2025年年初至今，港股市场走出一波强势上涨行情，恒生指数累计涨幅已超30%，期间市场成交量持续放大，交投活跃度显著提升。 而在市场走强的同时，港股"配售潮"也同步出现，众多上市企业陆续抛出配售集资计划，其中不乏百亿级规模的筹资。譬如，年初的比亚迪（01211.HK） 433亿港元配售筹资。 今年前8月，港股再融资规模已超2300亿港元，同比增长逾2.5倍，比同期IPO募资规模还多近千亿。步入9月，港股配售筹资步伐仍在提速，其中，地平线机 器人-W（09660.HK）超60亿配售筹资引发关注度较高。 折让配售集资逾63亿港元，股价放量大跌 9月26日早间，地平线机器人公告称，公司与现有股东及相关经办人正式订立配售及认购协议，采用"先旧后新"的方式实施配售。 根据协议，现有股东将出售6.39亿股公司现有股份，占地平线机器人当前已发行股本的比例约为4.6%；此次配售的每股定价为9.99港元，较9月25日收盘价 折让约5.75%。最终预计所得款项净额为63.39亿港元。 公告还披露，地平线机器人董事认为配售事项及认购事项为公司集资良机，并可扩大股东基础。 公司拟将所得款项净额用于（1）扩大海外市场业务；（2）投资研 ...

据美国有线电视新闻网（CNN）、英国《卫报》等媒体报道，在以色列国防军被爆料使用美国微软公 司云服务对巴勒斯坦人实施大规模监控后，微软公司当地时间周四（25日）回应表示，初步调查表明相 关报道属实，目前该公司"已停止并禁用以色列国防部下属一个部门使用的一套云存储和人工智能服 务"。 加沙地 带，流离失所的巴勒斯坦难民。图源：美媒 "因此，我们已告知以色列国防部，微软决定停止并禁用以色列国防部特定的订阅及服务，此举涉及停 止他们使用特定的云存储和人工智能服务与技术。"史密斯同时表示，此举不会影响微软向以色列和其 他中东国家提供的网络安全服务。 对于微软公司举动，CNN称，一名以色列安全官员表示，"以色列国防军的作战能力没有受到损害"。 华盛顿州雷德蒙德的微软总部。图源：美媒 上述回应来自微软总裁兼副董事长布拉德·史密斯，内容发布在微软公司博客上。《卫报》称，这是自 新一轮巴以冲突爆发以来，美国科技公司撤回向以色列军方提供服务的第一起已知案例。 史密斯在声明中表示，微软"不提供用于大规模监控平民的技术"，"虽然我们的审查仍在进行中，但我 们已经找到了支持《卫报》报道内容的证据"。 位于美国 来源 | 环球网 CN ...

证券日报网讯东港股份（002117）9月26日发布公告，在公司回答调研者提问时表示，公司电子发票客 户涵盖国内主流电商平台、公共事业、保险行业、金融行业、餐饮行业、医药连锁、商超百货、货运物 流、教育培训等行业，公司建立了区块链电子平台，利用区块链技术为电子发票提供数据服务。目前电 子发票业务主要是通过提供系统服务方式收取服务费用。 ...

Core Viewpoint - UBS maintains an optimistic stance on Chinese stocks, particularly favoring A-shares due to their relative valuation attractiveness, which is at a 30% discount compared to the MSCI World Index and aligns with historical averages [1] Industry Preferences - UBS is bullish on the AI theme, A-share brokerage firms, and high-dividend stocks [1] - The firm selectively supports the "anti-involution" theme, showing preference for sectors such as solar energy, chemicals, and lithium batteries [1] Preferred Stocks - UBS has listed its top picks for Chinese stocks, including A-shares such as Huatai Securities, Northern Huachuang, Yutong Bus, Kingsoft Office, Yangtze Power, and Small Commodity City, all rated as "Buy" [1] - For H-shares, the preferred stocks include China Mobile, Tencent, CRRC, and BYD, also rated as "Buy" [1] - ADRs highlighted by UBS include NetEase, Alibaba, and Global Data, all receiving a "Buy" rating [1]

来源：长沙晚报 当地时间周四，美国公布的多项经济及就业数据好于预期，令市场对美联储进一步降息的预期有所降 温。此外，投资者依然对人工智能行业高估值以及行业内部循环关系的潜在风险感到担忧，部分机构下 调美国甲骨文公司股票评级至"卖出"，并预测其股价将下跌约40%。甲骨文股价周四进一步回调，下跌 超5%。市场乐观情绪受到打压，拖累美股三大指数连续第三个交易日下跌。截至收盘，道指下跌 0.38%，标普500指数和纳指均下跌0.50%。 美国公布多项经济及就业数据 或限制美联储政策空间 经济数据面上，美国劳工部周四公布的数据显示，上周首次申领失业救济人数减少1.4万人至21.8万人， 低于预估的23.5万人，为今年7月以来最低水平。同一天，美国经济分析局公布的数据显示，由于对美 国经济增长贡献率约70%的消费者支出比预期更强劲，今年第二季度美国国内生产总值（GDP）同比增 速被上调至3.8%，是近两年来最好表现。不过，在经济增长表现强劲的同时，通胀水平也有所上升。 美联储密切关注的通胀指标——个人消费支出价格指数（PCE）在第二季度比预期更高。市场观察人士 认为，这些数据可能会限制美联储接下来的政策空间。 星巴克计划 ...

