新浪财经ESG评级中心提供包括资讯、报告、培训、咨询等在内的14项ESG服务，助力上市公司传播ESG理念，提升ESG可持续发展表现。点 击查看【 ESG评级中心服务手册】 在全球可持续发展浪潮席卷而来的当下，ESG（环境、社会、公司治理）已成为衡量企业高质量发展的核心标尺，更是连接企业价值与社会价值的关键纽 带。随着国内ESG生态体系的加速完善，政策监管持续收紧、资本市场对ESG表现的关注度不断飙升，企业的可持续发展能力愈发成为其核心竞争力的重 要组成部分。 | 排名 | 公司名称 | 公司标识 | 得分星级 行业分类 | | | --- | --- | --- | --- | --- | | | 建设银行 SH601939 | ▲ 山国建设报信 | ★★★★★ | 金融 | | | 中国移动 (HK0941) | NALERS | ★★★★★ | 电信服务 | | | 农业银行 (HK1288) | / / 中国及机银行 | ★★★★★ | 金融 | | 4 | 腾讯控股 HK0700 | Tencent 腾讯 | ★★★★★ | 信息技术 | | 5 | 中国银行 (HK3988) | 中国银行 | ★★ ...

1月12日，A股市场AI应用板块表现抢眼，其中，蓝色光标、拓尔思、昆仑万维、值得买等多只个股大涨。 值得注意的是，易点天下、中文在线、天龙集团均20CM涨停，组成了新的"易中天"组合。今日盘后，上述3家公司均 登上龙虎榜。 分别来看，易点天下今日收报63.23元/股，涨幅为20%，换手率16.26%，成交额38.45亿。1月9日至1月12日，该股期间 涨幅44.00%，累计偏离值39.70%，区间成交额99.82亿。 龙虎榜显示，易点天下被北向资金大举买入，深股通专用席位净买入9007.7万元；"章盟主"常用席位国泰海通证券宁 波广福街证券营业部净买入1.56亿元。 | 机构专用 | 1.468亿 | | --- | --- | | | 1.276亿 | | ■ 卖方席位前5 | 卖出/买入 | | 深股通专用 | 3.609亿 | | | 4.510亿 | | 联储证券烟台分公司 | 1.738亿 | | | 2.514万 | | 17 1/4 + 17 | 1.512亿 | 龙虎榜显示，中文在线被游资大举买入，买入金额排在前列的分别为深股通专用席位、浙商证券上海浦东杨高南路证 券营业部、东方证券杭州金鸡路 ...

智通财经APP获悉，1月12日港股市场，北水成交净买入73.06亿港元，其中港股通(沪)成交净买入15.46亿港元，港股通(深)成 交净买入57.6亿港元。 北水净买入最多的个股是快手-W(01024)、腾讯(00700)、南方恒生科技(03033)。北水净卖出最多的个股是中国移动(00941)、 金风科技(02208)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 阿里巴巴-W | 43.51 乙 | 44.25亿 | 87.76 乙 | | HK 09988 | | | -7451.44万 | | 腾讯控股 | 23.87 乙 | 12.03亿 | 35.90亿 | | HK 00700 | | | +11.84亿 | | 小米集团-W | 15.46 乙 | 12.56亿 | 28.02亿 | | HK 01810 | | | +2.89 亿 | | 美团-W | 7.88 亿 | 16.62 Z | 24.50亿 | | HK 03690 | | | -8.75 亿 | | 中芯国际 HK 00981 | ...

格隆汇1月12日｜南下资金今日净买入港股73.06亿港元。其中： 净买入快手-W 22.45亿、腾讯控股20.12亿、南方恒生科技8.57亿、小米集团-W 7.73亿、阿里巴巴-W 2.03亿、地平线机器人-W 1.79亿、 | | 沪股通 | | | | | --- | --- | --- | --- | --- | | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | | 阿里巴巴-W | 5.3% | -0.75 | 87.76 Z | 阿里巴巴-W | | 腾讯控股 | 2.0% | 11.84 | 35.90 Z | 腾讯控股 | | 小米集团-W | 2.4% | 2.89 | 28.02亿 | 美团-W | | 美团-W | 6.6% | -8.75 | 24.50 Z | 快手-W | | 中心国际 | 1.2% | -0.22 | 24.27亿 | 小米集团-W | | 晶泰控股 | 3.3% | -0.51 | 20.19亿 | 中芯国际 | | 快手-W | 7.4% | 9.48 | 19.49亿 | 中国平安 | | 金风科技 | 3.9% | 0.62 | 18.82 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：中国银河证券 近日，中国银河证券发布 AI 泡沫系列研究之传媒互联网行业深度报告。报告指出，当前人工智能浪潮 并非互联网时期的 "非理性泡沫"，而是国家战略规划、企业发展布局与市场情绪推动的多维作用结 果，行业正从 "理性泡沫" 向 "务实增长" 加速转型，为传媒互联网行业带来全新发展机遇与投资方向。 报告核心观点如下： 互联网泡沫与 AI 浪潮：历史复盘与核心差异 报告复盘 1995-2002 年互联网泡沫历程，其经历了技术萌芽期、资本狂热期、盈利质疑期和泡沫破裂期 四个阶段。彼时 IPO 市场异常繁荣，大量未盈利甚至零收入公司获得极高估值，估值体系与基本面严 重脱节，最终导致近 900 家互联网公司倒闭、3800 家被兼并的行业洗牌。 而本轮 AI 浪潮呈现出显著不同的发展逻辑。资金端来看，AI 主题初创公司更依赖充裕的私募融资， 2025 年前三季度全球 19 家 AI 企业融资金额达 650 亿美元，占私募市场融资总额的 75% 以上，无需急 于通过 IPO 变现，避免了市场过热；同时，资金更聚焦于英伟达、微软等经营状况良 ...

