Core Viewpoint - The recent announcement by President Trump regarding potential high tariffs on copper and pharmaceuticals has led to a decline in Hong Kong's stock market, with the Hang Seng Index falling below 24,000 points, reflecting increased macroeconomic risks and impacting market sentiment [1][4]. Market Performance - The Hang Seng Index closed down 1.06% at 23,892.32 points, with a total trading volume of 233.88 billion HKD. The Hang Seng China Enterprises Index fell 1.28%, while the Hang Seng Tech Index dropped 1.76% [1]. - Major blue-chip stocks experienced significant movements, with Henderson Land Development leading the decline, down 8.64% at 25.9 HKD, while China Biologic Products rose 10.06% to 5.91 HKD [2]. Sector Analysis - The technology sector saw a collective decline, with Alibaba down nearly 4% and Tencent over 1%. The copper sector was negatively impacted by Trump's tariff threats, leading to a drop in copper-related stocks [3][6]. - The innovative drug sector performed well, with Hengrui Medicine surging 15.61% to 69.6 HKD, indicating resilience amid broader market declines [3][4]. Specific Stock Movements - Macau's gaming sector showed strong performance, with Wynn Macau up 6.33% and Melco Resorts up 2.12%, driven by robust gaming revenue growth [4][5]. - Copper stocks faced significant declines, with Luoyang Molybdenum down 4.74% and Jiangxi Copper down 3.46%, reflecting market reactions to tariff announcements [5][6]. Commodity Prices - International gold prices fell below 3,300 USD per ounce, influenced by reduced safe-haven demand amid tariff uncertainties. Analysts expect gold prices to remain volatile within a range of 3,000 to 3,500 USD per ounce [7].

Group 1 - The Hang Seng Index fell by 0.74%, down 177 points, closing at 23,970 points, while the Hang Seng Tech Index dropped by 1.14% with a trading volume of HKD 122.4 billion in the morning session [1] - New weight stocks performed well, with CATL (03750) rising by 6.35%, reaching a new high since its listing after a strategic cooperation agreement with Geely [1] - Hengrui Medicine (01276) surged by 9.8%, hitting a new high after the clinical approval of SHR-2173 injection [2] Group 2 - Television Broadcasts (00511) increased by over 8% as the company deepens its strategic cooperation in the Greater Bay Area, with institutions optimistic about its profit outlook [3] - Fenbi (02469) rose by over 7% following a significant upgrade to its AI exam preparation system, expanding its AI product matrix [4] - China Rare Earth Holdings (03788) soared by 14%, with a year-to-date increase of 320%, as the company proposed to spin off its rare earth gold business for independent listing on the main board of the Hong Kong Stock Exchange [4] Group 3 - Hong Kong Travel (00308) continued to rise by 9%, doubling its stock price this year, driven by market speculation on stablecoin cross-border payment scenarios [5] - Q Technology (01478) increased by over 8%, with sales of mobile camera modules reaching 3.2648 million units in June, a year-on-year increase of 1.5% [6] - Gold stocks fell across the board as spot gold dropped below USD 3,300, with institutions predicting a high volatility trend for gold prices [6]

