美国总统唐纳德·特朗普将宣布苹果公司(AAPL.US)承诺追加1000亿美元用于美国本土制造业。这是这 家科技巨头为增加美国本土产品产能、规避旗舰产品iPhone面临的惩罚性关税而做出的最新承诺。一位 不愿具名的白宫官员透露，周三在白宫举行的宣布仪式将包含一项新的制造业计划，旨在将更多苹果供 应链转移至美国，重点是扩大关键零部件的本土生产。 "特朗普总统的'美国优先'经济议程已促成数万亿美元投资，这些投资将支持美国就业、提振美国企 业，"白宫发言人泰勒·罗杰斯在声明中表示，"今日与苹果的宣布是制造业的又一胜利，此举将助力关 键零部件生产回流，保障美国经济与国家安全。" 今年早些时候，特朗普在白宫会见苹果首席执行官蒂姆·库克后的第二天警告称，若苹果不将iPhone制 造转移至美国，将对其征收至少25%的关税。库克一直致力于为iPhone产品线争取关税豁免。目前， iPhone主要在中国大陆和印度生产。 苹果此前已宣布计划未来四年在美国投资5000亿美元，包括在休斯顿建设新的服务器制造工厂、在密歇 根州设立供应商学院，以及增加对美国现有供应商的投入。白宫表示，周三的宣布将使苹果的累计投资 承诺达到6000亿美元。 ...

格隆汇8月6日丨光弘科技(300735.SZ)在互动平台表示，公司是全球最大的智能手机制造服务提供商之 一，我们生产的智能手机等终端产品视其销售地区相关政策，部分支持eSIM功能。 ...

Group 1 - The core point of the article is that Lingyi iTech (SZ 002600) announced a stock option incentive plan during its board meeting held on August 6, 2025, which includes granting stock options to incentive targets for the year 2024 [1] - For the year 2024, Lingyi iTech's revenue composition is as follows: AI terminals account for 92.13%, automotive and low-altitude economy account for 4.79%, and others account for 3.08% [1] - As of the report date, Lingyi iTech has a market capitalization of 67.8 billion yuan [1]

光弘科技(300735)在互动平台表示，目前公司深圳坪山智造园已开始部分产线的调试和试产。公司将尽 快推进坪山基地的全面投产，以满足客户的产能需求。 ...

Policy Tracking - The Ministry of Industry and Information Technology emphasized eight key areas for the second half of the year, including expanding domestic demand and promoting high-quality development of key industrial chains [5][6] - The interbank market trading association issued a notice to regulate the issuance and underwriting of bonds, prohibiting lead underwriters from quoting below cost [5][6] - The Ministry of Finance and the State Administration of Taxation announced the restoration of VAT on interest income from newly issued government bonds starting August 8, 2025 [5][6] Secondary Market - The equity market saw a collective decline in major indices, with the Shanghai Composite Index down 0.94%, Shenzhen Component down 1.58%, and ChiNext down 0.74% [7] - The convertible bond market followed suit, with major indices also declining, and the average daily trading volume remained above 800 billion yuan [9] - The average price of convertible bonds decreased to 142.36 yuan, with a median of 127.21 yuan, reflecting a decline in both price and valuation levels [19] Primary Market - No new convertible bonds were issued last week, but the Ber 25 convertible bond was listed, experiencing a first-week increase of over 32% [24] - The total outstanding convertible bond market size is 6,549.98 billion yuan, a decrease of 788.95 billion yuan since the beginning of the year [24]

福日电子(600203)今日涨停，全天换手率37.53%，成交额29.77亿元，振幅12.00%。龙虎榜数据显示， 沪股通净卖出8099.20万元，营业部席位合计净买入4916.28万元。 上交所公开信息显示，当日该股因日换手率达37.53%上榜，沪股通净卖出8099.20万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交6.65亿元，其中，买入成交额为3.16亿 元，卖出成交额为3.48亿元，合计净卖出3182.92万元。 资金流向方面，今日该股主力资金净流出2.77亿元，其中，特大单净流出1.20亿元，大单资金净流出 1.57亿元。近5日主力资金净流入2.58亿元。 4月29日公司发布的一季报数据显示，一季度公司共实现营业收入20.05亿元，同比下降14.21%，实现净 利润-4028.55万元。 7月15日公司发布上半年业绩预告，预计实现净利润2200.00万元，同比同比增长123.53%。（数据宝） 福日电子8月6日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 中信证券股份有 ...

