10月15日，港股早盘高开，恒指、恒科指双双涨超1%，科网龙头大面积飘红，哔哩哔哩-W领涨4%，阿 里巴巴-W、小米集团-W双双涨逾2%，美团-W、腾讯控股跟涨逾1%。港股AI核心工具——港股互联网 ETF（513770）场内价格现涨1.53%。 港股互联网ETF（513770）及其联接基金（A类017125；C类017126）跟踪中证港股通互联网指数，阿 里巴巴-W、腾讯控股、小米集团-W是其前3大权重股，权重占比分别为18.92%、15.60%、11.54%，前 10大持仓汇聚各领域互联网龙头公司，合计占比超73%，龙头优势显著，为港股AI核心标的。 | 十大权重 | | | | 更新日期: 2025-10-03 | | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 中证一级行业分类 | 中证二级行业分类 | 权重(%) | | 9988 HK | 阿里巴巴-W | 可选消费 | 零售业 | 18.92 | | 0700.HK | 腾讯控股 | 通信服务 | 传媒 | 15.60 | | 1810.HK | 小米集团-W | 信息技术 | 电子 | 11.54 ...

龚正向长期以来关心支持上海发展和营商环境建设的企业家、专家学者和各界朋友表示衷心感谢， 逐一回应体验官代表的发言，要求政府部门认真梳理、深入研究，及时转化为优化政策、改进服务的具 体举措。 龚正指出，营商环境是经营主体生存发展的土壤，更是城市核心竞争力的重要体现。上海营商环境 建设成效明显，离不开营商环境体验官的积极作为。期待新一届营商环境体验官立足自身优势、发挥独 特作用，通过深入体验、把脉问诊、建言献策，接续为上海营商环境加油助力。期望大家更深参与营商 环境工作，推动营商环境领域的问题发现更早、解决在小，提出更多创新性、针对性兼备的"金点子"， 让政策措施制定实施更加精准高效，帮助我们更好对标国际最高标准、最好水平。政府有关部门要全力 支持体验官开展工作，强化意见建议解决、成果转化应用、履职环境营造，推动体验官机制常态化、规 范化、高效化运行。 记者 孟群舒 市政府昨天召开上海市营商环境体验官座谈会，深入贯彻中央和市委关于优化营商环境的决策部 署，听取体验官对上海优化营商环境8.0版行动方案的反馈，以及对明年出台9.0版行动方案的意见建 议。市委副书记、市长龚正出席并讲话。 会上，市委常委、常务副市长吴伟 ...

Core Insights - 27 companies listed on the ChiNext board have released their performance forecasts for the first three quarters, with 23 companies expecting profit increases, representing 85.19% of the total [1] - The overall proportion of companies with positive forecasts is 92.59%, with 2 companies expecting to turn a profit and 2 companies forecasting profit declines [1] Performance Forecasts - Among the companies expecting profit increases, 9 companies anticipate a net profit growth of over 100%, while 6 companies expect a growth between 50% and 100% [1] - The company with the highest expected net profit growth is Morning Light Bio, forecasting a median increase of 372.80% [1] - Other notable companies include Glacier Network and Bai Ao Intelligent, with expected net profit growths of 207.09% and 184.12%, respectively [1] Company Performance Data - The following companies are highlighted for their significant expected profit increases: - Morning Light Bio (Code: 300138) - Expected net profit growth: 372.80%, Latest closing price: 13.99, Year-to-date change: 62.33% [1] - Glacier Network (Code: 300533) - Expected net profit growth: 207.09%, Latest closing price: 38.10, Year-to-date change: 92.81% [1] - Bai Ao Intelligent (Code: 300836) - Expected net profit growth: 184.12%, Latest closing price: 56.53, Year-to-date change: 95.40% [1] - Other companies with notable growth include Chuan Jin Nuo (171.61%), Jin Li Yong (168.00%), and Bo Teng (139.09%) [1]

