中国银河证券研报表示，“手机功能创新+外观升级+换机周期”三重因素共同推进下，苹果手机有望迎来换机新周期。叠加苹果AI的生态化布局，未来三年苹果产业链有望持续超预期。看好供应链相关公司的业绩成长。

HK Stock 7x24

2024-09-18 12:01:38

1.36W

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NewFlash

2024-09-20
Documents show fast-hand shareholders at 40 per share.HK $54 Sale of 91.7 million shares。(Bloomberg)
00:01
中信银行港交所公告，董事会会议审议通过议案，同意聘任谷凌云先生为中信银行股份有限公司副行长，自监管机构核准其任职资格之日起正式就任。谷凌云先生拥有二十五年中国银行业从业经验，现任中信银行党委委员、信银理财有限责任公司党委书记、董事长。
20:03
据QuestMobile最新报告，百度文心智能体平台成为目前唯一具备商业化能力的智能体创作平台，也是功能最全面的平台，支持知识库、工作流、语音、不同模型、插件、联网搜索、数字形象及商业化等能力。
16:03
华尔街见闻获悉，9月19日，阿里国际AI团队发布了一款多模态大模型Ovis。根据多模态权威综合评测平台OpenCompass的数据，Ovis1.6-Gemma2-9B在30B参数以下的模型中取得了综合排名第一，赶超MiniCPM-V-2.6等行业优秀大模型。
16:02
Apple has chosen to assemble the iPhone 16 in Brazil in addition to China and India, tech media outlet MacMagazine reports。According to Brazilian regulatory filings, the iPhone 16s were assembled at Foxconn's factory in Judiay, Sao Paulo state.。
12:01
Hang Seng Technology Index rose to 3%, Haier Zhijia rose nearly 8%, Ali Health, Fast Hand rose more than 6%, Jingdong Group, Jingdong Health rose more than 5%。
12:00
标普500指数初步收跌0.3%，科技板块跌0.4%，金融板块跌0.1%，能源板块涨0.3%。纳斯达克100指数初步收跌0.5%，成分股英特尔跌3.2%，奈飞、阿斯麦ADR跌超2%，英伟达跌1.8%，苹果则涨1.8%，美元树涨2.9%。
04:03
Bloomberg Dollar Index Up 0.2%, a new daily high, Fed Chairman Powell also refreshed the daily low to 1217 when he started his press conference..30 points。
04:01
2024-09-18
上海微盟企业有限公司发生工商变更，原股东深圳市腾讯创业基地发展有限公司、苏州工业园区八二五新媒体投资企业（有限合伙）、苏州华映文化产业投资企业（有限合伙）退出，同时公司注册资本由约6303.35万人民币减至约5618.72万人民币。
20:02
Daniel Ivascyn表示，债市对美联储降息力度的押注太过；他在品浩(Pimco)负责全球最大的主动管理型固定收益基金。纽约时间周二下午的掉期显示，交易员预计，今年美联储共将降息115个基点。换句话说，美联储在2024年还剩下的三场决策会议中，至少一场将降息半个百分点。在接下来的12个月中，市场预计，降息总幅度将超过240个基点，这种降息速度在经济衰退之外并不多见。
20:01
中国银河证券研报表示，“手机功能创新+外观升级+换机周期”三重因素共同推进下，苹果手机有望迎来换机新周期。叠加苹果AI的生态化布局，未来三年苹果产业链有望持续超预期。看好供应链相关公司的业绩成长。
12:01
Dalio says his family office is still investing in China。
11:59
If Fed officials choose to open the curtain on rate cuts in a standard manoeuvre, the associated record bets could cost traders significantly。Trading activity in October federal funds futures, which investors used to bet on Wednesday's decision, has soared to a comparable level since the contract was launched in 1988, according to data compiled by Bloomberg.。Most of these new bets are that the Fed will cut interest rates by 50 basis points.。Data show a surge in related positions this week。
08:02
On Tuesday (September 17), the Fed's overnight reverse repurchase agreement (RRP) used a size of 2,563.$3.7 billion, last trading day at 2393.$8.6 billion (below $250 billion for the first time since 2021)。
03:59
U.S. 10-year benchmark Treasury yields rose 2 percent in late New York trading on Tuesday (Sept. 17).24 basis points, at 3.64%, one minute after the release of US retail sales data at 20: 30 Beijing time, fell to 3.5,952%, approaching bottom 3 on June 1, 2023.5950% and bottom 3 on April 6 of that year.2477%。Two-year U.S. bond yields up 4.14 basis points, at 3.5923%, trading at 3.5381% -3.6153% Interval。
03:59
欧洲STOXX 600指数初步收涨0.42%，报517.28点。欧元区STOXX 50指数初步收涨0.69%，报4860.83点。富时泛欧绩优300指数初步收涨0.39%，报2046.19点。欧元区蓝筹股多数收涨，支付巨头Adyen初步收涨3.75%领跑，英飞凌涨超3.2%，拜耳涨3.1%，德意志交易所集团、依视路陆逊梯卡、慕尼黑再保险则跌超1%。
00:04
Germany's DAX 30 index initially closed up 0.50%, reported 18725.46 points。French stock index initially closes up 0.52%, Italian stock index initially closed up 0.58%, bank index up 0.55%, the British stock index initially closed up 0.42%。
00:00
2024-09-17
阿里巴巴：9月16日耗资5998.1万美元回购573.3万股。
20:03
During the Hannover International Transport Expo, BYD and CEVA Logistics jointly announced cooperation in European logistics and ground transportation.。BYD to Deliver Four Pure Electric Trucks ETH8 in January 2025。(interface)
19:59
美诚月饼天猫旗舰店显示，目前店内的月饼产品已下架，仅剩3种点心礼盒。对此，客服表示：“月饼没有库存了。”该客服还表示，美诚品牌是在香港注册并拥有商标注册证书的，品牌基因与研发团队均源自香港，但美诚在广州与佛山设立了营销中心与生产基地。（第一财经）
16:00
恒生科技指数上涨1%至3,532.44点。
12:03
Hong Kong's Hang Seng Index up 1%。Kaisa Group Up Nearly 30%。
12:01
达达集团公告称，京东买入沃尔玛子公司所持达达8750万股普通股和187.5万股美国存托股票。
08:03
Singapore CapitaLand is in deep talks to acquire a minority stake in French luxury resort chain Club Med from Fosun International, Bloomberg said, citing people familiar with the matter.。The CapitaLand Group's real estate investment firm is seeking to acquire about 20-30% of Club Med for hundreds of millions of euros.。CapitaLand is understood to be the most likely buyer after beating out multiple rivals, including private equity firms。Talks are ongoing and no final decision has been made。
08:00