蓝思科技（300433）(06613)发布公告，于2025年8月6日因超额配售选择权获悉数行使而发行及配发 3933.84万股H股股份。 ...

智通财经APP获悉，港股三大指数今日涨跌不一，恒指盘中重回两万五关后回落，截止收盘，恒生指数 涨0.03%或8.1点，报24910.63点，全日成交额为2152.35亿港元；恒生国企指数跌0.21%，报8932.68点； 恒生科技指数涨0.2%，报5532.17点。 浙商国际指出，港股市场基本面仍偏弱，资金面环境内外部分化，政策面后续或仅"托而不举"，情绪面 短期预计仍偏观望。鉴于市场中长期趋势已进入右侧区间，对于后续走势，该行不建议过度悲观。对于 中短期市场走势继续保持谨慎乐观的态度。 蓝筹股表现 比亚迪电子(00285)领涨蓝筹。截至收盘，涨6.72%，报37.8港元，成交额34亿港元，贡献恒指3.01点。 近期海外CSP大厂及相关液冷供应商发布25年二季度业绩及全年指引，业绩均超市场预期、Capex继续 上调。公开资料显示，公司产品线涵盖企业级通用服务器、存储服务器、AI服务器及液冷散热方案 等，公司及子公司为英伟达合作伙伴，与英伟达合作进行液冷研发。 其他蓝筹股方面，中芯国际(00981)涨3.14%，报52.6港元，贡献恒指11.33点；中国神华(01088 )涨 2.99%，报36.54港元，贡献 ...

每经AI快讯，有投资者在投资者互动平台提问：董秘您好！贵司从今年二季度开始供应Dojo项目的PCB 产品。据我所知有两个完全不同领域的Dojo项目。一个是特斯拉的超级计算机项目，另一个是区块链游 戏引擎项目。请问贵司生产的PCB产品是用于其中哪一个领域的？或者是这西个领域都有？贵司今年 Dojo项目的PCB产品的生产量销售量分别是多少？该类产品今年能够实现销售收入是多少？相应的利润 贡献是多少？ （文章来源：每日经济新闻） 世运电路（603920.SH）8月6日在投资者互动平台表示，公司与特斯拉合作的Dojo项目，PCB产品主要 用于其超级计算机领域。关于产销经营数据，请您关注公司后续发布的相关公告。 ...

Investment Rating - The report initiates coverage with a "Buy" rating for the company [6]. Core Views - The company is positioned as a leading platform in high-end manufacturing, with significant revenue growth driven by its diversified business segments, including consumer electronics, new intelligent products, and new energy vehicles [1][2][3]. - The acquisition of Jabil has strengthened the company's position in the consumer electronics sector, enhancing its market share among overseas clients [2][49]. - The company is actively entering high-growth sectors such as AIDC and robotics, which are expected to contribute to its future growth [2][54]. - The acceleration of automotive intelligence and the push for equal access to smart driving technology are propelling the company's new energy vehicle business into a high-growth phase [3][26]. Summary by Sections 1. Platform Expansion and Revenue Growth - The company has achieved a revenue of 177.3 billion RMB in 2024, representing a year-on-year growth of 36.4%, with a net profit of 4.27 billion RMB, up 5.6% [1][17]. - The revenue contributions from the three main business segments are as follows: consumer electronics (79.7%), new intelligent products (8.8%), and new energy vehicles (11.6%) [1][28]. 2. Deepening Consumer Electronics Sector - The company has over 20 years of experience in the consumer electronics field and has become a core supplier globally, with expectations for continued growth due to recovering market demand [2][34]. - The acquisition of Jabil is expected to expand the company's overseas client base and solidify its leadership in the consumer electronics market [2][49]. 3. Entry into High-Growth Sectors - The company is actively participating in the rapidly growing AIDC and robotics sectors, with a focus on AI-driven data center solutions [2][54]. - The company has launched new products in AI servers and is investing in R&D to support its growth in these areas [54][57]. 4. Growth in New Energy Vehicles - The company’s new energy vehicle segment has seen significant growth, with revenue reaching 20.51 billion RMB in 2024, a year-on-year increase of 45.5% [3][28]. - The company benefits from its relationship with BYD, which enhances its product offerings in the smart driving and intelligent cockpit systems [3][26]. 5. Financial Forecast and Valuation - The company is projected to achieve revenues of 198.21 billion RMB in 2025, 218.93 billion RMB in 2026, and 242.96 billion RMB in 2027, with corresponding net profits of 5.27 billion RMB, 6.45 billion RMB, and 7.63 billion RMB respectively [3][5].