信用利差方面，9月资金面边际收敛，信用利差整体延续窄幅震荡。与去年同期相比，收窄26.29bp，而 较上月末微降0.19bp。 从行业利差中位数的排序来看，截至9月30日，家用电器、房地产、电力设备、社会服务和计算机行业 利差处于高位，分别为137.73bp、97.18bp、87.89bp、84.69bp和84.44bp；食品饮料、传媒、公用事业、 石油石化和交通运输行业利差处于低位，分别为43.57bp、43.66bp、45.61bp、46.78bp和47.43bp。 环比观察，作为消费类行业的代表，家用电器与社会服务行业景气度与居民收入预期和消费意愿高度相 关。在当前宏观经济环境下，消费复苏的路径尚不稳定，导致这两个行业的风险溢价波动较大。其中， 受益于新一轮的消费刺激政策，家用电器行业利差本月下行幅度最大但整体水平仍处于高位。 城投债方面，整体信用利差环比基本持平。从区域表现来看，除甘肃省外，其余地区的城投债利差环比 小幅走阔或收窄。贵州、云南和辽宁等省份的城投债利差年内收窄幅度居前，均超过100bp，与化债政 策持续推进和市场信心改善有关。然而，甘肃省城投债利差月末大幅走阔，表明投资者对该区域城投债 ...

（文章来源：证券日报） 证券日报网讯 10月14日晚间，粤传媒发布公告称，公司之全资子公司广州日报报业经营有限公司（简 称"广报经营"）委托广州产权交易所有限公司通过广东联合产权交易中心，以公开挂牌的方式，以不低 于评估价值1，040，726元为底价，对外转让报废的报印生产设备及相应附属设备等29项报印固定资产 及一批备件。本次交易采取公开挂牌及网络竞价方式实施，最终以1，375，726元竞拍价格成交，确定 陈**先生为该批设备及备件的受让方。近日，公司与陈**先生签订了资产交易合同。 ...

本报讯 （记者张文湘 见习记者占健宇）近一年来，A股市场结构发生显著变化，科技板块表现尤为突出。近日，华鑫证券 研究所所长谭倩发表观点指出，当前科技引领的A股行情背后存在三重逻辑共振，并对后市保持乐观预期。 谭倩表示，过去一年间，以硬科技和新经济为代表的创业板指、科创50、北证50等三大指数累计涨幅均超100%，通信、 电子、计算机、机械设备、传媒等行业指数涨幅也超过80%。人形机器人、半导体、算力、创新药等科技板块轮番表现，共同 推动市场结构性行情的展开。 她认为，首先，宏观层面顶层战略的有力支持，推动新兴行业快速发展。谭倩指出，本轮A股科技行情，背后有着深刻而 坚实的国家战略层级的宏观支撑。国家强调发挥"新型举国体制"优势，突破关键核心技术，通过顶层制度设计、产业政策部署 和金融资源倾斜，全力推动科技创新，释放新质生产力红利。她举例说，国务院印发《关于深入实施"人工智能+"行动的意 见》，推动人工智能与经济社会各领域深度融合。同时，构建"技术-产业-金融"良性循环机制，助力科技成果从实验室走向市 场，着力破解"卡脖子"难题。 其次，中观层面技术突破与产业变革，推动中国科技资产价值重估。谭倩表示，随着新一轮 ...

【导读】签约芒果超媒全资子公司， HMVOD 视频一度逆市狂飙 210% ！景顺：短期波动或成长期投资者入场时机 中国基金报记者 郭玟君 10 月 14 日，香港三大股指全线下跌。香港恒生指数跌 1.73% ，报 25441.35 点；恒生科技指数跌 3.62% ，报 5923.26 点，均连跌 7 日；恒生中国企业指数跌 1.55% ，报 9079.16 点。大市成交 3989.1 亿港元。南向资金净买入 86.03 亿港元。 恒生指数 成份股中 19 只上涨， 68 只下跌。跌幅方面，中芯国际大跌 8.48% ，石药集团下挫 7.08% ，快手跌 6.77% 。 | 序号 | 名称 | 代码 | 现价 | 涨跌 | 涨跌幅 - | 成交额 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 中芯国际 | 0981 | 73.350 c | -6.800 | -8.48% | 158.78亿 | 130.66% | | 2 | 石药集团 | 1093 | 8.790 c | -0.670 | -7.08% | 22.01亿 | 8 ...

