智通财经APP讯，新娱科控股(06933)发布截至2025年6月30日止6个月中期业绩，该集团取得收益2311.5 万元，同比减少23.8%;公司拥有人应占亏损362.9万元，同比减少34.74%;每股亏损0.89分。 公告称，本期间亏损减少主要是由于来自有关利用区块链技术开发社交金融流动应用程式及提供技术支 援的业务收益及毛利增加所致。 ...

新娱科控股(06933)发布截至2025年6月30日止6个月中期业绩，该集团取得收益2311.5万元，同比减少 23.8%;公司拥有人应占亏损362.9万元，同比减少34.74%;每股亏损0.89分。 公告称，本期间亏损减少主要是由于来自有关利用区块链技术开发社交金融流动应用程式及提供技术支 援的业务收益及毛利增加所致。 ...

来源：市场资讯 （来源：吴说） 吴说获悉，CoinShares 公布 2025 年第二季度财报，实现净利润 3,240 万美元，同比增长 2%；管理资产 规模达 34.6 亿美元，季度增长 26%。CoinShares 目前在瑞典纳斯达克斯德哥尔摩上市，正在推进在美 国上市的计划，以提升流动性与估值水平。 ...

Core Insights - The global economic landscape is undergoing unprecedented changes, with China entering a new development stage, presenting both challenges to traditional models and opportunities for transformation [2] - Leaders with unique insights and foresight, such as Li Ting, are positioned to seize new opportunities in this evolving environment [2] Group 1: Investment Philosophy - Li Ting's investment philosophy is shaped by her experiences, particularly the 9/11 crisis, which taught her to view events through a long historical lens [3][4] - She emphasizes the importance of understanding the deeper historical and macroeconomic contexts behind seemingly random events, which aids in making informed investment decisions [4] - Her investment approach is structured into three levels: company financials, industry landscape, and future insights, with a focus on qualitative judgments over mere quantitative predictions [11][13] Group 2: Current Economic Opportunities in China - Li Ting believes that the Chinese economy is not in a downturn but rather in a transformation phase, driven by its resilience and potential [15] - Key areas of investment opportunity include the consumption potential of the aging population, underappreciated markets, and the rise of inland provinces due to new trade routes [16][17] - The infrastructure achievements in China, particularly in ensuring equitable access to resources, are seen as foundational for social stability and economic growth [15] Group 3: Emerging Trends and Challenges - The re-evaluation of the Renminbi's value amidst geopolitical shifts is highlighted, with Li Ting suggesting that the currency is undervalued based on purchasing power parity [17] - The ongoing wave of digitalization and the necessity for traditional businesses to embrace smart technologies are identified as critical for survival in a rapidly changing market [17][18] - Li Ting posits that China's advanced hydropower infrastructure will play a crucial role in supporting the energy demands of the AI industry [18] Group 4: Advice for the Younger Generation - Li Ting encourages the younger generation to embrace opportunities abroad, particularly in emerging markets, as a means to expand their horizons and career prospects [20][21] - She stresses the importance of having a deep understanding of investment principles and maintaining a self-consistent investment framework to achieve long-term success [21][25]

依托中信场景和数据优势，着力打破壁垒、共享资源，形成技术与应用双向促进的良性循环。中信泰富 特钢2200兆帕级桥梁缆索钢丝用钢将用于世界最大跨度桥梁建设。南钢集团联合华为打造垂直领域"元 冶"钢铁大模型，构建20个AI应用场景试点，带动"AI+钢铁"转型升级。中信农业旗下华智生物"液相生 物芯片在分子与智能育种中的研发与应用"项目，获评2025年金砖国家解决方案大赛生物经济赛道一等 奖。 8月29日，中信股份(00267)发布2025年中期业绩，上半年实现营业收入3,688亿元，净利润598亿元，归 母净利润312亿元，董事会建议派发中期股息每股人民币0.20元，同比增长5.3%，分红总额为人民币 58.18亿元。 此外，中信股份风险指标持续优化。公司持续优化经营策略，房地产、政府融资平台业务风险持续收 敛，不良率较年初进一步下降。中信澳矿土地受限问题诉讼取得里程碑式进展，《2023版项目开发建议 书》顺利获批，为项目可持续运营打下良好基础。另外公司新增重组盘活项目金额为98亿元。 据悉，中信股份实施科技创新"磐石"行动，聚焦智能矿山重型装备、先进材料、金融科技、生物育种、 轻量化技术、人工智能、特种机器人等 ...

