步入场，最新融资余额超1.4亿元！100%纯度的港股通科技ETF汇添富（520980）微跌0.18%，盘中溢价0.11%，成交额超2.4亿元，近60日大举 揽金超10亿元。 恒生科技ETF基金（513260）标的指数成份股方面，京东健康涨超12%，阿里健康涨超4%，比亚迪电子涨超3%，哔哩哔哩涨超1%，腾讯控股、金蝶国际微 涨。 | 序号 | 代码 | 名称 | 涨跌幅 | 估算权重 | | --- | --- | --- | --- | --- | | 1 | 6618 | 京东健康 | 12.49% | 1.81% | | 2 | 0241 | 阿里健康 | 4.33% | 0.97% | | 3 | 0285 | 比亚迪电子 | 3.09% | 0.90% | | 4 | 9626 | 昨晚年0年-W | 1.91% | 1.63% | | ਟ | 0700 | 腾讯控股 | 0.85% | 8.71% | | 6 | 0268 ...

鹏鼎控股（002938.SZ） 2025H1 业绩超预期，AI 云-管-端 PCB 全链条布局 日期 2025/8/14 当前股价(元) 52.45 一年最高最低(元) 57.00/24.68 总市值(亿元) 1,215.82 流通市值(亿元) 1,209.91 总股本(亿股) 23.18 流通股本(亿股) 23.07 近 3 个月换手率(%) 99.82 陈蓉芳（分析师） 张威震（分析师） chenrongfang@kysec.cn 证书编号：S0790524120002 2025 年 08 月 15 日 股价走势图 数据来源：聚源 -30% 0% 30% 60% 90% 2024-08 2024-12 2025-04 2025-08 鹏鼎控股 沪深300 相关研究报告 《2025Q1营收快速增长, AI终端/汽车 /服务器空间广阔 —公司信息更新报 告》-2025.4.30 《2024Q3 营收同环比双增，多领域布 局协同发力—公司信息更新报告》 -2024.11.4 《2024Q2 营收同比高增，加速布局高 阶 HDI 及 SLP—公司信息更新报告》 -2024.8.16 投资评级：买入（维持） 高端 ...

今天上午，A股反弹，人形机器人、算力、新能源赛道成为修复行情的主要发起点。 临近上午收盘时，大金融异动，券商、互联网金融板块率先发力，带动指数涨幅扩大。同花顺、指南针等个股大涨，长城证券、天风证券涨停，东方财富 （300059）上涨6.73%，成交额为181.65亿元，居A股第一。 上午收盘，上证指数上涨0.47%，深证成指上涨1.19%，创业板指上涨2.14%。 | F | 11- | 内 | | --- | --- | --- | | 1 | | 1757 A | 13:00 继续开盘 1.85亿 大盘资金净流入 | 上证指数 | 深证成指 | 创业板指 | | | --- | --- | --- | --- | | 3683.58 | 11587.38 | 2522.62 | | | +17.14 +0.47% | +135.95 +1.19% | +52.96 +2.14% | | | 跌 820 | | | 涨4462 > | | 今日实时成交额13272亿 | | 较上一日此时-1041亿 | | | 近期,液冷服务器板块持续走强，今天上午，板块再度大涨，川环科技、金田股份、东阳光等多股涨停。 | ...

Core Viewpoint - Morgan Stanley's research report indicates that Chinese telecom operators are expected to outperform the Hang Seng Index from 2019 to 2024, with a double-digit gap, and have shown better performance than the market this year [1] Group 1: Telecom Operators Performance - The top three telecom operators not only offer attractive dividend yields but are also growth companies with AI potential [1] - The rise of AI and DeepSeek is expected to drive a re-acceleration in cloud computing and artificial intelligence data center revenues, further enhancing valuations [1] - The report anticipates potential stock price increases for China Mobile, China Unicom, and China Telecom ranging from 11% to 95% [1] Group 2: Preferred Stocks and Ratings - Among the three telecom operators, China Telecom is preferred due to having the largest cloud platform, making it the most likely to benefit from the AI theme and experience valuation re-rating and growth in cloud computing [1] - Following China Telecom, China Unicom and China Mobile are also favored [1] - The report maintains an "overweight" rating for the three operators' A-shares but shows a stronger preference for H-shares, which are trading at a discount of 29% to 35% compared to A-shares [1]

Inside Google’s Plan To Use AI To Survey Americans On Their Political Views https://t.co/znJzquonON https://t.co/znJzquonON ...

(责任编辑：宋政 HN002) 鸿腾精密(06088)早盘涨超18%，高见5.30港元，刷新2018年1月以来新高，月内累计涨幅已超 80%。截至发稿，股价上涨17.41%，报5.26港元，成交额9.244亿港元。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 鸿腾精密日前发布中期业绩，上半年取得营收23.05亿美元，同比增加11.53%；公司拥有人应占利 润3151.1万美元，同比减少3.11%。招银国际发布研报称，在与管理层进行业绩后NDR交流后，该机构 看好鸿腾在第二季度业务转型加速，其中两大战略性业务板块包括AI云业务/汽车业务的2Q收入占比已 经提升至36%(2024年为24%)，并且分别在第二季度同比增长28%/115%。 整体来说，该机构对鸿腾面向2026-27年的"3+3战略"持积极态度：云/AI服务器产品(在处理器接口/ 共封装光学器件CPO方面获得项目；在电源/液冷方面市场份额提升) ...

Trump has signed off on letting China use a less-advanced version of an Nvidia AI accelerator. Beijing is cool on the idea, citing security and environmental issues https://t.co/tPJQAqu36t ...

Could AI data centers save California’s high-speed rail project? https://t.co/Porf2USiFw https://t.co/Porf2USiFw ...