港股详情

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云办公

1,127.266

-15.657-1.37%

涨家数：2

跌家数：3

平家数：- -

市盈率：- -

高：1,139.729

开：1,139.438

低：1,119.827

收：1,142.923

数据加载中...

阿里巴巴－Ｗ(09988)出现大手卖出6.52万股，成交价$117.7，涉资767.404万

阿斯达克财经

下沉市场母婴电视平台海拍客港交所IPO，阿里前员工创立

金山软件：办公业务增长逐步修复新游戏亟待发力

观察｜高质量的“外卖大战”该是什么样子？

饿了么：台风天已做好外卖应急准备和骑手“免罚”举措

【幕后：马云亲自“督战”，阿里为什么不能输？】

再约谈外卖平台企业中国官方要求理性参与竞争

克制的淘宝和不能输的美团外卖大战无赢家

中国经营网

“疯狂星期六”，天量烧钱？紧急回应！

官方约谈饿了么、美团、京东要求外卖平台企业理性竞争

2025H1网络游戏版号过审数量达812款同比+17.8% 腾讯二次元MMORPG新作《星痕共鸣》上线首日炸服口碑崩盘

腾讯想让《王者荣耀》长青，玩家却想“减负”

每日卖空追踪 | 金山软件 07月18日卖空量成交126.62万股，卖空比例为9.28%

港股异动 | 金山云(03896)盘中涨近13% H20芯片恢复对华销售公司芯片短缺问题有望缓解

AI应用方向早盘走高金山云涨超12% 创新奇智涨超11%

花旗与蚂蚁国际试点AI外汇工具，帮助客户降低对冲成本

芯片与SaaS概念股多数造好北京经开区“人工智能之城”建设提速多板块迎政策红利

游戏股向好创梦天地(01119)涨21.69% 机构指游戏平台社区有望充分受益于行业高景气

金蝶国际盘中异动早盘股价大涨5.06%

畅捷通(01588)发盈喜预期上半年母公司拥有人应占利润3100万至3700万元同比扭亏为盈

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新游戏亟待发力","url":"https://stock-news.laohu8.com/highlight/detail?id=2553242702","media":"中金公司","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553242702?lang=zh_cn&edition=fundamental","pubTime":"2025-07-21 00:00","pubTimestamp":1753027200,"startTime":"0","endTime":"0","summary":"预测2025 年二季度收入同比下滑7.5%至22.9 亿元我们预计2025 年二季度金山软件收入22.9 亿元，同比下滑7.5%；预计当季录得经营利润4.00 亿元，对应经营利润率17.5%。金山软件联营公司金山云于4 月17 日公告配售及金山软件根据特别授权认购新股份的关联交易；交易完成后，金山软件于金山云的持股比例由交易前的37.40%降至35.59%。关注要点办公业务增长修复，游戏业务高基数下承压。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250721163643a6b77ccd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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19:25","pubTimestamp":1753010741,"startTime":"0","endTime":"0","summary":"一场“高质量”的外卖补贴大战，应该达成什么效果？我们先将这个问题抛给AI。DeepSeek回答：“不应是低价的肉搏战，而是通过良性竞争，推动整个行业生态向更健康、更高效、更可持续的方向发展，最终让消费者、商家、平台、骑手和社会都从中获益。”豆包的答案高度一致：“高质量的外卖促销不应是‘低价倾销’‘流量内卷’的恶性竞争，而应是围绕‘品质、效率、体验、责任’展开的价值升级竞争。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202507203462040177.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0541501648.USD","BK1142","SG9999002828.SGD","LU0164872284.USD","LU1794554557.SGD","ALBmain","LU0648000940.SGD","LU0791590937.USD","LU1044876610.USD","LU0823040885.USD","LU0865486749.SGD","HBBD.SI","IE0034224299.USD","LU1769817179.HKD","LU2125910849.SGD","BK4585","LU2399975544.HKD","LU0293314216.USD","LU0577902371.SGD","LU0259732245.USD","BABA","09988","LU2293587155.HKD","LU0501845795.SGD","BK4607","LU1242518857.USD","LU1316542783.SGD","LU0488056044.USD","LU1880383366.USD","LU0469268626.HKD","LU1366334651.USD","SG9999001903.USD","LU0244354667.USD","LU0531970944.HKD","BK1517","BK4534","LU0890818403.SGD","LU0516422366.SGD","LU0868486357.SGD","LU0127658192.USD","LU0051755006.USD","LU1770036033.HKD","LU0140636845.USD","LU0651946864.USD","LU0605514214.HKD","LU0823413587.USD","LU0310800965.SGD","LU1720051017.SGD","LU0828237940.HKD","89988"],"gpt_icon":1},{"id":"2552443215","title":"饿了么：台风天已做好外卖应急准备和骑手“免罚”举措","url":"https://stock-news.laohu8.com/highlight/detail?id=2552443215","media":"广州日报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552443215?lang=zh_cn&edition=fundamental","pubTime":"2025-07-20 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20:01","pubTimestamp":1752926463,"startTime":"0","endTime":"0","summary":"近期，阿里传出前公关一号位王帅以顾问身份回归、协助闪购业务的消息，紧接着马云亲自下场督战，这也放出一个信号：那个熟悉、强调进攻、善于整合资源、敢于投入的阿里似乎正在回归。