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资金动向 | 北水狂抛港股204亿港元历史新高!加仓中芯国际近9亿
Ge Long Hui A P P· 2025-08-28 12:03
净卖出盈富基金118.9亿、恒生中国企业47.76亿、腾讯控股5.83亿、小米集团-W 2.99亿。 8月28日,南下资金净卖出港股204.41亿港元,为有史以来单日最大净卖出额。 其中,净买入中芯国际8.92亿、康方生物5.11亿、华虹半导体4.63亿、中国人寿3.83亿、美团-W 3.33亿、阿里巴巴-W 3.29亿、中国海洋石油2.53亿、地平线 机器人-W 2.41亿晶泰控股2.24亿。 | 名称 子 | 法 失職 | (中头入额(亿) | 成父额 | 名称 | | --- | --- | --- | --- | --- | | 中芯国际 | 10.8% | 5.75 | 116.18Z | 美团-W | | 美团-W | -12.6% | 6.30 | 96.59 Z | 中芯国际 | | 盈富長金 | -0.8% | -78.85 | 79.40 Z | 阿里巴巴-W | | 阿里巴巴-W | +4.7% | 7.06 | 64.16 Z | 盘雷星 | | 恒生中国企业 | +1.2% | -47.76 | 47.80 Z | 腾讯控股 | | 华虹半导体 | 8.4% | 3.44 | 36. ...
小米澎湃OS3正式发布
人民财讯8月28日电,据小米澎湃OS微博,小米澎湃OS3正式发布,Beta版首批机型将于8月29日开启陆 续推送。 ...
小米澎湃OS3时隔多年重回独立发布!小米总裁卢伟冰:小米的目标就是把系统做顺,是阶段性的成果
Ge Long Hui· 2025-08-28 06:11
【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱: news_center@staff.hexun.com (责任编辑:宋政 HN002) 格隆汇8月28日|小米澎湃OS3将于今日下午3:00全平台线上直播发布。此次小米澎湃OS3时隔多年重回 独立发布。小米总裁卢伟冰表示:这一次小米的目标就是把系统做顺,小米澎湃OS3的发布,是阶段性 的成果,也将是小米不断精进用户体验的新起点。 ...
寒武纪股价一度超贵州茅台,创始人身家突破1700亿元;宗馥莉100%继承宗庆后股份;英伟达第二财季净利润同比增长59%丨邦早报
创业邦· 2025-08-28 00:17
完整早报音频,请点击标题下方小耳机收听 【新 "股王"诞生!寒武纪股价超贵州茅台】 8 月 2 7 日消息,寒武纪股价盘中一度超越贵州茅台, 晋升 A 股 " 股王 " ,最高报 1464.98 元 / 股,年内涨幅超 120% 。 截至 2025 年 6 月 30 日, 寒武纪第一大股东为创始人、董事长兼总经理陈天石,直接持有寒武纪 28.63% 股份。如以当前股 价计算,陈天石身家已超过 1700 亿元。 (界面新闻) 【娃哈哈:宗庆后直接持有的 29.4% 股权确由宗馥莉 100% 继承】 据《财经》杂志报道,娃哈哈 方面表示,杜建英方面在杭州中院案件里的诉求没有涉及娃哈哈集团股权,宗庆后直接持有的 29.4% 股权由遗嘱公证证明,确由宗馥莉 100% 继承,并且已经完成了工商变更登记。 此外,娃哈哈集团方面首度书面回复《财经》称,职工持股会的回购发生在 2018 年,在宗庆后先生 去世之前从来没有人提出过异议。目前持股会成员只有宗馥莉女士一人。(财经杂志) 【 "星舰"第十次试飞成功】 当地时间 8 月 26 日晚,马斯克的美国太空探索技术公司( SpaceX )进行了"星舰"第十次试飞。虽然因地面系 ...
