巴菲特此次减持的时间点非常微妙，正值美股市场迭创新高之际。早在2012年，巴菲特就持有威瑞信的 股份。2024年底至2025年1月初，巴菲特突然连续10多个交易日加仓威瑞信，引发市场关注。随后，威 瑞信的股价持续上涨，并在本周一盘中创出历史新高。年初至今，威瑞信累计涨幅接近48%，公司最新 市值为286亿美元。 巴菲特减持 在持股十多年后，"股神"巴菲特拟出手减持互联网服务公司威瑞信的股票。 周一美股盘后，威瑞信发布公告称，巴菲特旗下伯克希尔将出售其所持公司股份的三分之一（约430万 股）。按威瑞信最新股价305.98美元/股计算，此次出售的股份价值13.16亿美元。 监管文件显示，截至今年3月底，伯克希尔持有威瑞信1329万股股票，约占该公司股份总数的14.2%。 按最新股价计算，伯克希尔的持股总市值为40.66亿美元。 威瑞信表示，此次出售将使伯克希尔的持股比例降至10%的监管披露门槛以下。根据一份说明书，伯克 希尔的持股比例将在此次出售后降至9.6%。此外，伯克希尔可能会再出售51.5万股以满足需求。据悉， 伯克希尔拥有的剩余股份将被锁定一年。 有外媒报道称，伯克希尔拟以每股285美元至290美元的价格 ...

当地时间周二，在美股市场上，互联网域名服务提供商威瑞信（VeriSign）大幅跳水，盘中跌幅一度超 过10%。截至收盘时，威瑞信股价跌幅仍超过9%，单日市值蒸发超26亿美元。 稍早前，威瑞信公告，巴菲特旗下伯克希尔拟出售公司430万股股份，占其所持公司股份总数的三分之 一。此外，伯克希尔可能会再出售51.5万股。 巴菲特，高位套现！ 巴菲特此次减持的时间点非常微妙，正值美股市场迭创新高之际。早在2012年，巴菲特就持有威瑞信的 股份。2024年底至2025年1月初，巴菲特突然连续10多个交易日加仓威瑞信，引发市场关注。随后，威 瑞信的股价持续上涨，并在本周一盘中创出历史新高。年初至今，威瑞信累计涨幅接近48%，公司最新 市值为286亿美元。 巴菲特减持 早在2012年第四季度，巴菲特旗下伯克希尔就开始买入威瑞信的股份。当时，威瑞信的股价还不到目前 的六分之一。有观点认为，伯克希尔对威瑞信感兴趣的一个主要原因可能是其在标准普尔500指数成份 股中，各项利润率指标排名都很高。 伯克希尔对威瑞信的最新一轮买入，是在去年12月中旬至今年1月上旬。具体来看，在2024年12月17日 至2025年1月3日的12个交易日中 ...

Core Insights - Apple's service business has significantly contributed to its stock price increase, with a fourfold growth in service revenue since 2015, while iPhone sales remained flat [1] - The gross margin for Apple's service business exceeds 70%, compared to 30-40% for hardware, indicating a greater impact on profits than on revenue [1] - The decision to separately report the rapidly growing and profitable service segment has led to higher price-to-earnings ratios for Apple stock [1] Group 1: Service Business Growth - Apple's service revenue has grown four times since 2015, while device revenue has increased by less than 40% [1] - The services include iCloud storage, subscription services, paid apps, in-app advertising, and web search-related income [1] - Analysts believe that the strong performance of the service business is a key reason for the stock's high valuation [1] Group 2: Risks to Service Business - The growth rate of Apple's service business has begun to slow down, with two major risks emerging that could undermine its key components [2] - The App Store's commission revenue is a core part of the service business, contributing nearly one-third of total service revenue [3] - Legal challenges from developers regarding high commission fees could potentially lead to a loss of up to 10% of net profit if all major developers move purchases outside the App Store [3] Group 3: Google Search Revenue - Revenue from Google for being the default search engine on Safari is another significant and profitable component of Apple's service business, accounting for about 6% of total revenue [4] - This revenue has minimal associated costs, translating almost entirely into profit, representing 19% of Apple's total operating profit [4] - The U.S. Department of Justice's actions against Google could jeopardize this revenue stream, as they seek to cancel the search engine contract [4][5]

