2025.08. 09 本文字数：1224，阅读时长大约2分钟 投资者还在密切关注美联储人事动向。继阿德里安娜·库格勒上周意外宣布离任后，特朗普在周四晚间提名白宫经济顾问委员会主席斯蒂芬·米兰 （Stephen Miran）出任临时理事，任期至2026年1月31日。分析人士认为，这一任命虽属短期安排，但可能在利率路径上向现任主席鲍威尔施加更多 宽松压力。 投资机构Cherry Lane Investments合伙人里克·梅克勒（Rick Meckler）表示，若美联储即将启动降息周期，投资者会避免与其政策方向相冲突。同 时，他提醒，关税政策仍存在不确定性，"任何关税决定都有可能快速逆转，而当前部分提案本身就存在争议。" 其他个股方面，吉利德科学（Gilead Sciences）上调全年业绩展望，股价大涨8.28%。公司公布二季度调整后每股收益为2.01美元，超出预期的1.94 美元；销售额70.8亿美元，高于预期的69.4亿美元。全年预计产品销售在283亿至287亿美元之间，较此前区间上下限各提高1亿美元；预计每股收益 在5.85至6.15美元之间，此前区间为5.65至6.05美元。 伦交所LSEG数据显示， ...

在招生规模最大的广东省，2025年深圳大学在广东省普通物理类录取最高分为638分（排位6672），最 低分为594分（排位31703）；历史类录取最高分为632分（排位952），最低分为592分（排位7271）。 【深圳商报讯】（首席记者吴吉通讯员赵欣）8月8日，深圳大学2025级首批本科新生录取通知书正式寄 发。2025年，深圳大学面向全国共录取本科新生7594人，在招生规模扩容的基础上，整体生源质量稳中 有进。全国约62%省份（含物理类/历史类/普通类）录取最低排位有提升，提升幅度最高达到约2551 位；全国约63%省份（含物理类/历史类/普通类）录取最高排位有提升，提升幅度最高达到约3520位。 今年深圳大学特色实验班依旧受到考生的青睐。普通物理类中招生的特色实验班，录取平均排位约 18312位，录取线前三名为：计算机科学与技术（腾班）、人工智能（IEEE荣誉班）、电子信息工程 （文华班）。普通历史类中招生的特色实验班，录取平均排位约3690位，录取线前三名为：网络与新媒 体（传腾班）、金融学（创新班）、汉语言文学（国学精英班）。其中，网络与新媒体（传腾班）和汉 语言文学（国学精英班）为2025年新增高 ...

Core Viewpoint - Kuaishou has launched an independent "takeout" entry on its "group purchase" page, expanding its local life services to include food delivery options from various popular brands [1] Group 1: New Features and Offerings - The new "takeout" entry allows users to access a page called "Takeout Worry-Free Purchase," featuring categories such as hamburgers, pizzas, coffee, and fast food [1] - The products are categorized into "available for takeout and dine-in" and "takeout only," with most "takeout only" items sourced from Meituan [1] Group 2: Collaboration and Business Model - Kuaishou's takeout offerings are primarily based on third-party collaborations, focusing on promoting quality dining products [1] - The company plans to expand its offerings to include more merchants and product categories in the future [1] Group 3: Performance Metrics - In the second quarter of this year, the number of paying users for Kuaishou's local takeout products increased by over 300% compared to the previous quarter [1]