Group 1 - The core point of the news is that Kunlun Wanwei experienced significant trading activity, with a notable increase in stock price and trading volume on January 12, 2023 [2][3] - A block trade occurred with a volume of 47,000 shares and a transaction amount of 3.0465 million yuan, at a price of 64.82 yuan per share, which reflects no premium or discount compared to the closing price [2][3] - The stock closed at 64.82 yuan, marking a 19.99% increase for the day, with a turnover rate of 15.82% and a total trading volume of 12.25 billion yuan [2] Group 2 - Over the past three months, Kunlun Wanwei has recorded two block trades, totaling 13.2465 million yuan [2] - The stock has seen a cumulative increase of 48.09% over the last five days, with a net inflow of funds amounting to 642 million yuan during the same period [2] - The latest margin financing balance for the stock is 3.519 billion yuan, which has increased by 184 million yuan, representing a growth of 5.53% over the past five days [3]

Group 1 - The stock of Kunlun Wanwei reached the daily limit, with a turnover rate of 15.82% and a transaction amount of 12.25 billion yuan, showing a volatility of 13.42% [2] - Institutional investors net sold 536 million yuan, while the Shenzhen Stock Connect recorded a net sell of 250 million yuan, despite the overall net buying by brokerage seats amounting to 715 million yuan [2] - The stock was listed on the Shenzhen Stock Exchange due to a closing price increase of 20.00%, with the top five trading seats accounting for a total transaction of 4.05 billion yuan, where buying amounted to 1.99 billion yuan and selling reached 2.06 billion yuan, resulting in a net sell of 70.89 million yuan [2] Group 2 - The latest margin trading data shows that the total margin balance for the stock is 3.53 billion yuan, with a financing balance of 3.52 billion yuan and a securities lending balance of 11.24 million yuan [3] - Over the past five days, the financing balance increased by 184 million yuan, reflecting a growth rate of 5.53%, while the securities lending balance rose by 574.61 thousand yuan, marking an increase of 104.51% [3] - Detailed trading information on January 12 indicates that the top buying and selling seats included the Shenzhen Stock Connect, which had a buying amount of 467.63 million yuan and a selling amount of 717.58 million yuan [3]

Market Performance - The Hang Seng Index rose by 1.44% to close at 26,608.48 points, while the Hang Seng Tech Index increased by 3.10% to 5,863.20 points, and the National Enterprises Index climbed by 1.90% to 9,220.08 points [1] - The index opened at 26,376.84 points, gaining 145.05 points at the start, and closed at its highest point of the day, with a total increase of 376.69 points [1] - The main board recorded a trading volume exceeding 306.2 billion HKD, with net inflows from the southbound trading of over 7.3 billion HKD [1] Sector Performance - Most sectors experienced gains, including technology, chips, gold, banking, commercial aerospace, port transportation, and brokerage [1] - Mixed performance was noted in sectors such as biomedicine, coal, building materials, cement, oil, and natural gas, while aviation, wind power, and real estate sectors generally declined [1] Individual Stock Movements - Notable stock movements included Xiaomi Group up by 2.43%, Kuaishou up by 7.43%, and SMIC up by 1.21%, while China Ping An fell by 2.14% and Horizon Robotics dropped by 4.19% [1] - Other significant movements included SenseTime up by 6.88%, Huahong Semiconductor up by 0.33%, XPeng Motors up by 2.29%, and Ganfeng Lithium up by 4.69% [1] - In the top three stocks by trading volume, Alibaba rose by 5.32% with a turnover exceeding 25 billion HKD, Tencent Holdings increased by 1.96% with over 17 billion HKD in turnover, and Meituan surged by 6.60% with a turnover exceeding 11.3 billion HKD [2]

恒指报收26608.48点，涨1.44%，恒生科技指数报收5863.2点，涨3.1%。大型科技股普涨，美团、哔哩 哔哩涨超6%，阿里巴巴、百度涨超5%，网易涨近3%，京东涨2%，腾讯控股涨近2%。AI应用概念股走 强，智谱涨超31%，MINIMAX涨超15%。（AI生成） 来源：第一财经 ...

1月12日消息，快手 W(01024)今日强势上涨，收盘大涨7.43%至每股80.25港元，股价创阶段新高，成交 额高达66.91亿港元。年初至今涨幅已超25%，成为港股科技板块领跑股。 高盛则表示，可灵AI在去年12月完成模型升级并上线多项新功能后，有望持续提升海外用户认可度与 变现效率，进而抬升快手2026财年的收入预期与估值中枢。该行预计，可灵AI营收2025年将超过1.4亿 美元，2026年约为2.3亿至2.4亿美元。 麦格理在亚洲互联网展望报告中，将快手列为2026年AI应用层核心标的，指出其视频生成模型在专业 用户和企业端需求增长中具备差异化优势。 多家机构指出，当前市场定价下，快手主平台估值仍处于相对合理区间，而AI业务尚未被充分反映。 随着可灵AI商业化加速，市场正逐步采用'主平台 + AI 业务'的拆分估值框架，公司整体估值存在进一 步重估空间。 消息面上，近期，可灵AI凭借其"动作控制"功能在海外社交平台掀起创作热潮。从韩国蔓延至全球 的"宠物跳舞"AI视频病毒式传播。 多家国际投行近期密集发布研报，重新审视快手在生成式AI赛道中的定位与价值。摩根大通认为，随 着产品能力持续迭代、海外热度 ...