Key Points - The article highlights significant stock movements in the Hong Kong and US markets, with various companies experiencing notable gains and losses due to recent developments and announcements [1][2][3][4][5] Hong Kong Market Highlights - China Rare Earth Holdings (03788) surged nearly 20%, with a year-to-date increase of 320%, as the company proposed a spin-off of its gold segment for independent listing on the Hong Kong Stock Exchange [1] - Innovent Biologics (09969) rose nearly 4% after announcing the clinical approval of its new ADC innovative drug ICP-B794 [1] - North Sea Kangcheng - B (01228) increased over 50%, with its stock price doubling in three days, marking it as a rare disease stock in the Hong Kong market [1] - Hong Kong Travel (00308) saw a rise of over 24%, achieving a year-to-date stock price doubling, driven by market speculation on stablecoin cross-border payment scenarios [1] - CSPC Pharmaceutical Group (01093) gained nearly 3% after receiving drug registration approval for Mesalazine enteric-coated tablets, enhancing its product line in the immune system treatment sector [1] - Ruian Real Estate (00272) rose over 4%, with a cumulative contract property sales amount for the first six months increasing by 457% year-on-year [1] - Cornerstone Pharmaceuticals - B (02616) increased over 3%, planning to raise HKD 467 million for clinical research on CS2009 [1] - Q Technology (01478) rose over 7%, with mobile camera module sales of 32.648 million units in June, a year-on-year increase of 1.5% [1] - Dekang Agriculture and Animal Husbandry (02419) increased by 6%, with a new cycle logic continuing to strengthen, and Tianfeng Securities set a target price of HKD 154 [1] - Contemporary Amperex Technology (03750) rose over 3%, reaching a new high since its listing, following a deepened strategic cooperation agreement with Geely Automobile [2] - Gaming stocks continued to rise, with Wynn Macau (01128) up 6.49%, New World Development (00200) up 6.15%, and others showing similar gains [2] - Gold stocks faced declines, with Golden Resources (GORO.US) dropping nearly 10% and others following suit [4] US Market Highlights - Stablecoin concept stocks continued to rise, with Tiger Brokers (TIGR.US) increasing over 8% [4] - Trump Media & Technology Group (DJT.US) rose over 2% as the company seeks SEC approval for a blue-chip cryptocurrency ETF [4] - Wolfspeed (WOLF.US) continued to rise, with stock prices increasing over 9% [4] - Intel (INTC.US) rose over 7% after announcing company-wide layoffs [4] - JD.com (JD.US) increased over 2% as it launched its "Double Hundred Plan" for its delivery service [4]

7月4-5日，"格隆汇·中期策略峰会·2025"盛大开幕，在格隆汇ESG金格奖评选环节中，粉笔(02469.HK)荣获"ESG卓越 PR团队"奖项。 用技术讲好职教叙事，品牌价值持续升维 PR团队成果显著背后，实际是粉笔在职教领域品牌价值持续提升的直接体现。 回顾成立至今，粉笔上线粉笔App，初步探索线上职业教育模式，通过技术驱动内容丰富升级，随后开辟线上线下相 结合的OMO模式，推动商业化不断提速。现在通过AI技术应用带来产品创新、体验升级和效率提升，粉笔率先迈入 了AI与业务深度融合的职教4.0阶段。 在每个发展阶段，粉笔一直以技术突破和模式变革来驱动品牌升级，巩固市场领先地位。比如创新推出直播课模式， 嵌入实时直播系统，推出在线模考以及综合在线题库，通过题库+直播结合的模式打开成长空间。 还比如在职教4.0阶段，粉笔推出自研的首个行业垂域大模型，在核心能力的表现上优于主流通用大模型，并以此为基 础，建立起包括粉笔AI老师、精品AI面试点评在内的AI产品矩阵，成功渗透到多个核心场景。AI面试点评相关功能自 上线以来用户调用超过500万次，2025年上半年净收款同比增长逾10倍。 上半年，粉笔进一步扩充产品 ...

2024年，粉笔研发投入2.2亿元，处于行业前列；净利润为2.4亿元，与上年同期的1.9亿元相比，同比增 长27%，AI战略成效显著。海通证券预计，随着AI模型快速迭代，粉笔有望进一步丰富AI产品矩阵，大 幅提升教育效率，并将AI运用到辅助面试老师日常点评、答疑工作中，带动运营效率显著提升，有效 优化成本。 粉笔董事长、CEO、创始人张小龙此前强调，将持续加大在产品技术算力等方面投入，让公司AI产品 保持行业领先。接下来，粉笔将以每年30%的增速加码AI研发投入，将联合顶尖机构共建教育大模型实 验室，打造具备"诊断-预测-进化"能力的智慧教育中枢。 "AI+"已经成为各大教育企业的战略共识，产品形态正经历深刻变革，洞察用户需求成为破局关键。粉 笔介绍，AI刷题系统班是公司首个推出的由AI全面主导的课程产品，基于自研垂域大模型进行开发， 采用数字人导师全程伴学，具备深度思考能力，通过启发式答疑交互，实现了AI从"被动应答"到"主动 引导"的跃迁，推动用户基数和满意度持续增长。 自发布以来，AI刷题系统班累计吸引用户超4万人，构建起活跃用户学习社区生态，为粉笔未来业务拓 展奠定坚实用户基础。同时，AI刷题系统班与 ...

