富时中国A50指数连续 光大银行 2564.31亿市值 12.56亿成交额 4.34 -0.10(-2.25%) 保险 中国太保 中国人保 中国平安 明 3750.19亿市值 3699.98亿市值 10509.13亿市值 23.20亿成交额 62.69亿成交额 14.31亿成交额 57.71 8.48 38.46 +0.84(+2.23%) +0.58(+1.02%) -0.11(-1.28%) 酿酒行业 贵州茅台 山西汾酒 五粮液 17925.94亿市值 2165.31亿市值 4824.84亿市值 82.39亿成交额 15.79亿成交额 35.63亿成交额 1427.00 177.49 124.30 -1.05(-0.59%) +0.50(+0.04%) +1.72(+1.40%) 米含体 海光信息 北方华创 寒武纪-U HYGON 2387.28亿市值 2317.58亿市值 3194.34亿市值 12.33亿成交额 28.81亿成交额 63.59亿成交额 330.83 553.98 137.43 +1.00(+0.30%) +30.48(+5.82%) +2.32(+1.72%) 铁路公路 石油行业 中国 ...

近年来，随着互联网大厂的迅速扩张，流量、算法、数据等"隐性权力"逐渐成为腐败高发领域。面对日 益严重的商业贿赂与利益输送问题，多家大厂陆续掀起"反腐风暴"。 与此同时，最新的司法报告显示，互联网企业内部腐败案件呈现出手段隐蔽、内外勾结、不法利益虚拟 化、"小官巨贪"频发以及"平台软权力"寻租等特点，凸显了问题的复杂性与严峻性。 据南都记者不完全统计，抖音、京东、腾讯、阿里巴巴、饿了么、唯品会等头部互联网企业均披露了多 起员工违规事件，反腐力度持续加码。其中，商业贿赂和利益输送问题尤为突出，多发生在掌握流量分 发、采购决策、内容推广与审核等关键资源的岗位上。一些员工利用职务便利，为外部公司或个人谋取 不正当利益，并从中收取回扣或好处费，严重损害企业利益与平台生态。 以抖音集团为例，2024年全年共有39人因涉嫌违法犯罪被移送司法机关处理。其中一例则是多名电商业 务员工利用职权为外部达人或服务商违规提供推广与流量支持，并收受好处费。去年腾讯反舞弊调查部 则发现并查处触犯"腾讯高压线"案件百余起，百余人因触犯"腾讯高压线"被解聘，其中20余人因涉嫌犯 罪被移送公安机关处理。 京东2024年ESG报告中披露，全年共查 ...

猎豹移动（CMCM.US） 2025-07-10 星期四 买入 一季度亏损显著收窄，AI 助力互联网业务强劲复苏 | 金山软件 | | 44.97% | | --- | --- | --- | | 腾讯 | | 15.70% | | 傅盛 | | 8.78% | | Sheng | Global Limited | 8.50% | | Shengdong | Pang | 4.98% | 猎豹移动(CMCM.US)-首发报告 -20250121 | 【投资要点】 | | --- | 收入增长超预期，盈利能力显著改善 猎豹移动 2025 年第一季度营收同比增长 36.1%，环比增长 9.2%，公司第一季 度的盈利能力呈现积极改善迹象，2025 财年第一财季净亏损 2810.90 万元，去 年同期净亏损为 7632.60 万元，同比缩小 63.17%。公司在面对市场环境波动和 竞争加剧的背景下，已逐步调整战略重心，强化内部管理，推动资源向高价值 业务倾斜。截至 2025 年 3 月底，猎豹移动持有的现金及现金等价物总额达到 2.3 亿美元，为未来的战略部署提供了坚实的安全边际。 重要数据 现 价： 4.69 美元 ...

+0.03(+0.52%) +0.09(+0.74%) -0.05(-0.57%) 光大银行 2623.40亿市值 9.22亿成交额 4.44 +0.01(+0.23%) 得經 中国平安 中国太保 中国人保 明 3798.84亿市值 3619.17亿市值 10403.51亿市值 47.27亿成交额 8.03亿成交额 15.55亿成交额 57.13 8.59 37.62 +0.52(+1.40%) +1.23(+2.20%) +0.07(+0.82%) 酿酒行业 贵州茅台 山西汾酒 五粮液 17919.66亿市值 2178.12亿市值 4758.08亿市值 55.03亿成交额 19.84亿成交额 12.73亿成交额 1426.50 178.54 122.58 +7.62(+0.54%) +0.26(+0.15%) +0.98(+0.81%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 2380.06亿市值 2190.06亿市值 3140.41亿市值 15.03亿成交额 45.22亿成交额 14.81亿成交额 135.11 523.50 329.83 -1.32(-0.40%) -11.50(-2.15% ...

