新京报讯（记者代文佳）8月8日，"千人伴读 筑梦未来"云南镇雄学子北京研学营活动正式结营。在为 期4天的活动中，来自云南镇雄的15名学生与15名北京学生共同参观北京历史文化地标、体验非遗技 艺，并通过互动交流，完成了一场别开生面的研学之旅。 研学期间，学生们先后前往天安门广场、故宫博物院、中国科学技术馆、居庸关长城等地参观，并观看 了中国人民抗日战争暨世界反法西斯战争胜利80周年主题展览。通过实地探访，学生们不仅了解了北京 的历史文化，也增强了爱国情怀。 8月8日，研学营结营仪式举行。五矿集团、58同城、北京五八公益基金会及云南镇雄县相关代表出席活 动。镇雄县师生代表分享了研学体会，并对活动组织方表示感谢。现场，58公益向镇雄县教体局捐 赠"58墨韵小屋"，为当地学生提供更多阅读资源。 据悉，"千人伴读 筑梦未来"项目此前已在湖南、内蒙古等地落地，累计惠及学生超5000人。58同城表 示，未来将继续推动城乡学生交流，助力乡村教育发展。 新京报记者了解到，8月5日，研学营开营仪式在58同城总部举行。学生们首先参观了企业办公环境，了 解了互联网科技行业的发展。58同城相关负责人介绍，自2018年发起"筑梦工程"公 ...

Market Overview - The Hong Kong stock market showed mixed results with the Hang Seng Technology Index rising by 0.25%, briefly surpassing the 25,000-point mark, while the Hang Seng Index increased by 0.32% and the Hang Seng Technology Index fell by 0.38% [1] Sector Performance - Large technology stocks exhibited divergent trends, with Xiaomi up by 1.77%, NetEase rising by 1%, and JD.com and Meituan also in the green, while Kuaishou plummeted over 9%, Alibaba dropped by 1.6%, and Baidu fell by 1.34% [1] - The semiconductor sector was boosted by rumors, leading to a surge in shares of Cambricon Technology, which hit the 20% daily limit, driving up Hong Kong semiconductor stocks collectively, with Hongguang Semiconductor rising by 11.5% and SMIC and Hua Hong Semiconductor increasing by over 5% [1] - Insurance stocks performed well as a result of a scheduled interest rate cut and an increase in the proportion of dividend insurance, with China Pacific Insurance leading the gains, rising over 6% [1] - Other active sectors included coal, dairy products, Apple concept stocks, Chinese brokerage firms, domestic property stocks, oil, brain-computer interface concepts, and shipping stocks [1] Declining Sectors - The rare earth concept stocks and paper industry stocks experienced significant declines, while the biopharmaceutical sector showed a high open but low close, with BGI Genomics and Livzon Pharmaceutical leading the losses among innovative drug stocks [1] - Logistics, vocational education, and military industry stocks also saw declines [1]

Group 1 - Beijing Yuanli Future Technology Co., Ltd. and Yuanqi Forest (Beijing) Food Technology Group Co., Ltd. have been recognized as regional headquarters of multinational companies [1] - Since 2025, Chaoyang District's headquarters economy has been upgraded, implementing the "Headquarters Growth Plan" to optimize the policy system, enhance precise investment attraction, and improve service guarantees [1] - As of now, the total number of regional headquarters of multinational companies in the district has reached 172, maintaining the highest total in the city [1]

8月12日午后，港股三大指数涨跌不一。A股同赛道规模最大的恒生科技指数ETF（513180）跟随指数震 荡，持仓股中，快手、金蝶国际、哔哩哔哩、蔚来等跌幅居前，华虹、中芯国际、比亚迪电子等涨幅居 前，其中华虹、中芯国际午后均涨超5%。 （文章来源：每日经济新闻） 资金面上，截至8月11日，今年以来南向资金累计净流入已突破9000亿港元大关，刷新年度净流额历史 记录。港股热度不断攀升，资金积极布局科技板块。截至8月11日，恒生科技指数ETF（513180）近20 个交易日合计获净流入约36.25亿元。 今年以来，南向资金主要流向人工智能和新消费等核心资产。AI、新消费这两大赛道体现出新兴产业 的发展趋势和一定的稀缺性，有望进一步吸引资金加码，助推港股行情持续向好。公开信息显示，恒生 科技指数ETF（513180）标的指数囊括30家港股科技龙头，软硬科技兼备，成分股深度聚焦AI产业链的 上中下游，其中阿里、腾讯、小米、美团、中芯国际、比亚迪等有望成为中国科技股"七巨头"。没有港 股通账户的投资者或可通过恒生科技指数ETF（513180）一键布局中国AI核心资产。（场外联接A/C： 013402/013403）。 ...

Market Overview - The overnight performance of US stock indices showed a decline, with the Chinese concept index down by 0.29% [1] - Hong Kong's three major indices opened lower, with the Hang Seng Index down by 0.33%, the National Enterprises Index down by 0.34%, and the Hang Seng Technology Index down by 0.59% [1] Sector Performance - Large technology stocks collectively fell, with Baidu down nearly 2%, Alibaba down 1.43%, and other major players like Meituan, Tencent, and Xiaomi also experiencing declines, while JD.com managed to stay slightly positive [1] - Innovative drug concept stocks saw a rise, highlighted by Fosun Pharma securing a $645 million order, leading to a 7.55% increase in its stock price. Other pharmaceutical companies like Lijun Pharmaceutical, Yunding Xinyao, WuXi AppTec, and China Resources Pharmaceutical also experienced gains [1] - Lithium battery concept stocks continued their upward trend, with Tianqi Lithium Industries rising over 2% and Ganfeng Lithium up by 0.59% [1] - Sectors such as duty-free, automotive, Chinese brokerage firms, steel, and oil & gas equipment stocks generally declined, with China Duty Free Group down nearly 1% [1]

