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HOOK虎克

HOOK虎克

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0勋章

08-27

我平仓了50000.0股$云锋金融(00376)$ ,去查看订单详情。

09-26 14:51

我开仓了30000.0股$众安在线(06060)$ ,去查看订单详情。

09-25

我开仓了20000.0股$新华保险(01336)$ ,去查看订单详情。

08-15

我开仓了20000.0股$天齐锂业(09696)$ ,去查看订单详情。@小虎看单

08-14

我开仓了5000.0股$Torm PLC(TRMD)$ ,去查看订单详情。@小虎看单

08-06

我开仓了50000.0股$江西铜业股份(00358)$ ,去查看订单详情。@小虎看单

08-04

我开仓了30000.0股$金山云(03896)$ ,去查看订单详情。@小虎看单

07-29

我开仓了1000.0股$两倍做多沪深中国互联网股票ETF-Direxion(CWEB)$ ,去查看订单详情。@小虎看单

07-29

我开仓了5000.0股$三倍做多富时中国ETF-Direxion(YINN)$ ,去查看订单详情。@小虎看单

08-25

我开仓了30000.0股$众安在线(06060)$ ,去查看订单详情。@小虎看单

08-25

我开仓了30000.0股$招商证券(06099)$ ,去查看订单详情。@小虎看单

08-14

我开仓了10000.0股$江西铜业股份(00358)$ ,去查看订单详情。@小虎看单

08-06

我开仓了50000.0股$云锋金融(00376)$ ,去查看订单详情。@小虎看单

08-05

我开仓了20000.0股$众安在线(06060)$ ,去查看订单详情。@小虎看单

08-28

我平仓了55000.0股$爱奇艺(IQ)$ ,去查看订单详情。

08-25

我开仓了20000.0股$赣锋锂业(01772)$ ,去查看订单详情。@小虎看单

08-25

我开仓了20000.0股$众安在线(06060)$ ,去查看订单详情。@小虎看单

08-22

我开仓了20000.0股$江西铜业股份(00358)$ ,去查看订单详情。@小虎看单

08-19

我平仓了20600.0股$天齐锂业(09696)$ ,去查看订单详情。@小虎看单

08-19

我平仓了10000.0股$华虹半导体(01347)$ ,去查看订单详情。@小虎看单

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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n国产创新药领域重磅合作频出，这笔60亿美元BD大单花落AI制药领域\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-06 22:12 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250806221321973799a9&s=b><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>每经记者｜许立波    每经编辑｜董兴生8月5日，晶泰科技（02228.HK，证券名称：晶泰控股）宣布与DoveTree完成总订单规模约470亿港元（59.9亿美元）的管线合作签约，并已收到协议约定的首付款约4亿港元（5100万美元）。此次合作创下人工智能（AI）+机器人新药研发领域订单规模的新纪录。受此消息影响，8月6日，晶泰科技股价收涨12.42%，市值接近300亿港元。根据协议条款，晶泰科技...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250806221321973799a9&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","IE00BZ08YT58.USD":"GUINNESS BEST OF CHINA \"C\" (USD) ACC","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250806221321973799a9&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2557435308","content_text":"每经记者｜许立波    每经编辑｜董兴生8月5日，晶泰科技（02228.HK，证券名称：晶泰控股）宣布与DoveTree完成总订单规模约470亿港元（59.9亿美元）的管线合作签约，并已收到协议约定的首付款约4亿港元（5100万美元）。