每经AI快讯，8月7日，纳斯达克中国金龙指数小幅高开，现涨超1%。中通快递、名创优品涨超4%，万 国数据涨超3%，爱奇艺涨超2%，小鹏汽车涨超1%，哔哩哔哩跌超1%。 ...

每经AI快讯，8月7日，美股绩优股盘初集体高开，多邻国涨28.18%，Doordash涨6.80%，HUT 8涨 3.82%，Datadog涨7.21%。 （文章来源：每日经济新闻） ...

证券日报网讯 8月7日晚间，首都在线发布公告称，公司对传真号码进行了变更。变更前公司传真号码 为010-88862121，变更后为010-56350533。 （文章来源：证券日报） ...

Financial Data and Key Metrics Changes - BCE reported a total revenue growth of 1.3% in Q2 2025, driven by fiber strategy and premium wireless subscriber retention [30] - EBITDA decreased by 0.9% due to higher cost of goods sold, while net earnings and statutory EPS increased due to lower asset impairment charges [31] - Adjusted EPS fell by 19.2%, reflecting noncash mark-to-market losses and higher interest expenses [31] - Free cash flow increased by 5% in Q2 2025 [31] Business Line Data and Key Metrics Changes - Internet revenue grew by 3%, supported by strong fiber service offerings [32] - Wireless service revenue declined by approximately 3%, marking a second consecutive quarter of improvement in the year-over-year decline rate [34] - Bell Media's revenue increased by approximately 4%, driven by strong digital momentum and a significant rise in streaming subscribers [35] Market Data and Key Metrics Changes - BCE added 94,479 new net mobile phone subscribers in Q2, with postpaid churn improving to 1.06%, marking the first year-over-year improvement in nearly three years [12][13] - The company added 27,000 new FTTH customers in Canada, despite a slowdown in fiber build [11] - Zipline Fiber's acquisition expanded BCE's fiber footprint by 1,400,000 locations, positioning it as the third-largest fiber Internet provider in North America [10] Company Strategy and Development Direction - BCE's strategic priorities include putting customers first, enhancing fiber and wireless networks, leading in AI-powered solutions, and building a digital media powerhouse [4][5] - The acquisition of Zipline Fiber is a key milestone in BCE's fiber growth strategy, aimed at diversifying revenue in unregulated markets [10] - The company aims to become the backbone of Canada's AI economy through initiatives like Bell AI Fabric, which includes purpose-built AI data centers [22][24] Management's Comments on Operating Environment and Future Outlook - Management expressed disappointment over the federal government's decision regarding CRTC's wholesale access but remains focused on executing the strategic plan [28] - The company anticipates continued growth in free cash flow and revenue driven by customer-first initiatives and momentum in wireless and enterprise sectors [29] - Management highlighted the strong demand for AI services and the expected growth in Canadian AI data centers, projecting an annual growth rate exceeding 20% [24] Other Important Information - BCE plans to host an Investor Day on October 14, 2025, to showcase its strategic elements and long-term shareholder value creation [29] - The company is targeting a year-end 2025 net debt leverage ratio of approximately 3.8 times, reflecting the impacts of the Zipline Fiber acquisition [37] Q&A Session Summary Question: Can you unpack guidance regarding Zipline and any adjustments? - Management indicated that Zipline continues to outperform initial financial expectations, and the revised guidance reflects the combined company's performance [48][49] Question: What is the expected free cash flow profile evolution from Zipline? - Management expects continued EBITDA growth from Zipline, with a significant reduction in CapEx due to the PSP partnership, leading to improved free cash flow [56][58] Question: What is the long-term revenue opportunity for Bell AI Fabric? - Management highlighted a large total addressable market (TAM) for AI services and emphasized the integration of various elements of the enterprise strategy to drive growth [61][62] Question: How sustainable are the improvements in wireless churn metrics? - Management noted that churn reduction is a multifaceted approach, with ongoing customer service improvements and a focus on retention strategies [89] Question: How does the new guidance reflect the existing business versus initial expectations? - Management stated that the midpoint of guidance has increased, indicating a more positive view of the existing business compared to earlier in the year [92]

Group 1 - The latest stock price of Zhejiang University Network New Technology Co., Ltd. is 10.18 yuan, an increase of 0.22 yuan from the previous trading day [1] - The stock reached a maximum of 10.26 yuan and a minimum of 9.83 yuan during the trading session, with a total trading volume of 1.3059 million hands and a transaction amount of 1.315 billion yuan [1] - On August 7, the stock exhibited a rapid rebound, with a price of 10.11 yuan at 13:01, showing a rise of over 2% within five minutes [1] Group 2 - The company operates in the internet services industry, covering areas such as the Internet of Things, mobile payments, and cloud computing [1] - As a regional enterprise in Zhejiang, the company has a significant business layout in the information technology services sector [1] - On the same day, the net inflow of main funds was 101 million yuan, with a cumulative net inflow of 177 million yuan over the past five trading days [1]

