乐华娱乐(02306.HK)拟8月25日举行董事会会议批准中期业绩 乐华娱乐(02306.HK)盈喜：预计中期股东 应占净利润增加约62.3%至127.3% 相关事件 格隆汇8月13日丨乐华娱乐(02306.HK)宣布，董事会会议将于2025年8月25日(星期一)举行，藉以(其中包 括)考虑及批准本公司及其附属公司截至2025年6月30日止六个月的中期业绩及其发布，并考虑建议派发 中期股息(如有)。 ...

本文源自：金融界AI电报 乐华娱乐(02306.HK)发布公告，集团预期于截至2025年6月30日止六个月将取得股东应占净利润介于约 人民币5000万元至7000万元，较截至2024年6月30日止六个月约人民币3080万元增加约62.3%至 127.3%。 ...

美股在本周中段迎来一波显著上涨，纳斯达克指数领涨超过1%，苹果的强劲表现成为推动市场情绪的重要 催化剂。该公司宣布未来将投入1000亿美元用于美国本土制造业建设，在当前政治与经济压力交织的背景 下，这一决定显然不是单纯出于商业考量，更具备象征性与政策导向的意味。而从市场反应来看，投资者对 此类"制造回流"的信号普遍给予积极反馈，但真正能否由此带动一轮更稳固的中期上涨行情，仍值得深入观 察。 至于苹果高调宣示的制造业投资计划，其短期市场效应明显，但长期影响仍存在不确定性。一方面，大规模 制造回流固然契合当前美国政府推动制造业复兴的战略目标，也有助于缓解全球供应链重组带来的外部风 险；但另一方面，高昂的本土制造成本、技术配套与劳动力供给问题都可能制约这一计划的实际落地效率。 因此，市场当前对苹果的热情更多是情绪与政策预期的叠加，并不完全等同于基本面质变。 整体而言，本轮美股上涨的逻辑较为明确：财报普遍向好、宽松预期升温、政策信号积极。但也需要看到， 市场估值已处于相对高位，部分高成长股涨幅已提前透支未来业绩，结构性风险开始积聚。接下来，如果美 联储表态微妙转变、个别权重企业盈利失速或地缘风险升温，当前的上涨节奏恐 ...

近日，亚洲股市连续第二个交易日上涨，美元兑日元汇率小幅走低，市场对美联储即将采取降息措施的预期显著增强。OEXN认 为，随着全球经济增长放缓迹象显现，投资者纷纷押注美联储将在未来数月内实施降息，以支持经济复苏，这成为市场情绪的关键 推动力。 此外，美国企业财报季进入尾声，市场依然关注包括迪士尼和卡特彼勒在内的重磅企业财报。科技巨头如Nvidia、Alphabet和Meta 近期股价大幅上涨，人工智能相关服务需求强劲推动了Palantir上调全年营收预期，进一步提振投资者信心。 OEXN认为，当前全球经济面临多重挑战，包括产油国产量上升和地缘贸易紧张局势，但宽松货币政策的预期成为提振风险资产的 重要因素。投资者应关注美联储政策动向及企业盈利表现，灵活调整投资策略，把握市场波动带来的机会。 美元兑日元汇率小幅回落至146.96，反映出投资者在美元走弱预期下调整仓位。欧元兑美元持稳于1.1572水平，美元指数在经历两 天下滑后略有反弹。整体来看，市场对美元的避险需求有所减弱，更倾向于押注降息后带来的流动性改善。 具体来看，美国上周五发布的非农就业数据不及预期，加剧了市场对经济增长放缓的担忧。这一消息促使市场对9月份 ...

