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异动盘点0630|港股脑机概念领涨,力劲科技飙20%;耐克反弹15%,美股自动驾驶概念火热
贝塔投资智库· 2025-06-30 03:45
Group 1 - InnoCare (02577) saw a price increase of over 8% after announcing a cornerstone investment agreement with STMicroelectronics Limited, which includes a six-month lock-up commitment for 12.5921 million H-shares [1] - Haotian International Investment (01341) rose over 3%, with a peak increase of over 15% after reporting a revenue of HKD 145 million for the year ending March 31, 2025, a decrease of 16.18% year-on-year [1] - King’s Ray Biotechnology (01548) increased by over 3% following the announcement of receiving approximately USD 214 million in payments under a revised licensing agreement [1] - Lao Pu Gold (06181) surged over 8% after the opening of its new store at Marina Bay Sands in Singapore, which exceeded expectations according to a Morgan Stanley analyst's on-site research [1] Group 2 - Brain-machine interface stocks opened higher, with Nanjing Panda Electronics (00553) up 8.87% and MicroPort NeuroTech (02172) up 4.72%, following Neuralink's recent demonstration of its research and product development [2] - E-Surfing (02550) opened nearly 15% higher after announcing a framework cooperation agreement with a Hong Kong technology company that is a Huawei cloud solution provider [2] - Military stocks continued their upward trend, with AVIC (02357) up 4.69% and China Shipbuilding Defense (00317) up 2.49%, following a government announcement regarding an upcoming military parade featuring domestic equipment [2] - CRO concept stocks saw significant gains, with Zai Lab (06127) up 13.73% and Tigermed (03347) up 6.03% [2] Group 3 - Orange Sky Golden Harvest (01132) surged 50% after announcing the completion of lease terminations for several locations [3] - Three-Six Zero (01530) rose over 3% as UBS recognized the company's strong R&D capabilities following a record licensing agreement with Pfizer worth USD 6.15 billion [3] Group 4 - Fuhong Hanlin (02696) increased by over 6% after the board approved a stock option plan and restricted stock unit plan, pending shareholder approval [4] - Emperor International (00163) saw a drop of over 15% after reporting total revenue of HKD 1.376 billion for the year ending March 31, 2025, a year-on-year increase of 41.47%, but a significant loss of HKD 4.743 billion [4] - Huaxing Capital Holdings (01911) rose over 8% after announcing plans to enter the Web 3.0 and cryptocurrency asset sectors with a budget of USD 100 million over the next two years [4] - Guotai Junan International (01788) increased by over 12% after receiving approval to upgrade its securities trading license to include virtual asset trading services [4] Group 5 - LKK Technology (00558) saw a price increase of over 20% after reporting annual revenue of HKD 5.825 billion for the year ending March 31, 2025, with a significant 24.5% quarter-on-quarter increase in the second half of the fiscal year [5] Group 6 - Ferrari (RACE.US) rose 2.8% after announcing a prototype sailboat set to launch next year, marking its entry into the sailing industry [6] - JinkoSolar (JKS.US) increased by over 4.6% after announcing a record-breaking efficiency for its N-type TOPCon photovoltaic modules [6] - Boeing (BA.US) rose 5.9% as Fitch Ratings reported improvements in production that could stabilize the aerospace sector [6] - Century Internet (VNET.US) surged over 18% after announcing plans to build a 10GW hyperscale data center cluster over the next decade [6] Group 7 - Nike (NKE.US) increased by 15% as the company reported a slowdown in annual sales decline, indicating the effectiveness of its CEO's strategic initiatives [7] - AI healthcare stocks saw collective gains, with Hims & Hers Health (HIMS.US) up over 6.7% and Teladoc Health (TDOC.US) up over 4.4% [8]
整理:每日美股市场要闻速递(6月25日 周三)
news flash· 2025-06-25 12:43
个股新闻 1. 台积电(TSM.N)海外子公司计划发行价值100亿美元的新股,以加强其外汇套期保值业务。 金十数据整理:每日美股市场要闻速递(6月25日 周三) 重要新闻 1. 据CME"美联储观察":美联储7月维持利率不变的概率为81.4%,降息25个基点的概率为18.6%。 2. 欧盟警告称,若美国总统特朗普维持对基础关税的征收,那么欧盟计划对美国进口产品征收报复性关 税。 3. 伊朗证实本国核设施在美国空袭中"严重受损"。 4. 小马智行被纳入纳斯达克中国金龙指数。 5. 西班牙卫生部正在调查畅销减肥药Wegovy的开发商诺和诺德(NVO.N)是否违反了禁止推广处方药的 广告法律。 6. 法拉利(RACE.N)跨界进军帆船领域,推出将在明年下水的无内燃机赛艇。 7. 百思买(BBY.N)将其于2021年以4亿美元收购的家庭护理技术部门Current Health出售给Chris McGhee。 8. 波音"门塞事故"调查:制造流程缺陷及监管不力所致。 2. OpenAI首席执行官山姆·奥特曼周二透露,其与微软CEO萨提亚·纳德拉于周一举行了高层会晤,就两 家科技巨头未来的战略合作展开深度对话。 3. 摩 ...
