A股三大股指8月26日集体低开。午前的急涨，带动三大股指全部翻红转涨。午后两市窄幅震荡，尾盘出现一波急跌。 | 指数 | 最新 | 涨跌幅 | | --- | --- | --- | | 上证指数 | 3868.38 | -0.39% | | 深证成指 | 12473.17 | 0.26% | | 创业板指 | 2742.13 | -0.75% | | 沪深300 | 4452.59 | -0.37% | 从盘面上看，热门题材普遍回调，稀土、CRO、GPU概念领跌，稳定币、PEEK材料、光刻机等下挫；华鲲振宇概念逆势走强， 消费电子产业链午后发力，游戏、农业、化工板块造好。 至收盘，上证综指跌0.39%，报3868.38点；科创50指数跌1.31%，报1270.87点；深证成指涨0.26%，报12473.17点；创业板指跌 0.75%，报2742.13点。 Wind统计显示，两市及北交所共2802家上涨，2469家下跌，平盘有152家。 两市成交26790亿元，较前一交易日的31411亿元减少4621亿元。其中，沪市成交11142亿元，比上一交易日13609亿元减少2467 亿元，深市成交15648亿元。 据 ...

证券日报网讯 东方国信8月26日在互动平台回答投资者提问时表示，公司积极开拓合作生态，长期以来 一直是华为的优质合作伙伴。公司与华为在大数据生态、鲲鹏生态、昇腾、鸿蒙等领域有稳定的合作关 系。在算力租赁业务上暂未合作。 （编辑 王雪儿） ...

转自：智通财经 【鸿蒙概念股局部活跃 拓维信息涨停】智通财经8月26日电，拓维信息涨停，常山北明涨超5%，润和 软件、诚迈科技、软通动力、优博讯、彩讯股份、每日互动等跟涨。消息面上，拓维信息昨日发布半年 报，公司上半年净利润7881万元，同比增长2263%。 ...

Core Insights - Huawei's HarmonyOS 5 has achieved a significant milestone with over 10 million devices deployed, showcasing the collective effort of Chinese tech companies in building the ecosystem [1][11] - The expansion of the HarmonyOS ecosystem is supported by key partners such as Tencent, Alibaba, and 12306, who are actively developing and adapting their applications to the platform [3][4][6] Group 1: Partner Contributions - Tencent has successfully migrated over 50 products to HarmonyOS, with developers benefiting from Huawei's support and rapid iteration based on feedback [3] - Alibaba's Taotian Group aims for 100% compatibility of its apps, including Taobao and Tmall, by September 30, demonstrating strong commitment to the ecosystem [4] - 12306, as a national application in the transportation sector, emphasizes its responsibility to support HarmonyOS, enhancing service for its users [6] Group 2: Development Efficiency - HarmonyOS 5 offers a core advantage of "one development, multi-device deployment," allowing developers to create applications that run seamlessly across various devices, thus reducing development costs and increasing efficiency [11] - The ongoing optimization of development tools by Huawei aims to lower migration barriers, creating economic benefits and improving user satisfaction [11] Group 3: Future Outlook - The milestone of 10 million devices is seen as just the beginning, with expectations for HarmonyOS to grow and attract more partners, ultimately aiming for a significant global presence [11]

Group 1 - The article discusses the income of Dong Yuhui after leaving Dongfang Zhenxuan, claiming it to be between 2 to 3 billion yuan annually, which was later denied by the company [2] - Dong Yuhui ranked first in the 2024 China Internet Anchor Net Income Ranking with an annual income of 28.54 billion yuan [2] - The article highlights the wedding of Li Guoqing, founder of Dangdang, attended by notable figures such as Zhang Chaoyang and Yu Minhong [5] Group 2 - A significant court ruling involved 14 former Huawei employees being convicted of stealing core chip technology, with the main perpetrator sentenced to six years in prison and a fine of 3 million yuan [10] - OpenAI is reportedly seeking to sell approximately 6 billion dollars in equity at a valuation of 500 billion dollars, with the plan still in early negotiation stages [10] - Xiaomi's vice president addressed concerns regarding the charging time of their electric vehicle SU7 abroad, clarifying compatibility and charging infrastructure [10] Group 3 - The micro-short drama market in China is projected to reach 50.5 billion yuan in 2024, surpassing annual box office revenue for the first time [23] - The number of data companies in China has exceeded 400,000, with the data industry scale reaching 5.86 trillion yuan, growing by 117% since the end of the 13th Five-Year Plan [23]

｜2025年8月18日星期一｜ NO.4 华虹公司筹划购买华力微控股权解决同业竞争事项，股票停牌 8月17日，华虹公司公告称，为解决IPO承诺的同业竞争事项，公司正在筹划以发行股份及支付现金的 方式购买上海华力微电子有限公司控股权，同时配套募集资金。本次收购标的资产为上海华力微电子有 限公司所运营的与华虹公司在65/55nm和40nm存在同业竞争的资产（华虹五厂）所对应的股权。目前， 该标的资产正处于分立阶段。公司股票自2025年8月18日开市起停牌，预计停牌时间不超过10个交易 日。 NO.5 余承东：通过鸿蒙框架让更多中国应用出海 8月17日，华为常务董事、终端BG董事长余承东在最新的《对话》栏目中表示，鸿蒙用户上百万是个艰 难的过程，但很短的时间就到了1000万，到几千万可能会更快。将来全中国甚至全世界的终端都能跑鸿 蒙，希望携手更多中国应用出海，通过鸿蒙框架走向世界。 NO.1 我国成功发射试验二十八号B星02星 北京时间2025年8月17日16时55分，我国在西昌卫星发射中心使用长征四号丙运载火箭，成功将试验二 十八号B星02星发射升空，卫星顺利进入预定轨道，发射任务获得圆满成功。该卫星主要用于空间 ...

