香港股市在假期後重新開盤,儘管北京當局近期大動作打擊非法跨境資本流動,引發市場不安,但在晶片股強勁漲勢帶動下,恆生指數依然收紅。特別是華為宣布半導體技術突破,激勵中芯國際(SMIC)等權值股大漲,成功抵銷監管政策帶來的衝擊。 香港股市在週二結束公眾假期後重新開市,恆生指數(Hang Seng Index)在早盤交易中上漲約 0.5%。儘管北京當局近期針對非法跨境交易展開嚴厲整頓,引發市場對資本管制...
香港股市在假期後重新開盤,儘管北京當局近期大動作打擊非法跨境資本流動,引發市場不安,但在晶片股強勁漲勢帶動下,恆生指數依然收紅。特別是華為宣布半導體技術突破,激勵中芯國際(SMIC)等權值股大漲,成功抵銷監管政策帶來的衝擊。 香港股市在週二結束公眾假期後重新開市,恆生指數(Hang Seng Index)在早盤交易中上漲約 0.5%。儘管北京當局近期針對非法跨境交易展開嚴厲整頓,引發市場對資本管制的擔憂,但在華為(Huawei)發布半導體技術利多消息的激勵下,晶片股的狂熱漲勢成功支撐了市場信心。 中國官方於上週五啟動全國性的非法跨境投資整頓行動,點名處罰老虎證券(Tiger)、富途(Futu)及龍橋證券(Longbridge)等線上券商。根據開源證券(Kaiyuan Securities)估計,這項要求在兩年內清理違規帳戶的政策,可能影響香港市場高達 2940 億港幣(約 375 億美元)的資金。受此影響,香港小型股指數下跌 2%,部分小型券商股價也出現重挫。 然而,市場資金似乎正轉向合規的大型金融機構。中信建投(China Securities Co)與中金公司(CICC)等大型投資銀行股價逆勢走揚。國泰君安證券(Guotai Junan Securities)指出,全球資產配置的需求依然存在,但未來將更傾向於透過合規管道進行,這對具備全球佈局的大型券商較為有利。 此外,晶片股成為盤面焦點。華為宣布將在五年內利用新技術生產領先業界的半導體,帶動香港掛牌的晶片股指數飆升 6%。其中,中芯國際(SMIC)與華虹半導體(Hua Hong Semiconductor)領漲。基金經理人 Yuan Yuwei 表示,他極度看好中芯國際,並將其譽為「中國的台積電(TSMC)」,強調其在中國科技戰略中的地位甚至超越了石油與電池巨頭。
Workers at Inpex Corp.’s Ichthys liquefied natural gas export project in Australia will not strike as planned on Wednesday and Thursday. The Offshore Alliance called off the stoppage due to “progress made in bargaining,” a spokesperson for the union said. Ichthys accounts for about 2% of global output, and has the capacity to export around 9.3 million tons a year, mainly to Japan. The strike may h...
Workers at Inpex Corp.’s Ichthys liquefied natural gas export project in Australia will not strike as planned on Wednesday and Thursday. The Offshore Alliance called off the stoppage due to “progress made in bargaining,” a spokesperson for the union said. Ichthys accounts for about 2% of global output, and has the capacity to export around 9.3 million tons a year, mainly to Japan. The strike may have had a bigger-than-usual impact on the market, given LNG supply has been cut by about a fifth, with Qatar halting production at the world’s largest facility following attacks by Iran, and the Strait of Hormuz remaining mainly closed. Read More: Australia LNG Union Votes in Favor of Strikes at Inpex Plant The union is seeking pay rises and better conditions for workers at both the Ichthys offshore gas field and onshore plant. Talks with Inpex have been underway for more than a year without resolution, the union has previously said. Inpex was not immediately available for comment.
Hong Kong rescuers are continuing their search for two hikers who reportedly went missing in Sai Kung on Monday, after locating their 76-year-old companion early on Tuesday. Authorities said on Tuesday that a government helicopter had been deployed to locate the pair in the morning. Police said they received a report from members of a hiking group at 10.15pm on Monday, saying three in their party ...