此次合作创下人工智能（AI）+机器人新药研发领域订单规模的新纪录。受此消息影响，8月6日，晶泰科技股价收涨12.42%，市值接近300亿港元。根据协议条款，晶泰科技与DoveTree就多款处于临床前阶段的大分子及小分子创新药资产达成合作，并将针对一系列DoveTree指定的靶点进行新药研发，DoveTree独家享有相关药物全球范围的独家开发和商业化权利。作为回报，除首付款外，晶泰科技还有权获得约3.85亿港元（4900万美元）的进一步付款，以及金额达约462亿港元（58.9亿美元）的潜在里程碑付款及销售分成。券商分析称首付款金额高于预期晶泰科技是一个基于量子物理，以人工智能赋能和机器人驱动的创新型研发平台。DoveTree是一家创新生物制药公司，由生物制药界传奇企业家Gregory Verdine博士创立。根据晶泰科技方面提供给《每日经济新闻》记者的资料，此次合作中，双方将深度融合Verdine团队顶尖的生物学机制研究、靶点选择和商业化开发能力，与晶泰科技AI驱动的药物研发技术优势，两家企业形成高度优势互补，共同推进肿瘤学、免疫及炎症疾病、神经系统疾病及代谢失调领域的高潜力管线项目。Verdine表示，AI已成为攻克具有研发挑战性的创新靶点的关键技术。晶泰科技方面称，双方还计划在未来共同推进对由DoveTree选定的一系列针对极具挑战性或高价值靶点的新药研发项目，具体方案在进一步商议中。东吴证券在最新研报中点评称，晶泰科技为全球AI for Science稀缺标的，此次合作对于公司是里程碑事件，首付款金额高于预期，证明了晶泰科技的人工智能+机器人技术在药物发现领域的价值。同时，其商业模式已初具雏形，为未来商业化订单落地打下坚实基础，未来中短期收入有望迎来快速增长。AI制药从“技术验证期”迈入“价值兑现期”2023年以来，全球AI制药领域的交易数量和规模呈爆发式增长，单笔交易额普遍在数亿美元至十亿美元以上。据记者不完全梳理，仅2024年下半年，就有诺华与Generate达成超过10亿美元的生成式AI合作协议；吉利德与Genesis Therapeutics签署多靶点小分子开发协议，首付款达3500万美元；礼来与Genetic Leap达成基因疗法药物开发合作，交易总额最高4.09亿美元。而在中国，锐格医药、英硅智能、晶泰科技等企业也纷纷与跨国药企达成合作。今年6月13日，石药集团（01093.HK）宣布，公司已与知名跨国药企阿斯利康订立战略研发合作协议，将利用公司的AI引擎双轮驱动的高效药物发现平台，发现和开发新型口服小分子候选药物。通过此次战略合作，石药集团总计将获得超过50亿美元的潜在交易金额。随着行业发展，AI制药企业在产业链中的角色定位也正在发生重大转变。埃格林医药联合创始人、首席医学官李长青曾对《每日经济新闻》记者分析称，过去，AI制药企业往往仅作为CRO或工具平台，在项目中承担“服务提供者”的定位。但如今，越来越多AI制药企业正在成为药物临床研发的主导者，尤其在ADC（抗体药物偶联物）等前沿赛道中，已经开始具备“主动创造高价值资产”的能力。“其次则是商业模式的转变。”李长青表示，以前AI制药企业多为一次性收费，“拿一笔就完了”。而现在，行业正逐步转向以“首付款+里程碑+销售分成”为特征的共创共赢机制，来实现风险的共担以及利益的长期分享。而且，这些变化并非局限于个别企业，而是代表整个AI制药产业正经历从“技术验证期”迈入“价值兑现期”的结构性转型。头豹研究院医疗行业高级分析师何婉怡也对记者表达了类似的观点。其认为，国内AI制药企业正从“技术服务提供者”升级为“全球研发主角”，通过技术平台与管线资产的协同，在BD（商务拓展）谈判中占据主动。何婉怡也强调，随着行业从“技术验证”迈向“商业化落地”，AI制药的BD交易将不仅是金额的比拼，更是技术深度、管线差异性和全球资源整合能力的综合较量。封面图片来源：视觉中国-VCG41N1446647763","news_type":1,"symbols_score_info":{"01093":0.9,"01477":1,"06978":1}},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":453290171843280,"gmtCreate":1751688446276,"gmtModify":1751688446987,"author":{"id":"3546893915367433","authorId":"3546893915367433","name":"HOOK虎克","avatar":"https://static.tigerbbs.com/1b6e123f82746952c11c82c7ceaf2cc7","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546893915367433","authorIdStr":"3546893915367433"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01788\">$国泰君安国际(01788)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/01788\">$国泰君安国际(01788)$ </a>&nbsp;","text":"$国泰君安国际(01788)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/453290171843280","repostId":"1106620329","repostType":2,"repost":{"id":"1106620329","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1751678700,"share":"https://www.laohu8.com/m/news/1106620329?lang=&edition=full","pubTime":"2025-07-05 09:25","market":"hk","language":"zh","title":"一周港股牛熊榜 | 虚拟资产牌照引爆国泰君安国际周飙41%；加密货币概念股新贵多点数智周涨26%；阿里最新动作引发阿里健康股价下挫","url":"https://stock-news.laohu8.com/highlight/detail?id=1106620329","media":"老虎资讯综合","summary":"截至2024年12月31 日，该临床试验正在顺利推进。RC148是荣昌生物首款获批临床的双抗。高剂量组受试者在停药后仍维持100%的免疫学和临床上的完全响应率。金山系公司金山云可能也受到金山软件股价下跌的拖累。","content":"<html><head></head><body><ul style=\"\"><li><p>总结全周（6月30日-7月4日）， <a href=\"https://laohu8.com/S/HSI\">恒生指数</a> 跌368点或1.52%， <a href=\"https://laohu8.com/S/HSTECH\">恒生科技指数</a> 跌125点或2.34%；</p></li></ul><ul style=\"\"><li><p>本周市值百亿以上、日均成交千万以上表现最好五只股票是 <a href=\"https://laohu8.com/S/01788\">国泰君安国际</a> 、 <a href=\"https://laohu8.com/S/02586\">多点数智</a> 、 <a href=\"https://laohu8.com/S/09995\">荣昌生物</a> 、 <a href=\"https://laohu8.com/S/00990\">荣晖国际</a> 、 <a href=\"https://laohu8.com/S/01952\">云顶新耀</a> ；</p></li><li><p>表现最差的五只股票是 <a href=\"https://laohu8.com/S/03888\">金山软件</a> 、 <a href=\"https://laohu8.com/S/00241\">阿里健康</a> 、 <a href=\"https://laohu8.com/S/09636\">九方智投控股</a> 、 <a href=\"https://laohu8.com/S/03896\">金山云</a> 、 <a href=\"https://laohu8.com/S/02432\">越疆</a> 。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/64dd5c189c9b40940502012d264cee7a\" title=\"\" tg-width=\"1080\" tg-height=\"1715\"/></p><h2 id=\"id_2539767564\">一、涨幅居前个股解析</h2><p><strong>1、国泰君安国际 (1788.HK) +41.39%</strong></p><p><strong>核心驱动</strong>：香港证监会批准其升级虚拟资产交易牌照，成为<strong>首家可提供全方位虚拟资产相关交易服务的香港中资券商</strong>，直接刺激市场对稳定币、加密货币等业务的乐观预期。</p><p><strong>板块联动</strong>：消息带动港股中资券商、A股券商板块同步跟涨。</p><p><strong>2、多点数智 (2586.HK) +26.02%</strong></p><p>消息面上，7月3日晚间，多点数智发布公告称，集团正在筹备申请稳定币牌照，并已通过公开市场HashKey Exchange购买比特币(BTC)(该投资)。其资金来源为本公司现有的现金储备(但非公司首次公开发行所得的余下款项)。