联想控股(03396)公布2025年中期业绩，收入为2815.89亿元，同比增长21%。公司权益持有人净利润6.99 亿元，同比增长144%。 公告称，收入增长主要因为联想集团的三大业务均取得同比双位数收入增长所致。其中，产业运营板块 实现收入为2791.41亿元，同比增长21%。 联想控股继续坚持科技创新引领高质量发展主线，持续加强在科技创新领域的投入，特别是人工智能、 新材料、新能源、生物医药等前沿领域的布局，积极培育新兴产业和未来产业，加快发展新质生产力以 强化企业的核心竞争力。报告期内，联想控股研发投入同比增长了16%至85.13亿元，创半年历史新高; 上半年累计投资超50个科技项目，支持国家科技自立自强。此外，公司继续加大在人工智能的布局和应 用推广，致力于构建充满活力和创新力的AI+应用生态圈，累计投资AI企业超270家，是目前在AI投资 领域体系最完整、企业数目最多、持续时间最长的投资机构之一。 ...

近日来，恒生科网板块由于三个电商及本地生活巨头围绕外卖市场巨额补贴的"相爱相杀"带来的业绩大 幅下滑，令广大中小投资者胆战心惊，不免回想起上半年消费电子巨头在股价超速上涨时迅速完成的数 百亿再融资。虽然科网板块代表着"硬核"科技的进步方向，但各家巨头由于补贴消费者、开展研发竞争 所带来的"烧钱"效应也是投资于该板块所不得不承受的重担。而恒生科网板块中也有少数的公司反其道 而行之，以投资者回报为核心的经营目标，其中突出的代表者就是网龙(00777)。 网龙曾在2021年8月官宣一笔未来36个月三年总额最高3亿美元的股东回报计划。该计划通过回购和特别 息的方式圆满执行完成。在2021年8月到2024年8月的三年内，网龙股价从14.1港元左右上涨至15.7港元 (含权价)。有效抵御了该轮大盘熊市给投资者带来的损失，要知道同一时段恒指在疫情冲击、经济调整 等因素的影响下，从二万六千点下挫到一万七千点，跌幅高达36%。相当于这笔恰逢其时的股东回报计 划给网龙投资者带来了对标恒指接近50%左右的相对收益。 据网龙2025年中期业绩公告，管理层不但宣布中期常规股息将保持0.5港元的较高水平，还再次提出了 未来12个月不低于 ...

近年来，软银逐步变现部分愿景基金的投资标的。该公司已为日本支付应用运营商PayPay遴选承销商， 可能启动首次公开募股，这进一步提振了股价。PayPay最初是与愿景基金被投企业Paytm合资成立。 智通财经APP注意到，软银集团股价周二盘中一度飙升8%，市场预期这家科技投资巨头将能兑现其多 年布局人工智能领域的战略。 媒体上周五报道称，软银正是富士康科技集团俄亥俄州电动汽车工厂的神秘买家，计划将该设施纳入软 银与OpenAI和甲骨文公司合作的5000亿美元"星际之门"数据中心项目。 这一消息激发了市场乐观情绪，认为软银或将重启停滞的"星际之门"计划，并受益于美国AI硬件建设热 潮。其股价已连续第五个交易日上涨，有望创下收盘历史新高。 上周，富士康旗下核心企业鸿海精密工业股份有限公司宣布以3.75亿美元将电动汽车工厂出售给 Crescent Dune LLC，但未披露该实体背后的实际控制方。 ...

