Core Viewpoint - Black Sesame Intelligence (02533) issued a profit warning, expecting a revenue of over RMB 250 million for the six months ending June 30, 2025, which represents a growth of over 38% compared to the same period in 2024, but anticipates a net loss of no more than RMB 800 million due to various factors including employee stock-based compensation and R&D expenses [1][1][1] Financial Performance - The company expects to record a revenue exceeding RMB 250 million for the six months ending June 30, 2025, marking a growth of over 38% year-on-year [1][1][1] - Anticipated net loss for the same period is projected to be no more than RMB 800 million [1][1][1] Cost Factors - The expected loss is primarily attributed to stock-based compensation expenses of no less than RMB 200 million due to employee awards [1][1][1] - Additional costs arise from R&D efforts in high-level assisted driving and solutions [1][1][1] - The conversion of preferred shares to common shares post-listing has led to a decrease in the fair value gains of financial instruments [1][1][1] Acquisition Progress - Black Sesame Intelligence is progressing with the acquisition of an AI systems chip and solutions business, with due diligence and auditing activities ongoing [1][1][1] - The target company continues to operate under its original management team, which is expected to remain post-acquisition and will be responsible for ongoing operations and management [1][1][1] - Discussions are actively taking place regarding corporate governance and performance targets for the target company after the acquisition [1][1][1]

格隆汇8月25日｜寒武纪-U(688256.SH)成交达200亿，位居A股成交榜第二位；目前涨幅收窄至4%，此 前一度涨近12%。 ...

每经AI快讯，8月25日，寒武纪-U成交额达200亿元，现涨3.69%。 （文章来源：每日经济新闻） ...

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇8月25日｜寒武纪-U成交额达100亿元，现涨4.32%，盘中一度冲高至12%，最高报1391元历史高 价。 (责任编辑：宋政 HN002) ...

Core Points - The EU and the US announced a new trade agreement detailing tariffs and market access, with the US imposing a 15% tariff on most EU goods while exempting certain products [1] - The EU committed to eliminating tariffs on US industrial goods and providing preferential market access for US seafood and agricultural products [1] - The EU plans to purchase $750 billion worth of US liquefied natural gas, oil, and nuclear products by 2028, along with $40 billion in US AI chips [1][2] Group 1 - The US will impose a 15% tariff on most EU imports, while certain natural resources, aircraft, and generic drugs are exempt [1] - The EU will eliminate tariffs on US industrial products and provide preferential access for US seafood and agricultural goods [1] - The EU aims to significantly increase its procurement of US military and defense equipment [1] Group 2 - The agreement has raised concerns about fairness, with critics arguing it disproportionately favors the US [4][8][16] - There are unresolved issues regarding steel and aluminum tariffs, with no clear solution provided in the agreement [9] - The digital regulatory divide remains a significant point of contention, with no substantial progress made in this area [11] Group 3 - The agreement has been described as a "terrible, complete surrender" by some EU officials, highlighting the lack of reciprocity [8] - Concerns have been raised about the potential negative impact on European growth and employment due to the perceived imbalance in the agreement [16] - The agreement lacks legal binding, raising questions about its long-term viability and enforcement [20][23] Group 4 - The EU is expected to initiate legislation to ensure the US commits to reducing auto tariffs retroactively [23] - The agreement is seen as a "loss control document" for the EU, reflecting its dependency on the US [23][25] - Future negotiations are anticipated to address a fair and balanced trade agreement, although skepticism remains about the EU's leverage [25]

