阿里、腾讯等企业在中国多模态大模型中处于领先地位，同时各大港股科技龙头也不断加码AI 资本开支。近期这些企业在软、硬件产业端都取得了技术突破，如果这种趋势保持下去，那么 可以预见到，港股科技成长龙头，还会继续受益于AI产业变革红利。 最后，南向资金还有一定增量空间。到上周末，今年以来南向资金累计流入港股超过了9000亿 元人民币，不过这个趋势还会延续。从成交净买入金额来看，大型科技股都获得南向资金加 仓，特别是腾讯、美团、小米、快手等等，都是炙手可热的标的。 股民的投资热情在逐渐兴起，未来公募基金的销量也将水涨船高！投资港股的各类基金也为南 下资金提供了更多的弹药！ 今年的港股可真是让人刮目相看！虽然最近在波动中有一些回调，但年初到现在，恒生指数已 经涨了超过20%，恒生科技指数那更是一马当先。 大家应该还记得，上半年港股走势如火如荼，6月以来偏震荡，但最近这个月基本都在25000点 位上方。无论是纵向还是横向比较，当前港股估值仍然不算高。那么大家都很关心的是，被低 估的港股还会继续走高吗？ 要知道港股目前估值还是在"洼地"。从纵向比较来看，和2021年的估值高点相比，其实现在的 恒生指数和恒生科技指数还有很 ...

| 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 4.83 Z | 5.09亿 | 5.32% | | 归母净利润(元) | -2919.47万 | -3816.23万 | -30.72% | | 扣非净利润(元) | -3312.22万 | -5743.52万 | -73.40% | | 货币资金(元) | 1.12亿 | 1.1亿 | -1.65% | | 应收账款(元) | 5.89亿 | 5.53亿 | -6.23% | | 有息负债(元) | 2.62亿 | 2.81亿 | 6.97% | | 手利率 | 28.23% | 23.32% | -17.40% | | 净利率 | -6.98% | -8.46% | -21.28% | | 三费占营收比 | 17.29% | 21.94% | 26.85% | | 每股净资产 (元) | 68'6 | 8.56 | -13.46% | | 每股收益(元) | -0.19 | -0.27 | -42.11% | | 每股经营性现金流(元) | -0.39 | 0 ...

Group 1 - The company announced the resignation of independent director Wang Chunfei due to the completion of his six-year term, which will result in the independent director count falling below one-third of the total board members [3][4][5] - The board has proposed Lin Wen as a candidate for the independent director position, pending approval from the shareholders' meeting [4][5][6] - If elected, Lin Wen will also take on roles in the compensation and assessment committee, audit committee, and nomination committee [6][7] Group 2 - The company held its 13th meeting of the third board on August 27, 2025, where several key resolutions were passed, including the approval of the 2025 semi-annual report [14][15][16] - The board also approved the proposal to cancel the supervisory board and amend the company's articles of association to enhance governance structure [19][21][22] - The company plans to hold a temporary shareholders' meeting on September 17, 2025, to discuss the resolutions passed by the board [57][58][59] Group 3 - The company reported a provision for asset impairment of 4.2167 million yuan for the first half of 2025, which includes 3.5847 million yuan for asset impairment losses and 632,000 yuan for credit impairment losses [38][40][41] - The board's audit committee and supervisory board have both agreed that the provision for asset impairment is in line with accounting standards and reflects the company's financial status accurately [43][45]

对钟情于小盘股的投资者们来说，这几年一直非常艰难，这些股票未能像标普500指数以及纳斯达克100指数那样自2022年 末以来走出无比强劲的长期牛市轨迹。但是经过多年的痛苦时期之后，"风险因子"似乎呈现出全面回归，因此这些股票市 场风险最高的股票终于看到了越来越强劲的长期牛市上涨动力。 美股小盘股基准——罗素2000指数上一次创下历史新高是在2021年11月8日，此后一直未能突破这一历史最高点位，目前距 离该水平仅仅相差约3%。除非到周五市场行情发生重大变化，否则这将标志着该美股市场的小盘基准股指标自2000年左右 互联网泡沫破裂以来持续时间最长的一段"未创新高时期"。相比之下，美股大盘基准指数——标普500指数自今年以来已经 创下高达19次历史纪录——即2025年迄今19次创下历史新高点位。 与此同时，随着市场对于美联储降息预期持续升温，市场对于小盘股的投资情绪开始变得更加乐观，主要因为小盘股已连 续数周强势上行，且涨势跑赢标普500指数与纳斯达克。华尔街大行美国银行的一份研究显示，美联储主席鲍威尔在杰克逊 霍尔年会上释放的"最快9月降息"信号，为小盘股行情提供了重要看涨支撑。 美国银行表示，近期多项经济数据 ...

公司摊薄每股收益为-0.39元。 公司最新总资产周转率为0.24次，较去年同期总资产周转率增加0.03次，同比较去年同期上涨15.00%。 最新存货周转率为1.77次，较去年同期存货周转率增加0.26次，实现5年连续上涨，同比较去年同期上涨 17.64%。 公司股东户数为2.13万户，前十大股东持股数量为5183.94万股，占总股本比例为30.93%，前十大股东 持股情况如下： | 序号 | 股东名称 | 持股比例 | | --- | --- | --- | | I | 当于花 | 19.84% | | 2 | 新余市奇斯科技有限公司 | 2.66% | | 3 | 新余市鑫奇迪科技有限公司 | 1.65% | | | 章龙 | 1.34% | | 5 | 唐冬元 | 1.08% | | 6 | 毛丽萍 | 1.03% | | | 郑秀攀 | 0.90% | | 7 8 | 杨希光 | 0.89% | | 9 | 钱孝丽 | 0.79% | | 10 | 彭胜文 | 0.75% | 公司营业总收入为10.60亿元，在已披露的同业公司中排名第87，较去年同报告期营业总收入增加2.03亿 元，实现5年连续上涨，同 ...

