据统计，去年辽宁与香港进出口总额突破160亿元，同比增长25.9%，两地已形成"你中有我、我中有 你"的紧密合作格局。截至2025年4月，香港累计在辽宁省设立外资企业超1.3万家，实际到位外资占全 省总量的46.3%，稳居第一大外资来源地；辽宁在港投资企业300余家，备案中方投资额超75亿美元。 （文章来源：新华财经） 香港特别行政区政府投资推广署助理署长刘智元认为，科技创新推动产业创新，是辽宁和香港在新时期 的共同发展目标，双方应实现优势互补，共赢发展。"目前在香港上市的公司中，来自辽宁的20家上市 企业表现突出，涵盖工业制造、能源、金融、医疗、食品、教育等行业。我鼓励更多辽宁企业善用香港 金融服务的优势，积极利用香港上市融资，进一步拓展海外新市场、新商机。"刘智元说。 新华财经沈阳6月5日电 5日，由香港特别行政区政府投资推广署、香港特别行政区政府驻北京办事处及 辽宁省商务厅联合主办的"把握投资新机遇，开拓海外新商机"辽宁—香港投资推广交流会活动在沈阳举 行。 活动上，与会代表们互相交流了企业赴港发展经验。参会者纷纷表示，通过本次推广交流会，更加了解 了香港金融服务优势和跨国供应链管理优势，期待早日赴港考 ...

与A股类似，港股上市公司定期报告，也主要是季报、年报等。 不同的是，港股对季报披露时间，并没有强制要求。 实际的披露时间，通常也会比A股要晚一些。 另外，港股的财政年度有可能不是自然年度，而是可以自定义的。 文 | 银行螺丝钉 （转载请注明出处） 有朋友问，港股上市公司的定期报告有哪些，在哪里查看呢？ 过去几年，港股哪些指数盈利增长，哪些盈利下降？ 港股上市公司盈利增长恢复了么？盈利波动变化，我们该如何投资？ 针对大家的这些疑问，螺丝钉也通过直播课，进行了讲解。 长按识别下面二维码，添加 @课程小助手 微信，回复「 0527 」即可观看直播回放。 （提示：回复后可以耐心等待几秒哦～） 港股上市公司定期报告及披露时间 | | 港股 | AIR | | --- | --- | --- | | 季度报告 | 港股对季度报告无强制要求 A + H股公司需按内地规则披露 | 1个月内披露 | | 中期报告 | 3个月内披露 | 2个月内披露 | | 年度报告 | 4个月内披露 | 4个月内披露 (业绩公告需3个月内发布) | | 财政年度 | 可自定义连续12个月 | 自然年度 | | | | (1月1日-12月31日 ...

ADP的首席经济学家Nela Richardson女士也很委婉地说了句："招聘正在失去动力。" 什么叫"失去动力"？直白点说就是：美国老板们现在普遍进入了"看看再说"模式。招人？先不急。工资？能不涨就不涨。现在的企业 HR，最常说的一句话不是"我们很快给你答复"，而是"这个岗位先不招了了，祝你找到合适的工作！"。 说到这里，那么问题来了，为什么招聘突然刹车了？原因其实也不复杂：不确定性太多了，经济增长放缓，通胀还没彻底搞定，美联 储也天天"欲降还羞"，搞得企业既不敢猛招人，也不敢扩张投资。 没错，事情是这样的：美国5月份的就业数据刚出来，就一个字——"惨"！ ADP研究机构公布了一组数据，说是5月份美国私人部门新增就业人数只有3.7万人。这不是喜报，是丧钟！要知道，市场原本预期是 11.4万人，前值是6.2万，现在就给你整了个3.7万……你说这不跟年终奖预期五位数，实际到账"谢谢参与"一个套路吗？ 经济学家们全体表情管理失控，这个数据比他们的预期少了整整五个标准差！ 还有一个很扎心的点：薪资增长也停滞了。数据显示，跳槽的员工工资涨了7%，听起来还不错吧？但是没跳槽的人，工资只涨了 4.5%。这告诉我们一个道理 ...

Market News - The three major US stock indices closed mixed, with the Dow Jones down 0.22%, the Nasdaq up 0.32%, and the S&P 500 up 0.01% [1] - Popular tech stocks showed varied performance, with Meta rising over 3%, Broadcom and AMD up over 1%, while Tesla fell over 3% [1] - The Nasdaq Golden Dragon China Index rose by 2.04%, with most popular Chinese concept stocks increasing, including NIO up over 6% and Alibaba, Xpeng, and Kingsoft up over 3% [1] - COMEX gold futures rose by 0.6% to $3397.4 per ounce, while WTI crude oil futures fell by 0.88% to $62.85 per barrel [1] - Major European stock indices closed higher, with Germany's DAX up 0.7%, France's CAC40 up 0.58%, and the UK's FTSE 100 up 0.16% [1] Industry Insights - The Hong Kong Securities and Futures Commission is considering introducing virtual asset derivatives trading for professional investors, aiming to enhance risk management and optimize tax incentives for virtual assets [2] - This initiative may lead to more virtual asset ETFs and structured products, promoting the integration of traditional finance with virtual asset technology [2] - The National Energy Administration has announced pilot projects for new power systems, focusing on virtual power plants to enhance flexibility and renewable energy consumption [3] - By 2027 and 2030, the goal is to achieve 20 million kW and 50 million kW of regulation capacity for virtual power plants, respectively [3] - The development of exoskeleton robots is advancing towards consumer markets, with applications expanding from medical rehabilitation to home care and outdoor activities, indicating a market potential exceeding hundreds of billions [5]

