港股互联网ETF（513770）最新规模超109亿元，年内日均成交额超6亿元，支持日内T+0交易，不受 QDII额度限制，流动性佳！ 看好港股科技但又希望降低波动？也可以关注全市场首只——香港大盘30ETF（520560），自带"科技 +红利"哑铃策略，重仓股既有阿里巴巴、腾讯控股等高弹性科技股，又囊括了建设银行、中国平安等 稳健高股息，是港股长期配置的理想底仓工具。 11月24日，港股早盘高开，科网龙头有所回暖，截至发稿，快手-W涨超2%，腾讯控股、小米集团-W、 阿里巴巴-W涨逾1%，美团-W跟涨。重仓互联网龙头的港股互联网ETF（513770）红盘震荡，场内价格 现涨0.37%，盘中持续宽幅溢价，实时溢价率超0.3%，显示买盘资金积极介入。 上交所数据显示，港股互联网ETF（513770）上周5日连续吸金，合计获资金净流入7114万元，近20日 累计吸金超10亿元。 | 分时 · | | | | F9 盘前盘后 叠加 九枝 面线 工具 @ 2 > | | | | | 港股互联网ETF ① | | | | --- | --- | --- | --- | --- | --- | --- | --- | -- ...

有投资者在互动平台向神州信息提问："懂秘你好，十五五支持科技创新企业通过分拆上市拓宽融资渠 道，量子科技等前沿领域成资本关注焦点。公司量子通信子公司具备独立运营能力，已在华夏银行试点 抗量子攻击算法，2025年前三季度相关业务增长显著。请问董秘，公司是否有推进子公司分拆上市的计 划？未来将如何加大量子通信、AI大模型等前沿领域投入？这些资本运作与技术投入能否激活公司成 长动能，获得市场更高认可？" 来源：市场资讯 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 针对上述提问，神州信息回应称："尊敬的投资者，您好！公司持续关注相关资本市场支持政策，将深 入研究考证与公司的适配性。感谢您对公司的关注！" ...

朋友们，今天小夏给大家带来了一个投资圈的重磅消息——"股神"巴菲特的"退休"前最后一份持仓报告新鲜出炉了！这里面可藏着不少让人眼前一亮的细 节！ 先来聊聊苹果。巴菲特这次又抛售了价值约110亿美元的苹果股票，截至第三季度末，伯克希尔持有的苹果股票价值约为610亿美元。说到减持的原因，之前 巴菲特提及是因为税收，但这接连的减持让市场猜测，或许是担忧苹果的估值过高。（智通财经20251116） 数据显示，谷歌AI应用Gemini的月活跃用户数已超过6.5亿，对比ChatGPT周活8亿还是有点差距。不过，此次发布的3.0版本在AI基准测试中几乎全面霸榜， 可见谷歌有望在AI大模型领域继续抢占优势，进而为公司带来实实在在的成果。（钛媒体20251119） 从这些情况来看，巴菲特团队对这笔投资的认可，本质是接纳了数字时代"护城河"的新形态，印证了价值投资的内核是对持久竞争优势的坚守，而非对行业 标签的执念。 温馨提示：本文所述不作为个股推荐。本资料不作为任何法律文件，资料中的所有信息或所表达意见不构成投资、法律、会计或税务的最终操作建议，我公 司不就资料中的内容对最终操作建议做出任何担保。在任何情况下，本公司不对任何人 ...

Core Insights - The number of investment advisors in the securities industry has significantly increased this year, despite an overall net outflow of personnel [1][2][3] Group 1: Industry Personnel Changes - As of November 23, the total number of personnel in the securities industry is 329,500, with a net outflow of 6,872 personnel this year, a slowdown compared to the 14,343 personnel outflow in the same period last year [1] - The number of employees engaged in general securities business is 205,600, accounting for 62.4% of the total workforce, with a net outflow of 6,564 personnel, a decrease of 3.09% from the beginning of the year [1] - The number of securities brokers has also decreased significantly, with 23,800 brokers remaining, reflecting a net outflow of 4,587 personnel, a reduction of 16.15% [1] Group 2: Growth of Investment Advisors - The number of investment advisors has increased to 84,800, with a net increase of 4,459 personnel since the beginning of the year [2] - The number of analysts has also grown to 5,932, with an increase of 369 personnel [2] - The growth in investment advisors is closely linked to the transformation of brokerages towards wealth management services, which require a professional advisory team to enhance service quality [3] Group 3: Future Trends in Talent Structure - The talent structure in the securities industry is expected to optimize gradually, with a rising demand for professionals skilled in both finance and technology, as well as elite investment advisors with strong asset allocation capabilities [4] - Basic positions that are easily replaceable are likely to continue shrinking, while the value of specialized talent will become increasingly prominent [4]

证券研究报告·海外公司点评·软件服务(HS) 快手-W（01024.HK） 2025Q3 业绩点评：业绩超预期，期待 AI 提 高平台变现效率 买入（维持） | Table_EPS] [盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 113,470 | 126,898 | 142,122 | 155,045 | 167,072 | | 同比（%） | 20.48 | 11.83 | 12.00 | 9.09 | 7.76 | | 归母净利润（百万元） | 6,396 | 15,335 | 18,052 | 20,015 | 22,099 | | 同比（%） | 146.72 | 139.76 | 17.72 | 10.87 | 10.41 | | Non-IFRS 净利润（百万元） | 10,271 | 17,716 | 20,552 | 22,935 | 25,246 | | 同比（%） | - | 72.49 | 16.01 | 11.60 | 10 ...