Group 1: Market Overview - The FTSE China A50 Index components showed a positive trend with insurance, oil, and securities sectors rising significantly, while the banking sector also performed well [1][6]. Group 2: Sector Performance - The insurance sector, including companies like China Life and Ping An, saw increases in market capitalization, with China Life at 1,387.12 billion and Ping An at 1,036.22 billion, reflecting gains of 2.05% and 2.04% respectively [3]. - The oil sector, represented by Sinopec and PetroChina, also experienced growth, with Sinopec's market cap at 698.73 billion and PetroChina at 1,588.62 billion, both showing positive changes of 1.17% and 1.41% respectively [3]. - The semiconductor industry, including Northern Huachuang and Cambrian, faced slight declines, with Northern Huachuang down by 1.43% [3]. - The beverage sector, particularly Kweichow Moutai, reported a market cap of 1,780.16 billion, with a minor decrease of 0.13% [3]. Group 3: Trading Volume - Trading volumes varied across sectors, with the insurance sector leading with a total trading volume of 24.01 billion for Ping An, while the semiconductor sector had lower volumes, with Northern Huachuang at 9.73 billion [3][4]. - The automotive sector, represented by BYD, had a significant trading volume of 47.62 billion, indicating strong investor interest [3].

7月9日，据红星资本局，唯品会（VIPS.US）今日发布反腐通报，运维总监马某涉嫌职务犯罪被刑事拘 留。 通报称，"经调查，产品技术中心基础平台部运维总监马某(职级V8)，在我司工作期间，利用职务之 便，长期收取供应商好处费，数额巨大，涉嫌职务犯罪。目前，马某已被公安机关刑事拘留。" 唯品会表示，马某的上述行为已严重违反公司管理红线。为严明纪律、惩前毖后，公司决定：即日起解 除马某的劳动合同并没收股票；同时，对马某违纪行为发生时在任的直接上级汤某提出批评。 唯品会还在通报中强调，公司始终坚持以"零容忍"的态度惩治腐败，有腐必反、有贪必肃。纪律意识淡 薄、侥幸心理作祟，将职权异化为谋取个人私利的工具，长期敛财不收手者，必将受到法律的制裁。 据红星资本局从唯品会方面了解，马某为公司三级部门主管，并非高管职务。此外，马某与此前被调查 的副总裁冯佳路无隶属关系。对于马某的问题，公安机关正在调查中。 上个月，唯品会内部反腐风暴曾引发行业震动。6月22日消息，唯品会营销副总裁冯佳路因内部反腐被 抓，涉及金额巨大。据悉，冯佳路曾主导2016年周杰伦"首席惊喜官"合作项目（该案例当年带动品牌年 轻化转型）。 对此传闻，有媒体 ...

Market Overview - The FTSE China A50 Index components showed varied performance, with the liquor sector rising throughout the day while the semiconductor sector experienced a decline in the afternoon [1] Insurance Sector - China Life Insurance, China Pacific Insurance, and Ping An Insurance had market capitalizations of CNY 376.78 billion, CNY 356.91 billion, and CNY 1,017.95 billion respectively, with trading volumes of CNY 0.75 billion, CNY 2.22 billion, and CNY 0.84 billion [3] - The stock prices changed as follows: China Life Insurance decreased by CNY 0.73 (-1.93%), China Pacific Insurance decreased by CNY 0.55 (-0.97%), and Ping An Insurance decreased by CNY 0.14 (-1.62%) [3] Liquor Industry - Kweichow Moutai, Shanxi Fenjiu, and Wuliangye had market capitalizations of CNY 1,782.39 billion, CNY 217.50 billion, and CNY 472.00 billion respectively, with trading volumes of CNY 3.95 billion, CNY 2.00 billion, and CNY 2.48 billion [3] - Stock price changes included Kweichow Moutai increasing by CNY 2.38 (+1.35%), Shanxi Fenjiu increasing by CNY 0.82 (+0.68%), and Wuliangye increasing by CNY 2.77 (+0.20%) [3] Semiconductor Sector - Northern Huachuang, Cambricon Technologies, and Hygon had market capitalizations of CNY 238.96 billion, CNY 223.82 billion, and CNY 314.69 billion respectively, with trading volumes of CNY 1.47 billion, CNY 1.23 billion, and CNY 2.64 billion [3] - The stock prices changed as follows: Northern Huachuang decreased by CNY 7.77 (-1.43%), Cambricon Technologies decreased by CNY 1.51 (-1.10%), and Hygon decreased by CNY 2.82 (-0.84%) [3] Automotive Sector - BYD, Great Wall Motors, and Beijing-Shanghai High-Speed Railway had market capitalizations of CNY 187.27 billion, CNY 1,790.16 billion, and CNY 280.83 billion respectively, with trading volumes of CNY 3.97 billion, CNY 0.31 billion, and CNY 0.56 billion [3] - Stock price changes included BYD decreasing by CNY 1.08 (-0.33%), Great Wall Motors decreasing by CNY 0.08 (-0.36%), and Beijing-Shanghai High-Speed Railway increasing by CNY 0.03 (+0.53%) [3] Shipping and Oil Sector - COSCO Shipping Holdings, Sinopec, and PetroChina had market capitalizations of CNY 235.91 billion, CNY 688.67 billion, and CNY 1,570.32 billion respectively, with trading volumes of CNY 0.77 billion, CNY 1.08 billion, and CNY 0.76 billion [3] - The stock prices changed as follows: COSCO Shipping Holdings remained unchanged, Sinopec decreased by CNY 0.09 (-0.59%), and PetroChina increased by CNY 0.01 (+0.12%) [3] Coal and Battery Sector - China Shenhua, Shaanxi Coal and Chemical Industry, and CATL had market capitalizations of CNY 185.95 billion, CNY 745.07 billion, and CNY 1,234.66 billion respectively, with trading volumes of CNY 0.79 billion, CNY 0.69 billion, and CNY 7.95 billion [3] - Stock price changes included China Shenhua increasing by CNY 7.49 (+2.84%), Shaanxi Coal and Chemical Industry decreasing by CNY 0.22 (-0.58%), and CATL increasing by CNY 0.03 (+0.16%) [3] Other Sectors - Various sectors such as food and beverage, electronics, and pharmaceuticals showed mixed performance in terms of market capitalization and stock price changes [4]

