每经头条（nbdtoutiao）——与美元脱钩后，暴涨102倍，揭秘黄金疯涨背后神秘的"无形之手"！专家： 推动金价上涨的逻辑没有变 （记者 王瀚黎） 每经AI快讯，*ST波导（SH 600130，收盘价：3.92元）10月9日晚间发布公告称，截至2025年9月30日， 公司以集中竞价交易方式已累计回购股份约181万股，占公司总股本的比例为0.2415%，购买的最高价 为3.3元/股、最低价为3.27元/股，支付的金额约为594万元。 2025年1至6月份，*ST波导的营业收入构成为：手机及配件占比34.52%，车载中控板占比25.76%，智能 设备占比22.31%，其他占比14.48%，其他业务占比2.93%。 截至发稿，*ST波导市值为29亿元。 ...

安联投资指出，当前股市正受到多项趋势影响。安联投资股票首席投资总监Michael Heldman表示：主 要趋势包括欧洲推动战略自主政策，带动关键行业实展强劲增长;小型股或可受惠于美国制造回流，以 及全球减息趋势所改善的融资环境与投资者风险偏好。与此同时，中国在人工智能领域的领先地位，以 及房地产行业的初步复苏，为经济增长注入新动能。印度方面，受惠于人口结构优势及对美国出口的低 依赖度，经济增长势头依然稳健。 在科技领域方面，随着人工智能技术的突破与龙头企业的推动，市场对人形机器人与智能设备的关注日 益上升。人工智能的投资主题仍具吸引力，甚至可能被市场低估，其潜力尚未获得充分认可。尽管市场 上部分声音对人工智能的影响表示忧虑，企业软件板块因稳定的经常性收入与高利润率，仍展现出良好 韧性。预期人工智能将有助简化重复性工序，有效提升人类生产力。 安联投资的宏观广度增长指标显示，全球增长动能略为回落，主要由于企业与消费者信心下降。尽管服 务业依然展现韧性，制造业则逐步回吐因应关税提前生产所带来的短期提振效应。 安联投资首席经济师Christian Schultz表示：从区域角度看，美国正面临滞胀风险，关税与劳动力市 ...

9月30日，上工申贝盘中上涨2.17%，截至10:04，报12.23元/股，成交1.01亿元，换手率1.80%，总市值 87.22亿元。 资金流向方面，主力资金净流入235.87万元，特大单买入561.80万元，占比5.54%，卖出109.86万元，占 比1.08%；大单买入1385.77万元，占比13.65%，卖出1601.85万元，占比15.78%。 上工申贝今年以来股价跌2.78%，近5个交易日涨8.42%，近20日跌1.69%，近60日涨10.18%。 今年以来上工申贝已经2次登上龙虎榜，最近一次登上龙虎榜为2月17日，当日龙虎榜净买入5020.42万 元；买入总计2.08亿元 ，占总成交额比7.40%；卖出总计1.58亿元 ，占总成交额比5.62%。 资料显示，上工申贝(集团)股份有限公司位于上海市宝山区市台路263号申丝大厦，成立日期1994年4月 19日，上市日期1994年3月11日，公司主营业务涉及缝制设备及智能制造设备的研发、生产及销售,业务 还涉及商贸物流领域。主营业务收入构成为：工业缝纫机45.39%，汽车内饰件及其模具32.01%，智能 设备11.99%，家用缝纫机5.55%，其他(补 ...

Group 1 - The core viewpoint of the news is that Guangdian Yuntong's stock performance has shown fluctuations, with a recent decline in share price and mixed capital flow trends [1] - As of September 20, 2025, Guangdian Yuntong reported a revenue of 5.275 billion yuan, representing a year-on-year growth of 12.07%, while the net profit attributable to shareholders decreased by 6.49% to 466 million yuan [2] - The company has a diversified revenue structure, with smart devices accounting for 48.34%, operation and maintenance services at 38.95%, and software development and services at 12.71% [2] Group 2 - Guangdian Yuntong has a total market capitalization of 34.271 billion yuan, with a recent trading volume of 415 million yuan and a turnover rate of 1.19% [1] - The company has been listed since August 13, 2007, and is recognized as a leading provider of artificial intelligence solutions in China [2] - The company has distributed a total of 4.886 billion yuan in dividends since its A-share listing, with 1.49 billion yuan distributed in the last three years [3]