AI已经能写诗、作画、开车，但在有些场景下，AI一出手就暴露了它的"人工智障"状态，煞风景地诠释什么叫"人类的悲欢AI并不相 通"。 近日，电商618大促拉开帷幕，随之而来的是，与购物、物流相关的投诉，许多消费者吐槽AI客服的大量引入导致与平台、商家的沟通变 得越来越难。一方面，AI客服听不懂人话，常常陷入"鸡同鸭讲"的荒诞境地，简单问题也难以得到有效解答；另一方面，人工客服"深藏 不露"，想要转接人工客服，却要经历"过五关斩六将"的挑战，即便历经"千辛万苦"来到人工客服的"门口"，又遇上"需要排队等候"…… 相关话题频频登上热搜，引发网友的集体吐槽。 近年来，AI客服越来越广泛应用于电商、金融、物流、教育、通信、医疗等行业。与此同时，智能客服沟通不畅、答非所问、转接人工 客服难等问题，也饱受消费者诟病。当AI客服变"智障"，常常给消费者"添堵"，而非解忧，开了服务的"倒车"，成了沟通效率的"绊脚 石"，损害了整体消费和服务体验。 国家市场监督管理总局发布的数据显示，2024年，在电商售后服务领域，与"智能客服"相关的投诉同比增长56.3%。艾媒咨询2024年发布 的《中国智能客服市场发展状况与消费行为调查数 ...

Group 1: Company Developments - Hainan Huatie is planning to issue shares overseas and list on the Singapore Exchange as part of its international strategy [1] - Weilian Meishi has increased its registered capital from 6,606 million USD to 8,106 million USD, a growth of approximately 23% [2] - CATL has repurchased a total of 6,640,986 A-shares, amounting to 1.55 billion RMB, representing 0.1508% of its total A-share capital [4] - WanTai Biologics has received approval for its nine-valent HPV vaccine, enhancing its product line and competitive edge [11] Group 2: Market Performance - Volvo's global sales in May decreased by 12% year-on-year, totaling 59,822 vehicles [3] - Tesla's new car registrations in Germany fell by 36.2% in May, with a total of 1,210 vehicles registered [5] Group 3: Investment and Financing - "NanShu Network Technology" has completed a 10 million RMB angel round financing to enhance its big data analysis platform and AI algorithms [6] - "JinChuang Technology" has successfully completed a 30 million RMB Series A financing to deepen core technology development and expand its talent team [7] - Asset management giant Brookfield plans to invest up to 99.1 billion USD to build an AI data center in Sweden, creating approximately 1,000 permanent jobs [8] Group 4: New Products - Nintendo's new console, Switch 2, will officially launch with a starting price of 3,889 RMB, and has already surpassed 400,000 pre-orders on JD [9] - Fulejia's new product, a recombinant type III humanized collagen dressing, has completed clinical trial registration, marking a significant step in its product development [10]

港股证券也涨回来了，A股的证券也可以加油了。不想参与个股，所以没有选择港股的地产！A股的股票，小凡不是很有兴趣，大家都知道的。 成交量不是问题，随时可能重返3400点，银行回调之时，也是其他权重行业补涨之日。中小盘股票也不要割肉，只要没有退市，可能2~3个交易日就涨回来 了。 今日，三大指数明显上涨，股票约4000家红盘。港股的医疗、证券、地产都涨幅不错。 这个位置的行情，依旧需要白酒、证券、地产、保险等拉升指数，A股的行情太落后港股了，小凡港股的仓位目前减仓后比A股略少，内心很慌乱，在专属 订阅或者公号都分享了。 希望A股快点补涨，之后港股回调了，继续建仓港股的筹码。没有50%以上的持仓就会心慌，大家是否也有同样的感觉。 系好安全带 不出意外，接下来的行情很简单，白酒、银行只要没有大涨的情况下，午后也不会大回调。市场拉升指数的压力越来越小了。 港股依旧是牛市的核心，本轮牛市在港股，大家一定要港股的仓位略重。小凡目前只能等回调增仓或者右侧运营了，上次恒科5400点附近大幅减仓后，一直 没有机会建仓…… 对行情乐观，对指数乐观，对股票也乐观。今年的A股行情不会比去年差，只是大多数人也许等不到大涨就离场了。 这个 ...