究其原因，一方面，内部业务之间各自为战，甚至形成冲突。用户如果购买“小时达”商品，需在淘宝搜索后跳转，流程割裂。外卖大战正式进入白热化阶段。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250719200704a4554ce1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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促进行业健康发展的倡议书》，提出规范低价补贴竞争行为，抵制“内卷式”竞争，维护市场公平秩序。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"zaobao_highlight","url":"https://www.zaobao.com/realtime/china/story20250719-7170557","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zaobao.com/realtime/china/story20250719-7170557","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zaobao_highlight","symbols":["MPNGY","LU1102505929.USD","IE00B0169N27.USD","HBBD.SI","LU1046422090.SGD","BABA","89988","BK4503","09988","LU0588545730.USD","LU0132412106.USD","LU0516422366.SGD","BK1517","LU0143863198.USD","ALBmain","BK4565","IE0008368742.USD","BK1501","BK4505","LU2097828557.USD","LU0577902538.SGD","LU0918141705.HKD","SG9999001903.USD","LU1770036033.HKD","METmain","HMTD.SI","LU1880383440.USD","SG9999004220.SGD","LU0540923850.HKD","09618","IE00BZ08YR35.GBP","LU0196878994.USD","LU0143863784.USD","LU1328615791.USD","LU0127658192.USD","LU1235294995.USD","LU0048580855.USD","LU0823397103.USD","LU2087589342.USD","LU0370786039.SGD","BK1591","SG9999006597.SGD","LU0345775950.USD","LU1769817096.USD","JD","LU0052750758.USD","03690","LU0463099449.HKD","LU1282648689.USD","LU0708995153.HKD"],"gpt_icon":1},{"id":"2552490023","title":"克制的淘宝和不能输的美团 外卖大战无赢家","url":"https://stock-news.laohu8.com/highlight/detail?id=2552490023","media":"中国经营网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552490023?lang=zh_cn&edition=fundamental","pubTime":"2025-07-19 04:08","pubTimestamp":1752869310,"startTime":"0","endTime":"0","summary":"过去两个周末，在大额红包、“0元外卖券”轮番轰炸下，百万骑手、爆单商家，“免费奶茶”快要喝不动的消费者，有意无意间都参与了史上最激烈的外卖大战。美团、淘宝闪购分别再次刷新单量。截至7月12日，美团即时零售订单量达1.5亿单；淘宝闪购则称“又火又稳定”，日订单再破8000万单，日活用户周环比增长15%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202507193461612377.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["METmain","LU0128525689.USD","LU0320764755.SGD","LU0449515922.USD","HMTD.SI","LU1868837722.USD","LU0540923850.HKD","LU1328615791.USD","IE0032431581.USD","LU1807302812.USD","ALBmain","LU0384037296.USD","LU1880383366.USD","LU0127658192.USD","LU0865486749.SGD","LU0431992006.USD","LU1105468828.SGD","LU0039217434.USD","BK4209","BK4579","BK4554","BK1517","BK1502","BK1142","SG9999001689.USD","MPNGY","LU0181495838.USD","BABA","LU1051769294.HKD","09988","IE00BZ08YS42.EUR","LU0310800965.SGD","LU0509642566.USD","03690","LU1282648689.USD","LU0011963245.USD","LU0314109678.HKD","LU1366334578.USD","LU1831875114.USD","89988","IE00B0169N27.USD","LU0737861772.HKD","LU0819121731.USD","LU1282649141.HKD","SG9999001051.SGD","SG9999001226.SGD","IE00BF5LJ272.USD","LU0143863784.USD","HBBD.SI","LU0588545490.SGD"],"gpt_icon":1},{"id":"2552493547","title":"“疯狂星期六”，天量烧钱？