“火热赛事+装备升级”提升产业发展“含金量” 夏日清凉释放消费新活力
Yang Shi Wang· 2025-06-24 08:28
央视网消息:夏日来临,在许多城市的开放水域上,都能看到人们进行桨板、皮划艇等水上运动。从火热赛事到装备制造,水上运动正带 动"亲水经济"在多地持续升温。 新材料 新设计 水上装备新品不断涌现 富阳是我国赛艇的生产基地之一,其中有一家企业,产品如今占据全球超过16%的市场份额。是什么让富阳的赛艇远销欧美、澳大利亚等国 家? 在杭州富阳区的一个生产车间,企业负责人介绍,研发这款赛艇模具耗时3年,有了它生产赛艇能实现一次成型。 在南浔古镇在这片水域上,每年夏天都会举办一场桨板公开赛。2025年,有来自十多个国家和地区的400多名选手将汇聚这个江南水乡竞相争 流。这场连续举办了7年的赛事,也持续为这座古镇带来夏日新活力。 6月20日,第七届南浔古镇桨板公开赛开幕。带上一只桨、一块充气板,运动员们从"丝绸码头"出发,穿过小桥流水人家,拥抱蓝天碧水青 山。赛事活力从白天一直持续到夜幕降临。 两天的比赛期间,在水上能见到的不只桨板,还有折叠艇、背包艇、水上自行车等装备用品。夏日的古韵水乡,即是竞技赛场,也是水上装备 的新品首秀场。记者从浙江省体育局了解到,这个夏天,浙江各地每周举办近20场水上赛事,整个夏季将有200多场水 ...
一块板撬动10亿市场!“亲水经济”爆火玩出夏日新热度
Huan Qiu Wang· 2025-06-24 06:22
转自:央视 夏日来临,在许多城市的开放水域上,都能看到人们进行桨板、皮划艇等水上运动。从火热赛事到装备制造,水上运动正带动"亲水经济"在多地持续升温。 两天的比赛期间,在水上能见到的不只桨板,还有折叠艇、背包艇、水上自行车等装备用品。夏日的古韵水乡,既是竞技赛场,也是水上装备的新品首秀 场。记者从浙江省体育局了解到,这个夏天,浙江各地每周举办近20场水上赛事,整个夏季将有200多场水上活动密集开展。 浙江省体育局政策法规处处长 姜建成: 浙江水上的产业是非常发达的。富阳、淳安地区的皮划艇、赛艇,这两个县区占我们全国的6成以上的份额。制造业 边上会有一系列的配套的企业围着它来做的,产品的质量往高端走,价格慢慢往下。 新材料 新设计 水上装备新品不断涌现 距离南浔不到两个小时车程的富阳,是我国赛艇的生产基地之一。其中有一家企业,产品如今占据全球超过16%的市场份额。是什么让富阳的赛艇远销欧 美、澳大利亚等国家?一起去车间看一看。 在杭州富阳区的一个生产车间,记者看到了一款赛艇模具。企业负责人介绍,研发它耗时三年。有了它,生产赛艇终于能实现一次成型。 某水上用品制造企业负责人 熊飞: 这个是钢模,里面是铝合金的,全 ...
