事件 公司发布2025 年中期报告：2025 年上半年年公司实现营业收入59.64亿元，同比下降14.31%；归 母净利润7.63 亿元，同比下降28.31%；扣非归母净利润6.10 亿元，同比下降33.15%。其中，2025Q2 公 司实现营业收入30.63 亿元，同比下降15.74%；归母净利润3.85 亿元， 同比下降35.09%；扣非归母净利 润3.06 亿元， 同比下降31.18%。 会员业务稳健增长， 优质内容夯实用户基础 公司会员业务实现营业收入24.96 亿元，略有增长，QM 数 据显示，报告期内芒果TV 用户月活均值同比增长14.24%，人均单日使用时长稳居行业前列。年内公司 旗下《乘风2025》《歌手2025》等王牌综艺" 断层领跑"，推动芒果TV 综艺2025H1 有效播放量稳居行 业第一；芒果TV 影视剧有效播放量同比增长69%，《国色芳华》等作品表现亮眼。公司持续输出优质 内容，有效激活用户付费意愿。展望后续，《密室大逃脱第七季》等综艺已上线，且公司储备有《水龙 吟》《咸鱼飞升》等百余部剧作，叠加"广电21 条"对行业内容供给的最新政策支持，或将催生更多的 优质爆款剧集。 探索多元化 ...

点击蓝字，关注我们 今日上午港股 1. 中国黄金国际(02099)涨近7% 再创新高 核心产品产量进度超年度指引一半 甲玛矿未来扩产潜力较 大。 2. 泡泡玛特(09992)涨近2% ， 公司新品瞬间售罄 上半年业绩持续高增。 3 .美图公司(01357)涨超7% 今日盘后正式进入MSCI中国指数 大摩看好公司长期增长潜力。 4. 中烟香港(06055)涨近6.5% 股价刷新上市新高 上半年业绩延续稳健增长，此外，作为中烟国际在资 本市场运作和国际业务拓展的指定境外平台，外延拓展空间可期。 5. 中海石油化学(03983)跌超1% 中期股东应占溢利同比减少6.74% 尿素销售价格同比较大幅度降低。 6. 中国智能交通(01900)盈喜后涨超42% 预计中期取得股东应占溢利约3.61亿元。 7. Keep(03650)绩后跌近5% 上半年成功实现扭亏为盈 公司战略转型全面聚焦AI。 8. 西部水泥(02233)绩后涨近6.5% 中期股东应占溢利同比增加93.4% 海外市场销量高增。 10. 双登股份(06960)首挂上市 高开33% 集团在全球通信及数据中心储能电池供应商中出货量排名第 一。 昨日美股 1. 蔚 ...

8月22日，爱奇艺(IQ)盘中上涨5.03%，截至22:51，报2.468美元/股，成交1760.57万美元，总市值23.77 亿美元。 财务数据显示，截至2025年03月31日，爱奇艺收入总额71.86亿人民币，同比减少9.35%；归母净利润 1.82亿人民币，同比减少72.21%。 大事提醒： 8月20日，爱奇艺将于(美东)盘前披露2025财年中报（数据来源于纳斯达克官网，预计披露日期为美国 当地时间，实际披露日期以公司公告为准）。 资料显示，爱奇艺公司,中国高品质视频娱乐服务提供者。爱奇艺于2010年4月22日正式上线,推崇品质、 青春、时尚的品牌内涵如今已深入人心,网罗了全球广大的年轻用户群体,积极推动产品、技术、内容、 营销等全方位创新。 2018年3月29日,爱奇艺于纳斯达克上市,股票代码IQ。 目前,爱奇艺已成功构建了包含短视频、游戏、移动直播、动漫画、小说、电影票、IP潮品、线下娱乐 等业务在内、连接人与服务的 娱乐内容生态,引领视频网站商业模式的多元化发展。 本文源自：金融界 作者：行情君 ...