凤凰网财经讯 8月8日，美股三大指数集体上涨，截至发稿，道指涨0.52%，纳指涨0.77%，标普500指数 涨0.66%。 特斯拉被曝解散超算团队转向外部合作 马斯克：分散资源毫无意义 据央视新闻报道，美国总统唐纳德·特朗普周四表示，他已选定现任白宫经济顾问委员会主席斯蒂芬·米 兰（Stephen Miran）接替刚刚空出的美联储理事席位，任期至2026年1月31日。上周五，美联储理事库 格勒（Adriana Kugler）出人意料地宣布将于8月8日提前辞职，给了特朗普这一安插"自己人"的时机。 特朗普还称，他将继续寻找长期的美联储职位替代者。 币圈再迎利好，特朗普签署行政令 允许养老金投资另类资产 当地时间周四，美国总统特朗普签署了一项行政命令，允许美国人的401(k)计划投资私募股权基金、比 特币等加密货币以及其他所谓的另类资产。这一决定标志着美国养老金投资领域的一项重大政策转向。 该行政令为私募股权和其他基金管理公司利用数万亿美元的美国人退休储蓄铺平了道路。 特朗普手握"胡萝卜加大棒" 美国清洁能源当何去何从？ 特朗普的"大而美"法案明面上对美国清洁能源产业磨刀霍霍，实际暗藏生机。美国威尔斯利学院研究显 ...

Group 1 - The core index, the Chinese Hong Kong Stock Connect Preferred 50 Index (CESP50), experienced a decline of 0.98%, closing at 3086.14 points with a trading volume of 62.037 billion [1] - Over the past month, the CESP50 index has increased by 2.28%, by 7.44% over the last three months, and has risen 23.06% year-to-date [1] - The CESP50 index is compiled by the China Securities Index Co., Ltd. and aims to reflect the overall performance of the top 50 blue-chip securities listed on the Hong Kong Stock Exchange [1] Group 2 - The top ten holdings of the CESP50 index include Tencent Holdings (10.61%), HSBC Holdings (10.25%), Alibaba-W (9.71%), and others, indicating a concentration in major companies [1] - The index's holdings are entirely composed of stocks from the Hong Kong Stock Exchange, with financials making up 39.91%, consumer discretionary 23.36%, and communication services 17.08% among other sectors [2]

Core Viewpoint - The company, Ninth City (NCTY), is experiencing a significant decline in revenue and net profit, while its stock price has shown a slight increase in the short term [1]. Financial Performance - As of December 31, 2024, Ninth City reported total revenue of 112 million RMB, representing a year-over-year decrease of 35.81% [1]. - The company's net profit attributable to shareholders was -73.424 million RMB, reflecting a dramatic year-over-year decline of 467.06% [1]. Market Activity - On August 8, Ninth City opened with a stock price increase of 4.4%, reaching $9.01 per share by 21:30, with a trading volume of $597,200 [1]. - The total market capitalization of Ninth City stands at $127 million [1]. Business Focus - Ninth City, established in 2004 and listed on NASDAQ under the ticker NCTY, is actively positioning itself as a diversified high-tech internet company, with a current focus on blockchain-related businesses [1].

8月8日恒生指数下跌0.89%，南向资金全天合计成交金额为1235.72亿港元，其中，买入成交649.22亿港 元，卖出成交586.50亿港元，合计净买入金额62.71亿港元。具体来看，港股通（深）累计成交金额 472.33亿港元，买入成交251.12亿港元，卖出成交221.21亿港元，合计净买入金额29.92亿港元；港股通 （沪）累计成交金额763.39亿港元，买入成交398.09亿港元，卖出成交365.29亿港元，合计净买入金额 32.80亿港元。 成交活跃股方面，今日上榜个股中，南向资金成交金额最多的是中芯国际，合计成交额110.74亿港元， 阿里巴巴-W、小米集团-W成交额紧随其后，分别成交38.87亿港元、38.00亿港元。以净买卖金额统 计，净买入的个股共有11只，阿里巴巴-W净买入额为7.30亿港元，净买入金额居首，该股收盘股价下跌 2.43%，盈富基金净买入额为6.84亿港元，小米集团-W净买入额为4.73亿港元。净卖出金额最多的是中 芯国际，净卖出4.27亿港元，该股收盘股价下跌8.19%，华虹半导体、和黄医药遭净卖出3.36亿港元、 1.58亿港元。 今日上榜个股中，阿里巴巴-W、小米集团 ...