以赛事引客 用文旅留客
Ren Min Ri Bao Hai Wai Ban· 2025-06-18 21:33
"奔跑在油菜花海中,感受200多米爬升的坡道挑战,既锻炼了体能,又收获了美景。"前不久,在四川 省遂宁市船山区永和家园举办的第三届村级微马赛事中,竞速组选手李梦琳冲过终点后,兴奋地说道。 当天,随着一声发令枪响,580余名选手如离弦之箭,冲进这片如诗如画的田园风光中。这场融合了体 育赛事与乡村旅游的主题活动,吸引了周边大量游客游玩体验,实现沿线民宿酒店、农家乐预订量同比 增长25%,带动了周边农户增收。 去年以来,船山区持续推动体育赛事"+旅游""+文化"等跨界融合,发展本土帆船、赛艇、皮划艇等水上 运动项目。同时,用活本地资源禀赋,推进赛事"进景区、进街区、进商圈",打造商文旅体深度融合的 消费新场景。 为有效带动文化、旅游、娱乐等业态发展,遂宁市以赛事为媒,从制定优惠优待政策、改造优化软硬环 境、提供优质服务三方面持续发力。引导区域内餐饮、住宿等行业做好文明待客、诚信经营;利用赛事 节点,推出食宿游折扣、延时退房等"宠粉组合拳",做实"吃住游购娱"一体化服务配套;顺应消费新趋 势,积极培育文旅消费新业态……赛事"流量"正加速转化为文旅"增量"。 遂宁市还创新举措探索建立先行垫付机制,对涉旅价格领域发生的消 ...
龙舟与现代水上运动有何区别
Ren Min Ri Bao· 2025-05-31 22:02
划桨而行,水波为径。同为水上运动,龙舟与赛艇、皮艇、划艇等现代水上运动项目各有来历与文化内 涵。 中国新石器时代遗址出土的独木舟表明先民已能乘舟驭水。自先秦起,舟船逐渐与上巳、端午等节俗融 合,演变为礼仪与竞技兼具的龙舟文化。赛艇、皮艇、划艇等则是现代水上运动项目,具有更强的竞技 性。 龙舟讲究齐划共进,桨手面朝前,选手左右两侧对称排列。舵定方向,鼓为节拍。鼓声一起,数十至百 人按照同一节奏齐力挥桨,整齐划一,场面壮观。竞赛龙舟多为12至22米,民俗龙舟可达30米,节庆中 甚至出现百米长龙。龙头龙尾多饰雕绘,既实用,也寓文化,是协作与信念的体现,也是中华民族"同 舟共济""众志成城"的生动写照。作为中国传统体育项目,龙舟先后在国际赛事中亮相。如1995年,湖 南岳阳举行了首届世界龙舟锦标赛;2010年,广州亚运会首次将龙舟列为正式比赛项目。 赛艇源于17世纪英国泰晤士河举行的划船比赛。与龙舟不同的是,运动员背向前进方向划水。艇体细长 轻盈,借滑座、腿部与全身发力,讲求节奏与配合。项目分单人至八人艇,设单桨、双桨,一人艇约8 米,八人艇达18米,是重要的现代水上竞技项目。 皮艇起源于爱斯基摩人用动物皮包在木架子 ...
国家体育总局成立奥运攻关技术创新联合体
Xin Hua She· 2025-05-29 08:52
Core Viewpoint - The establishment of the Olympic Technology Innovation Consortium aims to enhance China's sports technology capabilities and support the country's goal of becoming a sports powerhouse, particularly in preparation for the Paris and Los Angeles Olympic Games [1][2]. Group 1: Consortium Formation and Objectives - The consortium is led by the National Sports General Administration's Sports Science Research Institute and includes over 20 research institutions and enterprises, focusing on key areas such as domestic production of sports equipment and high-end innovation [2][3]. - The consortium will concentrate on four main areas: domestic production of competitive sports equipment, development of high-end innovative devices, domestic production of high-end competition gear, and the application of sports big data and artificial intelligence [2][3]. Group 2: Challenges and Innovations - Traditional high-investment, low-output development models dominate the scientific training field, with a significant reliance on imported high-end sports equipment and core technologies [2]. - The consortium aims to break through existing technological barriers and achieve self-reliance in sports technology, addressing the "bottleneck" issues in key areas [2]. Group 3: Future Goals and Vision - By 2029 to 2034, the consortium aims to become an internationally leading source of Olympic technology innovation, promoting the high-end development of China's sports industry [2]. - The focus is not only on winning medals but also on achieving breakthroughs in core technologies, ensuring data security, and enhancing international influence through the establishment of standards [3].