Group 1: Shareholder Actions - Shareholder Cui Zengke has been continuously reducing his holdings from 3.429 million shares to 1.9 million shares by the end of Q1 2025, raising concerns about the company's situation [4] - The company states that the reduction in shares is due to the shareholder's personal financial planning and does not indicate any operational issues [2][4] Group 2: Dividend and Profit Distribution - The profit distribution plan for the fiscal year 2024 has been approved and will be implemented within two months after the shareholders' meeting [2] Group 3: Business Strategy and Development - The company aims to establish itself as a benchmark for bulk commodity pricing and will focus on enhancing paid information and data services [3] - There are no current plans for mergers or acquisitions, but the company is open to exploring suitable targets in the future based on business expansion needs [3][4] - The company has completed the localization of the DeepSeek series large models to improve content production and customer service efficiency [3] Group 4: Compliance and Governance - The company emphasizes adherence to compliance standards and internal governance to achieve sustainable development [3]

Group 1 - In Q1 2025, active funds significantly increased their allocation to the Hong Kong stock market and technology sector, with the allocation ratio reaching a historical high of 18.9%, up 4.5% from the previous quarter, totaling 313.1 billion yuan [1] - Major technology companies such as Alibaba, Tencent, SMIC (H), and Xiaomi saw substantial increases in allocation, while Meituan and CNOOC experienced reductions [1] - The CSI Hong Kong Stock Connect Technology Index includes 50 large-cap, high R&D investment, and high revenue growth technology companies, reflecting the overall performance of technology leaders in the Hong Kong Stock Connect [1] Group 2 - As of March 31, 2025, the top ten weighted stocks in the CSI Hong Kong Stock Connect Technology Index accounted for 71.87% of the index, including Xiaomi, Alibaba, BYD, Tencent, and Meituan [2] - On April 24, 2025, the CSI Hong Kong Stock Connect Technology Index rose by 0.06%, with the corresponding ETF experiencing a turnover of 7.61% and a transaction volume of 114 million yuan [2] - The latest size of the Hong Kong Stock Connect Technology ETF reached 1.467 billion yuan, marking a one-month high, ranking second among comparable funds [2] Group 3 - The latest share count for the Hong Kong Stock Connect Technology ETF reached 2.163 billion shares, a one-year high, ranking second among comparable funds [3] - The ETF saw a net inflow of 18.5177 million yuan, with a total of 19.162 million yuan accumulated over the last five trading days [3] - Recommendations include focusing on consumer and internet sectors benefiting from AI, as well as defensive sectors like essential consumption and utilities, which are less affected by external factors [3] Group 4 - The Hong Kong Stock Connect Technology ETF and its offshore links facilitate investors in easily accessing the Hong Kong technology sector [5]

有个事和你们说一下，昨天评论席我提到公众号自带的语音功能故意跳过敏感的句子不读，疑似ai涉敏自保。腾讯的小伙伴看到了，他们也很意外有这种 事，找我定位到了具体的内容，现在已经去查原因了。他和我说这不是设计好的功能，只是个意外。 还有我提到我有房性早搏，此早bo非彼早bo， 这是一种心律失常的 病症 ，有些读者想歪了，我每天早搏1万多下，我若是那个早bo一万多下，小老弟 24小时都得立那儿，根本下不来了好吗。 …… 今天市场最大的事还是小米配售425亿，配售价53.25港币，昨天是彭博社透露，今天是官宣公告。 新股民这几年配售这个词看到的少，其实就是增发股票募集资金，只不过熊市一般没人搞配售，售也售不出去，小米股价9港币的时候敢配售40亿 都要炸，现在行情好起来了，雷总壮着胆子向市场要425亿，比迪子前几天433亿的配售稍微低一点。 结果今天小米大跌6.3%，收盘53.4，比配售价高一丢丢。成交额718亿，史高天量。 那这是机构们不看好小米，抛弃小米了吗？不是的，因为就在另一边，投资者表达出的认购意向是小米425亿配售额的好几倍。也是彭博社的消 息，挂盘册上大约有200行，前20大投资者分配到的配售股票约2/3 ...

给你们说一件昨晚去演唱会遇到的事。 国内参加过大型活动的都知道，进场之前有安检，像演唱会这种水都是不让带的，安检前要么喝完要么扔，过了安检有专门卖水的店，你渴了可以花钱 买。 所以我和老婆就是空手溜达进场，想着有钱买水喝就行。结果排队进场的时候发现前后左右其他观众人手一瓶水，我隐隐约约觉得不妙，之后发现红磡体 育馆竟然不安检，也不阻止观众带水，更要命的是现场不卖水。 我俩直接傻了，这个时候想买水要往回走老远的路，不想去。老婆叮嘱我，等下悠着点少唱几句，嗓子冒烟了也没水。结果演唱会气氛很好，我前半段就 唱的口干舌燥，后半段又累又渴，整个人蔫了。 终究还是吃了外地人不懂事的亏，谁能想到这么大型的活动竟然不安检。后来我问香港本地朋友，他们说演唱会现场不仅可以带水，也可以带酒喝，一边 喝酒一边听歌，就很容易嗨起来。 这在内地是不可想象的，群聚活动不安检，还能喝酒，领导不怕出事吗？这件事本身不大，但挺能反映内地和这边的社会差异的。 另一件让我感到意外的事情，就是香港楼房在深夜的亮灯率。我们是11:30散场，我和老婆两人溜达回酒店，一路上看到那些几十层的住宅楼，一半 以上的窗户都还亮着灯，这对于在北京住惯了的我来说也是一 ...

先说说统计局最新发布的70个大中城市房价数据，这个表格我每个月都会第一时间跟踪解读，因为对绝大多数中国中产家庭而言，房子差不多都是最重要 的资产。 …… 今天a股整挺好，成交1.7万亿，中位数上涨1.58%，差不多把昨天跌的2/3涨回来了。昨天回调的deepseek概念+3%杀了个回马枪，代表相关的科 技上下游板块也都回血复苏，幅度也差不多是昨天的2/3。 | 表2:2025年1月70个大中城市二手住宅销售价格指数 | | --- | | 城市 | | 环比 | 同比 | | 城市 | 环比 | 同比 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 上月=100 | 上年同月=100 | | | 上月=100 | 上年同月=100 | | 北 | 京 | 100.1 | 96.2 | 唐 | III | 99.3 | 88.5 | | 天 | 津 | 100.1 | 94.3 | | 秦皇岛 | 99.5 | 88.9 | | 石家庄 | | 99.7 | 92.6 | 包 | ग्रे | 99.6 | 88.8 | | 太 | 原 | 9 ...