每经AI快讯，7月30日，香港交易所信息显示，摩根大通在微盟集团的持股比例于07月24日从4.81%升 至5.33%，平均股价为2.0488港元。 ...

由第一财经研究院撰写的《新质之力：上海专精特新"小巨人"》入选"上海智库报告文库"，并于日前正 式出版。 这本书都写了什么？ 本书运用定量和定性分析方法，评估上海提出的"3+6"产业和相关"小巨人"企业在经济发展中的贡献和 作用，剖析上海"3+6"产业的结构、产业链、技术创新等方面的最新状况，透视上海"3+6"产业的发展优 势和劣势、机遇与挑战。本书的一大特色是通过对"小巨人"企业的随机抽样调研，深入一线，倾听创业 者们讲述"小巨人"企业一路走来的历程和心声，总结专精特新"小巨人"企业的成功经验和发展模式，探 讨如何进一步支持中小企业并推动发展新质生产力，为政策制定咨政建言。 本书创作团队在调研过程中走访了数十家扎根于上海发展起来的专精特新"小巨人"企业，在它们身上真 切地看到这座城市科技创新的活力，看到经济发展的韧性，这些平时很少被镁光灯关注的群体都呈现于 本书当中。其中有给茅台酒做防伪标识的新材料企业天臣集团，做政府与大型企业供应商身份安全认证 的派拉软件，最早的一批海归创业企业吉尔生化，跟病毒进行赛跑的之江生物，解决万千前列腺病人难 言之痛并成功出海非洲等新兴市场的激光医疗器械企业瑞柯恩，十多年前就从房 ...

7月30日，截至港股收盘，恒生指数下跌1.36%，报25176.93点。出门问问（02438.HK）收报0.77港元/ 股，上涨63.83%，成交量2.19亿股，成交额1.42亿港元，振幅74.47%。 最近一个月来，出门问问累计涨幅20.51%，今年来累计跌幅28.79%，跑输恒生指数27.24%的涨幅。 财务数据显示，截至2024年12月31日，出门问问实现营业总收入3.9亿元，同比减少23.02%；归母净利 润-7.21亿元，同比增长10.11%；毛利率52.11%，资产负债率42.07%。 行业估值方面，软件服务行业市盈率（TTM）平均值为-10.83倍，行业中值-2.74倍。出门问问市盈 率-0.93倍，行业排名第143位；其他京投交通科技（01522.HK）为4.13倍、黄河实业（00318.HK）为 5.21倍、禅游科技（02660.HK）为5.58倍、自动系统（00771.HK）为5.75倍、驴迹科技（01745.HK）为 5.76倍。 资料显示，出门问问有限公司成立于2012年,是一家以生成式AI和语音交互为核心的人工智能公司,为全 球多个国家和地区提供AI智能硬件、AI政企服务,以及面向创 ...

Group 1 - Huawei's HarmonyOS 5 has surpassed 10 million terminal devices within a year, marking a significant milestone in the ecosystem's development [1] - The ecosystem has seen rapid growth with over 40 terminal products and more than 30,000 applications and services in development [2] - The number of developers in the HarmonyOS ecosystem has exceeded 8 million, and the total number of ecosystem devices has surpassed 1 billion [2] Group 2 - Huawei plans to push HarmonyOS 5 to a large number of older Huawei models, enhancing performance by up to 40% due to the support of the Harmony kernel and Ark Engine [3] - The company has launched several flagship devices fully equipped with HarmonyOS 5, including the HUAWEI Pura X and MatePad Pro 12.2 [2] - A public beta for HarmonyOS 5 has been rolled out for various models, with plans for further updates to cover more devices [2]

经新华财经统计，7月30日，科创板589只个股平均跌幅0.91%，平均换手率3.51%，合计成交额1630亿 元，平均振幅为4.40%。 个股表现方面，南新制药涨20%，领涨成分股；皓元医药跌10.04%，跌幅居首。 成交额方面，寒武纪成交额53亿元，位居首位；ST帕瓦成交额999.6万元，位居末位。 新华财经北京7月30日电 （王媛媛）科创50指数7月30日低开后冲高回落，最终收跌逾1%。至收盘时， 科创50指数报1058.57点，跌幅1.11%，指数振幅为2.12%，总成交额约353.2亿元。 从盘面上看，科创板个股多数下跌，上涨个股132只。高价股表现分化，低价股则多数下跌。 细分领域中，少数生物制药、化学制药类个股表现活跃，元器件、半导体、软件服务类个股下跌。 （文章来源：新华财经） 换手率方面，胜科纳米换手率为19.64%，位居首位；天能股份换手率为0.21%，位居末位。 ...

