RT YZi Labs (@yzilabs)YZi Labs x @BNBCHAIN present EASY Residency S2 Demo Day at BBW.> 19 founder pitches across Web3, AI, Biotech (incl. BNB Chain MVB builders)> Welcome remarks from @cz_binance @heyibinance> Top investors & partners all in one place👇 Register now.https://t.co/mLDShTYpu7 https://t.co/AbqqtigEb4 ...

华为今日发布Flex:ai AI容器软件，通过算力切分技术，将单张GPU/NPU算力卡切分为多份虚拟算力单元，切分粒度精准至10%，实现单卡同时承载多个AI工作负载，并可聚合集群内各节点的空闲XPU算力聚合形成“共享算力池”。Flex:ai将在发布后同步开源到魔擎社区。 ...

智通财经11月21日讯（编辑 胡家荣）本周港股三大指数集体下挫。截至收盘，恒生指数累计下跌5.09%，报25220.02点；恒生科技指数累计下跌7.18%，报 5395.49点；国企指数累计下跌5.09%，报8919.78点。 电力相关板块：涵盖可控核聚变主题、电力设备、电力运营及公用事业。随着AI发展对电力需求呈指数级增长，该板块在短、中、长期均具备投资机会。 本周港股市场受美联储政策预期调整、地缘政治局势等多重因素影响，呈现较大波动。市场中部分个股显著回调，其中小鹏汽车-W(09868.HK)、宁德时代 (03750.HK)、理想汽车-W(02015.HK)等个股领跌市场。 小鹏汽车与理想汽车的下跌主要因为新势力车企普遍面临行业竞争加剧的挑战，同时传统车企加速电动化转型进程，进一步挤压了新势力品牌的市场份额。 宁德时代的回调则与股份解禁有关。据市场消息，宁德时代近50%的H股IPO基石投资者锁定股份于11月20日正式解禁，涉及股份约7750万股。 机构观点 招商证券在近日发布的研报中指出，市场前期预期的多项边际利好正逐步兑现，但尚未被市场充分定价，这构成了推动市场情绪转向乐观的核心动力。该机 构建议投资者 ...

Core Insights - Beike's third-quarter performance shows resilience with a total transaction volume (GTV) of 736.7 billion RMB and a net income growth of 2.1% to 23.1 billion RMB, indicating a stable business foundation and optimized structure [2] - The company's "second curve" businesses, particularly home rental services, have seen significant growth, with rental income reaching 5.7 billion RMB, a 45.3% increase, contributing over 1 billion RMB in profit [2][6] - AI is transforming Beike's business model, enhancing operational efficiency and service quality, which is crucial for navigating the current real estate industry's structural transition [4][5] Financial Performance - In Q3, Beike's total transaction volume reached 736.7 billion RMB, with net income at 23.1 billion RMB, reflecting a 2.1% year-on-year increase [2] - The rental service segment generated 5.7 billion RMB in revenue, marking a 45.3% growth, and contributed a profit margin increase of 4.3 percentage points to 8.7% [6][8] - For the first three quarters of 2025, rental service revenue totaled 16.49 billion RMB, accounting for 22.78% of total revenue, surpassing the entire revenue of 14.33 billion RMB for 2024 [6] AI and Technology Integration - Beike has integrated AI across its entire business chain, enhancing service efficiency and customer experience, with AI assistants covering 414,000 agents and significantly improving conversion rates [5][8] - The company has invested heavily in R&D, with expenditures reaching 1.865 billion RMB in the first three quarters of 2023, and 648 million RMB in Q3 alone, reflecting a 13.2% year-on-year increase [4][5] - AI applications have been pivotal in optimizing processes in property management, customer matching, and transaction workflows, leading to a shift from scale-driven growth to efficiency-driven growth [5][6] Industry Context - The Chinese real estate industry is undergoing a profound transformation, moving from expansion to efficiency-driven models, with technology playing a central role in this transition [3] - Beike's approach emphasizes the importance of trust in residential services, positioning AI as a tool to enhance rather than replace human capabilities [4] - The company aims to redefine industry standards for quality housing and services, promoting a service-driven model in the rental market [8]

每经头条（nbdtoutiao）——展望"十五五" | 专访黄群慧：既要重视AI赋能千行百业，也要考量其对就业 的替代效应和带来的收入极化 （记者 曾健辉） 每经AI快讯，百洋股份11月21日晚间发布公告称，因工作调整原因，公司原内部审计部门负责人曲献 坤先生不再担任公司内审负责人，仍在公司担任其他职务。公司董事会同意聘任蒋瑞兰女士为公司内部 审计部门负责人。 ...

每经头条（nbdtoutiao）——展望"十五五" | 专访黄群慧：既要重视AI赋能千行百业，也要考量其对就业 的替代效应和带来的收入极化 （记者 曾健辉） 每经AI快讯，中集车辆发布公告称，2025年10月27日15:00-16:00，中集车辆接受大成基金等投资者调 研，中集车辆投资者关系总监陈婉婞等人参与接待，并回答了投资者提出的问题。 ...

