Group 1 - The Hong Kong stock market indices collectively declined on September 26, with technology stocks experiencing a broad downturn, while wind power stocks strengthened and real estate stocks generally rose [2] - Xpeng Motors signed a post-quantum security technology cooperation agreement with Alibaba Cloud at the Cloud Summit, focusing on joint research and development in automotive security algorithms [2] - The cooperation aims to expand post-quantum security encryption technology applications to AI, V2X, robotics, and flying cars, enhancing safety and reliability for users [2] Group 2 - Alibaba's stock price has doubled this year, making it the largest weighted stock in the Hang Seng Technology Index with a weight of 9.17% [3] - The potential for a revaluation of the Hang Seng Technology Index is anticipated due to the resumption of interest rate cuts by the Federal Reserve and continued inflow of southbound capital [3] - Investors without a Hong Kong Stock Connect account may consider using the Hang Seng Technology Index ETF (513180) to gain exposure to core AI assets in China [3]

Group 1 - The Vice President of Douyin stated that many so-called "Byte concept stocks" contain false information and urged caution among investors [1] - Douyin's management emphasizes the importance of rational and cautious investment principles, focusing on value and fundamentals rather than speculative hype [1] Group 2 - Chasing Technology denied rumors of "mandatory employee co-investment," clarifying that no such policy exists [2] - The company advocates for market-oriented, professional, and compliant practices in investment and management [2] Group 3 - XPeng Motors and Alibaba Cloud signed a cooperation agreement to promote post-quantum security technology in the automotive sector [3] - The collaboration aims to enhance safety algorithms in vehicles and expand applications to AI, V2X, chips, robots, and flying cars [3] - This partnership is expected to alleviate consumer concerns regarding the safety of smart vehicles and foster innovation within the automotive industry [3]

NO.3 小鹏汽车与阿里云签署后量子安全技术合作协议 9月24日，小鹏汽车与阿里云正式签署后量子安全技术合作协议。双方宣布将后量子安全算法项目作为 合作基础，在汽车的安全算法领域进行联合研发和拓展合作。未来，小鹏汽车与阿里云将携手在汽车安 全领域持续探索，将后量子安全加密技术进一步扩大至AI、V2X、芯片、机器人、飞行汽车等应用的安 全防护领域范围。 NO.1 赛力斯发行境外上市外资股（H股）获中国证监会备案 9月25日，赛力斯发布公告称，公司发行境外上市外资股（H股）获中国证监会备案。根据备案通知 书，公司拟发行不超过3.31亿股境外上市普通股并在中国香港联合交易所上市。 点评：赛力斯H股发行获证监会备案，拟赴港上市募资。此举为公司拓展融资渠道，注入资本活力，有 望加速新能源汽车业务布局，提升市场竞争力。对智能汽车板块而言，此事件或引发投资者关注行业创 新动态，增强板块活跃度。 NO.2 广汽冯兴亚：十年后全球十大车企中至少有三家是中企 9月25日，广汽集团董事长冯兴亚在2025年《财富》世界500强峰会上表示，汽车产业正经历百年未有之 大变局，预计未来十年全球前十大车企中将有3~5家中国企业。中国汽车企业 ...

据小鹏汽车消息，9月24日，小鹏汽车与阿里云在云栖大会正式签署后量子安全技术合作协议。小鹏汽 车高级总监林蓬蓬、阿里云数据安全产品线总监杨永代表双方签约。根据协议，阿里云将成为小鹏汽车 面向安全算法业务领域的合作伙伴。双方宣布将基于后量子安全算法项目作为合作基础，在汽车的安全 算法领域进行联合研发和拓展合作，并在该领域为广大用户提供更安全、可靠的服务。目前，全新小鹏 P7已搭载后量子安全技术，标志着小鹏汽车率先实现后量子安全算法技术落地上车。 ...

Core Viewpoint - Xiaopeng Motors (XPEV.US) saw a pre-market increase of over 4%, reaching $22.13, following the announcement of a quantum security technology cooperation agreement with Alibaba Cloud [1] Group 1: Partnership and Collaboration - Xiaopeng Motors and Alibaba Cloud officially signed a cooperation agreement at the Cloud Habitat Conference, focusing on post-quantum security algorithms [1] - The collaboration aims to jointly research and expand in the automotive security algorithm field, providing safer and more reliable services to users [1] Group 2: Future Applications - The partnership will explore the application of post-quantum security encryption technology in various fields, including AI, V2X, chips, robotics, and flying cars [1]

Core Viewpoint - Xiaopeng Motors and Alibaba Cloud signed a post-quantum security technology cooperation agreement at the Cloud Habitat Conference, focusing on joint research and development in automotive security algorithms [1] Group 1: Partnership Details - The collaboration will leverage post-quantum security algorithms as a foundation for joint R&D and expansion in the automotive security algorithm sector [1] - The partnership aims to provide safer and more reliable services to users in the automotive industry [1] Group 2: Future Exploration - Xiaopeng Motors and Alibaba Cloud plan to explore further applications of post-quantum security encryption technology in areas such as AI, V2X, chips, robotics, and flying cars [1]