Group 1 - The U.S. job market shows unexpected strength with April JOLTS job openings at 7.391 million, surpassing market expectations of 7.1 million [1][3] - The ratio of job openings to unemployed individuals is currently at 1.0, indicating a balance between supply and demand, similar to pre-pandemic levels [3] - The healthcare, social work, and business services sectors contributed significantly to the increase in job openings, while education sectors are experiencing layoffs [3] Group 2 - April hiring reached a new high of 5.6 million, but layoffs also increased to 1.79 million, the highest since October of the previous year, indicating a volatile job market [5] - The number of voluntary resignations decreased from 3.35 million to 3.2 million, suggesting that workers are hesitant to leave their jobs [5] - Economists predict that the upcoming non-farm payroll report will show a decrease in new jobs to 125,000, while the unemployment rate is expected to remain stable at 4.2% [7] Group 3 - The Federal Reserve is maintaining interest rates in the 4.25%-4.5% range, with potential rate cuts not expected until September [7] - There are concerns regarding the reliability of the JOLTS data due to a low sampling rate, which is only half of what it was a few years ago [7][8] - The job market is described as a "Rashomon" scenario, with conflicting interpretations of the data from different sources [8]

Group 1 - The A-shares market showed a collective rise in the three major indices, with the Shanghai Composite Index up 0.43%, the Shenzhen Component Index up 0.91%, and the ChiNext Index up 1.22% as of midday trading [1] - The total market turnover reached 742.5 billion yuan, with nearly 4,000 stocks rising [1] - The A500 Index ETF (159351) experienced a fluctuating performance, closing up 0.63% at midday, with a turnover rate exceeding 12% and a trading volume of over 1.7 billion yuan [1] Group 2 - The A500 Index ETF (159351) has seen a net inflow of funds for 4 out of the last 5 trading days, accumulating 268 million yuan [1] - The latest circulating share of the A500 Index ETF is 15.353 billion shares, with a total market size of 14.714 billion yuan [1] - The A500 Index closely tracks the new benchmark index, the CSI A500 Index, which selects 500 stocks representing strong market capitalization across various industries [1] Group 3 - The CSI A500 Index is set to undergo its second rebalancing since its launch, with 21 stocks being removed and 21 new stocks being added, effective after the market closes on June 13 [2] - Financial strategies suggest a return to traditional core assets, with expectations of market recovery driven by improved economic sentiment and valuation adjustments [2] - Investment directions are identified as technology AI breakthroughs, recovery in consumer stocks, and the rise of undervalued dividend stocks [2]

Market Overview - The Hong Kong stock market rebounded on June 3, with the Hang Seng Index rising by 1.5% to close at 23,512 and the Hang Seng Tech Index increasing by 1.1% to 5,189, indicating a significant recovery in market sentiment [1] - The trading volume reached HKD 203.7 billion, showing a notable increase compared to previous days, although the net inflow from the Stock Connect was only HKD 3.9 billion [1] - Major financial stocks, including CITIC Bank, Industrial and Commercial Bank of China, and Agricultural Bank of China, hit historical highs, reflecting continued investment in high-dividend defensive assets [1] Industry Dynamics - The automotive sector saw a rebound, with Xiaomi's automotive business losses decreasing and expectations for profitability in Q3 or Q4 of this year, driven by the upcoming launch of the YU7 model [3] - The healthcare sector also performed well, with the Hang Seng Healthcare Index rising by 2.5%. Notable gains were seen in companies reporting positive clinical data at the American Society of Clinical Oncology (ASCO) [3] - The renewable energy and utilities sectors experienced widespread gains, with Goldwind Technology rising by 13.3% due to share buyback plans and the establishment of an AI-related subsidiary [4] Company-Specific Insights - The report on CSPC Pharmaceutical Group indicated a 21.9% year-on-year decline in total revenue for Q1 2025, amounting to RMB 7.01 billion, primarily due to a slowdown in the sales of its core products [5] - The company expects a gradual recovery in product sales starting from Q2 2025, as the impact of centralized procurement has already been reflected in Q1 results [6] - CSPC has secured multiple overseas licensing agreements, with expected upfront payments totaling approximately RMB 1 billion and potential milestone payments exceeding RMB 25.6 billion, indicating strong future revenue prospects [7][8] Real Estate Sector Analysis - The report on the Chinese real estate market highlighted a 12.0% year-on-year decline in new home transaction volume across 30 major cities, with first-tier cities showing resilience [9] - First-tier cities like Shanghai and Shenzhen reported increases in cumulative transaction volumes, with Shanghai up by 9.5% and Shenzhen by 45.8% year-on-year [10] - The land transaction volume in 100 major cities fell by 46.9% year-on-year, indicating ongoing challenges in the real estate sector [12]