公告称，鉴于香港在Web3领域取得的显著成果，以及香港政府通过颁布系列监管法规政策为Web3产业的可持续发展营造的有利环境，集团对香港Web3行业的未来发展充满信心，认为这是一个极具发展潜力的新兴市场。</p><p><strong>3、荣昌生物 (9995.HK) +22.05%</strong></p><p>消息面上，荣昌生物此前宣布向Vor Bio授出泰它西普大中华外独家开发权。据此，Vor Bio应向荣昌生物及荣普合伙支付总价值1.25亿美元的代价，其中包括公司将从Vor Bio取得4500万美元的首付款和Vor Bio将向荣普合伙发行价值8000万美元的认股权证。此外，公司此前年报披露，正在中国进行一项RC148联合多西他赛治疗晚期肺癌的II期临床研究。截至2024年12月31 日，该临床试验正在顺利推进。RC148是荣昌生物首款获批临床的双抗。</p><p>花旗研报指出，泰它西普在AAN2025会议上展示了有前景的CN Ph3数据，海外全身型重症肌无力(gMG)潜力是投资者关注的重点，而该行指全球全身型重症肌无力领域竞争激烈，认为一致的全球Ph3研究是其成功全球商业化的关键。此外，由于RC148 (PD-1/VEGF)是业务合作的热门领域，因此也吸引了投资人的兴趣。</p><p><strong>4、云顶新耀 (1952.HK) +17.40%</strong></p><p>交银国际发布研报指出，云顶新耀近期举办研发日活动，集中展示其完全整合且本地化的AI+mRNA平台，及基于该平台的多款mRNA肿瘤药物研发进展，其中包含个性化肿瘤治疗性疫苗EVM16、通用型现货肿瘤治疗性疫苗EVM14以及自体生成CAR-T项目。</p><p>该行还指出，EVER001治疗膜性肾病的Ib/IIa期研究结果显示：1)免疫学响应快速且显着，两个剂量组治疗8-12周后抗PLA2R自抗体平均降幅均超60%、到24周时接近100%；2)临床响应可观，20-24周治疗后24h尿蛋白水平降幅超50%、到36周时达到80%左右。高剂量组受试者在停药后仍维持100%的免疫学和临床上的完全响应率。公司预计9月正式公布52周随访数据，并与中美监管机构探讨潜在注册路径。同时，公司也在和潜在合作伙伴探讨可能的BD机会。</p><h2 id=\"id_3980243290\">二、跌幅居前个股解析</h2><p><strong>1、金山软件 (3888.HK) -14.81% &amp; 金山云 (3896.HK) -5.6%</strong></p><p>金山软件股价波动，与金山软件旗下西山居开发的科幻机甲动作射击多人对战游戏《解限机》正式开启公测密切相关。尽管公测首日游戏在Steam平台在线人数峰值突破13万，显示出一定的市场热度，但整体市场反馈似乎并未达到预期。大摩此前发布研报指出，《解限机》年初测试反馈褒贬不一，西山居多花了三个月时间进行调整。由于PC游戏缺乏高频总销量数据，上市后在Steam全球畅销榜的排名成为重要指标。大摩预测，若游戏能进入Steam全球畅销榜第10-20位，则集团2025年有望贡献5亿元人民币的收入。</p><p>金山系公司金山云可能也受到金山软件股价下跌的拖累。</p><p><strong>2、九方智投控股 (9636.HK) -7.95%</strong></p><p><strong>收购利好兑现后回调</strong>：　九方智投控股4月宣布，拟以约1.088亿港元收购Yintech Financial全部股权，并以1，816万港元购买其核心信息系统。Yintech Financial通过其附属公司方德证券及方德资本，为个人及机构客户提供证券、期货、资产管理等一站式综合金融服务，业务覆盖中国香港及海外金融市场。九方智投控股整合效果尚需验证。</p><p><strong>3、阿里健康 (0241.HK) -5.60%</strong></p><p>阿里巴巴周四收市後公布，拟发行本金总额为约120亿港元，2032年到期的零息可换股债券，投资者可在债券发行後41日起，选择换取阿里健康股份或现金。初始交换比率为每100万元本金额的债券可交换约16.05万股阿里健康股份，相当於每股阿里健康股份的初始交换价格为6.23元，较阿里健康周四(3日)收市价4.52元溢价37.8%。</p><p>这样的操作方式，被部分投资者解读为阿里巴巴在未来变相减持阿里健康。