Core Insights - The partnership between China Huaxia Alliance and Seed Deep Science Community marks a significant collaboration aimed at creating a new business development blueprint in the evolving commercial landscape [1][11]. Group 1: China Huaxia Alliance - China Huaxia Alliance was initiated by Huaxia Alumni Association, which has been a gathering place for top entrepreneurs since its establishment in 2005, including notable figures like Jack Ma and Pony Ma [3]. - The alliance has expanded its influence by incorporating leading enterprises, academic institutions, and outstanding organizations in social welfare, promoting cross-industry cooperation and addressing major social issues [4]. - The organizational structure is led by core members of the Huaxia Alumni Association, supported by various professional committees, showcasing a strong potential for driving economic development and social progress in China [4]. Group 2: Seed Deep Science Community - Seed Deep Science Community is part of Seeds Capital, a significant investment entity in Singapore, which has played a crucial role in establishing Singapore as a leading startup ecosystem [6][8]. - The community focuses on building a collaborative platform for high-tech startups and capital, with offices in major global innovation hubs, including plans for an office in Hong Kong by 2025 [6][9]. - Since 2017, Seeds Capital has invested over 220 million SGD in more than 160 companies, facilitating over 950 million SGD in private sector investments, with a focus on advanced manufacturing, health sciences, and emerging technologies [8]. Group 3: Synergies and Future Prospects - The collaboration between China Huaxia Alliance and Seed Deep Science Community is characterized by resource sharing and mutual benefits, enhancing both parties' capabilities in technology innovation and market expansion [11]. - Joint efforts in technology innovation will focus on advanced manufacturing, artificial intelligence, and biomedical fields, aiming to accelerate the application of technological advancements in industries [11]. - In the realm of social welfare, the partnership aims to leverage their strengths to implement impactful projects in education and environmental protection, enhancing their contributions to society [12].

智通财经7月30日电，荷兰科技投资集团Prosus启动减持美团股份，规模达40亿美元。 ...

7月29日晚间，衢州发展（600208）公告，公司正在筹划重大事项，拟通过发行股份等方式购买广东先导稀材股份有限公司（以下简称"先导稀材"）持有 的先导电子科技股份有限公司（以下简称"先导电科"）股份，并有意购买先导电科其他股东持有的股份及募集配套资金。公司股票自2025年7月30日起停 牌，预计停牌时间不超过10个交易日。 公告显示，本次交易标的先导电科成立于2017年7月12日，注册资本4.78亿元，经营范围包括平板及旋转氧化铟锡靶材等大面积镀膜材料研发、生产及销 售。交易对方为先导稀材，注册资本3.77亿元，主要从事稀有金属、贵金属等材料的研发生产。 企查查显示，先导稀材持有先导电科44.9119%股份，是公司第一大股东，先导稀材和先导电科实控人均为朱世会。值得一提的是，比亚迪和特变电工均 持有先导电科1.1233%的股份，而两家公司在2021年12月31日的持股比例均为1.6119%。 | 股东信息 1 1 E 股权纳构 | | | | | | | | | © 午看音 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股 ...

Group 1 - Kim Kardashian's venture capital firm, SKKY Partners, faced significant challenges, raising only $121 million against a target of $1-2 billion, leading to its withdrawal from fundraising efforts [1][4] - Despite having 430 million followers on social media platforms, potential investors doubt Kardashian's investment capabilities, equating fame with investment success [4][7] - Epic Quantheora, a powerful figure in the tech investment space, manages trillions in capital and has an impressive annual return rate of 89%, far exceeding traditional investors like Warren Buffett [4][8] Group 2 - Kardashian seeks investment from Epic Quantheora to revive her venture capital career, needing not just funds but a strong endorsement to enhance her credibility in the investment community [7][12] - The collaboration could create a "tech + fashion" ecosystem, leveraging Quantheora's 800 million followers in tech and education alongside Kardashian's fashion and entertainment audience [12][25] - Kardashian's brand, Skims, valued at $4 billion, is positioned as a digital body management platform, which aligns with Quantheora's focus on the intersection of technology and consumer products [8][14] Group 3 - Potential investment structures include strategic capital injection from Quantheora into SKKY Partners, or the establishment of a joint fund focusing on AI fashion and biotechnology [14][15] - If successful, this partnership could transform Kardashian's image from a social media influencer to a credible tech investor, while also enhancing SKKY's reputation [13][27] - However, challenges exist, such as differing investment philosophies between hard tech and consumer markets, and the need for Kardashian to prove her projects' technological disruption potential [17][19]