隔夜美股三大指数收跌，中概指数跌0.29%。港股三大指数今日低开，恒指跌0.33%，国指跌0.34%，恒 生科技指数跌0.59%。盘面上，大型科技股集体走低，其中，百度跌近2%，阿里巴巴跌1.43%，美团、 腾讯、小米均下跌，京东勉强飘红；创新药概念股走高，拿下6.45亿美元订单，复星医药涨7.55%，丽 珠医药、云顶新耀、药明合联、华润医药齐涨；昨日大涨的锂电池概念股继续上涨，天齐锂业涨超 2%，赣锋锂业涨0.59%，直播概念股、黄金股、苹果概念股多数上涨。另一方面，免税概念股、汽车 股、中资券商股、钢铁股、油气设备股普遍走低，权重中国中免跌近1%。(格隆汇) ...

8月11日，天眼查App显示，近日，斑马智行关联公司斑马网络技术股份有限公司注册资本由约28.4亿人 民币增至约32亿人民币，增幅约13%。该公司成立于2015年11月，经营范围包括计算机网络科技、通信 科技、电子科技领域内的技术开发等。股东信息显示，该公司由上海赛为投资中心（有限合伙）、浙江 天猫技术有限公司、淘宝（中国）软件有限公司等共同持股。 ...

Group 1 - The report maintains a cautiously optimistic view on the Hong Kong stock market, indicating it is in a trend of upward oscillation with a solid bottom [1] - There is potential for increased positioning from southbound funds, with some already allocating to internet technology stocks [1][5] - The market is focused on dividends and is seeking out industries with favorable conditions, particularly in technology and consumer sectors [1][3] Group 2 - The U.S. stock market saw significant gains, with the Nasdaq rising by 3.9%, S&P 500 by 2.4%, and Dow Jones by 1.3%, driven by heightened expectations for interest rate cuts [2] - As of August 10, 90% of companies in the S&P 500 had reported Q2 earnings, with a blended earnings growth rate of 11.8%, surpassing the expected 5% [3] - The technology sector, along with consumer discretionary and communication services, contributed significantly to the positive earnings surprises [3] Group 3 - The report highlights that the overall average tariff rate in the U.S. has risen to 20.11%, the highest on record, yet the market is pricing in exemptions for companies that build factories in the U.S. [3] - The report notes that the S&P 500's market breadth has increased to 59%, indicating a positive sentiment in the market [6][22] - The report emphasizes that the long-term trend for the U.S. stock market remains upward, supported by stable consumer income and the ongoing impact of AI technology [6]

Core Viewpoint - Dashi Cloud (DSY) experienced a 3.14% increase in stock price, reaching $1.206 per share, with a total market capitalization of $68.86 million as of August 9 [1] Financial Performance - As of December 31, 2024, Dashi Cloud reported total revenue of $1.0399 million, a year-on-year decrease of 74.99% [1] - The company achieved a net profit attributable to shareholders of $1.8795 million, reflecting a year-on-year increase of 223.27% [1] Company Overview - Dashi Cloud Holdings Limited is a Cayman Islands-registered holding company that operates primarily through its domestic subsidiary, Guangdong Dashi Cloud Investment Holdings Group Co., Ltd. [1] - The subsidiary operates under a C2M (Customer-to-Manufacturer) model, integrating product research and development, manufacturing, brand operation, and sales [1] - The group focuses on the new consumption field of personal care products, adhering to a self-owned brand development strategy [1] - Dashi Cloud emphasizes innovation and integrity, aiming to produce high-end personal care products through technological empowerment [1]

Core Viewpoint - Active funds have significantly outperformed the market this year, with a year-to-date return of 13.94% for mixed equity funds, compared to 8.28% for passive index funds and only 3.05% for the CSI 300 index [3]. Group 1: Performance Comparison - As of August 1, the mixed equity fund index has a year-to-date return of 13.94%, which is substantially higher than the passive index fund index at 8.28% and the CSI 300 index at 3.05% [3]. - The performance of various indices shows that the CSI 500 index has a year-to-date return of 8.51%, while the ChiNext index has 8.45% [4]. Group 2: Factors Driving Active Fund Performance - The resurgence of active funds is attributed to multiple factors, including the dominance of growth styles, contributions from Hong Kong stock allocations, and the performance of small-cap strategies [5]. - Growth style has become the leading force in the market, supported by government policies favoring emerging industries, particularly in technology [7][8]. - Active equity funds have increased their allocation to Hong Kong stocks, reaching a historical peak with a market value of 437.9 billion yuan, up 6.5% from the previous quarter [11][12]. Group 3: Small-Cap Strategies - The micro-cap stock index has seen a year-to-date increase of 51%, with the North Stock 50 and CSI 2000 indices also showing significant gains of 36.79% and 20.99%, respectively [15]. Group 4: Historical Performance of Active Funds - Historical data indicates that active funds tend to outperform passive index funds in years of market uptrends, with notable years being 2015, 2017, 2019, 2020, and 2021 [17]. - In contrast, during market downturns, such as in 2016, 2018, 2022, and 2023, active funds have consistently underperformed [18]. - Despite recent underperformance in bear markets, active funds are expected to leverage their advantages in bull markets, potentially leading to long-term outperformance against index funds [20].