Core Viewpoint - Guangdian Yuntong's stock price has shown fluctuations with a year-to-date increase of 21.47%, while recent trading days have seen a slight decline [1] Financial Performance - For the first half of 2025, Guangdian Yuntong achieved a revenue of 5.275 billion yuan, representing a year-on-year growth of 12.07%, while the net profit attributable to shareholders decreased by 6.49% to 466 million yuan [2] - The company has distributed a total of 4.886 billion yuan in dividends since its A-share listing, with 1.49 billion yuan distributed over the last three years [3] Shareholder Structure - As of June 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 30.426 million shares, a decrease of 19.297 million shares from the previous period [3] - The Southern CSI 500 ETF increased its holdings by 2.5562 million shares, bringing its total to 18.5247 million shares [3] Market Activity - On September 24, Guangdian Yuntong's stock price rose by 2.05% to 13.92 yuan per share, with a trading volume of 300 million yuan and a turnover rate of 0.88% [1] - The stock has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 190 million yuan on February 26 [1]

Core Viewpoint - Guangdian Yuntong's stock price has shown fluctuations, with a year-to-date increase of 20.51% and a recent decline over the past 20 days, indicating potential volatility in investor sentiment [1][2]. Financial Performance - For the first half of 2025, Guangdian Yuntong reported revenue of 5.275 billion yuan, a year-on-year increase of 12.07%, while net profit attributable to shareholders was 466 million yuan, reflecting a decrease of 6.49% [2]. - The company has distributed a total of 4.886 billion yuan in dividends since its A-share listing, with 1.49 billion yuan distributed over the last three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 1.47% to 104,100, with an average of 23,849 circulating shares per shareholder, which increased by 1.49% [2]. - Major shareholders include Hong Kong Central Clearing Limited, which holds 30.426 million shares, a decrease of 19.297 million shares from the previous period [3]. Market Activity - On September 23, Guangdian Yuntong's stock fell by 2.06%, with a trading volume of 113 million yuan and a market capitalization of 34.296 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 190 million yuan on February 26, accounting for 18.58% of total trading volume [1].

本届大会以"数字睫都·聚企成链"为主题，由山东省化妆品行业协会、山东省人工智能行业协会、 抖音电商联合主办，汇聚美睫、美妆工具、智能设备、穿戴甲等美妆产业链全品类1000余个美业品牌。 据了解，目前，全省共培育建设省级产业大脑建设试点112个，初步覆盖41个工业大类，构建60余 个细分行业数据仓；遴选化妆品制造（睫毛）等26个产业大脑为省级示范型项目，深入挖掘提炼经验做 法。（记者 付玉婷） 9月20日，2025山东省"产业大脑"建设工作推进会暨第五届中国（国际）美妆睫毛产业博览会，在 平度市美妆在线新经济产业园开幕。开幕式上，"美妆睫毛产业大脑"上线，睫毛大模型正式发布。 ...

9月14日，为期3天的2025中国文化旅游产业博览会于在湖北武汉顺利闭幕。本届博览会以"深化文旅融 合畅享美好生活"为主题，展览面积达10万平方米，设置1个中央大舞台，诗与远方、大美中国、文旅装 备、国潮文创、时尚动漫、美食天下等10个室内展区和1个户外文旅IP展区。同期举办2场专业交流活动 和5场交易洽谈活动，共吸引全国各地2000家企业参展参会，观众达22.5万人次。展会期间，文化产品 和旅游商品现场交易额1.7亿元，5场文旅产业洽谈活动达成合作交易8.1亿元，文旅项目集中签约232.8 亿元。 本届博览会显示强劲带动力。统计显示，到博览会观展的22.5万人次观众中，半数来自外地。携程旅行 介绍，近三天武汉市整体订房量同比增长43.5%，订单金额同比增长42.9%。临近武汉国际博览中心的 酒店一房难求，其中武汉洲际酒店及国博套房假日酒店，订房量同比翻番。 逛博览会、看音乐喷泉、尝汉阳美食。本届博览会举办期间，网友开发出博览会专属游线。国博中心周 边餐饮企业表示，博览会带来巨大流量，营业额普遍增长五成以上。 为加速"客商"向"游客"、"流量"向"留量"的转化，本届博览会还推出"跟着展会游武汉"活动，全市主要 ...