Group 1 - The latest Fortune Global 500 list reveals the economic strength of various countries, with a total revenue of approximately $41.7 trillion, accounting for over one-third of global GDP, and a year-on-year growth of about 1.8% [2][11] - Walmart leads the list with revenues of $680.985 billion and profits of $19.436 billion, followed by Amazon with $637.959 billion in revenue and $59.248 billion in profit [2] - The threshold for inclusion in the list increased from $32.1 billion to $32.2 billion in sales revenue [2] Group 2 - American companies dominate the list, accounting for 44% of the total, with an average sales figure of $121.7 billion and net profits of $31 billion, reflecting a year-on-year increase of 19% and 31% respectively [8][11] - In contrast, Chinese companies, totaling 130, generated $10.7 trillion in revenue but had an average net profit of only $4.2 billion, less than half of their American counterparts [11][18] - Japanese companies have seen a significant decline, dropping from 149 to 38 on the list, with an average net profit of only $3.13 billion, highlighting a stagnation in their business models [20][22] Group 3 - High-tech companies are showing strong performance, with 34 global high-tech firms averaging $96.7 billion in revenue and $18.1 billion in net profit, marking increases of 9.6% and 24% year-on-year [5][11] - Notable examples include Nvidia, which boasts a 55% net profit margin, and other tech giants like Microsoft and Google, which have established significant revenue streams through advanced technologies [8][10] - The rise of companies like BYD and Chery illustrates China's shift from scale to efficiency, with BYD surpassing Tesla and Chery achieving significant export growth [13][14][15] Group 4 - Pinduoduo's revenue reached $54.736 billion with a profit of $15.626 billion, showcasing a remarkable efficiency in its operations, particularly in agricultural product sales [17] - The contrasting business models of the U.S., China, and Japan highlight different paths to economic success, with the U.S. focusing on technology, China on efficiency, and Japan struggling with outdated practices [24]

(责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇8月22日｜寒武纪(688256.SH)今日20%涨停，股价创历史新高，市值突破5200亿元，换手率 3.37%，成交额164.89亿元。龙虎榜数据显示，沪股通买入11.48亿元，卖出12.86亿元，净卖出1.38亿 元；"量化基金"位列买二、卖二席位，净卖出2.71亿元；一机构买入2.83亿元，一机构卖出3.66亿元， 机构净卖出8352万元。上榜席位全天买入25.69亿元，卖出32.48亿元，合计净卖出6.78亿元。(格隆汇) | 买入金额最大的前5名 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | 卖出会额(万) | 占总成交比例 | 净 ...

格隆汇8月22日｜寒武纪(688256.SH)今日20%涨停，股价创历史新高，市值突破5200亿元，换手率3.37%，成交额164.89亿元。龙虎榜数据显示，沪股通买入 11.48亿元，卖出12.86亿元，净卖出1.38亿元；"量化基金"位列买二、卖二席位，净卖出2.71亿元；一机构买入2.83亿元，一机构卖出3.66亿元，机构净卖出 8352万元。上榜席位全天买入25.69亿元，卖出32.48亿元，合计净卖出6.78亿元。(格隆汇) | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | --- | | 1 | 沪股通专用 | 492次 46.75% | 12 | 114817.64 | 6.96% | | 2 | 瑞银证券有限责任公司上海花园石桥路证券营业部 | 105次 57.14% | ▶ | 53437.82 | 3.24% | | 3 | 华宝证券股份有限公司上海东大名路证券营业部 | 26次 34.62% | ▲ | 36338.83 | 2.20% | | 4 | 机构专用 | 1614次 45.11% | ...

寒武纪今日20.00%涨停，成交额164.89亿元，换手率3.37%。盘后龙虎榜数据显示，沪股通专用席位买入11.48亿元并 卖出12.86亿元，1家机构专用席位净买入2.83亿元，有1家机构专用席位净卖出3.66亿元。 | 成交额: 58.17亿元 合计买入: 25.69亿元 合计卖出: 32.48亿元 净额: -6.78亿元 | | | --- | --- | | 买入金额最大的前5名营业部 | 买入额/万 卖出额/万 浄额/万 | | 沪股通专用一线游资 | 114818.00 0.00 114818.00 | | 瑞银证券有限责任公司上海花园石桥路证券营业部 | 53437.80 0.00 53437.80 | | 华宝证券股份有限公司上海东大名路证券营业部 一线游资 | 36338.80 0.00 36338.80 | | 机构专用 | 28267.80 0.00 28267.80 | | 国泰海通证券股份有限公司上海浦东新区陆家... | 24086.60 0.00 24086.60 | | 卖出金额最大的前5名营业部 | 买入额/万 卖出额/万 浄额/万 | | 沪股通专用一线游资 | 0.00 ...

北京商报讯8月22日午后，寒武纪（688256）股价持续上攻，盘中封至涨停。 截至北京商报记者发稿，寒武纪股价仍封死涨停板，报涨停价1243.2元/股，再创历史新高，总市值 5201亿元，成交金额160.18亿元。 （文章来源：北京商报） ...