Core Insights - The emergence of silicon-based intelligence is creating numerous new opportunities, with expectations for significant developments in spatial intelligence models and embodied intelligence in the next two to three years, and the potential for AGI to transform various industries over the next decade [1][5][6] - The world has entered an era of super technological engineering, where rapid technological innovation is expected to bring disruptive changes, necessitating continuous adaptation and learning within the industry [1][9] - Corporate Venture Capital (CVC) has become a core competitive advantage for large tech companies, facilitating the alignment of investment activities with corporate ecosystems and addressing the "innovator's dilemma" [1][13][14] Group 1: Trends and Opportunities - The current focus is on the explosive growth of silicon-based intelligence, which is seen as a major variable in the investment landscape, with a strong emphasis on AI and related technologies [3][5] - The next five years are anticipated to witness dynamic changes in the silicon brain sector, with significant advancements expected in AI applications and human-machine collaboration [5][6] - The importance of foundational infrastructure, including computing power and energy, is highlighted as critical for the evolution of AI technologies [6] Group 2: Investment Strategy - Lenovo Capital has been dedicated to early-stage technology investments since its inception in 2016, aiming to expand the intersection between its existing business and investment activities [4][14] - The investment strategy includes a focus on the entire IT and TMT industry, seeking to identify promising early-stage tech startups while fostering innovation within the corporate ecosystem [4][5] - The company has invested in over 200 firms, with a significant portion recognized as specialized and innovative, indicating a strong commitment to nurturing new productive forces in technology [14][15] Group 3: Ecosystem Collaboration - The company emphasizes the value of interaction between young entrepreneurs and corporate executives, fostering an environment for innovative ideas and strategic transformations [1][15] - Various ecosystem initiatives, such as the "Star Plan," "Light Plan," and "Fire Seed Plan," have been established to support startups through funding, R&D collaboration, and product development [15][16] - Successful case studies, such as the collaboration with Titan Technology, demonstrate the potential for cross-industry innovation and the transformation of startups into key suppliers [16][17] Group 4: Future Outlook - The CVC model is increasingly recognized as a vital component of corporate strategy, with expectations for continued growth and influence in the tech investment landscape [18] - The integration of CVC into corporate ecosystems is projected to enhance the ability to identify and support technological innovations, contributing to the overall advancement of the industry [18]

Group 1 - The core viewpoint is that the innovative pharmaceutical sector is experiencing significant growth, driven by policy changes and market dynamics, with a notable increase in ETF performance and trading volume [1][2] - As of July 7, the innovative pharmaceutical ETF (560900) reached a new high in scale at 414.453 million yuan, with the latest share count at 47.9691 million, marking a one-month peak [1] - The National Healthcare Security Administration reported that since its establishment in 2018, 149 innovative drugs have been included in the medical insurance catalog, leading to a cumulative payment of 410 billion yuan for negotiated drugs, significantly boosting sales and improving drug accessibility [1] Group 2 - Donghai Securities views innovative drugs as the core investment theme in the biopharmaceutical sector, anticipating a period of rapid development due to the introduction of commercial insurance catalogs and the opening of payment spaces [2] - The overseas market for innovative drugs is expected to expand continuously, supported by large-scale business development transactions and increasing international competitiveness [2] - Morgan Asset Management is integrating its "Global Vision Investment Technology" product line to help investors capitalize on opportunities in quality technology companies amid a new wave of technological advancements driven by AI [2] Group 3 - Morgan's passive investment options include the Morgan Hang Seng Technology ETF and the Morgan China Innovative Pharmaceutical Industry ETF, providing investors with easy access to technology and pharmaceutical assets [3] - The Morgan Nasdaq 100 Index Fund offers a straightforward way to invest in global technology leaders [3]

Group 1 - SoftBank Group is raising $4.2 billion through global debt markets to accelerate its investments in artificial intelligence [1] - The company issued $2.2 billion in junk-rated dollar bonds and €1.7 billion (approximately $2 billion) in euro bonds, attracting over $17.3 billion in investor subscriptions [1] - Founder Masayoshi Son has committed up to $500 billion for the "Interstellar Gateway" project and announced plans to invest $30 billion in OpenAI [1] Group 2 - The U.S. Federal Trade Commission is conducting an antitrust investigation into SoftBank's $6.5 billion acquisition of semiconductor design company Ampere Computing, highlighting regulatory pressures on the company's global expansion [1] - At the annual shareholder meeting in June, Son pledged to transform SoftBank into a leading global super AI platform within ten years [1] - SoftBank has raised over ¥600 billion (approximately $4.2 billion) through yen bonds this year, making it the largest issuer in Japan's corporate bond market [1] Group 3 - Tsuchiya Asset Management's CEO noted that Japanese investors' risk exposure to SoftBank has significantly increased, making overseas financing channels logical in the current environment [2] - Benefiting from improved investor sentiment and lower financing costs, dollar bond issuance has surged this year [2] - SoftBank's listed mobile subsidiary recently completed a $1 billion dollar bond issuance, marking its first entry into the U.S. investment-grade bond market [2]