Group 1 - Huawei's new product launch on May 19 introduced the integration of the Fenbi app into the HarmonyOS PC ecosystem, marking it as one of the first innovative applications in the education sector [1] - The Fenbi app enables seamless cross-device collaboration and intelligent interaction, enhancing user experience by allowing real-time data synchronization across mobile, tablet, and PC devices [1] - The app integrates Huawei's intent framework, providing core functionalities like live classes and question answering through service cards on HarmonyOS devices, accessible via voice commands or desktop cards [1] Group 2 - Fenbi, as a leading education technology company, is leveraging technology to achieve cost reduction and enhanced user experience, with its domain-specific model set to become the first nationally registered vocational education model in 2024 [2] - The company has launched products such as Fenbi AI Teacher, premium interview AI feedback, and AI question practice systems, focusing on the three core scenarios of "high-frequency learning, essential needs, and systematic improvement" [2] - By utilizing the HarmonyOS ecosystem, Fenbi aims to explore more cross-end innovative scenarios, prioritizing user-centric design to create smarter, safer, and more efficient applications [2]

4 月，卓越教育推出「鲸准教 AI 批改」和「AI·爱阅读」两款 AI 工具，前者聚焦教师备课与批改提 效，支持学生听写、AI 自动批改并生成个性化学习记录，使用量超 5000 次；后者作为自适应学习独立 产品，能精准推荐阅读材料、智能调整难度，提供引导式阅读与材料解析服务，已吸引超千名学生使 用，实现 AI 应用从教师端向学生端延伸。 2024 年卓越教育集团实现收入人民币 11.02 亿元，同比增长 125.2%；净利润达人民币 1.92 亿元，同比 增长 114%，创近四年新高。基于 2024 年取得的优异成绩，卓越教育在 2025 年围绕「降本、增效、创 新」三主线，进一步深化 AI 在各业务环节的应用。集团将 Deepseek - R1 模型融入教学、管理、服务全 链条，全面开启智能化升级之路。 卓越教育不仅将 AI 作为教学工具，更构建了覆盖内部运营与外部服务的生态系统，通过技术渗透实现 人效提升与产品创新的双重目标，尤其在K12细分场景中展现出精细化运营能力。 2025 年 5 月，《时代》杂志与 Statista 联合发布的全球顶尖教育科技公司榜单揭示了一个重要趋势：AI 已从商业「加分项」演 ...

以下文章来源于硬评测 ，作者热爱科技产品的 硬评测 . 体验最好用好玩的AI、科技产品 点击 上方 蓝字 关注我们 从 "被动应答"到"主动引导" ， AI老师实现 能力 跃迁 。 硬评测 作者 | Kozmon 编辑 | lalalunee 朋友们，灵魂拷问时间：备考，是不是感觉像玩真人版"逃离迷宫"，但出口却总在施工中？ 备考期间，大家可能或多或少都有这种体验： 每天像打了鸡血一样埋头苦刷难题，咖啡当水喝，眼睛熬得通红，结果成绩依然难提高，甚至偶尔还来个"小 跳水"… 很难不对着屏幕抓狂："我到底哪里不对？！" 答案可能残酷但真实： 方向错了，努力白费。 盲目刷题，就像在没有地图的迷宫里瞎转悠，时间和精力都在"无效内耗"中燃烧殆尽。 而粉笔新发布的AI刷题系统班，可能是解决这一难题的"赛博神器"。 4 月 2 日 ， 粉 笔 在 线 上 发 布 了 这 款 新 品 ， 搭 载 了 全 新 升 级 的 粉 笔 AI 老 师 2 . 0 ， 能 用 AI 给 你 " 算 " 出 最 优 学 习 路 径，还能让刷题变得像打游戏一样上头。 今天，我们就来深度体验一下这款 AI 刷题神器，顺便聊聊它背后的技术"肌肉 ...