今日上午港股 1. 优必选（09880）涨近2% ，获某国内知名企业2.5亿元人形机器人订单，将在年内启动该合同交 付。 2. 金风科技（02208）涨近2% ，可再生能源加速发放，公司风机业务毛利率如期明显改善。 3.苹果概念股走强， 高伟电子（01415）涨近1% ， 蓝思科技（06613）涨近1% 。 4. 中创新航（03931）涨超14% ，今日拿下印度大型电池项目合作，公司正加强全球化产能布局。 5. 瑞浦兰钧（00666）涨超9.5% ，近期头部储能电池企业已接近满产，部分开始提价。 点击蓝字，关注我们 1. 谷歌C(GOOG.US)涨9.01% ，垄断案获重大胜利，无需剥离Chrome和安卓系统。 2. 极氪(ZK.US)涨1.12% ，集团销量连续六个月超4万台大关。 6. 佑驾创新（02431）跌近0.1% ，公司与深圳邮政，东部公交达成战略合作，推进无人物流场景落 地。 7. 狮腾控股（02562）涨近5.7% ，突出多模型大型语言模型平台Geene M2。 8. 中慧生物-B(02627 ) 涨超3% ，四价流感病毒亚单位 疫苗 上市申请获国家药监局批准。 9. 佳鑫国际资源(03858 ...

Group 1 - The core viewpoint of the article highlights that the Hong Kong film and entertainment stocks have mostly risen against the trend, with notable increases in companies such as Orange Sky Golden Harvest rising over 10% and Lehua Entertainment rising 4% [1] - The summer box office has exceeded 11.9 billion yuan, with attendance surpassing 320 million, both metrics exceeding the same period last year, indicating a stable recovery in the film market despite some fluctuations after the Spring Festival [1] - Upcoming films are anticipated to drive further interest in the market, including "731" set to release on September 18, which has over 4.24 million people expressing interest on Maoyan [1] Group 2 - The article lists several companies with their latest stock prices and percentage changes, including: - Orange Sky Golden Harvest at 0.098 with a rise of 10.11% - Lehua Entertainment at 0.335 with a rise of 3.08% - Starry Sky Culture at 1.810 with a rise of 1.12% [1]

Core Viewpoint - Warner Bros. Discovery (WBD) is implementing a spin-off plan and may sell 20% of its film studio and streaming business before completing the spin-off next year [1] Group 1: Spin-off Plan - The CFO Gunnar Wiedenfels stated the company aims to realize full value from the spin-off, with several strong institutions consulting on investment matters [1] - The spin-off will result in two companies: Streaming & Studios (S&S) and Global Networks (GN), with S&S including core assets like Warner Bros. TV, film group, DC Studios, and HBO [2] - The company has a year to complete a tax-free transaction, with potential investors already expressing interest in early discussions [1] Group 2: Financial Position - Warner Bros. has reduced its net debt to approximately $30 billion and aims for further significant reductions by year-end [1] - The sale of equity is viewed as a creative tool to assist in debt reduction [1] - The company is evaluating all options while adhering to prudent principles to create real value [2] Group 3: Market Potential - Despite market pessimism towards traditional linear TV, Bank of America notes that with the right capital structure and management, Global Networks still holds untapped equity value creation potential [3] - Strategic options for Global Networks include cash management, integration with similar linear assets, asset sales, and private equity investments [3]

Core Points - The Walt Disney Company has reached a settlement agreement with the Federal Trade Commission (FTC) to pay a fine of $10 million for allegedly illegally collecting data from child users [1][3] - The FTC announced that Disney provided certain videos to YouTube without properly labeling them as "for children," allowing the collection of personal data from children under 13 [1][3] - Disney's spokesperson stated that the settlement only pertains to specific content provided to YouTube and does not involve Disney's own platforms [1][3] Regulatory Context - The actions of Disney were found to violate the Children's Online Privacy Protection Act, which requires websites and online services directed at children under 13 to notify parents about data collection and obtain verifiable parental consent [1][3] - In a similar case, YouTube and its parent company Google faced a lawsuit in 2019 for illegally collecting children's personal information without parental consent, resulting in a settlement of $170 million with the FTC and the state of New York [1][3] Company Position - Disney claims it will continue to uphold children's privacy protection regulations to the highest standards [1][3]

Core Viewpoint - The stock of Wento Holdings Co., Ltd. experienced significant trading fluctuations, with a cumulative closing price increase exceeding 20% over three consecutive trading days from September 1 to September 3, 2025 [1] Group 1: Stock Trading Fluctuations - The company's stock price increased significantly, triggering abnormal trading conditions as per the Shanghai Stock Exchange regulations [1] - The company confirmed that there are no undisclosed significant matters related to the stock trading fluctuations as of the announcement date [1][2] Group 2: Business Operations - The company's various business segments are operating stably, and there have been no major changes in the external operating environment as of the announcement date [2] - There are no ongoing significant asset restructuring, share issuance, major transactions, business reorganizations, share buybacks, or other major matters that require disclosure [2] Group 3: Media and Market Sentiment - As of the announcement date, the company has not identified any media reports, market rumors, or trending concepts that require clarification or could significantly impact the stock price [2] Group 4: Shareholder Actions - A major shareholder, Oriental Hongyuan International Investment Co., Ltd., plans to reduce its holdings of the company's shares through centralized bidding from September 3 to December 1, 2025, not exceeding 1% of the total shares [2]