Company Overview - Today International's stock closed at 12.71 yuan, down 1.09%, with a rolling PE ratio of 23.20 times and a total market capitalization of 5.762 billion yuan [1] - The company operates in the smart logistics and intelligent manufacturing systems sector, providing comprehensive solutions, smart hardware and software products, and after-sales maintenance services [1] Financial Performance - For Q1 2025, Today International reported revenue of 705 million yuan, a year-on-year decrease of 8.25%, and a net profit of 69.91 million yuan, down 28.69% from the previous year, with a gross profit margin of 21.64% [1] Shareholder Information - As of March 31, 2025, Today International had 29,330 shareholders, a decrease of 150 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares per shareholder [1] Industry Comparison - The average PE ratio for the internet services industry is 79.66 times, with a median of 87.09 times, placing Today International at the 66th position within the industry [1][2] - The industry average market capitalization is 13.056 billion yuan, while the median is 7.203 billion yuan [2]

2024年1至12月份，大位科技的营业收入构成为：互联网服务占比98.99%，租金及其他收入占比 1.01%。 （文章来源：每日经济新闻） 大位科技（SH 600589，收盘价：8.1元）8月7日晚间发布公告称，公司第九届第四十三次董事会临时会 议于2025年8月7日在公司会议室以现场和通讯相结合的方式召开。会议审议了《关于修订〈董事会秘书 工作细则〉的议案》等文件。 ...

金融界8月7日消息，A股三大指数收盘涨跌不一，中证香港300现代服务指数 (H300现代服务，H30107) 报1744.87点。 数据统计显示，中证香港300现代服务指数近一个月上涨6.18%，近三个月上涨10.81%，年至今上涨 24.08%。 据了解，中证香港300主题指数系列从中证香港300指数样本中根据中证行业分类选取符合相应主题的证 券作为指数样本，反映了在香港交易所上市各主题证券的整体表现。该指数以2004年12月31日为基日， 以1000.0点为基点。 从指数持仓来看，中证香港300现代服务指数十大权重分别为：腾讯控股（18.84%）、阿里巴巴-W （11.47%）、汇丰控股（8.76%）、建设银行（4.91%）、友邦保险（4.03%）、美团-W（3.81%）、香 港交易所（2.8%）、工商银行（2.73%）、中国移动（2.72%）、网易-S（2.11%）。 从中证香港300现代服务指数持仓的市场板块来看，香港证券交易所占比100.00%。 从中证香港300现代服务指数持仓样本的行业来看，金融占比35.61%、通信服务占比29.06%、可选消费 占比21.48%、房地产占比4.77%、公用事业 ...

Core Viewpoint - As of August 7, 2025, Langma Information (300288) closed at 16.69 yuan, marking a 2.52% increase, with significant net inflow from main funds [1] Group 1: Stock Performance - On August 7, 2025, the stock had a turnover rate of 8.97%, with a trading volume of 230,200 hands and a transaction value of 382 million yuan [1] - The main funds saw a net inflow of 39.38 million yuan, accounting for 10.3% of the total transaction value, while retail investors experienced a net outflow of 35.16 million yuan, representing 9.2% of the total [1] Group 2: Financial Metrics - Langma Information's total market capitalization is 5.64 billion yuan, significantly lower than the industry average of 13.056 billion yuan, ranking 91 out of 145 [2] - The company reported a net profit of 6.4954 million yuan for Q1 2025, a 2.77% increase year-on-year, while its main revenue decreased by 8.15% to 72.9867 million yuan [2] - The company's gross profit margin stands at 35.11%, which is above the industry average of 31.55% [2] Group 3: Business Overview - Langma Information operates in the medical services and internet healthcare sectors, including physical medical institutions, medical information services, internet hospital services, IPTV smart healthcare, wearable devices, and pharmaceutical distribution [2]

大和发表报告，预计小米-W(1810.HK)2025年第二季度智能手机出货量略低于先前预测，主要受印度市 场同比下降25%的拖累。尽管小米全球市场份额在2025年第二季度达到15%的历史新高，但这以毛利率 下降为代价。该行预测小米2025年第二季度总收入为1126亿元人民币，略低于市场预期；调整后净利润 为102亿元人民币，符合市场预期。同时，该行下调2025年下半年IoT收入预测，以反映国家补贴政策的 调整。 受618购物节强劲表现推动(总商品交易额达355亿元人民币，同比增长35%)，大和维持小米2025年第二 季度IoT收入预测为361亿元人民币，相当于同比增长35%，毛利率为22.5%。然而，受国家补贴政策调 整导致去年高基数影响，该行下调2025年第三季度及第四季度收入增速预测5个百分点至25%及20%。 智能家电出货量增加亦推高物流成本。互联网服务收入预计维持93亿元人民币，毛利率77%。 受益于 SU7 Ultra交付，大和预计小米2025年第二季度电动车交付量达8.2万台，平均售价升至24.2万元人民 币，毛利率改善至25%，电动车业务亏损进一步收窄。YU7已于7月启动交付，二期工厂预计于9月 ...