作者：情报员 天眼查资料显示，北京小米移动软件有限公司，成立于2012年，位于北京市，是一家以从事互联网和相 关服务为主的企业。企业注册资本148800万人民币。通过天眼查大数据分析，北京小米移动软件有限公 司共对外投资了4家企业，参与招投标项目137次，专利信息5000条，此外企业还拥有行政许可123个。 本文源自：金融界 金融界2025年7月30日消息，国家知识产权局信息显示，北京小米移动软件有限公司取得一项名为"通信 方法及装置"的专利，授权公告号CN115529117B，申请日期为2020年12月。 ...

在去年的服贸会上，从科技"首发"到生活"趋势"，美团携旗下无人机、自动配送车、美团买药等亮相， 以科技驱动餐饮、住宿、休闲娱乐、文旅等业态融合发展，通过全景业务沙盘及城市智慧生活场景等展 示，让消费者感受线上线下一体化带来的便利性。 "今年服贸会，我们将以'即时零售助消费 科技创新促发展'为主题，展示美团在即时零售、业务出 海、科技创新、品质消费、食品安全等模块相关探索和工作成效。"美团相关负责人表示。 转自：国际商报 2025年服贸会将于9月10日至14日在北京首钢园举行。为积极响应商务部及北京市人民政府号召，美团 将在北京市商务局等部门的指导支持下第六次参展，向社会展示美团的零售科技形象，让消费者享受美 团提供的即时便捷服务，传递美团在零售业态创新提质上的社会价值。 "服贸会作为展示企业价值和社会形象的重要窗口，不仅能向公众展示企业最新成果及最前沿技术，更 能让企业扩大'朋友圈'，创造更多合作共赢机会。"美团相关负责人表示，对于美团而言，服贸会为企 业带来了向世界展示"零售＋科技"战略实施进展的窗口和机会，也让更多人了解到美团在承担企业社会 责任方面的举措和成果。 据悉，在即时零售模块，美团将以平台数据为 ...

Group 1 - The stock price of Huakai Yibai closed at 11.38 yuan on July 29, 2025, down 0.22 yuan or 1.90% from the previous trading day [1] - The company operates in the internet services industry, primarily engaged in cross-border e-commerce [1] - In Q1 2025, the company reported revenue of 2.292 billion yuan and a net profit attributable to shareholders of -15.09 million yuan [1] Group 2 - The company has completed the registration capital change and other business change filing procedures, obtaining a new business license from the Hunan Provincial Market Supervision Administration [1] - Shareholder Luo Ye released the pledge of 4.27 million shares, accounting for 25.54% of his holdings, while shareholder Zhuang Jun Chao pledged 12.2 million shares, accounting for 41.56% of his holdings [1] - On the same day, a block trade occurred involving 400,000 shares with a transaction amount of 4.484 million yuan, at a discount of 1.49% to the closing price [1] Group 3 - On July 29, 2025, the net outflow of main funds for Huakai Yibai was 15.2226 million yuan, representing 0.38% of the circulating market value [2]

