风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，华夏基金旗下1只基金位居迅游科技十大流通股东。华夏中证动漫游戏ETF（159869）二季 度增持72.71万股，持有股数387.49万股，占流通股的比例为2.3%。根据测算，今日浮亏损失约468.86万 元。 华夏中证动漫游戏ETF（159869）成立日期2021年2月25日，最新规模70.73亿。今年以来收益45.61%， 同类排名526/4222；近一年收益88.75%，同类排名507/3781；成立以来收益45.92%。 华夏中证动漫游戏ETF（159869）基金经理为鲁亚运。 截至发稿，鲁亚运累计任职时间3年86天，现任基金资产总规模180.62亿元，任职期间最佳基金回报 79.64%， 任职期间最差基金回报-31.74%。 9月2日，迅游科技跌5.1%，截至发稿，报22.51元/股，成交1.21亿元，换手率3.13%，总市值45.74亿 元。 资料显示，四川迅游网络科技股份有限公司位于中国(四川)自由贸易 ...

Core Viewpoint - WanKa YiLian (01762) reported a significant increase in its mid-term performance for the first half of 2025, with total revenue exceeding 1.713 billion RMB, marking a year-on-year growth of 39.0% and overseas revenue reaching 41.9 million RMB, which is over 400% growth compared to the previous year [1] Group 1: Financial Performance - Total revenue for the first half of 2025 reached 1.713 billion RMB, reflecting a year-on-year increase of 39.0% [1] - Overseas revenue amounted to 41.9 million RMB, showing a remarkable growth of over 400% year-on-year [1] Group 2: Business Model and Partnerships - WanKa YiLian primarily provides comprehensive mobile ecosystem services, including commercial promotion and content distribution, to smartphone manufacturers and content developers [1] - The company is the only one in the industry that has deep collaborations with top smartphone manufacturers such as Huawei, Xiaomi, OPPO, Vivo, Honor, and Apple in the mobile game distribution sector [1] Group 3: Strategic Initiatives - The company has adopted a dual-driven strategy of "AI + Going Global" and has increased its investment in AI technology research and development since last year [1] - In 2025, WanKa YiLian plans to introduce a new CTO to empower the implementation of its technology strategy, focusing on core areas such as advertising engine, AI generation models, and data platforms [1] - The company aims to build a high-throughput, high-concurrency, and highly available distributed data processing system, transitioning towards an intelligent advertising and AI automated marketing platform to support rapid business growth [1]

Core Viewpoint - The article highlights the contrasting performances of Alibaba and Huawei, emphasizing the importance of R&D investment in driving growth and resilience in the face of external challenges, particularly from the U.S. tech restrictions [3][5][6]. Group 1: Alibaba's Performance - Alibaba's recent financial results exceeded industry expectations, particularly with its cloud business revenue growing by 26% year-on-year, marking a three-year high [3]. - The company has invested over 100 billion yuan in AI infrastructure and products over the past four quarters, with plans to invest an additional 380 billion yuan over the next three years [3][5]. - The positive performance of Alibaba has led to a surge in related concept stocks, indicating a broader market confidence in the company's recovery and growth [3]. Group 2: Huawei's Financial Situation - Huawei reported a revenue of 427.04 billion yuan for the first half of 2025, a year-on-year increase of 3.95%, but its net profit fell by 32% to 37.20 billion yuan [4]. - The decline in profit is attributed to significant R&D expenditures, which reached 96.95 billion yuan, accounting for 22.7% of its revenue, the highest in its history [4]. - Huawei's cash flow from operating activities improved, with a net cash flow of 31.18 billion yuan, up 24.15% year-on-year, indicating a strong cash position despite profit declines [4]. Group 3: R&D Investment and Market Dynamics - Both Alibaba and Huawei's substantial R&D investments are seen as strategic responses to increasing U.S. restrictions on Chinese tech companies, positioning them for long-term growth [5][6]. - The article suggests that domestic substitution in technology sectors has become a necessity, with companies like Huawei and Alibaba leading the way in R&D efforts [6]. - The long-term focus on R&D is expected to enhance the resilience and competitiveness of Chinese tech firms, despite the immediate challenges they face [5][6].