Group 1 - The recent strong performance of the technology sector and overall market recovery is driven by three main factors: improved liquidity environment, proactive and precise policies, and the initiation of an innovation cycle in the technology industry due to the AI technology revolution [1][2][3] - The difference between the two recent market rallies is that the post-Spring Festival rally was primarily driven by breakthroughs in large models like DeepSeek, while the current rally is supported by broader and deeper factors, including the continuous development of the AI industry and the recovery of capital expenditure expectations from tech giants [2][3] Group 2 - The core driving force behind the current technology industry is AI, which significantly enhances the investment value and growth prospects of the sector. Key areas of interest include computing power, humanoid robots, autonomous driving, and applications benefiting from large model developments [3][4] - Domestic tech giants are increasing capital expenditure on AI, aiming for these investments to translate into revenue. Investors should monitor user growth and traffic for various AI products, as some companies are already generating substantial income from AI-driven tools [4][5] Group 3 - AI is expected to have a profound and comprehensive impact on the economy, comparable to that of the mobile internet, affecting both digital economy-related industries and traditional sectors by significantly improving operational efficiency [5][6] - The current valuation levels of the technology sector can be viewed from two dimensions: it is still below previous peaks, and many new excellent companies have been listed, enhancing the overall scale and profitability of existing firms [7][8] Group 4 - The long-term outlook for A-shares and H-shares is positive, with the technology sector expected to maintain growth driven by AI. Specific areas of interest include computing power, hardware scenarios like humanoid robots, and emerging fields such as autonomous vehicles and low-altitude economy [8][9]

Group 1 - Apple warns that if the UK enforces regulations similar to the EU's, it may delay or even cancel the launch of new features for iPhone and other products in the UK [1][3] - The UK's Competition and Markets Authority (CMA) announced plans in July to implement specific regulations targeting Apple and Google to regulate competition in the mobile platform market [3] - Apple expressed strong opposition to "EU-style" regulations, claiming they are detrimental to both users and developers, citing previous EU laws that led to the removal of certain features in Europe [3][4] Group 2 - Apple's concerns regarding the CMA's proposed regulations include potential threats to user privacy and security, hindrance to innovation, and the requirement to provide core technologies to foreign competitors for free [4] - The CMA's proposed regulations include eliminating "anti-steering measures," opening digital wallet permissions, and providing more data access to third-party smartwatches, which align with issues raised in the U.S. antitrust lawsuit against Apple [4] - The CMA emphasized that the goal of the proposed regulations is to support local innovation and ensure UK consumers do not miss out on technology features available in other countries, while maintaining user privacy and data security [4]

音频由扣子空间生成 美国企业正以历史性速度推进股票回购，英伟达（NVDA）成为最新加入这一长名单的公司，彰显出美国企业界对经 济的信心。 根据Birinyi Associates汇编的数据，截至8月20日，美国企业宣布的回购规模已突破1万亿美元，创下达到这一里程碑所 需的最短时间记录，此前纪录为去年10月。 过去几个月，企业巨头——尤其是金融和科技行业——纷纷批准大规模股票回购计划。周三，英伟达在盘后发布季度 财报后宣布计划回购价值600亿美元的股票。 今年5月，苹果公司（AAPL）宣布将回购1000亿美元股票。Alphabet（GOOGL）、摩根大通（JPM）、高盛集团 （GS）、富国银行（WFC）和美国银行（BAC）也宣布了至少400亿美元的回购计划。 AI播客：换个方式听新闻 下载mp3 各美企巨头的股票回购计划 "市场中最终的逢低买入者将持续存在，那就是企业自身。"Birinyi Associates总裁杰弗里·耶鲁·鲁宾（Jeffrey Yale Rubin）表示，"企业盈利良好，有足够资金用于资本支出，股票回购是回报投资者和公司所有者的好方式。" 上个月，企业宣布的股票回购总额达到1660亿美元， ...

Group 1 - U.S. companies are planning record stock buybacks, indicating strong confidence in the economy, with Nvidia being the latest to announce a buyback plan worth $60 billion [1][3] - As of August 20, announced stock buybacks have exceeded $1 trillion, marking the fastest time to reach this level, surpassing the previous record set in October of the previous year [1] - Major companies, particularly in the financial and technology sectors, have approved large-scale buyback plans, including Apple with $100 billion, and others like Alphabet, JPMorgan, Goldman Sachs, Wells Fargo, and Bank of America committing at least $40 billion [1] Group 2 - In July, the total announced stock buybacks reached $166 billion, the highest amount recorded for that month, providing significant support to the U.S. stock market, with the S&P 500 index recently hitting a new all-time high [3] - The momentum of stock buybacks is expected to continue until the end of the year, with predictions of announced buybacks reaching $1.3 trillion and completed buybacks setting a historical record [4] - If the economy does not experience a significant slowdown, completed buybacks in 2026 are projected to reach $1.2 trillion, establishing a new record [4]

Group 1 - The core point of the article is that Changchuan Technology (300604.SZ) announced a share transfer agreement with Hangzhou Zhonghu Private Fund Management Co., Ltd. on November 27, 2023, where Changchuan Investment plans to transfer its shares [1] - Changchuan Investment is a significant shareholder, holding more than 5% of the company's shares, and is one of the actual controllers of the company [1] - The agreement indicates a strategic move in the company's ownership structure, potentially impacting its future operations and governance [1]