智通财经8月1日讯（编辑 冯轶）港股今日继续回调，截止收盘，恒生指数跌1.07%，国企指数跌0.88%，均现4连跌，恒生科技指数更是跌1.02%，连续第7个 交易日下行。 【权重蓝筹再度遭挫 恒指短线4连跌考验下方支撑】 盘面上，大型科技股涨跌各异，其中，百度、阿里巴巴涨1%，美团、小米勉强翻红，快手跌3.12%，腾讯跌近3%，网易跌1.47%，京东小幅下跌。 | 序号 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 → | | --- | --- | --- | --- | --- | --- | | 1 | 800700 | 恒生科技指数 | 5397.40 | -55.74 | -1.02% | | 2 | 09888 | 百度集团-SW | 85.500 | +0.900 | +1.06% | | 3 | 09988 | 阿里巴巴-W | 116.900 | +1.200 | +1.04% | | 4 | 03690 | 美团-W | 122.200 | +0.600 | +0.49% | | 5 | 01810 | 小米集团-W | 53.400 | +0.250 | +0.47% | | ...

Group 1 - Xiaomi Browser integrates Doubao large model [1] - Xiaohongshu announces the launch of its first social large model "RedOne" [1] - OpenAI is set to launch the "Stargate" project in Norway [1] - Elon Musk will offer Imagine and Valentine beta versions to Grok Heavy subscription users [1]

"旅发局一直深信，'亲身体验，眼见为实'是推广旅游最有效的方式。"香港旅发局主席林建岳致辞表 示，期待一众视频号创作者能够从不同的主题行程中获得灵感，创作出具感染力的内容，让数以百万计 的粉丝，甚至全国、全球的观众，更深入、更立体地认识香港、爱上香港，激发他们的兴趣，亲身来港 走走看看。 腾讯微信战略研究院院长周博云说，借助数字化工具助力城市文旅体验升级，是腾讯"以用户为中心"的 重要场景之一。她提到，每个人心中都有一个自己的香港，期待大家在微信与旅发局联合发起的视频号 活动中展示自己眼中的香港，也期待有更多人来到香港、喜欢香港，奔赴这场盛夏派对。 新华财经香港8月1日电（记者林迎楠）香港旅游发展局与腾讯微信日前联手举办"港·万象"城市名片计 划暨微信视频号创造营·湾区专场活动，旨在挖掘香港旅游新体验、深化湾区文化融合。 活动现场汇聚上百位视频号创作者、演艺名人及文旅界专家，共同挖掘香港多元文化基因，推动香港文 旅体验升级与城市IP破圈传播。 近年来，香港旅发局借力社交媒体与数字工具，积极推广香港多元文化及丰富旅游资源，将在地文化转 化为鲜活的城市名片。据悉，香港旅发局和微信7月31日在视频号发起"港万象解锁 ...

苹果新动向 ◆ 苹果回应首次在中国关停直营店：购物中心内多家零售商都已离开 7 月 29 日消息，苹果官网显示，Apple Store 大连百年城店将于今年 8 月 9 日 20:00 停止营业。 大连百年城店系大连首家、辽宁省第二家苹果官方直营店，于 2015 年 10 月 24 日开业。值得一提的 是，该店是国内首家关停的苹果直营店。 据《每日经济新闻》报道，对于本次大连百年城直营店关闭的原因，7 月 29 日午间，苹果公司在一份 声明中回应称：「鉴于大连百年城购物中心内多家零售商的离开，我们决定于 8 月 9 日关闭那里的零售 店。」 另据一位知情人士透露：「大连百年城购物中心自 2022 年以来一直卷入诉讼，到今年 2 月，大股东已 全面掌控租赁和运营事务。购物中心内几家知名零售商，包括 Coach、Kenzo、MCM、UGG 等在租约 到期时都关闭了他们的门店。」 苹果上周宣布将于 8 月 16 日在深圳开设苹果前海壹方城零售店，这将是深圳第三家苹果直营店；今年 1 月，苹果还在安徽省开设了首家零售店 —— 合肥万象城零售店。苹果官网信息显示，目前苹果在中 国拥有超过 50 家 Apple Stor ...