8月15日，爱奇艺(IQ)盘中上涨5.26%，截至21:42，报2.011美元/股，成交460.95万美元，总市值19.36亿 美元。 资料显示，爱奇艺公司,中国高品质视频娱乐服务提供者。爱奇艺于2010年4月22日正式上线,推崇品质、 青春、时尚的品牌内涵如今已深入人心,网罗了全球广大的年轻用户群体,积极推动产品、技术、内容、 营销等全方位创新。 2018年3月29日,爱奇艺于纳斯达克上市,股票代码IQ。 目前,爱奇艺已成功构建了包含短视频、游戏、移动直播、动漫画、小说、电影票、IP潮品、线下娱乐 等业务在内、连接人与服务的 娱乐内容生态,引领视频网站商业模式的多元化发展。 本文源自：金融界 作者：行情君 财务数据显示，截至2025年03月31日，爱奇艺收入总额71.86亿人民币，同比减少9.35%；归母净利润 1.82亿人民币，同比减少72.21%。 大事提醒： 8月20日，爱奇艺将于(美东)盘前披露2025财年中报（数据来源于纳斯达克官网，预计披露日期为美国 当地时间，实际披露日期以公司公告为准）。 ...

8月21日，哔哩哔哩将于(美东)盘前披露2025财年中报（数据来源于纳斯达克官网，预计披露日期为美 国当地时间，实际披露日期以公司公告为准）。 资料显示，哔哩哔哩股份有限公司是中国年轻一代的标志性品牌及领先的视频社区。公司的网站创立于 2009年6月,并于2010年1月正式命名为"哔哩哔哩",公司提供全方位的视频内容以满足用户多元化的兴趣 喜好,并且围绕着有文化追求的用户、高质量的内容、有才华的内容创作者以及他们之间的强大情感纽 带,构建了公司的社区。公司的使命是丰富中国年轻人的日常生活。公司的品牌主张是"你感兴趣的视频 都在B站"。在公司的社区中,用户及内容创作者能够发现基于不同兴趣的多元内容并进行互动,覆盖生 活、游戏、娱乐、动漫、科技和知识等其他众多领域。公司同时支持广泛的视频内容消费场景,以专业 用户创作视频(PUGV)为中心,辅以直播、专业机构创作视频(OGV)等。公司的社区现已成为中国年轻人 各类兴趣的聚集地,是向世界推广中国文化的前沿。视频以直观、生动且传递大量信息的方式连结人与 世界,并已迅速成为人们沟通、娱乐和信息的主要媒介。公司将视频与日常生活场景结合的趋势称为"视 频化",这种趋势将在中 ...

大事提醒： 8月15日，爱奇艺(IQ)开盘上涨2.88%，截至21:31，报1.965美元/股，成交164.72万美元，总市值18.92亿 美元。 财务数据显示，截至2025年03月31日，爱奇艺收入总额71.86亿人民币，同比减少9.35%；归母净利润 1.82亿人民币，同比减少72.21%。 本文源自：金融界 8月20日，爱奇艺将于(美东)盘前披露2025财年中报（数据来源于纳斯达克官网，预计披露日期为美国 当地时间，实际披露日期以公司公告为准）。 作者：行情君 资料显示，爱奇艺公司,中国高品质视频娱乐服务提供者。爱奇艺于2010年4月22日正式上线,推崇品质、 青春、时尚的品牌内涵如今已深入人心,网罗了全球广大的年轻用户群体,积极推动产品、技术、内容、 营销等全方位创新。 2018年3月29日,爱奇艺于纳斯达克上市,股票代码IQ。 目前,爱奇艺已成功构建了包含短视频、游戏、移动直播、动漫画、小说、电影票、IP潮品、线下娱乐 等业务在内、连接人与服务的 娱乐内容生态,引领视频网站商业模式的多元化发展。 ...

Core Insights - iQIYI's stock price increased by 2.21% to $1.85 per share, with a total market capitalization of $1.781 billion as of August 13 [1] - For the fiscal year ending March 31, 2025, iQIYI reported total revenue of 7.186 billion RMB, a year-on-year decrease of 9.35%, and a net profit attributable to shareholders of 182 million RMB, down 72.21% year-on-year [1] Company Overview - iQIYI is recognized as a high-quality video entertainment service provider in China, officially launched on April 22, 2010, and has established a strong brand identity among young users [2] - The company went public on NASDAQ on March 29, 2018, under the stock code IQ [2] - iQIYI has developed a diverse entertainment content ecosystem that includes short videos, games, live streaming, animation, novels, movie tickets, IP products, and offline entertainment, leading the diversification of business models in the video site industry [2] Important Events - On July 23, iQIYI received a "Buy" rating from CMB International Securities with a target price of $2.10 [2] - iQIYI is scheduled to release its fiscal year 2025 interim report on August 20, before the market opens in the Eastern U.S. [2]