紧急回应！","url":"https://stock-news.laohu8.com/highlight/detail?id=2552493547","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552493547?lang=zh_cn&edition=fundamental","pubTime":"2025-07-18 21:11","pubTimestamp":1752844260,"startTime":"0","endTime":"0","summary":"对此，淘宝闪购某一线运营人士澄清称，不明消息源所称补贴金额完全失实，市场上有平台以“0元购”形式天量烧钱刷单，但绝不是淘宝闪购。“疯狂星期六”疯狂补贴？上述报道称，美团单日发放的免单券大约2000万单。另外，京东近期也对外卖行业补贴大战一事作出回应。中国连锁经营协会发声抵制价格补贴“内卷式”竞争近期，中国连锁经营协会面向全体会员及相关企业发布倡议书，规范即时零售市场秩序，联合抵制价格补贴“内卷式”竞争。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/t/2025-07-18/doc-inffxeuh3938345.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU1823568750.SGD","BK4548","LU1769817096.USD","MPNGY","BK4587","LU0588546209.SGD","BK1604","LU0608807433.USD","LU1328277881.USD","LU0588545904.SGD","09988","LU0315178854.USD","LU0828237940.HKD","LU1808992512.USD","BABA","LU1642822792.SGD","LU0307460666.USD","LU0516422952.EUR","LU2488822045.USD","LU2097828714.EUR","LU1770034418.SGD","HBBD.SI","LU0918141705.HKD","HK0000306701.USD","LU0541501648.USD","89988","LU0054237671.USD","LU1961090484.USD","LU2097828805.USD","BK4558","LU0396098781.USD","BK1575","LU0651946864.USD","LU0878005551.USD","LU1282651048.USD","LU0651947912.USD","LU2476274308.USD","BK4531","SG9999000459.SGD","03690","ALBmain","METmain","LU1868838027.USD","LU0642271901.SGD","LU0143863198.USD","LU0067412154.USD","HMTD.SI","BK1517"],"gpt_icon":1},{"id":"2552953114","title":"官方约谈饿了么、美团、京东 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20:42","pubTimestamp":1752842520,"startTime":"0","endTime":"0","summary":"　　具体来看，7月18日，国家市场监管总局约谈饿了么、美团、京东三家平台企业，要求相关平台企业严格遵守《中华人民共和国电子商务法》《中华人民共和国反不正当竞争法》《中华人民共和国食品安全法》等法律法规规定，严格落实主体责任，进一步规范促销行为，理性参与竞争，共同构建消费者、商家、外卖骑手和平台企业等多方共赢的良好生态，促进餐饮服务行业规范健康持续发展。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/t/2025-07-18/doc-inffxeum6270597.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["09618","LU0577902538.SGD","LU0164880469.USD","LU1282649067.USD","LU2257852520.SGD","SG9999014674.SGD","LU0261947096.USD","LU2097828474.EUR","BK1502","89988","LU0128522157.USD","LU0314109678.HKD","LU0348788117.USD","LU0231483743.USD","LU1993786604.SGD","BK1501","METmain","LU0130103400.USD","ALBmain","IE0032431581.USD","LU0315178854.USD","09988","LU1548497426.USD","LU1224444064.USD","BABA","IE00B3M56506.USD","LU0431992006.USD","MPNGY","HBBD.SI","89618","BK4503","LU0650527681.SGD","BK4551","LU0029875118.USD","LU0049853897.USD","LU1201861165.SGD","BK1517","BK4531","LU1807302812.USD","LU0084288322.USD","LU0417516902.SGD","03690","LU1188198961.HKD","IE00BZ08YR35.GBP","LU0862451753.SGD","LU1880398554.USD","HMTD.SI","BK4588","IE00BZ08YS42.EUR","JD"],"gpt_icon":1},{"id":"2552411641","title":"2025H1网络游戏版号过审数量达812款同比+17.8% 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17:32","pubTimestamp":1752831120,"startTime":"0","endTime":"0","summary":"　　国家新闻出版署官网于6月24日披露《2025年6月份国产网络游戏审批信息》，6月共计有147款国产游戏、11款进口游戏获得版号。　　