8月28日早餐 | 英伟达季报出炉;卫星通信迎政策利好
Xuan Gu Bao· 2025-08-28 00:05
Market Overview - US stock markets rose, with the Dow Jones up 0.32%, Nasdaq up 0.21%, and S&P 500 up 0.24% [1] - Notable stock movements include Apple up 0.51%, Amazon up 0.18%, Google A up 0.16%, Microsoft up 0.94%, while Tesla down 0.59%, Nvidia down 0.09%, and Meta down 0.89% [1] Company Earnings and Projections - Nvidia reported Q2 revenue of $46.7 billion, exceeding analyst expectations of $46.23 billion, with data center revenue at $41.1 billion, slightly below the forecast of $41.29 billion [2] - Nvidia expects Q3 revenue of $54 billion, surpassing the anticipated $53.46 billion, and has approved an additional $60 billion stock buyback [2] Strategic Investments - Google plans to invest $9 billion in cloud and AI infrastructure in Virginia, USA [5] - OpenAI aims to enhance ChatGPT to better recognize and respond to users' psychological and emotional concerns [6] Pharmaceutical Developments - Eli Lilly's Verzenio combined with endocrine therapy shows significant statistical and clinical improvement in a Phase III trial for specific breast cancer patients [7] Industry Trends - The Chinese satellite internet industry is expected to grow rapidly, supported by government policies and technological advancements, with a focus on integrating satellite communication with mobile services [13] - The eVTOL industry is seeing competition primarily between the US and China, with advancements in aircraft power systems and regulatory frameworks being key focus areas [16] Corporate Announcements - Meituan's Q2 adjusted net profit plummeted 89% year-on-year to 1.49 billion yuan, significantly below expectations, with marketing expenses increasing by 51.8% [10] - Honey Snow Group reported a 39.3% year-on-year growth in the first half of the year, with net profit up 44.1%, expanding its global store count to 53,000 [11] Mergers and Acquisitions - China General Nuclear Power plans to acquire stakes in four companies for 9.375 billion yuan [18] - Huayu Automotive intends to acquire a 49% stake in SAIC Qingtao for 206 million yuan, marking its entry into the solid-state battery sector [18] Financial Performance - Major companies reporting significant profit increases include: - Zhongtai Technology with a net profit of 1.25 billion yuan, turning around from losses [24] - A-share listed companies like Wuliangye and BOE reported net profits of 19.49 billion yuan and 3.247 billion yuan, respectively, with year-on-year growth [26][27]
晚报 | 8月28日主题前瞻
Xuan Gu Bao· 2025-08-27 14:38
Robotics - Nvidia has launched a new computing platform, Jetson Thor, designed for physical AI and robotics developers, which includes the Jetson AGX Thor developer kit and the Jetson T5000 production module [1] - The platform aims to reduce reliance on cloud services by enabling multiple generative AI models to run simultaneously on edge devices [1] - The Chinese government has issued guidelines to promote the integration of AI across various sectors, targeting a penetration rate of over 90% for new intelligent terminals and entities by 2030, which is expected to support the development of embodied intelligent robots [1] Rare Earth - Northern Rare Earth reported a significant increase in half-year performance, with revenue reaching 18.866 billion yuan, a year-on-year growth of 45.24%, and net profit soaring by 1951.52% to 931 million yuan [2] - Prices for major rare earth products have risen by over 100,000 yuan per ton since August, driven by strong demand in the domestic permanent magnet industry [2] - The Chinese government has implemented total control measures for rare earth mining and processing, which is expected to further boost prices and profits in the sector [2] Quantum Computing - Beijing Boson Quantum Technology has established China's first large-scale dedicated optical quantum computer manufacturing facility in Shenzhen, expected to produce dozens of optical quantum computers annually [3] - The quantum computing industry is transitioning from laboratory research to commercial applications, with significant growth anticipated between 2025 and 2030, potentially reaching a market size of hundreds of billions of dollars [3] - China's "14th Five-Year Plan" prioritizes quantum technology, indicating potential breakthroughs in quantum communication and optical quantum computing [3] Satellite Internet - The Ministry of Industry and Information Technology has issued guidelines to promote the development of the satellite communication industry, including direct satellite connections for mobile devices and the establishment of satellite internet systems [4] - The satellite communication market in China is projected to exceed 200 billion yuan by 2025, with a compound annual growth rate of over 20% [4] - The integration of satellite communication with 5G and IoT is expected to reshape the global communication landscape, supported by government policies and funding [4] Digital Publishing - The digital publishing industry in China is projected to reach a record revenue of 1.748536 trillion yuan in 2024, marking an 8.07% increase from the previous year [5] - Key growth areas include digitalization of books and periodicals, as well as significant revenue increases in online gaming, online education, and web comics [5] - Technological innovations such as AI, blockchain, and VR/AR are driving the industry's evolution, with China positioned to become a leader in the global digital publishing market [5] Gallium Nitride (GaN) - Huawei and Shandong University have achieved a breakthrough in high-voltage power electronic devices by developing a 1200V vertical GaN-on-Si MOSFET, which offers a cost-effective solution for kilovolt-level power electronic systems [6][7] - This innovation is expected to accelerate the adoption of GaN devices in sectors such as electric vehicles, photovoltaic energy storage, and 5G communication [6][7] - The global GaN device market is projected to reach $6 billion by 2030, with a compound annual growth rate of 31.2% [7]