•周四（2025年9月25日），港股恒科指一度涨近2%，午后，三大指数掉头向下，恒指转跌，恒科指涨 幅缩至不足1%。截止收盘，恒生指数跌0.13%或33.97点，报26484.68点，全日成交额为3148.9亿港元； 恒生国企指数涨0.01%，报9444.22点；恒生科技指数涨0.89%，报6379.19点。 【隔夜行情】 •周四（2025年9月25日），A股市场三大指数涨跌不一，截至收盘，沪指报3853.3点，跌0.01%；深证成 指报13445.9点，涨0.67%；创业板指报3235.76点，涨1.58%。总体来看，个股跌多涨少，下跌个股超 3800只。沪深两市全天成交额2.37万亿元，较上个交易日放量443亿元。 【公募基金总规模突破36万亿 今年以来第五次创历史新高】9月25日，中基协最新发布的公募基金市场 数据显示，截至2025年8月底，我国公募基金总规模为36.25万亿元。这是我国公募基金总规模今年以来 第五次创下历史新高。分类型来看，今年8月股票基金规模增长超6200亿元，混合基金规模增长超3300 亿元，货币基金规模增长超1900亿元，而债券基金规模下降超280亿元。 •周四（当地时间2025 ...

Market Overview - US GDP growth was revised up to 3.8% for Q2, the highest in nearly two years, driven by strong consumer spending and a decline in imports [3][9] - Initial jobless claims fell significantly to 218,000, the lowest level since July [3][9] - Major US stock indices experienced a three-day decline, marking the longest losing streak in a month, with Oracle down over 5% and Tesla down over 4% [2] - Bitcoin dropped below $110,000, down 3.62%, while Ethereum fell over 7% to a seven-week low of $3,823 [2][11] - Gold rebounded by 0.38%, and silver surpassed $45, reaching a fourteen-year high [2] Company News - Xiaomi launched the Xiaomi 17 series with prices starting at 4,499 yuan, emphasizing its commitment to chip development and technology [13][21] - BYD's sales in Europe surged by 201.3% year-on-year in August, surpassing Tesla for the second consecutive month [14] - NIO's market value surpassed Kweichow Moutai, making it the third-largest listed company in China, with a market cap reaching 1.83 trillion yuan [18] Digital Currency and Blockchain - The Digital RMB International Operation Center officially launched, offering cross-border digital payment, blockchain services, and digital asset platforms [3][26] - The digital RMB aims to address pain points in traditional cross-border payments and enhance transaction security and privacy through advanced technologies [26] AI and Technology - Intel showcased its next-generation Xeon processors at the 2025 Yunqi Conference, utilizing new manufacturing processes and advanced packaging technologies [27] - Baidu upgraded its video generation model, allowing for unlimited-length AI video creation, enhancing its competitive edge in the market [28] - Strong Brain Technology demonstrated a breakthrough in non-invasive brain-machine interface technology, enabling users to control prosthetic limbs with their thoughts [29]

甲骨文跌超4% 甲骨文盘中跌超4%。消息面上，当地时间9月24日，甲骨文向美国证监会提交文件，启动180亿美元投资级债券发行。甲骨文称，债券发行所得款项可用 于一般公司用途，包括股票回购、偿还债务和收购。 | < W | 甲骨文(ORACLE) | | | | --- | --- | --- | --- | | ORCL.N | | | | | 293.870 | | 股本 28.42亿 市盈 67.1 量 1836.1万 | 万得 | | -14.590 -4.73% | | 换 0.65% 市值 8351亿 市净 34.57 | 참■ | | 盘中▼ 五日 | | 日K 朝冬 周K 月K | | | 普加 | | 均价:294.726 | | | 327.420 | | 6.15% 卖一 293.940 | 20 | | | | 买一 293.740 | 8 | | | | 11:40 293.895 | 100 | | | | 11:40 293.895 | 16 | | 308.460 | | 0.00% 11:40 293.870 | 102 | | | | 11:40 293.870 | 101 ...

Core Viewpoint - Henghua Technology, as a "BIM platform software and industry digital application service provider," has solid technical accumulation in the electric power energy sector, offering comprehensive solutions for new energy projects [2] Group 1: Company Overview - The company specializes in BIM (Building Information Modeling) and GIS (Geographic Information System) technologies [2] - Henghua Technology has developed a series of BIM products, including 3D photovoltaic design software, 3D wind farm design software, and new energy economic evaluation software [2] Group 2: Industry Application - The company's solutions cover the entire process of new energy projects, from early planning consultation, 3D design, smart site management, to post-operation management [2]

Core Insights - The company, Yingjianke, focuses on digital solutions in the construction, municipal, and power infrastructure sectors, emphasizing data generation and processing across design, construction, and management phases [1] - The company has expanded its core business to include carbon emissions, green energy efficiency, and AI applications, positioning itself at the heart of the data value chain [1] - Its products and services provide high-value data resources in areas such as BIM models, engineering design parameters, project operation information, and energy consumption data, enhancing its role in the data factor market through analytical tools, data services, and digital twin models [1]