11月20日，京东快递正式宣布接入鸿蒙元服务，成为首个拥抱这一鸿蒙生态特有服务形态的快递企业。此次合作京东快递将借助鸿蒙元服务免安装、秒开直 达、跨设备流转的核心优势，为鸿蒙系统用户打造更高效的快递服务体验，同时开启物流行业与智能终端生态融合的新篇章。 京东快递与鸿蒙生态的合作早已奠定基础。京东快递是首批接入鸿蒙系统快递应用寄件服务的企业，并率先实现鸿蒙负一屏寄件入口部署，同时也接入 了"鸿蒙有礼"权益体系，为超千万鸿蒙用户提供便捷服务。此次京东快递元服务的上线，是对既有合作的升级，标志着双方从功能适配迈入生态共筑的新阶 段。 京东快递相关业务负责人表示，依托鸿蒙元服务的场景化分发能力，快递服务将实现"精准找人"。例如用户在购物后收到包裹时，系统可主动推送物流查询 卡片。 京东快递的加入进一步完善了鸿蒙生态的民生服务场景。截至2025年6月，超3万个鸿蒙应用和元服务正在全速更新与开发，京东快递的入驻将为鸿蒙生态注 入高频服务动能，也为物流行业数字化转型提供示范样本。随着合作深化，双方还将探索AI大模型与物流场景的融合应用，与鸿蒙AI助手小艺联动，打通 语音交互全链路，推动智慧物流服务再升级。 作为一款轻量化程 ...

新京报贝壳财经讯（记者王琳琳）11月21日，长安启源全新Q05在广州车展上正式上市，新车包含405km、506km两种续航版本，共6款车型，官方指导价 7.99万元—10.99万元。长安汽车执行副总裁杨大勇表示，目前长安启源用户已超40万。今年也是启源大年，启源Q07、全新Q05和A06这3款车型齐发。 和配置不代表 Presentation first 长安启源全新Q05。企业供图 全新Q05的长宽高分别为4435mm、1855mm和1600mm，轴距为2735mm，配备两向电动调节副驾腿托。此外，新车采用了激光雷达，搭载天枢智能座舱，融 合AI大模型，实现了可见即可说、连续对话的智能交互。在续航方面，15分钟电量可从30%充到80%，5分钟可补充续航120km。 编辑 徐倩 校对 赵琳 STAN TO ...

Core Insights - BMW showcases its new generation technology cluster at the 2025 Guangzhou Auto Show, emphasizing its advancements in electric and intelligent driving technologies [2] - The new generation BMW iX3 will be the first model to feature these technologies, set to be produced in 2026 at BMW's Shenyang plant, representing a significant step in BMW's future direction [2] Electric Drive System - The sixth-generation eDrive system is highlighted as a "performance champion," featuring a 46mm standard diameter cylindrical battery that achieves a 20% increase in energy density [3] - The system supports an 800V high-voltage platform, allowing for a 400km range increase with just 10 minutes of charging, and a CLTC range exceeding 900km [3] Driving Control Technology - The BMW Driving Control Super Brain integrates AI algorithms and hardware to replicate the driving feel of traditional fuel vehicles, addressing common issues in electric vehicle handling [3][4] - It processes data from 23 sensing units to perform 1000 dynamic calculations per second, enabling real-time adjustments to torque distribution, suspension damping, and steering force [3] Intelligent Cockpit and User Experience - The new panoramic iDrive system focuses on user-centered, scenario-based simplification, utilizing AR technology to enhance information accessibility while maintaining driving safety [5] - BMW collaborates with Huawei to integrate HarmonyOS NEXT for features like the BMW digital key and HUAWEI HiCar, tailored for local user habits [5] AI and Smart Driving Solutions - BMW partners with Alibaba to develop an intelligent cockpit system based on AI technology, aiming to create a new BMW personal assistant with advanced communication capabilities [6] - The collaboration with Momenta focuses on developing a new generation of intelligent driving assistance solutions, designed specifically for the Chinese market [6][7] Integration and Synergy of Technologies - The four key technologies form a synergistic effect, enhancing the overall driving experience by integrating electric drive, driving control, and intelligent assistance [8] - The system's ability to adjust based on real-time conditions, such as wet road surfaces, exemplifies the interconnectedness of these technologies [8] Market Position and Future Outlook - BMW's new generation technology cluster indicates its commitment to maintaining driving pleasure while addressing the challenges of electric and intelligent vehicle markets [9] - The success of these innovations will depend on their real-world performance and the company's ability to adapt to the rapidly evolving competitive landscape in China [9]

Core Viewpoint - The company has successfully localized the deployment of the AI model DeepSeek and is actively promoting digital transformation internally and empowering external ecosystems [1] Group 1: Company Initiatives - The company has completed the localization of the DeepSeek AI model [1] - The company is pushing for internal digital transformation and external ecosystem empowerment [1] - The company plans to continue exploring the deep integration of AI models in pharmaceutical distribution and health management [1]

Core Insights - Tencent has been supporting industrial upgrades in Jiangsu since establishing its office in 2002, collaborating with over 1,000 partners and serving 30,000 clients, with 80% of the top 20 private enterprises in Jiangsu receiving digital services [1] - The company is at a historical turning point, with AI models significantly impacting all industries, emphasizing the need to embrace intelligence and global expansion to capture broader markets [2] - Tencent has accelerated the development of its self-researched AI models, releasing over 30 new models in a year, with its Hunyuan model ranking first in a global competition for image generation [2] - The advertising business has seen record revenue growth, benefiting from AI investments, with double-digit growth sustained for twelve consecutive quarters [2] - Tencent has expanded its international presence, establishing 11 regional offices and 9 global technical support centers, while adapting its products and technologies to comply with international standards [3] - The company has achieved over 400 international certifications, covering major global standards such as GDPR, SOC, and ISO [3] - Best practices have been shared in collaboration with leading companies across various industries, showcasing Tencent's commitment to intelligent and global strategies [3]