证券日报网讯 9月1日晚间，网宿科技发布公告称，公司第六届监事会第二十六次会议审议通过了《关 于公司第二个归属期归属条件成就的议案》等。 （文章来源：证券日报） ...

| | 本报告期 | | | --- | --- | --- | | 营业收入(元) | 915, 421, 051. 90 | | | 归属于上市公司股东的净利润(元) | 294, 755, 629. 15 | | | 归属于上市公司股东的扣除非经常性损益的净利润(元) | 286, 180, 015. 14 | | | 经营活动产生的现金流量净额(元) | 239.366.147.46 | | | 基本每股收益(元/股) | 0. 9291 | | | 稀释每股收益(元/股) | 0. 9291 | | | 加权平均净资产收益率 | 11. 40% | | | | 本报告期末 | | | 总资产(元) | 4, 313, 435, 463. 78 | 4. | | 归属于上市公司股东的净资产(元) | 2, 658, 044, 372. 99 | 2, | 以8月29日收盘价计算，焦点科技目前市盈率（TTM）约为31.63倍，市净率（LF）约6.1倍，市销率（TTM）约9.07倍。 市盈率(TTM)历史分位(%) 100 ଛି ୨୦ 83-85 80 70 60 5716 54-17 50 40 30 ...

Core Insights - A strategic cooperation agreement has been signed between China Telecom and Alibaba, marking a significant collaboration in the digital era [1][3] - The partnership aims to enhance cooperation in key areas such as cloud and AI infrastructure, e-commerce development, and social value innovation [3] Group 1: Strategic Collaboration - The signing ceremony was attended by high-level executives from both companies, indicating the importance of this partnership [1] - The agreement includes a comprehensive plan to leverage each company's technological and market strengths to create integrated solutions for digitalization and AI applications [3] Group 2: Future Prospects - The collaboration is expected to boost the core competitiveness of both companies and provide strong momentum for the international development of Chinese enterprises [3] - Both companies are committed to driving innovation in digital and intelligent technologies, aiming to create greater social value [3] - This partnership is seen as a strategic move that injects new vitality and momentum into the development of China's digital economy [3]

快手-W(01024)发布公告，于2025年9月1日斥资8371.6万港元回购113.7万股。 于2025年8月1日-9月1日，根据股份计划发行合计332.8万股。 ...

Core Viewpoint - Recent media reports and user feedback indicate that the close button for advertisements in the Baidu Maps app's ride-hailing service is designed to be less visible and difficult to find. Baidu Maps responded by stating that the reported screenshots do not reflect the actual online situation, asserting that a clear close button is provided for users to manually close ads, which will not trigger again for the rest of the day [1]. Summary by Categories - **User Experience Concerns** - Users have reported difficulties in locating the advertisement close button in the Baidu Maps app [1]. - **Company Response** - Baidu Maps clarified that the media reports do not accurately represent the app's current interface, emphasizing the availability of a prominent close button for user convenience [1]. - The company is in the process of contacting the original media and users to verify the reported screenshot issues [1].

今日早盘，中证港股通互联网指数高开3%，阿里巴巴跳空高开近15%。阿里巴巴最新财报显示， 过去一个季度，阿里云度营收同比增长26%，增速创三年新高，带动公共云需求持续上升，其在人工智 能和云基础设施上的资本支出投资达386亿元人民币。 中信证券研报指出，阿里巴巴2025年第二季度资本开支及云业务均实现高增长，AI相关产品收入 连续八个季度实现三位数增长。在外部扰动下，阿里仍坚定投入AI基础设施，这标志着国产AI芯片的 自主可控进程正在稳步推进，国内云厂商由AI需求驱动的资本开支将重回高速增长通道。 阿里、腾讯等大厂近期持续加码AI投入，互联网板块有望受益于商业模式智能化升级。中证港股 通互联网指数由港股通范围内30家涉及互联网相关业务的股票组成，前三大成份股为腾讯控股、阿里巴 巴、小米集团，三者合计权重超40%。Wind数据显示，该指数年内累计涨幅约40%，弹性突出；从估值 角度看，指数滚动市盈率分位数位于2021年发布以来13.3%分位处，配置价值显现。 跟踪该指数的港股通互联网ETF（513040）已连续15个交易日获资金净流入，最新规模逼近20亿 元，可助力投资者一键布局港股互联网板块投资机遇。 （责任 ...

Group 1 - The core point of the article indicates that Meituan's Hong Kong stock experienced fluctuations, initially dropping by 4% before turning to gains [1] Group 2 - The article highlights the volatility in Meituan's stock performance on September 1, with a notable early decline followed by a recovery [1]