据统计，2025年上半年共有812款网络游戏获得版号，涉及618家运营单位，其中国产网络游戏757款，进口网络游戏55款。从审批情况来看，今年上半年游戏版号月均过审135款，超去年同期的115款，整体发放稳中有增。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/observe/2025-07-18/doc-inffwuer6464063.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["HK0000306685.HKD","LU0359201612.USD","LU0048597586.USD","LU0329678170.USD","LU0509642566.USD","LU0348735423.USD","LU2237443549.SGD","HK0000320264.USD","HTCD.SI","LU0531970944.HKD","LU0588545904.SGD","LU1688375341.USD","LU1366334578.USD","LU1880383366.USD","LU0516422366.SGD","LU2125910849.SGD","LU2237443465.HKD","LU2251237306.USD","LU0307460666.USD","LU2237443382.USD","LU0052750758.USD","00700","LU0054450605.USD","LU0039217434.USD","LU0499858438.USD","IE00BZ08YS42.EUR","LU0140636845.USD","IE00B3M56506.USD","LU1008478684.HKD","LU0540923850.HKD","SG9999001093.SGD","TCEHY","IE0008368742.USD","LU0348827113.USD","LU0516422440.USD","LU1733274390.USD","LU1226288170.HKD","LU1211504680.USD","LU0878005551.USD","SGXZ90724238.SGD","LU0348783662.USD","IE00BF5LJ272.USD","IE0032834883.USD","LU1044874839.SGD","LU1048484197.HKD","TCHmain","LU0345775950.USD","LU0880133367.SGD","LU0577902371.SGD","BK1517"],"gpt_icon":1},{"id":"2552463184","title":"腾讯想让《王者荣耀》长青，玩家却想“减负”","url":"https://stock-news.laohu8.com/highlight/detail?id=2552463184","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552463184?lang=zh_cn&edition=fundamental","pubTime":"2025-07-18 16:38","pubTimestamp":1752827882,"startTime":"0","endTime":"0","summary":"为此，《王者荣耀》在7月9日发布道歉声明，承诺降低肝度要求，优化战力系统等。这并非《王者荣耀》新版本遭受的唯一质疑。作为一款2015年发布的老游戏，《王者荣耀》吸引玩家留存的动力正在减少，其中战力系统代表的荣誉体系尤其重要。对腾讯游戏来说，《王者荣耀》的生态老化难以回避。其中包括《王者荣耀》和《穿越火线手游》在内的长青游戏，流水创下历史新高。但与此同时，《王者荣耀》老玩家流失现象始终存在。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1752819906831797606","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["LU0516422366.SGD","IE0003895053.USD","HK0000306701.USD","HTCD.SI","IE00BZ08YT58.USD","LU2177674079.SGD","LU0061477393.USD","LU1868837565.USD","LU0314109678.HKD","LU0856984785.SGD","LU0516423174.USD","TCHmain","LU1152091168.USD","00700","LU0348788117.USD","LU0231483743.USD","LU0979878070.USD","LU1993786604.SGD","LU1439102457.SGD","LU0149721374.USD","LU0880133367.SGD","LU0502904849.HKD","LU2045819591.USD","LU0540923850.HKD","LU0054237671.USD","LU0128522744.USD","LU1226287875.USD","LU1224444064.USD","LU2097828714.EUR","IE00BGV7N243.SGD","SG9999015945.SGD","LU0918141887.USD","LU0589944569.HKD","LU2237443895.HKD","LU0244354667.USD","LU0577902611.USD","TCEHY","BK1517","SG9999000459.SGD","LU1282651048.USD","LU0080751232.USD","LU0823397285.USD","LU0072462343.USD","SG9999015978.USD","LU0051755006.USD","LU0823426480.USD","IE0003851619.USD","SG9999001051.SGD","BK4588","LU0163747925.USD"],"gpt_icon":1},{"id":"2552601004","title":"每日卖空追踪 | 金山软件 