Core Viewpoint - The company is a leading player in the global commercial air conditioning compressor casting market and is strategically entering the AIDC cooling and power supply sectors, leveraging long-term partnerships with major global clients [1][4]. Group 1: Business Overview - The company has a strong foothold in the commercial air conditioning compressor casting and engineering machinery casting sectors, with over 10 years of collaboration with top clients like Johnson Controls, Ingersoll Rand, and Caterpillar [1]. - The company is expected to benefit from a compound annual growth rate (CAGR) of 12.7% in revenue and 13.3% in net profit attributable to shareholders from 2016 to 2024, indicating a robust growth trend [1]. Group 2: AIDC Market Potential - The AIDC sector is experiencing significant investment from global tech giants, with the cooling segment projected to exceed 10 billion USD in the U.S. by 2028 [2]. - The power supply segment is also expanding due to aging electrical infrastructure in the U.S., with gas turbines and diesel generators likely becoming mainstream solutions [2]. Group 3: Competitive Advantages - The company's integrated "casting + machining" capabilities provide a competitive edge, allowing for high product value and superior profitability compared to peers [3]. - The dual-core production layout in Deqing and Mexico positions the company to capture domestic and international orders while ensuring supply chain security for North American clients [3]. Group 4: Future Growth and Valuation - The company is expected to see net profits of 220 million, 300 million, and 410 million CNY from 2025 to 2027, with corresponding price-to-earnings ratios of 38, 28, and 20 times [3]. - The company has initiated a stock incentive plan to align the interests of key personnel, further strengthening its operational capabilities [3].

每经头条（nbdtoutiao）——展望"十五五" | 专访黄群慧：既要重视AI赋能千行百业，也要考量其对就业 的替代效应和带来的收入极化 （记者 曾健辉） 每经AI快讯，蓝海华腾11月21日晚间发布公告称，公司第五届第五次董事会会议于2025年11月21日在深 圳市光明区玉塘街道田寮社区智衍创新大厦二号楼8层公司会议室以现场结合通讯方式召开。会议审议 了《关于补选第五届董事会专门委员会委员的议案》等文件。 ...

一句" 我的车坏了" ， AI 自动识别故障类型、调度救援资源；一次健康咨询， AI 完成预诊、分诊 后无缝衔接三甲医院专家；一套融合多模态和毫米波技术的系统，无感守护独居老人的呼吸心跳与跌 倒风险——这就是中国平安正用 AI 代码编织现在与未来。 近日，中国平安首席技术官王晓航在第十九届深圳国际金融博览会上，介绍了面向终端用户的基于专 业" 金融顾问、家庭医生、养老管家" 愿景的三大 AI 服务： AI 超级客服、 AI 家庭医生和 AI 养老 管家。 其中，" AI 超级客服" 为首次亮相且最受关注，基于统一 AI 服务入口，" AI 超级客服" 连接平安 全量的金融、医疗、养老与生活服务，背后是中国平安试图让 AI 走向更前端、改造服务逻辑的初 心。 王晓航在接受采访时阐释，与移动互联网时代的" 一站式货架" 不同， AI 超级客服是" 跨平台的智 能体" ，可嵌入 APP ，未来还可嵌入穿戴设备、居家养老终端等，实现" 问答、办事、应急" 三位 一体。 "其实，行业里从不缺一个参数更大的模型，也不缺一个优秀的问答资讯 AI ，缺的可以快速响应、 真正解决问题的工具，我们希望它能办事。因为平安的客户之所 ...

每日经济新闻 恒生科技指数由港股上市公司中与科技主题高度相关的、市值最大的30只股票组成，覆盖互联网、AI 等高成长赛道，中证港股通互联网指数则由港股通范围内30家涉及互联网相关业务的股票组成，聚焦 AI应用。从估值来看，恒生科技指数、中证港股通互联网指数的滚动市盈率均在23倍以下，分别处于 指数发布以来21%和14%分位处。 恒生科技ETF易方达（513010）、港股通互联网ETF（513040）分别跟踪上述指数，可助力投资者高效 把握科技板块估值修复的机遇。 近期，受海外宏观预期变化及全球风险资产情绪偏谨慎影响，全球主要股指整体呈现回吐走势，港股市 场亦震荡回调，科技板块短线进入情绪消化阶段，资金持续借道相关ETF进行布局。根据Wind数据统 计，恒生科技ETF易方达（513010）、港股通互联网ETF（513040）近5个交易日分别获12.2亿元和3.6 亿元资金净流入。 有分析表示， 本轮市场的波动主要源于年末资金面的季节性再平衡以及宏观预期的理性校准。展望后 市，随着下周多家港股核心科技企业即将披露业绩，市场焦点有望从情绪博弈回归至产业基本面与盈利 质量，业绩验证将成为稳定市场的压舱石。在消化短期不 ...