Core Viewpoint - The article discusses the recent developments in the financial sector, highlighting the impact of regulatory changes and market trends on investment strategies [1] Group 1: Industry Analysis - The financial industry is experiencing significant shifts due to new regulations aimed at increasing transparency and reducing risk [1] - Market trends indicate a growing interest in sustainable investments, with a notable increase in funds allocated to ESG (Environmental, Social, and Governance) initiatives [1] - The competition among investment banks is intensifying, with firms seeking to differentiate themselves through innovative financial products and services [1] Group 2: Company Insights - Several leading investment banks reported a rise in quarterly earnings, attributed to increased trading volumes and advisory fees [1] - A specific bank noted a 15% increase in revenue year-over-year, driven by strong performance in its wealth management division [1] - Another firm announced plans to expand its global footprint, targeting emerging markets for growth opportunities [1]

Core Viewpoint - The stock price of Dongfang Guoxin surged to a limit increase of 20% following Huawei's announcement of open-sourcing its Ascend hardware and related tools, which may lower industry entry barriers and accelerate AI innovation and application [1][2]. Group 1: Company Performance - Dongfang Guoxin reported a revenue of 2.793 billion yuan for 2024, representing a year-on-year increase of 17.18%, and a net profit of 29 million yuan, up 107.62%, reversing a trend of consecutive losses [2]. - In Q1 2025, the company experienced a revenue decline of 5.41% year-on-year, totaling 501 million yuan, and reported a net loss of 27 million yuan, a drastic decrease of 752.6% compared to the previous year [2]. Group 2: Collaboration with Huawei - The company has established a stable partnership with Huawei in areas such as the Harmony and Kunpeng ecosystems, with ongoing collaboration in research and product launches [2]. - Dongfang Guoxin's AI deep learning application products have achieved compatibility certification with Huawei's Ascend and Harmony systems, indicating a strong technical alignment [2]. Group 3: Stock Trading Activity - Major shareholders of Dongfang Guoxin plan to reduce their holdings by up to 34.16 million shares, accounting for 3% of the total share capital, with a recent sale of 2.68 million shares on August 5 at a price of 9.56 yuan per share [3][4]. - On August 6, the company recorded 21 block trades, with a total of 7.1846 million shares sold at an average price of 10.20 yuan per share, totaling approximately 73.28 million yuan [4][5].

Group 1 - Shanghai Jiao Tong University (SJTU) collaborates with Huawei to address "bottleneck" technology issues through joint training programs and high-level mentorship [1] - The partnership aims to enhance talent cultivation and contribute to national and industry needs [1] - SJTU emphasizes the importance of moral education and innovative talent training models to nurture responsible individuals for national rejuvenation [1] Group 2 - The Qian Xuesen Library at SJTU serves as a venue for promoting patriotism and scientific spirit among students [2] - The library hosts various educational activities, including lectures and practical courses, to inspire students with the legacy of Qian Xuesen [2] - SJTU integrates ideological education with practical experiences to instill a sense of mission and value in students [2] Group 3 - SJTU's Innovation Center provides a comprehensive environment for students to develop innovative skills through hands-on projects and industry collaboration [4] - The center offers courses that emphasize the integration of education and industry, updating 15% of its curriculum annually to align with technological advancements [5] - The focus is on cultivating talents with both deep academic knowledge and practical industry insights [4][5] Group 4 - SJTU is implementing a new talent cultivation plan aimed at fostering innovative leaders through interdisciplinary approaches [5] - The university is enhancing its educational framework to support lifelong learning and adaptability in students [5] - A closed-loop system is being developed to ensure a continuous growth path for students from undergraduate to postgraduate levels [5] Group 5 - SJTU's leadership emphasizes the need for education to support China's modernization and strategic positioning in global competition [6] - The university is committed to optimizing its academic structure to meet national demands for high-level talent [6] - A focus on personalized education is being adopted to ensure that each student receives suitable guidance [6] Group 6 - SJTU is enhancing its faculty development by integrating teaching excellence with research achievements [7] - The university is prioritizing undergraduate education in faculty evaluations and recruitment processes [9] - This approach aims to boost teaching quality and foster a more engaging learning environment for students [9]

场馆里的思政课，厚植学生家国情怀 窗外夏木葱茏，室内思想激荡，上海紫竹科技园黄大年茶思屋，上海交通大学与华为技术有限公司的一 场产教融合座谈讨论热烈。 操作系统联合培养实验班的一名研究生举手："我想参与解决异构硬件适配的痛点。"话音未落，后排有 同学插话："可课堂案例和实际场景还有差距。"来自华为的企业导师笑着展示课件上的项目安排："所 以要来我们的实验室，与工程师对着代码逐行研究。" 搭建联合实验室、研究生参与鸿蒙生态建设、配备高水平企业导师30余人……近年来，上海交大与华为 合作开班，为国家和行业解决"卡脖子"技术难题输送力量，成为学校提升人才自主培养的生动缩影。 为党育人、为国育才。上海交大落实立德树人根本任务、创新人才培养模式、让好老师教好学生，在培 养更多担当民族复兴大任的时代新人方面不断探索。 今年是人民科学家钱学森归国70周年。上海交大徐汇校区，升级改造后的钱学森图书馆（以下简称"钱 馆"），观众络绎不绝。 "这张合影是1955年钱老归国时，一家人在邮轮上的场景。"校史宣讲团的苏林格同学声线清脆，"再看 旁边这组行李箱，还留着当时被美国相关部门扣押的印记。" 从钱学森在这里读书时的试卷，到《工程 ...