07月18日卖空量成交126.62万股，卖空比例为9.28%","url":"https://stock-news.laohu8.com/highlight/detail?id=2552601004","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552601004?lang=zh_cn&edition=fundamental","pubTime":"2025-07-18 16:30","pubTimestamp":1752827433,"startTime":"0","endTime":"0","summary":"金山软件北京时间07月18日，涨2.41%，卖空量成交126.62万股%，较上一交易日减少45.35%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718174607a453314f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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13:47","pubTimestamp":1752817664,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，金山云(03896)盘中涨近13%，截至发稿，涨7.97%，报8.4港元，成交额26.44亿港元。消息面上，据央视新闻，美国英伟达公司创始人兼首席执行官黄仁勋7月15日透露两个进展：美国已批准H20芯片销往中国、英伟达将推出RTXpro GPU。此外，近日有报道指英伟达CEO黄仁勋董事长雷军会面。里昂发表研究报告指，此前金山云曾因H20禁令导致芯片供应紧张，需要与服务器租赁方分享收入，并将第二季毛利率指引下调至14%，全年经调整经营利润率预料录得低单位数跌幅，相信潜在的英伟达B30及H20交付将可缓解其芯片短缺问题，带来利润率上行空间，予“跑赢大市”评级，目标价17美元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1319350.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["03888","BK1586","BK1589","BK1517","BK1518","BK1613","BK1531","BK4526","03896","LU0348766576.USD","BK4607","BK1134","BK4608","BK1526","BK4116","KC","BK1104","BK4563","BK1607","LU0348767384.USD","159813"],"gpt_icon":0},{"id":"2552598394","title":"AI应用方向早盘走高 金山云涨超12% 创新奇智涨超11%","url":"https://stock-news.laohu8.com/highlight/detail?id=2552598394","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552598394?lang=zh_cn&edition=fundamental","pubTime":"2025-07-18 11:35","pubTimestamp":1752809731,"startTime":"0","endTime":"0","summary":"AI应用方向早盘多数走高，截至发稿，金山云涨12.08%，报8.72港元；创新奇智涨11.2%，报6.85港元；汇量科技涨9.82%，报8.61港元；金蝶国际涨4.68%，报16.12港元；迈富时涨4.24%，报55.3港元。整体上积极看好25年或成为国内AI基础设施竞赛元年以及应用开花结果之年。中美AI均进展不断，同时推理端持续推进。建议持续关注AI产业动态及AI应用的投资机会。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718114604a6b1239c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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TST模型相结合。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250718:nL6S3TF02U:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0642271901.SGD","BK1521","BK1517","C","LU1328615791.USD","LU2271345857.HKD","LU2476274308.USD","LU1023057109.AUD","BK1502","LU0594300179.USD","LU0541502299.USD","LU0823397285.USD","LU1201861165.SGD","LU0417517546.SGD","BK4553","BAC","LU1642822792.SGD","LU0254981946.USD","LU1044876610.USD","LU1074936037.SGD","LU0672654166.SGD","LU0700851271.USD","89988","LU0819123356.HKD","SG9999001903.USD","LU0259732245.USD","LU0314109678.HKD","LU1282649141.HKD","LU0164865239.USD","LU2449936058.SGD","ALBmain","LU0029875118.USD","LU0823397103.USD","LU0795875169.SGD","LU0130103400.USD","LU0348783233.USD","LU0828237940.HKD","LU1328277881.USD","LU0043850808.USD","LU0320765489.SGD","LU0084288322.USD","LU1201861249.SGD","BABA","IE00BLSP4452.SGD","LU2360032135.SGD","HBBD.SI","LU0543330483.HKD","HK0000320264.USD","09988","LU0608807433.USD"],"gpt_icon":1},{"id":"2552473455","title":"芯片与SaaS概念股多数造好 