21世纪经济报道特约撰稿王应贵 前一段时间，美国经济前景似乎乐观起来，但投资者却选择了谨慎行事。像股神巴菲特一样，许多机构 投资者趁股票价格偏高之际减仓离场，致使股票指数最近几日高开低走。 据《环球时报》报道，美国商务部周三公布的数据显示，二季度美国国内生产总值(GDP)按年率计算增 长3%，较一季度-0.5%的增速回升明显。联邦公开市场委员会(美联储利率决策机构)完全有理由选择等 待观望。 美东时间7月30日收盘时，标准普尔500指数跌0.12%；收盘后，苹果公司和META(脸书)公布了季度业 绩，微软云收入增长27%，META收入增长22%，标准普尔500指数期货瞬间跳至6400点以上，夜盘最高 至6436.70点，市场乐观气氛可见一斑。 7月31日，美国商务部公布了6月个人消费支出价格指数(PCE)报告，结果显示核心PCE同比上涨2.8%， 与5月份持平；环比增长0.3%，略高于5月份的0.2%。数据表明，美国通货膨胀的阴影尚未退去，美联 储减息的次数可能减少，市场变得更加冷静起来。7月31日收盘时，标准普尔500指数跌0.35%，但最高 点(开盘时)与收盘价差距近90点。美国未来经济增长堪忧 美国第二 ...

公告称，集团截至2025年6月30日止六个月的未经审核综合中期业绩预期收益减少及净亏损增加主要由 于：(1)为增强长期竞争力，集团加速从品牌代运营向产业链上游延伸，强化供应链自主可控能力及自 有商品矩阵建设，自有品牌的产品研发和市场拓展投入加大，导致经营成本阶段性上升，且短期内尚未 进入全面收益转化期，致使公司利润承压;及(2)公司计提财务资产预期信贷损失，导致亏损额增加。 豆盟科技(01917)发布公告，预期(i)截至2025年6月30日止六个月的收益将约人民币1800万元至人民币 1900万元，而去年同期的收益约为人民币2020万元;及(ii)截至2025年6月30日止六个月的净亏损将约人民 币1150万元至人民币1250万元，而去年同期的净亏损约为人民币410万元。 ...

Group 1 - On August 1, the Hong Kong stock market saw a net inflow of 12.207 billion HKD from northbound trading, with 5.575 billion HKD from the Shanghai Stock Connect and 6.632 billion HKD from the Shenzhen Stock Connect [2] - The most bought stocks included the Tracker Fund of Hong Kong (02800), Hang Seng China Enterprises (02828), and Xiaomi Group-W (01810), while the most sold stocks were Innovent Biologics (01801), Alibaba-W (09988), and SMIC (00981) [2] - The Tracker Fund of Hong Kong received a net inflow of 37.44 billion HKD, Hang Seng China Enterprises received 17.19 billion HKD, and Southern Hang Seng Technology (03033) received 8.55 billion HKD [5] Group 2 - Xiaomi Group-W (01810) saw a net inflow of 8.55 billion HKD, with the chairman announcing that July's car deliveries exceeded 30,000 units due to increased production capacity [6] - Tencent (00700), Meituan-W (03690), and Kuaishou-W (01024) received net inflows of 8.36 billion HKD, 7.66 billion HKD, and 2.02 billion HKD respectively, while Alibaba-W (09988) faced a net outflow of 2.02 billion HKD [6] - Innovent Biologics (02577) received a net inflow of 3.63 billion HKD after being listed as a partner by NVIDIA for its 800V direct current power architecture [7] Group 3 - Guotai Junan International (01788) experienced a net outflow of 48.99 million HKD amid the implementation of the stablecoin regulatory framework in Hong Kong [8] - Other stocks that saw net inflows included CSPC Pharmaceutical Group (01093) with 2.52 billion HKD and Giant Legend (06683) with 6.55 million HKD, while Innovent Biologics (01801) and SMIC (00981) faced net outflows of 4.02 billion HKD and 1.77 billion HKD respectively [8]