每日经济新闻 （责任编辑：张晓波 ） 市场资金活跃度的提升，与宏观经济预期的改善形成呼应，国际层面也释放出对中国经济的积极看 好信号。国际货币基金组织（IMF）发布最新《世界经济展望》报告，将中国2025年GDP增长预期大幅 上调0.8个百分点至4.8%，2026年增长率也上调0.2个百分点至4.2%。 新一代核心宽基A500ETF基金（512050）助力投资者一键布局A股核心资产。该ETF所跟踪中证 A500指数，采取行业均衡配置与龙头优选双策略，中证全部35个细分行业全覆盖，融合价值与成长属 性，相比沪深300，超配AI产业链、医药生物、电力设备新能源、国防军工等新质生产力行业，具备天 然的哑铃投资属性。场外联接（A类：022430；C类：022431）。 7月29日A股市场全天震荡走强，创业板指领涨。截至收盘沪指涨0.33%，深成指涨0.64%，创业板 指涨1.86%。行业板块方面，CPO、PCB等算力硬件股继续走强，雅江电站概念股午后拉升。跟踪中证 A500指数的A500ETF基金（512050）强势上涨0.59%。随着CPO概念扩大，持仓股天孚通信收涨逾 13%。此外，持仓股恒生电子、福斯特强势涨停 ...

更有意思的是，微软根本不需要 "AI 故事"—— 它的财报里已经有答案，真实存在，只是需要你去看： 2026 年预计运营利润率 44.8%，在所有直接竞争对手中最高；现金周转周期降至 28 天，是 20 年来最 高效的水平；还连续 11 个季度超预期。 与此同时，Azure 云同比增长 34%，其中 18 个百分点的增长直接来自 AI 工作负载；Copilot 已有 20 万 家企业用户，每用户平均收入（ARPU）还在加速增长。我们早已过了 "测试 AI" 的阶段，现在是 "为 AI 付费" 的阶段 —— 按月付费。 近几个月，市场开始接受一个简单却可能具有革命性的观点：人工智能不再只是前沿技术，而是新的经 济基础设施。但大家都盯着英伟达、阿斯麦、博通这些老面孔时，却很少有人看清，真正在兑现这场革 命价值的是谁 —— 不是靠芯片，而是靠利润率；不是靠情绪炒作，而是靠真金白银的现金流。 微软（NASDAQ:MSFT）是全球唯一一家把 AI 变成 "工业引擎" 的科技巨头。它同时在三个层面发力： 基础设施（Azure 云）、软件（智能助手 Copilot）、编排工具（Copilot Studio）。AI 已经融入 ...

Market News - US stock indices collectively declined, with the Dow Jones down 0.46%, Nasdaq down 0.38%, and S&P 500 down 0.3%. Major tech stocks mostly fell, including Meta down over 2%, Intel, Apple, and Tesla down over 1%, while AMD rose over 2% [1] - International precious metal futures generally rose, with COMEX gold futures up 0.46% at $3325.30 per ounce and COMEX silver futures up 0.43% at $38.39 per ounce. International oil prices surged, with WTI crude oil up 3.81% at $69.25 per barrel and Brent crude oil up 3.53% at $71.77 per barrel [1] - Major European stock indices closed higher, with Germany's DAX index up 1.03% to 24217.37 points, France's CAC40 index up 0.72% to 7857.36 points, and the UK's FTSE 100 index up 0.60% to 9136.32 points [1] Industry Insights - The Hong Kong Monetary Authority will hold a technical briefing on the regulatory framework for stablecoin issuers on July 29, with the regulation set to take effect on August 1. The first batch of stablecoin licenses will be strictly limited to single digits, expected to be issued within the year [2] - Stablecoins are seen as a bridge between centralized and decentralized financial systems, playing a crucial role in global payment systems. The industry is expected to enter a phase of compliant development as global regulatory policies are implemented [2] - The Beijing Future Science City is soliciting opinions on the "Artificial Intelligence + Pharmaceutical Health" industry development plan, focusing on brain-computer interface innovation and product development [3] - Brain-computer interface technology is anticipated to transform human-machine interaction, with applications initially in medical rehabilitation and later expanding to education, entertainment, and industrial sectors [3] - Huawei's Cangjie programming language will be open-sourced, aimed at full-scene intelligent application development, and is a key component of the HarmonyOS ecosystem [4] Stock Movements - A shareholder of Aosaikang plans to reduce its stake by up to 1.5% through centralized bidding and block trading [5] - A shareholder of Jiahe Meikang intends to reduce its stake by up to 3% due to funding needs [5] - Shareholders of Aotewei plan to reduce their holdings by up to 1.37% through similar methods [5] - Shareholders of Tongding Interconnection plan to reduce their stake by up to 2.08% [5] - Shareholders of Shanghai Auto Parts plan to reduce their holdings by up to 1.75% [6] - The National Integrated Circuit Fund plans to reduce its stake in Saiwei Electronics from 8.87% to 7.82% [6] - Shareholders of Suzhou Planning intend to reduce their stakes by up to 2.5% and 2% respectively [6] - Lenovo Holdings reduced its stake in Lakala, bringing its ownership down to 25.86% [7] - Shareholders of Ruishun Technology plan to reduce their holdings by up to 2.0013% due to funding needs [7]