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10:20","pubTimestamp":1752805251,"startTime":"0","endTime":"0","summary":"魏巍表示，未来经开区将深化场景驱动及发展新质生态，计划到今年底开放100个标志性应用场景、聚集600家核心企业、实现800亿元人民币产业规模目标，全力完善自主创新生态，推动构建更开放、凝聚及创新的人工智能产业高地。","market":"us","thumbnail":"https://static.szfiu.com/news/20210810/NTRmYzVmNDdmYzg0MjRhYWE5NzljZDI3ZDUxMDYzNjE2NzY4MDQ=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NTRmYzVmNDdmYzg0MjRhYWE5NzljZDI3ZDUxMDYzNjE2NzY4MDQ=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1962500","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["06939","BK1518","03888","02556","BK1253","BK1609","BK1618","BK1589","BK1517","BK1583","02878","01860","02166","BK1526","BK1162","BK1608","BK1117","BK1614","00909","BK1590","09923","159813","00268","BK1104","BK1137","161631","BK1163","BK1586","06908","BK1610","LU0456827905.SGD","00981","IE0034224299.USD","LU0051755006.USD","BK1587","BK1126","BK1613","BK1607","BK1531","BK1109"],"gpt_icon":1},{"id":"2552537594","title":"游戏股向好 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涨21.69%，蓝港互动涨13.33%，博雅互动涨4.24%，哔哩哔哩-W涨4.17%，网易-S涨2.6%，金山软件涨1.42%，心动公司涨1.37%，腾讯控股涨1.06%。另一方面，长青游戏的稳健运营和中小体量新游戏上线，有望提升游戏平台社区的游戏下载量和流水规模，从而带动平台整体业绩增长。","market":"hk","thumbnail":"https://static.szfiu.com/news/20210810/NTRmYzVmNDdmYzg0MjRhYWE5NzljZDI3ZDUxMDYzNjE2NzY4MDQ=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NTRmYzVmNDdmYzg0MjRhYWE5NzljZDI3ZDUxMDYzNjE2NzY4MDQ=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1962499","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0611395673.USD","LU2097828474.EUR","HTCD.SI","BK1588","LU2177674079.SGD","IE00B29SXG58.USD","00434","BK1518","IE00B5MMRT66.SGD","LU1868837722.USD","LU0231483743.USD","LU0543330483.HKD","LU0054450605.USD","LU0918141705.HKD","BK1575","LU2279701549.SGD","LU2242644610.SGD","LU0572940350.SGD","IE0009570106.USD","01119","IE0031814852.USD","LU0878005551.USD","08267","BK1517","SGXZ90724238.SGD","LU1366334651.USD","LU0918141887.USD","IE00B3M56506.USD","02400","LU1226287792.SGD","LU0417516738.SGD","LU1282649067.USD","LU2237443465.HKD","LU0886674414.USD","LU0737861772.HKD","LU0540923850.HKD","LU0235996351.USD","LU0499858602.USD","IE00B8HQ1Z84.USD","03888","LU0348825331.USD","LU0823039010.USD","LU0797268264.HKD","LU0211977185.USD","TCHmain","09999","LU0633140560.USD","LU0143863198.USD"],"gpt_icon":0},{"id":"2552453933","title":"金蝶国际盘中异动 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16:34","pubTimestamp":1752741257,"startTime":"0","endTime":"0","summary":"报告期内，预期该集团取得母公司拥有人应占利润将在人民币3100万元至3700万元之间，而2024年同期则取得母公司拥有人应占亏损人民币988万元。报告期内，该集团云服务业务新增付费企业用户数8.6万，较上年同期增长17%;截至报告期末，云服务业务累计付费企业用户数达到86.1万。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1318954.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":"畅捷通(01588)发盈喜 预期上半年母公司拥有人应占利润3100万至3700万元 同比扭亏为盈","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01588","BK1109","BK1517"],"gpt_icon":0}],"pageSize":20,"totalPage":7,"pageCount":3,"totalSize":121,"code":"91000000","status":"200"}]}}