Core Insights - The 2025 Fortune Global 500 list reveals a total revenue of approximately $41.7 trillion, marking a year-on-year growth of about 1.8%, which exceeds one-third of the global GDP [2] - The threshold for inclusion in the list increased from $32.1 billion to $32.2 billion, with total net profits rising by approximately 0.4% to around $2.98 trillion [2] - Walmart retains the top position for the twelfth consecutive year, followed by Amazon and State Grid Corporation of China [2][3] Company Rankings - Walmart leads with revenues of $680.985 billion and profits of $19.436 billion [3] - Amazon follows with revenues of $637.959 billion and profits of $59.248 billion [3] - State Grid Corporation of China ranks third with revenues of $548.414 billion and profits of $10.045 billion [3] - Saudi Aramco and China National Petroleum Corporation occupy the fourth and fifth positions, respectively [3] Chinese Companies Performance - A total of 130 Chinese companies made the list, with 124 from mainland China and Hong Kong, and 6 from Taiwan [2] - Huawei returns to the top 100, ranking 83rd with revenues of $119.8128 billion, an increase of 20 positions from the previous year [5] - Pinduoduo shows significant growth, rising 176 positions to rank 266th, while Meituan and JD.com also improved their rankings [4][5] High-Tech Sector Insights - The high-tech sector is represented by 34 companies on the list, with average revenues of $96.7 billion and average profits of $18.1 billion, reflecting year-on-year increases of 9.6% and 24%, respectively [8] - Nvidia leads in profit margin with over 55%, ranking 66th overall with revenues exceeding $130 billion, a growth of approximately 114% [8][9] - The most profitable companies include Saudi Aramco, Alphabet, and Apple, with Chinese Industrial and Commercial Bank being the only Chinese company in the top ten for profits [7][9] New and Returning Companies - There are 25 new or returning companies on the list, including five from China, with Shandong Gold Group making its debut [6]

7月29日，海联讯主力资金净流出477.52万元，占流通市值的0.11%。 风险提示：市场有风险，投资需谨慎。 截至2025年7月29日15时，海联讯股价报13.24元，较前一交易日下跌1.19%。当日成交量为6.84万手， 成交额达0.91亿元。 海联讯属于互联网服务行业，主营业务为电力信息化，产品覆盖电力行业发电、输电、变电、配电等环 节。公司拟通过换股方式吸收合并杭汽轮B，交易完成后将形成以工业透平机械为主、电力信息化为辅 的业务格局。 根据公告，海联讯换股价格定为9.56元/股，杭汽轮B换股价格溢价34.46%后同样为9.56元/股，换股比例 为1：1。交易完成后，杭汽轮B将终止上市，其资产、负债及业务由海联讯承继。 ...

截至7月29日收盘，岩山科技股价报5.77元，较前一交易日下跌1.20%。当日成交量为2961万手，成交金 额达17.14亿元，换手率为5.29%。 资金流向方面，7月29日岩山科技主力资金净流出2.47亿元，占流通市值的0.77%。公司当前总市值为 327.19亿元，市盈率为259.21倍。 风险提示：以上内容仅供参考，不构成任何投资建议。 岩山科技主营业务涵盖互联网服务领域，公司全资子公司岩思类脑专注于脑机接口技术研发。据公司披 露，该子公司已实现中文语言的精准识别技术突破，未来有望应用于渐冻症等患者的语言功能恢复。 ...

据财富中文网披露，今年世界500强排行榜企业的营收总和约为41.7万亿美元，超过全球GDP的三分之 一。500家上榜公司的资产总额和净资产总额均达到排行榜创立以来的最高峰，但雇佣员工总数相比去 年有所下降。 整体榜单中，沃尔玛连续第十二年成为全球最大公司，亚马逊保持第二。前十名有三家中国企业，分别 是国家电网排在第三，中石油、中石化位列第五、第六位。 从榜单来看，美国今年共有138家公司上榜，比上一年减少1家。中国共有130家企业上榜，蝉联全球第 二。日本上榜公司数量排第三，一共38家上榜公司，比去年减少2家。美国、中国和日本三国为榜单贡 献的公司数量、营收和利润均超过上榜企业总量的六成。 大湾区上榜企业总数达23家 | 排名 ^ | 公司名称 C | 营业收入 C | 利润 ℃ | 国家 | 关键 | | --- | --- | --- | --- | --- | --- | | | (中文) | (百万美元) | (百万美元) | | 数据 | | 1 | 沃尔玛 (WALMART) | 680,985 | 19,436 | 美国 | + | | 2 | 亚马逊 (AMAZON.COM) | 637,95 ...