Group 1 - Super Micro Computer's stock plummeted over 17% after reporting Q4 revenue of $5.76 billion, a 7.5% year-over-year increase, but below analyst expectations of $6.01 billion [2] - The adjusted earnings per share were $0.41, also below the expected $0.44, and the company revised its FY2026 revenue forecast down from $40 billion to $33 billion [2] - Analysts indicate that the competitive pricing environment, particularly from Dell, raises concerns about Super Micro Computer's market share erosion [2] Group 2 - Apple shares rose by 4% after the company committed to investing an additional $100 billion in U.S. manufacturing to increase domestic product capacity and avoid punitive tariffs on iPhones [2][3] - A new manufacturing plan aims to bring more of Apple's supply chain to the U.S. and produce more critical components domestically [3] - Apple's total investment commitment in the U.S. has now reached $600 billion, including plans for a new server manufacturing facility in Houston and a supplier academy in Michigan [3] Group 3 - Snap's stock opened lower, dropping over 20% [4] - iQIYI's stock rose over 4% as it seeks to raise approximately $300 million through a secondary listing in Hong Kong to enhance liquidity [4] - Li Auto's stock fell over 4% after reporting a 40% year-over-year decline in vehicle deliveries for July 2025 [4] Group 4 - Brent crude oil futures increased by 2%, reaching $68.991 per barrel, while WTI crude oil futures also rose by 2%, reaching $66.678 per barrel [4]

Group 1 - The core viewpoint of the article highlights the significant stock price drop of Super Micro Computer, which fell over 17% due to disappointing earnings and lowered future revenue guidance [2] - Super Micro Computer reported Q4 revenue of $5.76 billion, a 7.5% year-over-year increase, but below analyst expectations of $6.01 billion [2] - The company adjusted its revenue forecast for FY2026 from $40 billion to $33 billion, indicating a highly competitive pricing environment, particularly from Dell [2] Group 2 - Apple shares increased by 4% after the company announced a commitment to invest an additional $100 billion in U.S. manufacturing to avoid punitive tariffs on iPhones [3] - This investment is part of a broader plan to bring more of Apple's supply chain to the U.S. and increase domestic production of key components [3] - Apple's total investment commitment in the U.S. now reaches $600 billion, following previous announcements of $500 billion over the next four years [3] Group 3 - Snap's stock opened lower, dropping over 20% [4] - iQIYI's stock rose over 4% as it seeks to raise approximately $300 million through a secondary listing in Hong Kong to enhance liquidity [4] - Li Auto's stock fell over 4% after reporting a 40% year-over-year decline in vehicle deliveries for July 2025 [5] Group 4 - Brent crude oil futures rose by 2%, reaching $68.99 per barrel, while WTI crude oil futures also increased by 2%, reaching $66.68 per barrel [6]

Group 1 - Tesla was ordered to pay $243 million in damages for a fatal accident involving its autonomous driving technology, with the jury finding Tesla partially responsible due to technology failure [1] - The compensation includes $200 million in punitive damages and $43 million related to the accident [1] Group 2 - The State Administration for Market Regulation in China released a compliance guide for online trading platforms, emphasizing the obligation to publicly disclose fee rules and prohibiting double charging [4] - The guide mandates that platforms cannot charge fees without providing services and must not impose unreasonable fees on operators [4] Group 3 - Tim Cook has become the longest-serving CEO of Apple, surpassing Steve Jobs with 5,091 days in office as of August 1, 2025 [4] - Cook emphasized the importance of seizing opportunities in artificial intelligence during a rare all-hands meeting [10] Group 4 - Berkshire Hathaway reported a net profit of $12.37 billion for Q2 2025, a nearly 60% decrease year-over-year, with total revenue at $92.515 billion [14] - The company did not repurchase any Class A or B shares during the quarter [14] Group 5 - China's automotive industry saw a 6.5% year-over-year increase in vehicle sales in July 2025, with a significant rise in sales of self-owned and new energy vehicles [31] - The production of smart phones in China reached 563 million units in the first half of 2025, reflecting a 0.5% year-over-year growth [32]