Core Viewpoint - The report outlines the independent financial advisory opinion regarding the stock option incentive plan of Focus Technology Co., Ltd. for 2025, emphasizing the plan's compliance with relevant laws and regulations [1][2][13]. Group 1: Independent Financial Advisor's Role - The independent financial advisor, Shanghai Miaodao Enterprise Management Consulting Co., Ltd., was appointed to provide an independent financial advisory report for the stock option incentive plan [1]. - The advisor conducted due diligence and confirmed that their professional opinions align with the disclosed documents of the company [2]. Group 2: Assumptions for the Report - The report is based on several assumptions, including no significant changes in national laws, regulations, or market conditions, and the accuracy of the information provided by Focus Technology [6][7]. Group 3: Approval Process for the Incentive Plan - The company held board meetings on April 28, 2025, to approve the draft of the stock option incentive plan and related matters, with legal opinions provided by a law firm [8]. - The plan was publicly disclosed on April 30, 2025, and no objections were raised during the public notice period [9]. Group 4: Details of the Stock Option Grant - The initial grant date for the stock options is set for July 8, 2025, with a total of 12.2815 million options to be granted to 1,145 eligible participants [10]. - The exercise price for the stock options is set at 29.04 yuan per option, with adjustments possible based on corporate actions [10]. Group 5: Conditions for Granting Stock Options - The granting of stock options is contingent upon the company not experiencing certain adverse conditions, and the eligibility of the participants being verified [12]. - The board confirmed that all conditions for granting the stock options have been met as of the authorization date [12]. Group 6: Independent Financial Advisor's Conclusion - The independent financial advisor concluded that the incentive plan has obtained the necessary approvals and complies with relevant laws and regulations, confirming the legitimacy of the grant conditions [13].

以下文章来源于未知表演 ，作者席凡君 未知表演 . 书写大厂学、传播学与生活日常。用理性克制还原结构，以流行学术呈现真实。 作者 | 席凡君 来源 | 未知表演 导语：当组织中取消PPT而又不提供新的"表达结构"时，中层汇报者往往更焦虑。 在 不少大厂的管理群组里，PPT成了一个充满张力的关键词。 有的老板在群里怒批："以后谁再拿十几页PPT来开会，我就让他自己讲三小时。" 有的高管开始推行"去PPT化汇报"，要求直接上"要点""结论导向"，甚至鼓励用白板或文档随讲随 写。 而与此同时，员工们在深夜加班赶制精美PPT、调图标、改字距、反复推敲一个转场动画，仍旧是 日常。 PPT，这个原本是信息表达的工具，在大厂中却成为了组织张力的显影仪：既是工具，又是权力的 隐喻；既被痛斥为形式主义的象征，又是"打动上层"的必备利器。 这种对PPT的"又爱又恨"，并非只是审美疲劳或者工具依赖问题，它背后有更深的组织心理、结构 逻辑与权力符号。 具体而言，大厂里对PPT的依赖，满足了三类需求： 1. "过稿"的安全性 ：视觉结构可以减少口头表达的失误风险，让中层更容易"顺利过关"； PPT的爱：可视化语言在科层组织中的权力功能 ...

53.51分综合得分 佳华科技688051 时间: 2025年7月7日星期一 较强 趋势方向 主力成本分析 24.40 元 当日主力成本 24.33 元 5日主力成本 24.21 元 20日主力成本 23.12 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 0 次 技术面分析 24.89 短期压力位 24.00 短期支撑位 24.89 0次 跌停 中期压力位 23.13 中期支撑位 目前短线趋势不慎明朗，静待主力资金选择方向； 目前中期趋势不慎明朗，静待主力资金选择方向 K线形态 ★多方炮★ 在底部出现有上涨可能，在中间出现有可能是上涨中继，顶部出现是复合见顶信号 资金流数据 2025年07月07日的资金流向数据方面 | 主力资金净流出59.71万元 | | --- | | 占总成交额-4% | | 超大单净流入0.00元 | | 大单净流出59.71万元 | | 散户资金净流入66.49万 | 关联行业/概念板块 互联网服务 0.59%、人工智能 0.45%、云计算 0.35%、物联网 0.36%等 （以上内容为自选股写手差分机完成，仅作为用户看盘参考，不能作为操作依据。） 风险提示：以上内容仅作 ...