| 01797 | 东方甄选 | 港股通 | 102368.82 | 5557.01 | 12.32 | | --- | --- | --- | --- | --- | --- | | | | (沪) | | | | | 00013 | 和黄医药 | 港股通 (深) | 95791.00 | -15806.73 | -15.99 | | 02228 | 晶泰控股 | 港股通 (沪) | 95637.85 | 4462.41 | -2.07 | | 09926 | 康方生物 | 港股通 (深) | 89299.00 | 20184.68 | 1.91 | | 09688 | 再鼎医药 | 港股通 (深) | 76762.00 | 21660.26 | -10.47 | | 01801 | 信达生物 | 港股通 (深) | 75931.00 | 7454.43 | -0.16 | | 03738 | 阜博集团 | 港股通 (深) | 74650.00 | 3149.65 | 18.36 | | 02800 | 盈富基金 | 港股通 (深) | 72894.00 | 68396.01 | -0.70 | 成交活跃股 ...

以下文章来源于锦缎研究院 ，作者牧之 锦缎研究院 . 专注上市公司价值发现与传播 本文来自微信公众号： 锦缎研究院 ，作者：牧之，题图来自：AI生成 也许到未来某个时候，我们才会知道今天的Meta创始人扎克伯格究竟看到了什么，让他愿意此刻在 AI赛道一掷千金。 仅仅在过去的12个月中，Meta在AI赛道的花钱的速度，几乎每天都是媒体热点： 斥资 143 亿美元收购了数据标注公司Scale AI 49% 的股份，并聘请其首席执行官 Alexandr Wang 担 任 Meta 的首席 AI 官； 向10～20名顶级AI人才提供了1亿至3亿美元的薪酬包，总计可能在10亿至 60 亿美元之间 （基于多 年合同，且部分为股权） ，天价合同让拿惯了大合同的体育明星也为之失色。 根据Meta 首席财务官Susan Li的表态，Meta2025年的总支出预计在1140亿至1180亿美元之间，其中 绝大部分都用在了AI基础设施建设上。 说出来你可能不信，Meta甚至不是过去5年美国科技巨头中资本开支最高的： 从真金白银的资本开支层面衡量，四大互联网科技公司在过去4年中的资本开支最少的也是翻倍， 2024年总开支相当于1.7万 ...

Core Viewpoint - The article emphasizes the importance of enhancing the "inclusiveness" of the capital market, which is not synonymous with large-scale IPO expansions but rather structural expansions that align with China's economic transformation and improve the A-share index's growth potential [1][3][4]. Group 1: Definition of Inclusiveness - "Inclusiveness" refers to two main aspects: allowing high-potential tech companies that may not be immediately profitable to list, and facilitating the return of strong overseas companies to the A-share market [3][4]. - The regulatory stance indicates that enhancing inclusiveness does not mean a large-scale expansion of IPOs, but rather a structural expansion that focuses on improving the quality and composition of listed companies [3][4]. Group 2: Economic and Structural Context - The article highlights the need for a financial system that supports the high-end, intelligent, and green development of manufacturing by 2027, as stated in a recent guideline from the central bank and seven ministries [5]. - It points out that while the total number of listed companies is substantial, the structure remains unbalanced, with a lack of high-tech companies among the top market capitalizations, which limits the index's growth potential [5][6]. Group 3: IPO Trends and Market Sentiment - The regulatory comments serve as a reassurance to the market that while IPOs will increase in pace, there will not be a large-scale expansion, as evidenced by the financing scale in the first seven months of the year showing growth compared to the previous year [4][11]. - Historical data indicates that A-share IPOs have experienced tightening periods, which have often preceded bull markets, suggesting that a cautious approach to IPOs can be beneficial for market strength [10][11]. Group 4: Future Directions - The focus for future IPO expansions will be on sectors that contribute to the transformation of China's economic structure and on bringing back competitive overseas companies to enhance the A-share index's growth potential [5][6]. - Achieving a sustainable bull market requires a balanced approach to IPOs, refinancing, strict delisting policies, and protections for minority shareholders, indicating a long-term commitment to market reforms [11].