Hong Kong rescuers are continuing their search for two hikers who reportedly went missing in Sai Kung on Monday, after locating their 76-year-old companion early on Tuesday. Authorities said on Tuesday that a government helicopter had been deployed to locate the pair in the morning. Police said they received a report from members of a hiking group at 10.15pm on Monday, saying three in their party had gone missing after the group departed Pak Lap Village in the morning. Advertisement As the group members were not familiar with one another, they could not provide much information about the missing individuals, the force added. At around 4am on Tuesday, one of the missing hikers, a 76-year-old man, was found with minor injuries in Pak Lap Village, according to police. Advertisement An ambulance has been placed on standby in the village as rescue efforts continue, the Fire Services Department said.
nvda Nvidia Stock NVDA Risks Falling Under $200 as Rising Costs, China Risks Weigh on NVIDIA had again another outstanding quarter thanks to its Q1 earnings, but the stock was under pressure due to rising costs and geopolitical uncertainties. Written by: Skerdian Meta • • 2 min read • Quick overview NVIDIA reported Q1 FY27 revenue of $81.6 billion, driven by strong demand in the data center segmen...
nvda Nvidia Stock NVDA Risks Falling Under $200 as Rising Costs, China Risks Weigh on NVIDIA had again another outstanding quarter thanks to its Q1 earnings, but the stock was under pressure due to rising costs and geopolitical uncertainties. Written by: Skerdian Meta • • 2 min read • Quick overview NVIDIA reported Q1 FY27 revenue of $81.6 billion, driven by strong demand in the data center segment, particularly from hyperscale cloud providers. Despite impressive revenue growth, rising operating expenses and tax pressures have raised concerns about the company's profitability and efficiency. Geopolitical tensions and export restrictions have led to a forecast of no Data Center compute revenue from China in Q2, limiting growth potential. NVIDIA's stock has shown volatility, recently slipping below key technical support levels, while the company continues to return capital to shareholders through buybacks and dividends. Live NVDA Chart NVDA 0.0000 MARKETS TREND [[NVDA-graph]] NVIDIA had again another outstanding quarter thanks to its Q1 earnings, but the stock was under pressure due to rising costs and geopolitical uncertainties. Strong Revenue Growth Anchored by Data Center Demand NVIDIA reported Q1 FY27 revenue of $81.6 billion, marking a 20% sequential increase and an 85% year-on-year surge, underscoring sustained demand for high-performance computing infrastructure. The results were again driven by hyperscale cloud providers and continued expansion in AI-driven data center buildouts. Earnings also came in strong, with GAAP diluted EPS of $2.39, supported by elevated pricing power and robust margins across its premium GPU and networking products. Gross margin remained exceptionally high at 74.9%, reinforcing NVIDIA’s dominant position in advanced semiconductor and compute systems. The Data Center segment remained the core growth driver, generating $75.2 billion in revenue, with particularly strong performance in networking solutions as global infrastructure expansi...
"The sound of them crashing on the wharf was considerable even from probably 10 to 15 or 20 metres away; you could hear them physically crash and smash onto the cement marina," a Darling Harbour worker named Robert told the national broadcaster ABC.
"The sound of them crashing on the wharf was considerable even from probably 10 to 15 or 20 metres away; you could hear them physically crash and smash onto the cement marina," a Darling Harbour worker named Robert told the national broadcaster ABC.
“Harness Engineering”(挽具工程)正在成为硅谷的新共识,Anthropic、OpenAI等公司都在探索这一工程范式。但真正理解Harness的人还不多。前不久,一篇题为《Why Your “AI-First” Strategy Is Probably Wrong》的文章在X上获得百万级阅读和热议,作者是来自硅谷CreaoAI的Peter Pang。在这篇文章里,Peter展示了...
小米技术官方宣布,小米汽车今日发布 Xiaomi Auto World Model 全新框架,为业界辅助驾驶世界模型提供了新的框架路径,推动行业从“场景感知”向“认知推演、场景进化”的高阶形态跃迁。据介绍,这是小米首次将三维重建与视频生成深度耦合的一体化架构,以「重建锚定几何、生成填补想象」的新范式,打破行业长期采用的重建、生成独立拆分路线。在 Waymo、nuScenes 等主流基准测试中全面取...
小米技术官方宣布,小米汽车今日发布 Xiaomi Auto World Model 全新框架,为业界辅助驾驶世界模型提供了新的框架路径,推动行业从“场景感知”向“认知推演、场景进化”的高阶形态跃迁。据介绍,这是小米首次将三维重建与视频生成深度耦合的一体化架构,以「重建锚定几何、生成填补想象」的新范式,打破行业长期采用的重建、生成独立拆分路线。在 Waymo、nuScenes 等主流基准测试中全面取得 SOTA,并已在小米汽车合成数据、仿真测试、智能座舱三大核心场景完成业务落地。