9年后的今天，从全球政治经济局势的变化，到韩国内部政坛的更替，从中国市场翻涌的线下内容消费需求，到韩流全球化在新阶段的瓶颈，当双方再次 因复杂、多维的原因走近，在新一代内容消费者成熟的当下，客观层面的放开无法打破精神层面已经形成的隔阂。 寒流 变化是突然到来的。 6月28日，韩国偶像组合SuperJunior成员李东海、李赫宰在重庆举办见面会；7月以来，前东方神起成员金在中先后在上海、重庆举办见面会，已宣布城市 中还有青岛、重庆，其上海见面会举办方屹起文化，近期又官宣了另一位韩国艺人金贤重见面会的消息。此外，Twice、Seventeen等韩国偶像团体也先后 在上海、青岛等城市举办了规模不等的线下签售活动。 今年以来，有关"限韩令"即将解除的传闻不断在中韩两国舆论场中发酵。4月，有韩国媒体称"中国中央广播电视总台（CMG）向韩国演出策划公司发送 了关于邀请K-POP偶像团体联合演出项目的合作公函"。央视亚太总站迅速否认了这一消息，但4月29日的外交部例行交流会上，发言人郭嘉昆的回应报以 开放态度，"我们对同韩方开展有益的文化交流合作持开放的态度，希望韩方与中方共同努力，推动双方各领域交流合作向前发展。" 准确 ...

Key Points - The article discusses various recent developments in the automotive, technology, and finance sectors, highlighting competitive dynamics and strategic moves by companies like Li Auto, ByteDance, NVIDIA, and JD.com [1][5][24]. Group 1: Automotive Industry - Li Auto launched its new electric SUV, the Li i8, which has sparked competitive responses from other brands, particularly regarding advertising and performance claims [1][9]. - The launch of the Li i8 coincides with the introduction of the LeDao L90, another electric SUV, which is positioned as a strong competitor in the family-oriented electric vehicle market [27]. - Concerns have been raised about the safety and performance claims of the Li i8 after a collision test video was released, leading to disputes with other manufacturers [9][10]. Group 2: Technology Sector - NVIDIA's H20 chip has been flagged for serious security vulnerabilities, prompting a government inquiry into its safety for Chinese users [5]. - ByteDance has clarified its employee retention statistics, stating that the average tenure is around 3 years, countering rumors of high turnover rates [8]. - OpenAI's annual revenue has reportedly surged to $12 billion, with ChatGPT's weekly active users surpassing 700 million, indicating strong market demand for AI services [37]. Group 3: Financial Developments - JD.com announced a voluntary public acquisition offer for German retailer Ceconomy, valuing the company at approximately €22.3 billion (around $26.3 billion) [24]. - Meta is planning to invest heavily in AI infrastructure, with projected capital expenditures reaching between $66 billion and $72 billion by 2025, reflecting a significant commitment to AI development [38].

大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 本 栏目由虎嗅出品。 热点追踪 【北京强降雨已累计因灾死亡44人，失踪失联9人】 具体而言，今年参加高考的一线员工子女中，考取最高分以及考取985、211、双一流等高校的员工子女，京东 物流将给予高考贺喜奖金，同时给以上员工家庭发放3天带薪假，让奔波在一线的父母们能从容陪伴孩子踏上 人生新的征程。 未来就业时，京东物流给所有一线员工的大学子女提供实习和校招机会，符合岗位要求的，在同等条件下优先 录用。 【最低40万元一套，李嘉诚家族甩货大湾区400套房源】 据新华社，记者从7月31日举行的北京市防汛救灾新闻发布会上获悉，北京近期强降雨已累计因灾死亡44人、 失踪失联9人。 7月23日至29日，北京遭遇连续极端强降雨，密云、怀柔、延庆、平谷等山区受灾严重。当前，北京正全力开 展救灾善后和恢复重建工作。 【两名中国公民在日遇袭，我使馆提醒在日同胞注意加强安全防范】 据央视新闻援引日本媒体报道，7月31日9时许，2名男性中国公民在东京都千代田区遭4名不明身份男子持械殴 打致重伤，目前凶手在逃。中国驻日本大使馆第一时间联系慰问受伤 ...

