点击蓝字，关注我们 今日上午港股 1.医药板块全线重挫 多股早盘低开逾10% 报道称特朗普政府拟限制中国药品 2. 绿心集团(00094)复牌飙升超83% 出售新西兰林地资产 拟派特别息每股1港仙 3. 凯知乐集团(02122)涨超62% 公司进军TCG赛道 与宝可梦达成运营服务合作 4. 中粮家佳康(01610)涨超6% 报道称下周将召开生猪产能调控企业座谈会 5. 金风科技(02208)跌4.1% 公司拟斥189.2亿元投建风电制氢氨醇项目 6. 千循科技(01640)涨超3% 公司上半年收入爆发式增长 电子商务业务表现亮眼 7. 嘉利国际(01050)再涨近15.2% 月内股价实现翻倍 公司此前称正积极与英伟达接洽 8. 长飞光纤光缆(06869)涨超18% AI驱动数据中心互联需求增加 机构看好公司核心受益 9. 神州控股(00861)开盘大涨超7.5% ，热点概念+业绩增长助推股价飙升 10. 药捷安康-B(02617)再涨超8% 总市值突破400亿港元 替恩戈替尼II期临床试验获批开展 昨日美股 1. 甲骨文(ORCL.US)涨35.95% ，550亿美元订单震撼市场，市值猛增逾2700亿美元。 ...

Core Viewpoint - ARM's stock rose over 7.5% to $151.45, reaching a new high since late July, following the announcement of its new chip design, Lumex, optimized for AI operations on mobile devices without internet access [1] Group 1: Product Development - ARM introduced the Lumex chip design, which is categorized into four types, including designs with lower computational power but higher energy efficiency suitable for wearables like smartwatches [1] - The high-performance design of Lumex aims to run large AI model software on high-end smartphones without needing cloud access [1] - Lumex design is optimized for the 3nm manufacturing node, indicating a focus on advanced technology [1]

Group 1: Market Performance - US stock index futures showed mixed results, with Nasdaq futures up 0.32% and S&P 500 futures up 0.34%, while Dow futures fell 0.16% [1] - European stock indices experienced slight increases, with Germany's DAX up 0.04%, UK's FTSE 100 up 0.12%, France's CAC up 0.48%, and the Euro Stoxx 50 up 0.31% [1] Group 2: Company Updates - Deutsche Bank raised its year-end target for the S&P 500 index to 7000 points, while Barclays increased its target to 6450 points [1] - Apple held its fall product launch event, introducing AirPods Pro, three new Apple Watch models, and the iPhone 17 series, with the iPhone 17 starting at 5999 yuan for the 256GB model [1] - Nvidia announced the Rubin CPX GPU designed for large-scale contextual inference, set to launch by the end of 2026 [1] - Oracle reported Q1 revenue of $14.93 billion for fiscal year 2026, with earnings per share of $1.47, and cloud infrastructure revenue surged 55% year-over-year to $3.3 billion; remaining performance obligations (RPO) soared to $455 billion [1] - Synopsys reported a 14% year-over-year revenue growth to $1.74 billion for Q3 of fiscal year 2025, with adjusted earnings per share of $3.39, both below market expectations [1] - Google Cloud disclosed a backlog of orders reaching $106 billion, potentially adding $58 billion in revenue over the next two years [2] - Tesla is finalizing the design of Optimus V3, which aims to address hand flexibility issues and will feature an AI brain [2] - Novo Nordisk plans to lay off approximately 9,000 employees and has lowered its 2025 profit growth forecast to 4%-10% [2] - Alibaba's Gaode launched the world's first behavior and credit-based ranking product "Gaode Street Ranking," offering over 1 billion yuan in subsidies to encourage in-store consumption [2] - TSMC reported August revenue of 335.8 billion New Taiwan dollars (approximately $11.1 billion), marking a historical high and a 34% year-over-year increase [2] - ARM released its next-generation chip design Lumex, optimized for AI applications in mobile devices [2] - Faraday Future completed a one-year compliance supervision period, restoring its status as a fully compliant public company [2]