Core Viewpoint - HMVOD Video experienced a significant stock surge of 210% following a partnership announcement with Mango Super Media's subsidiary for a new program, indicating potential investment opportunities in the media sector amidst market volatility [7]. Market Overview - The Hong Kong stock market faced a downturn, with the Hang Seng Index dropping by 1.73% to 25,441.35 points, marking a seven-day decline [1]. - The Hang Seng Technology Index fell by 3.62%, while the Hang Seng China Enterprises Index decreased by 1.55% [1]. - Notable declines were observed in major stocks such as SMIC, which dropped by 8.48%, and Kuaishou, which fell by 6.77% [2]. Stock Performance - Among the Hang Seng Index constituents, only 19 stocks rose while 68 declined, with significant losses in the semiconductor sector [2]. - HMVOD Video's stock closed at 0.239 HKD, reflecting a 74.45% increase after peaking at 210.22% during the trading session [7]. - Other notable stock movements included China Merchants Bank rising by 4.70% and New Energy increasing by 3.19% [3]. Sector Analysis - The semiconductor sector saw a substantial decline, with the Wind Hong Kong Semiconductor Index dropping by 9.20% [5]. - Key semiconductor companies like Hua Hong Semiconductor and Junma Semiconductor reported significant losses of 13.08% and 10.22%, respectively [6]. - The materials sector also faced challenges, with the materials industry index falling by 5.95% [3]. Strategic Insights - In light of recent market fluctuations, Invesco's Chief Investment Officer emphasized the importance of bottom-up stock selection to identify resilient companies that can thrive amid uncertainty [4]. - The focus on domestic technology innovation and a potential reduction in exposure to export-related stocks were suggested as strategies for navigating the current trade environment [5].

Core Viewpoint - HMVOD Video experienced a significant stock surge of 210% following a partnership with Mango Super Media's subsidiary, indicating potential investment opportunities amidst market volatility [11][14]. Market Overview - The Hong Kong stock market faced a downturn, with the Hang Seng Index dropping 1.73% to 25,441.35 points, marking a seven-day decline [2][3]. - The Hang Seng Technology Index fell 3.62% to 5,923.26 points, while the Hang Seng China Enterprises Index decreased by 1.55% to 9,079.16 points [2][3]. - Notable declines were observed in major stocks, including SMIC, which plummeted 8.48%, and Kuaishou, which fell 6.77% [3][5]. Sector Performance - The semiconductor sector saw a significant pullback, with the Hong Kong semiconductor index dropping as much as 9.20% and closing down 8.05% [8]. - Key semiconductor stocks like Hua Hong Semiconductor and Junma Semiconductor experienced declines of 13.08% and 10.22%, respectively [9][10]. Investment Insights - In light of recent market fluctuations, Invesco's Chief Investment Officer, Ma Lei, suggested that these conditions may present a buying opportunity for long-term investors, particularly in companies with strong fundamentals and pricing power [7]. - The report emphasized the importance of bottom-up stock selection to identify resilient companies that can benefit from potential market consolidation [7]. Company-Specific Developments - HMVOD Video's stock surged after announcing a collaboration with Happy Sunshine for a new program, with an initial licensing fee of 2 million RMB [14]. - The company is currently awaiting the outcome of an appeal regarding a court order, which has delayed the hearing for its liquidation case [14].

安哥拉电信、信息技术和社会传播部长马里奥·奥利韦拉13日在罗安达表示，安哥拉政府鼓励中国企业 进一步扩大在该国的基础设施建设和互联互通领域的投资，并将持续推动企业部门数字化转型，营造有 利于投资与合作、促进长期经济发展的良好环境。 奥利韦拉当天出席"中国企业对安哥拉国家经济的影响"会议开幕式时表示，中国推动的项目对安哥拉现 代化建设和两国贸易增长产生了积极影响，双方互利共赢合作已取得显著成果，创造了数以万计的就业 机会。 安哥拉中国商会会长路易斯·库佩纳拉表示，中国为非洲国家拓展产业链、进入中国市场打开了新的机 遇之窗。 本次会议由安哥拉中国商会与当地媒体联合举办，商学界人士、公私营部门管理者及金融机构代表参 会。与会人士围绕加强中安经贸往来展开讨论。 奥利韦拉说，中国在支持安哥拉传媒领域基础设施建设、专业人才培养和能力提升方面作出了重要贡 献，为安哥拉通信行业发展提供支撑。安哥拉电信、信息技术和社会传播部将继续推进商业领域数字化 转型，打造有利于投资与合作的营商环境。 （文章来源：新华网） ...