Core Viewpoint - The partnership between Lehua Entertainment and Huaxi Biological has ended, with Lehua's subsidiary Tianjin Yihua exiting the ownership of the children's skincare brand Runxihe, which was established to address the skincare needs of the founders' daughters [1] Group 1: Company Developments - Huaxi Biological announced the completion of the equity transfer on July 10, 2025, indicating a strategic shift away from the Runxihe brand [1] - The initial collaboration aimed to leverage the strengths of both companies in skincare active ingredients and cultural entertainment, but the operational outcomes did not align with the founders' original intentions [1] - Lehua Entertainment plans to refocus on its core business and IP development following the amicable separation [1] Group 2: Brand Status - Runxihe, which was launched in 2019, is still listed on Huaxi Biological's website as its only children's skincare brand, featuring products like cleansers, moisturizers, shower gels, lip balms, and hand creams [1] - The brand's official flagship store is no longer searchable on major e-commerce platforms like Tmall and JD, with products now primarily available through third-party sellers [1] - The collaboration initially aimed to utilize celebrity influence to boost brand visibility, but this strategy did not yield the expected growth for the children's skincare line [1]

Core Viewpoint - Lehua Entertainment has quietly exited its partnership with Huaxi Biological, with the latter announcing the withdrawal of Tianjin Yihua Management Consulting Co., Ltd. from the shareholder list of the children's skincare brand Runxihe, effective July 10, 2025. The collaboration was initially based on the founders' insights into their daughters' skincare needs, but the operational model did not meet expectations, prompting the decision to part ways [1][13]. Company Summary - Huaxi Biological's announcement highlighted that the original intention behind the Runxihe brand was to leverage the strengths of both companies in skincare active ingredients and cultural entertainment to create a children's skincare brand. However, the operational model failed to reflect the founders' original vision, leading to the decision to adjust the partnership [1][13]. - Lehua Entertainment confirmed its focus on core business development and IP expansion following the amicable agreement with Huaxi Biological. The company previously held a 50% stake in Runxihe [4][13]. - The Runxihe brand, launched in 2019, was part of a joint venture established in 2023, coinciding with Lehua Entertainment's IPO in Hong Kong. The brand aimed to tap into the beauty market, which was seen as a potential growth area for Lehua [16][17]. Industry Summary - The children's skincare segment has emerged as a lucrative area for domestic beauty brands, with several companies entering the market, including Betaini with "Winona Baby" and Shanghai Jahwa with "Qichu." The market has seen rapid growth, with brands like "Turtle Dad" and "Kangaroo Mom" gaining significant traction [18]. - Despite the initial promise, Runxihe's performance has not met expectations, as indicated by Huaxi Biological's recent quarterly reports, which did not mention the brand's performance or product lines. The company has been undergoing significant organizational changes since late 2022, which may have influenced the decision to exit the partnership [17][18].

Core Viewpoint - The founder of HYBE, Bang Si-hyuk, is facing a criminal investigation by South Korean prosecutors for allegedly deceiving investors prior to the company's IPO in 2020 [1][5]. Group 1: Background and Company Overview - HYBE is the highest-valued entertainment company in South Korea, with a market capitalization of 11.1 trillion KRW (approximately 57.2 billion RMB), surpassing the combined value of the other three major entertainment companies in Korea by 4 trillion KRW [4]. - The case has garnered significant attention due to the scale of the alleged securities fraud [5]. Group 2: Allegations and Financial Implications - Bang Si-hyuk is accused of misleading investors, including venture capital firms, in 2019 by suggesting that HYBE had no plans for an IPO, which led them to sell shares to a special purpose company set up by HYBE executives [5][6]. - While investors sold their shares, HYBE was preparing for its IPO, and the special purpose company later sold its shares, allowing Bang Si-hyuk to earn approximately 190 billion KRW (around 980 million RMB) from the transaction [6]. - The agreement regarding profit-sharing was not disclosed during the IPO process, which constitutes a violation of disclosure regulations [6]. Group 3: Legal Consequences and Regulatory Response - According to Article 443 of the Capital Markets Act in South Korea, if illegal gains exceed 5 billion KRW (approximately 26 million RMB), the offender could face at least 5 years in prison, with the possibility of life imprisonment for higher amounts [7]. - The South Korean financial regulatory agency has stated its intention to cooperate fully with the prosecutor's investigation and to thoroughly examine the allegations [7]. - HYBE expressed regret over the financial regulator's decision and stated its commitment to clarifying the situation during the upcoming investigation to restore trust among stakeholders [7].