Group 1 - On August 1, 2025, InnoCare Pharma (02577), Tencent Holdings (00700), and Alibaba Group-W (09988) ranked as the top three companies by trading volume in the Southbound Stock Connect, with transaction amounts of 3.333 billion, 3.023 billion, and 2.736 billion respectively [1] - In the Southbound Stock Connect, Tencent Holdings (00700), Yingfu Fund (02800), and Southern Hang Seng Technology (03033) were the top three companies by trading volume, with transaction amounts of 2.389 billion, 2.076 billion, and 1.854 billion respectively [1] Group 2 - The top ten active companies in the Southbound Stock Connect included InnoCare Pharma (02577) with a transaction amount of 3.333 billion and a net buying amount of +320 million, Tencent Holdings (00700) with 3.023 billion and +102 million, and Alibaba Group-W (09988) with 2.736 billion and -416 million [2] - In the Southbound Stock Connect, Tencent Holdings (00700) had a transaction amount of 2.389 billion and a net buying amount of +734 million, Yingfu Fund (02800) had 2.076 billion and +2069 million, and Southern Hang Seng Technology (03033) had 1.854 billion and +856 million [2]

Group 1: Core Insights - The AI arms race is escalating rapidly, with Wall Street surprisingly applauding massive capital expenditures by tech giants [1][2] - Major tech companies like Meta, Microsoft, Google, and Amazon are expected to spend nearly $400 billion on AI infrastructure this year, surpassing the EU's total defense spending last year [1][3] - These investments are projected to contribute up to 0.5 percentage points to US GDP growth this year and next [1] Group 2: Winners in the AI Race - Meta has seen its AI investments translate directly into increased advertising revenue, leading to a stock price surge and a market cap increase of approximately $200 billion [4] - Microsoft reported a record capital expenditure of $30 billion for the quarter, with Azure's annual sales exceeding $75 billion, showcasing the returns from its AI investments [5] - Google's significant capital expenditure increase to $85 billion has not negatively impacted its revenue, with AI features driving a 10% increase in user queries [5] Group 3: Challenges Faced by Some Giants - Amazon's AWS cloud business is experiencing slower growth compared to competitors, raising doubts about its AI strategy despite a capital expenditure of around $118 billion [8] - Apple is perceived as lagging in AI investments, with internal challenges affecting its innovation capabilities, leading analysts to suggest acquisitions as a potential solution [6][7]

Core Points - WeChat has quietly reduced its withdrawal fees, with the minimum service fee now set at 0.01 yuan [1][6] - The previous policy allowed users a lifetime free withdrawal limit of 1000 yuan, with fees of 0.1% applied to amounts exceeding this limit, and a minimum fee of 0.1 yuan per transaction [4][6] - The adjustment significantly lowers costs for small withdrawals, benefiting more users and enhancing the flexibility of small fund usage [6] Summary by Sections Fee Structure Changes - As of July 25, WeChat updated its fee structure, setting the minimum service fee for withdrawals to 0.01 yuan [1] - Previously, users faced a minimum fee of 0.1 yuan for withdrawals exceeding the 1000 yuan free limit [4] Comparison with Competitors - Alipay also implemented withdrawal fees starting October 12, 2016, with a higher free limit of 20,000 yuan for users with multiple accounts under the same ID [4] - Both platforms charge a fee of 0.1% for amounts exceeding their respective free limits, with a minimum fee of 0.1 yuan per transaction [4] Rationale Behind Fees - WeChat's official response indicated that the fees are intended to balance transaction costs incurred by banks, which charge WeChat for various payment functionalities [4]