37
赛意信息：公司AI领域战略规划分阶段有序推进
Sieyuan Information announced that its AI strategy is progressing systematically, focusing on computing infrastructure deployment in the near term and industrial vertical models in the long term.
36Kr 36氪
Tier 2 source · latest first
0
宁波富邦：预计上半年净利润同比增长416.54%-519.85%
Ningbo Fubang expects its first-half net profit to increase by over 416% year-on-year, driven by its transition to electrical contact materials and rising silver prices.
8
杉杉股份：预计上半年净利润同比增长262%-334%
Shanshan Shares forecasts a significant increase in its first-half net profit, driven by strong performance in its core anode materials and polarizer businesses.
0
中国卫星：预计上半年净利润3050万元-3650万元，同比扭亏
China Satellite expects to turn a profit in the first half of 2026, driven by increased contract fulfillment in its satellite manufacturing business.
4
粤海饲料：预计上半年净利润同比增长965.92%–1302.52%
Guangdong Yuehai Feeds expects a substantial increase in its first-half net profit due to strategic raw material stockpiling and cost management.
57
机构：HBM4价格今年下半年或涨至4-5美元/千比特
High-bandwidth memory HBM4 prices are projected to rise significantly in the second half of 2026 due to surging AI demand and manufacturing complexities.
4
消失的150亿美元，有下文了
LVMH has disclosed details regarding its historical secret acquisition of Hermes shares alongside its ongoing trademark enforcement actions.
2
泡泡玛特北京最大门店开启试营业
Pop Mart has commenced trial operations for its largest retail store in Beijing while expanding into other business sectors like theme parks and jewelry.
53
南向资金上周大幅净买入，智谱获超百亿港元资金加仓
Southbound capital flows into Hong Kong stocks saw a significant increase, with Chinese AI firm Zhipu receiving over 13.7 billion HKD in net purchases.
8
日本将推动其巨额养老基金增加另类资产配置
Japan is planning to increase the allocation of its 1.8 trillion USD government pension fund toward alternative domestic assets to boost the economy and manage risk.
6
上半年中国创新药对外授权规模接近去年全年
China's approvals for innovative drugs have reached new highs, with the scale of out-licensing deals in the first half of the year nearly matching the total for all of last year.
4
1000℃烧透不变形徒手可拿，中国隔热材料跻身世界第一梯队
Chinese scientists have developed advanced thermal insulation materials capable of withstanding temperatures over 1000 degrees Celsius for reusable rocket applications.
56
全网骂Claude变笨，Anthropic下场揭秘：坑你的不是模型
Anthropic clarified that recent developer complaints about Claude Code underperforming stem from user confusion between model selection and the effort setting rather than actual model degradation.
12
面对用电高峰，我国供电保障能力再提升
China has upgraded its power grid infrastructure and ultra-high voltage channels to ensure stable electricity supply during peak summer demand.
2
BilibiliWorld三天吸引40万人次
The BilibiliWorld 2026 anime and gaming convention attracted 400,000 visitors over three days, featuring a record share of international ticket buyers.
65
分析：SK海力士在美融资265亿美元，有望缓解韩汇市压力
SK Hynix has raised approximately 26.5 billion USD through an American depositary receipt issuance to fund its advanced semiconductor packaging and manufacturing facilities.
0
热浪持续侵袭欧洲，巴黎多处地标缩短开放时间
A severe heatwave in Europe has prompted authorities in Paris to shorten the operating hours of major landmarks, including the Eiffel Tower.
0
一根登山杖撬动10亿元大市场，超级赛道迎万亿元商机
The outdoor sports equipment industry in Ninghai, China, is experiencing rapid growth, with trekking pole manufacturing alone generating nearly 1 billion yuan in annual output.
20
银河证券A股策略：建议以业绩为锚，在波动中把握结构性机会
Galaxy Securities recommends that investors focus on financial performance and opportunities within the semiconductor supply chain, including memory chips and advanced packaging, amid stock market fluctuations.
51
SK海力士预计HBM价格2027年实现翻倍
SK Hynix CEO Kwak Noh-jung projects that high-bandwidth memory supply will remain extremely tight through 2027 due to surging demand for AI chips.
35
上半年高频数据折射我国经济稳中向优
China's economic data for the first half of the year shows a 118.4% year-on-year increase in capital investment within frontier fields like artificial intelligence and humanoid robots.
47
三星电子计划将龙仁首座芯片工厂的投产时间提前至2029年
Samsung Electronics plans to accelerate the production timeline of its first semiconductor factory in the Yongin chip cluster to 2029 to meet the rapidly growing global demand for AI chips.
0
这个周末，科技投资人都得飞一趟成都
Four entities have partnered to establish a 1 billion yuan green energy merger and acquisition fund in Chengdu to support local photovoltaic and energy storage industries.
43
百度AI将携智能体全家桶亮相WAIC 2026
Baidu AI plans to showcase its comprehensive suite of AI agents and updated full-stack AI product matrix at the World Artificial Intelligence Conference 2026.