迪士尼影业亏损 13岁以下儿童个人数据 美国联邦贸易委员会2日宣布上述消息时称，华特迪士尼公司向视频网站优兔提供的部分视频未按规定 标注"供儿童"观看，该公司得以收集在优兔网站收看相关内容的13岁以下儿童的个人数据，并利用这些 数据投放定向广告。 根据相关法律规定，各类面向13岁以下儿童的网站、应用程序和其他在线服务有必要把收集到的个人信 息通知儿童父母，并在收集信息前获得可验证的家长许可。 美国联邦贸易委员会因此向华特迪士尼公司提起诉讼，称华特迪士尼公司行为违反了《儿童在线隐私保 护法》。 路透社2日援引华特迪士尼公司一名发言人的话报道，和解协议只针对该公司向优兔提供的部分内容产 品，不涉及迪士尼自有和运营的平台内容。依照这名发言人说法，迪士尼将继续以"最高标准"拥护儿童 隐私保护法规。 优兔及其母公司谷歌在2019年也面临类似诉讼，优兔公司被控未经父母准许非法收集儿童个人信息并用 于推送广告盈利。依照美国政府与谷歌和优兔达成的和解协议，谷歌和优兔因违反《儿童在线隐私保护 法》向美国联邦贸易委员会和纽约州支付共计1.7亿美元罚款。 主题公园和流媒体表现亮眼 美国华特迪士尼公司与美国联邦贸易委员会达成和解协议 ...

每经编辑｜段炼 美国华特迪士尼公司与美国联邦贸易委员会达成和解协议，同意就涉嫌非法收集儿童用户数据支付1000万美元罚款（约合人民币7145.5亿美元）。 美国联邦贸易委员会因此向华特迪士尼公司提起诉讼，称华特迪士尼公司行为违反了《儿童在线隐私保护法》。 路透社2日援引华特迪士尼公司一名发言人的话报道，和解协议只针对该公司向优兔提供的部分内容产品，不涉及迪士尼自有和运营的平台内容。依照这 名发言人说法，迪士尼将继续以"最高标准"拥护儿童隐私保护法规。 优兔及其母公司谷歌在2019年也面临类似诉讼，优兔公司被控未经父母准许非法收集儿童个人信息并用于推送广告盈利。依照美国政府与谷歌和优兔达成 的和解协议，谷歌和优兔因违反《儿童在线隐私保护法》向美国联邦贸易委员会和纽约州支付共计1.7亿美元罚款。 主题公园和流媒体表现亮眼 图片来源：每日经济新闻（资料图） 迪士尼非法收集 13岁以下儿童个人数据 美国联邦贸易委员会2日宣布上述消息时称，华特迪士尼公司向视频网站优兔提供的部分视频未按规定标注"供儿童"观看，该公司得以收集在优兔网站收 看相关内容的13岁以下儿童的个人数据，并利用这些数据投放定向广告。 根据相关法律规定 ...

Core Viewpoint - The company has focused on improving the management of existing cinema and gaming businesses while exploring new business models, achieving a revenue of 178 million and a net profit of 4.5277 million, marking a turnaround from losses compared to the previous year [1] Group 1 - In the first half of 2025, the company aims to enhance the management of its existing cinema and gaming businesses [1] - The company has achieved a total revenue of 178 million and a net profit of 4.5277 million, indicating a year-on-year turnaround [1] - The existing cinema and gaming businesses are still in the recovery phase after restructuring, while new business initiatives are in the incubation stage [1] Group 2 - There are uncertainties regarding the company's operations if the recovery of existing businesses slows down or if the new business initiatives do not meet expectations [1]

人民财讯9月3日电，文投控股（600715）9月3日晚间发布股票交易异常波动公告称，2025年上半年，公 司全面聚焦存量影院、游戏业务的管理提升与业态升级，不断探索与创新增量业务模式，累计实现营业 收入1.78亿元，实现归属于上市公司股东的净利润452.77万元，同比扭亏为盈。鉴于目前公司影院、游 戏等存量业务仍处于重整后的复苏阶段，相关增量业务尚处于孵化之中，若后续公司存量业务复苏放 缓，或相关增量业务开展不及预期等，将对公司生产经营带来不确定性风险。 ...

Core Viewpoint - The Walt Disney Company has reached a settlement with the Federal Trade Commission (FTC) to pay a fine of $10 million for allegedly illegally collecting data from child users [1][2]. Group 1: Settlement Details - The settlement pertains to Disney's provision of certain video content to YouTube, which was not properly labeled as "for children," allowing the collection of personal data from children under 13 [1]. - The FTC stated that Disney's actions violated the Children's Online Privacy Protection Act (COPPA) [2]. - Disney's spokesperson clarified that the settlement only applies to specific content provided to YouTube and does not involve Disney's own platforms [2]. Group 2: Previous Cases and Context - In 2019, YouTube and its parent company Google faced similar lawsuits for unlawfully collecting children's personal information without parental consent, resulting in a total fine of $170 million [2]. - The FTC emphasized the necessity for websites and online services aimed at children under 13 to notify parents about data collection and obtain verifiable parental consent [1].