Group 1 - The China Securities Regulatory Commission has officially issued the "Opinions on Deepening the Implementation of 'Artificial Intelligence+' Action," marking a critical transition for the AI industry from technology research and development to commercialization [3] - The policy emphasizes that AI will be a core engine driving the development of "new quality productivity," injecting strong policy dividends into AI-related industries [3] - The financial sector is undergoing a comprehensive AI upgrade across all business processes, highlighting the broad applicability of AI in finance [3] Group 2 - As of August 29, 2025, the China Securities Financial Technology Theme Index fell by 0.84%, with component stocks showing mixed performance [2] - The Financial Technology ETF Huaxia (516100) has reached a new high in scale at 1.245 billion yuan, with a net inflow of 221 million yuan over the past five trading days [2] - The Financial Technology ETF Huaxia has seen a net value increase of 184.77% over the past year, ranking 2nd out of 2985 index stock funds [2]

Core Viewpoint - Baidu Cloud-W (06608.HK) reported a significant increase in its interim financial results for the six months ending June 30, 2025, with notable growth in revenue and profit metrics, leading to a stock price increase of 9.88% on the Hong Kong stock market [1]. Financial Performance Summary - Revenue reached 1.612 billion RMB, representing a year-on-year growth of 22% [3]. - Operating profit was 201 million RMB, up 28% compared to the previous period [3]. - Net profit for the period was 201 million RMB, reflecting a 41% increase year-on-year [3]. - Profit attributable to equity shareholders was 190 million RMB, showing a growth of 36% [1][3]. - Non-IFRS profit for the period was 254 million RMB, which is a 29% increase compared to the previous year [1][3]. - EBITDA under IFRS was 283 million RMB, marking a 16% increase [3]. Business Segment Performance - The "Model as a Service" (MaaS) segment generated 502 million RMB, a 19% increase [3]. - The "Business as a Service" (BaaS) segment reported revenue of 1.110 billion RMB, up 23% [3]. - Within BaaS, the financial industry cloud contributed 857 million RMB, a substantial growth of 45% [3]. - The insurance industry cloud segment saw a decline, with revenue of 253 million RMB, down 19% [3].

Core Points - The launch of China's first "one-click tax refund" service in Hangzhou allows for tax refunds to be processed in as little as 2 minutes [1] - The service is a collaboration between Hangzhou's cultural, tourism, and tax authorities, along with Alipay and Zhejiang Commercial Bank [1] - The service is currently being piloted in six stores of Wanshili Silk in Hangzhou, enabling inbound tourists to complete tax refunds in three simple steps after making purchases with Alipay [1] - The initiative aims to enhance the international consumption experience and is part of Hangzhou's efforts to build an international consumption center [1] - Hangzhou is implementing a comprehensive reform to facilitate inbound tourism, including the "one-buy tax refund" initiative among other measures [1] - The city has 267 stores offering tax refunds, with 124 of them providing "immediate purchase and refund" services, marking a 785.7% increase from the previous year [2]

Group 1 - Hong Kong's IPO market has regained its position as the world's largest, presenting significant opportunities for the financial industry [2][3] - Many mainland entrepreneurs are establishing family offices in Hong Kong to manage their assets after listing their companies [3] - Large institutions, including state-owned enterprises, are setting up treasury centers in Hong Kong, enhancing the connection between the investment promotion agency and these enterprises [3][5] Group 2 - The introduction of innovative insurance solutions, such as captive insurance companies and insurance-linked securities, addresses specific industry needs in Hong Kong [4][3] - The Hong Kong government is actively promoting collaboration between financial institutions and mainland enterprises to explore innovative financial products [5] Group 3 - The "Hong Kong Digital Asset Development Policy Declaration 2.0" has generated excitement in the ecosystem, focusing on a "LEAP" framework to enhance legal, regulatory, and product development [7] - The investment promotion agency is fostering close cooperation with the industry to avoid regulatory misalignment and enhance communication [8] Group 4 - Major technology firms are establishing a presence in Hong Kong, contributing to the development of the financial technology ecosystem [10] - The Hong Kong government has renamed its IT department to the Digital Policy Office, focusing on cross-border data flow and expanding pilot programs in finance and health sectors [10] Group 5 - The upcoming Hong Kong FinTech Week and StartmeupHK Festival will celebrate their tenth anniversary, featuring a strong lineup of participants and a focus on international collaboration [11] - The investment promotion agency has been actively engaging with countries along the Belt and Road Initiative, resulting in tangible business outcomes and partnerships [12]

二喵 发自 凹非寺 量子位 | 公众号 QbitAI "投资可以很简单很有趣。" 这是一个9岁开始炒股、10年前押中英伟达的投资老手——赖蕴琦Vakee，想传递给所有人的理念。 从复旦到帝国理工，从伦敦AI量化投资到百度凤巢、再到VC投资，Vakee换过很多身份，却始终没放下手里的爱好。 兜兜转转后，她决定要做一款让普通人也能轻松上手投资的产品，于是创立了RockFlow、开发了AI助手Bobby。 在她看来，投资的复杂性很大程度上是人为制造的壁垒，真正的投资应该回归本质： 把脑海中的灵感高效转化为交易机会。 如果你想知道AI Agent投资的门道、能力和局限在哪里，如何用AI把灵感秒变交易机会，以及专业的金融科技从业者如何看待"AI正在重塑投资"这件 事…… 于是Vakee后来在做的一系列事情，看起来都像是在"拆墙"——拆掉专业投资者和普通人之间的认知墙、信息墙、工具墙。 或许能从量子位AI沙龙这场长对话中，一定程度上得到答案。 （注：本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。市场有风险，投资需谨慎。） 从复旦到帝国理工，10年前押中英伟达 量子位：听说你现在不太为钱发愁了， ...