Group 1: AI Model Development - Zhiyu released its flagship model GLM-4.5 with a total parameter count of 355 billion and activation parameters of 32 billion, ranking third globally and first among open-source models [1] - The API call pricing for GLM-4.5 is set at 0.8 yuan per million tokens for input and 2 yuan per million tokens for output [1] Group 2: AI Conference and Procurement - The "2025 World Artificial Intelligence Conference" concluded with an expected procurement amount of approximately 16.2 billion yuan from 300 project demands [3] Group 3: Government Support for AI - Shanghai will issue 600 million yuan in computing power vouchers to reduce the cost of using intelligent computing power, with a maximum 30% rent subsidy for entities renting intelligent computing [4] - The city will also support up to 10% of construction costs for self-deployed intelligent computing facilities [4] Group 4: AI Product Launches - Xiaomi's AI glasses project aims for annual shipments exceeding 5 million units within three years, targeting the large population of myopic individuals in China [5] Group 5: AI Image Recognition Challenges - A Microsoft study revealed that humans can only correctly identify AI-generated images 62% of the time, indicating significant challenges in distinguishing between real and AI-generated images [6] Group 6: Robotics Industry Insights - Yushu Technology highlighted the "pseudo-intelligence" dilemma faced by humanoid robots, citing limitations in real-world decision-making and fragmented environmental perception [7] Group 7: Semiconductor Industry Developments - Samsung and Tesla signed a long-term chip manufacturing agreement valued at 16.5 billion dollars, with a new factory in Texas dedicated to producing Tesla's next-generation AI6 chips [7] Group 8: Workforce Adjustments in IT Services - Tata Consultancy Services announced a global workforce reduction of approximately 12,000 positions, representing about 2% of its total employees, due to declining industry demand [8] Group 9: Space Exploration and Economic Implications - NASA discovered a significant "gold mine" on the asteroid 16 Psyche, with an estimated value of 700 trillion euros, raising concerns about potential economic impacts if wealth were distributed globally [9]

Group 1: National Policies and Economic Measures - The national childcare subsidy plan was announced, providing 3,600 yuan per child per year for infants under three years old starting from January 1, 2025 [2] - The Shanghai government is offering rent reductions and startup funding for eligible AI talent teams, with support ranging from six months to three years [13] Group 2: Corporate Developments - 澜起科技股份有限公司 has submitted its listing application to the Hong Kong Stock Exchange, with joint sponsors including CICC, Morgan Stanley, and UBS [1] -居然智家 announced the passing of its actual controller and CEO, 汪林朋, and stated that daily operations will be managed by the executive team [6] -药明康德 reported a net profit of 8.561 billion yuan for the first half of the year, a year-on-year increase of 101.92% [15] -三星 signed a chip supply agreement worth $16.5 billion with Tesla, which is expected to boost Samsung's struggling foundry business [11] Group 3: Market Trends and Economic Indicators - The U.S. Federal Reserve is expected to maintain its current interest rates during the upcoming monetary policy meeting, with potential cuts anticipated in September [5] - In South Korea, housing prices outside the capital region have declined, while prices in Seoul have increased by 0.39% in the first half of 2025 [12]