Core Viewpoint - Guangdian Yuntong's stock price has shown fluctuations with a year-to-date increase of 18.41%, while recent trading data indicates a net outflow of funds and a decline in net profit year-on-year [1][2]. Company Overview - Guangdian Yuntong Group Co., Ltd. is located in Guangzhou, Guangdong Province, established on July 8, 1999, and listed on August 13, 2007. The company focuses on providing operational services, big data solutions, and various intelligent terminal devices, positioning itself as a leading provider of AI solutions in China [2]. - The revenue composition of Guangdian Yuntong includes 48.34% from intelligent devices, 38.95% from operational services and others, and 12.71% from software development and services [2]. - The company belongs to the computer industry, specifically in the segment of computer equipment, and is associated with concepts such as cross-border payments, digital currency, Huawei Kunpeng, smart governance, and intelligent transportation [2]. Financial Performance - As of September 10, 2023, the number of shareholders for Guangdian Yuntong is 104,100, a decrease of 1.47% from the previous period, with an average of 23,849 circulating shares per shareholder, an increase of 1.49% [2]. - For the first half of 2025, Guangdian Yuntong reported a revenue of 5.275 billion yuan, a year-on-year increase of 12.07%, while the net profit attributable to shareholders decreased by 6.49% to 466 million yuan [2]. Shareholder Information - Since its A-share listing, Guangdian Yuntong has distributed a total of 4.886 billion yuan in dividends, with 1.49 billion yuan distributed over the last three years [3]. - As of June 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited as the third-largest shareholder with 30.426 million shares, a decrease of 19.297 million shares from the previous period. Southern CSI 500 ETF ranks fourth with 18.5247 million shares, an increase of 2.5562 million shares [3].

Core Viewpoint - The digital industry is shifting from a focus on visibility to a focus on memorability, emphasizing the importance of establishing a strong mental anchor in consumers' minds to drive long-term growth [3][6][28]. Group 1: Industry Dynamics - The digital industry is characterized by rapid performance improvements, aesthetic iterations, and algorithm updates, leading to a highly competitive and saturated market [3][6]. - As hardware differences diminish, the competition is increasingly centered on cognitive shortcuts that consumers use to make decisions, such as memorable product labels [7][29]. - The traditional correlation between brand exposure and sales is weakening; now, the position a brand occupies in consumers' minds is crucial for sustained growth [6][28]. Group 2: Mental Framework - The mental framework for brand positioning consists of three layers: product cognition (functional recognition), scenario cognition (usage context), and brand cognition (emotional and identity recognition) [11][13]. - Successful brands leverage this three-layer mental framework to create memorable associations, which can lead to higher price premiums and stronger repurchase intentions [14][16]. Group 3: AI's Role in Marketing - AI is transforming the marketing landscape by enabling more precise targeting and understanding of consumer motivations, thus facilitating effective communication [20][21]. - Brands that engage in mental construction on platforms like Douyin (TikTok) experience faster asset accumulation and greater business growth compared to those that do not [16][27]. - AI-driven marketing strategies allow brands to measure and track their mental positioning, providing insights into the relationship between mental construction and actual sales [25][26]. Group 4: Case Studies and Results - Xiaomi's use of the three-layer mental strategy resulted in a 233% increase in orders and a 155% rise in search popularity, demonstrating the effectiveness of mental positioning [14]. - The collaboration between brands and platforms like Douyin has led to significant increases in brand awareness and sales, as seen in the case of LiberLive and Xiaomi [21][23]. Group 5: Future Implications - The digital industry's marketing logic is undergoing an irreversible shift, where long-term cognitive accumulation is more valuable than short-term traffic spikes [28][29]. - The competitive edge will increasingly depend on how well brands can establish and maintain mental associations in consumers' minds, rather than just leading in technical specifications [30].