Market Overview - The US stock market reached new highs, with the three major indices hitting record levels on the "quadruple witching day" [9] - Global equity funds attracted $68.4 billion, the highest since December of the previous year, with $57.7 billion flowing into US equity funds [11] - Emerging market funds saw inflows of $7.6 billion, marking the highest since May [11] - The 10-year US Treasury yield rose to 4.147%, reflecting market concerns about inflation [9] - Gold prices strengthened, closing up 1.12% near the day's high [9] Investment Strategies - The report recommends prioritizing investments in leading companies within the "artificial intelligence and semiconductor" sectors due to the growing demand for AI [9] - For fixed income, it is suggested to reduce holdings in US Treasuries and shift towards investment-grade corporate bonds (IG) and floating-rate notes (FRN) [9] - A recommendation for structured products includes "dual-leverage linked notes" tied to major commodities (such as oil and copper) to capture price fluctuations [9] Company Highlights - Sanofi reported Q2 net sales of €9.994 billion, a year-on-year increase of 10.1%, with earnings per share rising by 8.3% to €1.59 [24] - FedEx Corporation announced an increase in revenue and profit guidance for FY2026, driven by higher volume in its priority delivery service and cost-saving measures [25] - The report highlights the strong performance of the company 创科实业 (Techtronic Industries), which achieved a record revenue of $7.833 billion in H1 2025, with net profit growing to $628 million and a gross margin improvement to 40.3% [21] - 京东 (JD.com) has formed a strategic partnership with China Resources to open its first physical store in Hong Kong by 2026, focusing on international and mainland tech brands [13] Economic Data Releases - Key economic data releases include the M3 money supply in Switzerland, unemployment rate in Taiwan, and consumer price index in Hong Kong, all scheduled for September 22, 2025 [19]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不就因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 Voicecomm Technology Co., Ltd.* 聲通科技股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2495） 有關擬議交易各方的資料 自願性公告 建議成立合夥企業 本公告乃由聲通科技股份有限公司（「本公司」，連同其附屬公司，統稱「本集團」） 自願作出。 本公司董事（「董事」）會（「董事會」）欣然宣佈，董事會已批准本公司投資一家 經由湖北國翼投資管理有限公司（「國翼投資管理」）管理的合夥企業（「該合夥企 業」），以推進未來產業的戰略投資佈局與優先發展方向，加快增強本公司整體競 爭力（「擬議交易」）。截至本公告日期，本公司尚未訂立具法律約束力的協議。 該合夥企業 該合夥企業將由湖北國翼數智科創服務有限公司（「國翼數智」）作為普通合夥人， 本公司、湖北長江產業投資基金有限公司（「長江產業投資基金」）及湖北省人形機 器人產業投資基金合夥企業（有限合夥）（「人形機器人產 ...