1.12月19日(周五)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.03%，标普500指数期货涨0.24%，纳指期货涨 0.37%。 | = US 30 | 47,965.40 | 48,030.80 | 47,782.90 | +13.60 | +0.03% | | --- | --- | --- | --- | --- | --- | | = US 500 | 6,790.80 | 6,799.40 | 6,765.50 | +16.00 | +0.24% | | 트 US Tech 100 | 25,112.30 | 25,141.80 | 24,959.90 | +92.90 | +0.37% | 2.截至发稿，德国DAX指数跌0.00%，英国富时100指数跌0.00%，法国CAC40指数跌0.12%，欧洲斯托克50指数跌0.12%。 | 德国DAX30 | 24,196.20 | 24,266.91 | 24,158.91 | -0.80 | 0.00% | | --- | --- | --- | --- | --- | --- | | 瑞 英国富时100 | 9,837.75 | 9, ...

智通财经APP讯，鸥玛软件(301185.SZ)公告，公司为中国证券业协会证券行业专业人员水平评价测试计 算机化考试服务项目的中标人，中标(成交)金额为5760万元。 ...

⑨ 【2027年前苹果折叠屏iPhone或面临缺货困境】天风证券分析师郭明錤透露，用户大概率要等到2027年才能顺利买到。其表示该产品开发进度滞后， 虽预计2026年下半年发布，但2026年底前或面临缺货困境。 每经记者｜宋欣悦 每经编辑｜段炼 高涵 ① 【三大期指涨跌不一】截至发稿，道指期货跌0.08%、标普500指数期货涨0.19%、纳指期货涨0.40%。 ② 【中概股盘前普涨】中概股盘前普涨。截至发稿，阿里巴巴涨1.53%，拼多多涨3.77%，网易涨1.60%，百度涨1.60%。 ③ 【智能驾驶概念股盘前集体走强】智能驾驶概念股盘前集体走强。截至发稿，小鹏汽车涨5.53%，近日有消息称小鹏汽车已在广州市获得L3级自动驾驶 道路测试牌照，并启动常态化的L3道路测试。 ④ 【甲骨文涨超5%】截至发稿，甲骨文盘前涨超5%。消息面上，甲骨文与OpenAI在密歇根州数据中心电力供应获批；此外，有消息称TikTok母公司字 节跳动与包括甲骨文在内的三家投资者签订协议，成立一间美国合资公司。 ⑤ 【耐克跌超10%，Q2净利润跌超三成】截至发稿，耐克盘前跌超10%，报59美元。消息面上，耐克公布2026财年第二季度业绩 ...

Group 1 - OpenAI has launched the "App Store" feature for ChatGPT, allowing users to access applications categorized into "Featured," "Lifestyle," and "Productivity" [3][4][5] - The applications available include Adobe Photoshop, Apple Music, Canva, and Figma, enabling users to perform various tasks directly within the chat interface [4][5] - Developers can submit applications for review and publication, with OpenAI providing resources such as best practice guidelines and a dedicated UI library [4][5] Group 2 - The iPhone 17 Pro Max is now available at a tax-free price of 9,299 yuan in Hainan, which is 700 yuan cheaper than e-commerce platforms, with significant discounts due to tax exemptions and consumer coupons [8][10] - The Hainan Free Trade Port has implemented a policy of "one line open, two lines controlled, and free flow within the island," enhancing the convenience of goods and people movement [9][10] - The tax-free shopping list has expanded to include 6,600 items, nearly tripling the previous number, with new categories such as robotic vacuum cleaners and mini drones [10] Group 3 - Micron Technology predicts that the global memory shortage will continue until after 2026, driven by increased demand from AI applications [21][22] - The company reported a record revenue of $13.64 billion for the last fiscal quarter, significantly up from $8.71 billion year-over-year, largely due to AI-driven demand [21][22] - Micron plans to increase DRAM and NAND shipments by approximately 20% next year, but this will still not meet the widespread market demand [21][22] Group 4 - MiniMax and Zhiyu AI have completed the Hong Kong Stock Exchange hearing, with MiniMax planning to go public in January 2026, potentially becoming one of the fastest AI companies to IPO [22][23] - MiniMax's revenue structure heavily relies on consumer products, with projected revenue of approximately $70 million in 2024, largely from its interactive product Talkie [23][24] - Zhiyu AI has completed 16 rounds of financing since its establishment in 2019, with a latest valuation of around 40 billion yuan [24] Group 5 - OpenAI is in preliminary talks for a new funding round that could reach up to $100 billion, aiming for a valuation of approximately $750 billion [25][27] - This potential funding would significantly increase OpenAI's valuation from about $500 billion in October 2023, marking a nearly 50% rise [27] Group 6 - Honda plans to halt or reduce production in its Japanese and Chinese factories due to semiconductor shortages, affecting its output in the coming months [30][28] - The company expects a reduction in operating profit by 150 billion yen (approximately 6.78 billion yuan) due to lower production levels caused by the semiconductor shortage [30] Group 7 - Xiaohongshu has undergone a significant organizational restructuring to focus on "high-quality mid-to-long videos," aiming to enhance user engagement and growth [32] - The platform's daily active users (DAU) target is set to increase from 100 million to 300 million [32][33]

Core Insights - The launch of the "Hi China" APP by the Travel Service Team aims to enhance travel services for foreign visitors in China, coinciding with the official operation of the Hainan Free Trade Port [1][2] - The APP includes features such as electronic entry card submission, local communication package management, flight and train ticket booking, real-time translation, and navigation services [1][2] Passenger Data - From January 1 to December 17, 2025, domestic air passenger traffic to Hainan exceeded 22.24 million, showing a slight increase compared to the previous year [1] - International air passenger traffic to Hainan surpassed 620,000, marking a year-on-year growth of approximately 54% [1] - For the period from December 18, 2025, to January 3, 2026, domestic flight bookings to Hainan exceeded 720,000, a 10% increase year-on-year [1] - International flight bookings to Hainan exceeded 47,000, reflecting an 82% year-on-year growth [1] Future Developments - The "Hi China" APP is expected to continuously evolve its features and improve service experiences for foreign travelers, promoting cross-border consumption and cultural exchange [2]

Group 1 - The company is focusing on major opportunities such as enterprise digital transformation, new power system construction, software autonomy in key areas, and the integration of AI and large model technologies [1] - The company is continuously attracting talented individuals and adjusting its organizational structure based on business development needs to enhance organizational efficiency [1] - The company is implementing strategic deployments to promote high-quality development [1]

本文源自：格隆汇 格隆汇12月19日丨北森控股(09669.HK)公告，12月19日耗资79.9万港元回购11万股。 ...

智通财经APP获悉，香港联交所最新资料显示，12月17日，富国基金管理有限公司增持金蝶国际 (00268)815.2万股，每股作价13.8259港元，总金额约为1.13亿港元。增持后最新持股数目约为2.18亿 股，最新持股比例为6.13%。 ...

鸥玛软件（301185）(301185.SZ)公告，公司为中国证券业协会证券行业专业人员水平评价测试计算机 化考试服务项目的中标人，中标(成交)金额为5760万元。 ...

Core Insights - The large model technology is transitioning from a "technological arms race" to "real industrial scenarios" [1] - Fujian Qipai Fashion Technology Co., Ltd. reported significant results from its collaboration with Weimeng Group, achieving 70.6% of GMV through automated customer flow [1] Group 1: Company Performance - Qipai's official mini-program store saw record-breaking performance driven by high-value customer contributions [1] - The partnership with Weimeng Group began in 2021, focusing on digital transformation and evolving from basic SaaS tools to advanced intelligent solutions [1] Group 2: Technology Implementation - Weimeng Group's shopping guide AI can identify and convert high-value users, addressing traditional challenges in member engagement and feedback [2] - The AI system analyzes consumer behavior in real-time, enhancing the efficiency of retail operations and improving conversion rates [2] - Weimeng Group has developed a suite of 13 AI agents tailored for the retail industry, including shopping guide and intelligent management agents [2]