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>一周港股牛熊榜 | 虚拟资产牌照引爆国泰君安国际周飙41%；加密货币概念股新贵多点数智周涨26%；阿里最新动作引发阿里健康股价下挫</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n一周港股牛熊榜 | 虚拟资产牌照引爆国泰君安国际周飙41%；加密货币概念股新贵多点数智周涨26%；阿里最新动作引发阿里健康股价下挫\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-07-05 09:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>总结全周（6月30日-7月4日）， <a href=\"https://laohu8.com/S/HSI\">恒生指数</a> 跌368点或1.52%， <a href=\"https://laohu8.com/S/HSTECH\">恒生科技指数</a> 跌125点或2.34%；</p></li></ul><ul style=\"\"><li><p>本周市值百亿以上、日均成交千万以上表现最好五只股票是 <a href=\"https://laohu8.com/S/01788\">国泰君安国际</a> 、 <a href=\"https://laohu8.com/S/02586\">多点数智</a> 、 <a href=\"https://laohu8.com/S/09995\">荣昌生物</a> 、 <a href=\"https://laohu8.com/S/00990\">荣晖国际</a> 、 <a href=\"https://laohu8.com/S/01952\">云顶新耀</a> ；</p></li><li><p>表现最差的五只股票是 <a href=\"https://laohu8.com/S/03888\">金山软件</a> 、 <a href=\"https://laohu8.com/S/00241\">阿里健康</a> 、 <a href=\"https://laohu8.com/S/09636\">九方智投控股</a> 、 <a href=\"https://laohu8.com/S/03896\">金山云</a> 、 <a href=\"https://laohu8.com/S/02432\">越疆</a> 。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/64dd5c189c9b40940502012d264cee7a\" title=\"\" tg-width=\"1080\" tg-height=\"1715\"/></p><h2 id=\"id_2539767564\">一、涨幅居前个股解析</h2><p><strong>1、国泰君安国际 (1788.HK) +41.39%</strong></p><p><strong>核心驱动</strong>：香港证监会批准其升级虚拟资产交易牌照，成为<strong>首家可提供全方位虚拟资产相关交易服务的香港中资券商</strong>，直接刺激市场对稳定币、加密货币等业务的乐观预期。</p><p><strong>板块联动</strong>：消息带动港股中资券商、A股券商板块同步跟涨。</p><p><strong>2、多点数智 (2586.HK) +26.02%</strong></p><p>消息面上，7月3日晚间，多点数智发布公告称，集团正在筹备申请稳定币牌照，并已通过公开市场HashKey Exchange购买比特币(BTC)(该投资)。其资金来源为本公司现有的现金储备(但非公司首次公开发行所得的余下款项)。公告称，鉴于香港在Web3领域取得的显著成果，以及香港政府通过颁布系列监管法规政策为Web3产业的可持续发展营造的有利环境，集团对香港Web3行业的未来发展充满信心，认为这是一个极具发展潜力的新兴市场。</p><p><strong>3、荣昌生物 (9995.HK) +22.05%</strong></p><p>消息面上，荣昌生物此前宣布向Vor Bio授出泰它西普大中华外独家开发权。据此，Vor Bio应向荣昌生物及荣普合伙支付总价值1.25亿美元的代价，其中包括公司将从Vor Bio取得4500万美元的首付款和Vor Bio将向荣普合伙发行价值8000万美元的认股权证。此外，公司此前年报披露，正在中国进行一项RC148联合多西他赛治疗晚期肺癌的II期临床研究。截至2024年12月31 日，该临床试验正在顺利推进。RC148是荣昌生物首款获批临床的双抗。</p><p>花旗研报指出，泰它西普在AAN2025会议上展示了有前景的CN Ph3数据，海外全身型重症肌无力(gMG)潜力是投资者关注的重点，而该行指全球全身型重症肌无力领域竞争激烈，认为一致的全球Ph3研究是其成功全球商业化的关键。此外，由于RC148 (PD-1/VEGF)是业务合作的热门领域，因此也吸引了投资人的兴趣。</p><p><strong>4、云顶新耀 (1952.HK) +17.40%</strong></p><p>交银国际发布研报指出，云顶新耀近期举办研发日活动，集中展示其完全整合且本地化的AI+mRNA平台，及基于该平台的多款mRNA肿瘤药物研发进展，其中包含个性化肿瘤治疗性疫苗EVM16、通用型现货肿瘤治疗性疫苗EVM14以及自体生成CAR-T项目。</p><p>该行还指出，EVER001治疗膜性肾病的Ib/IIa期研究结果显示：1)免疫学响应快速且显着，两个剂量组治疗8-12周后抗PLA2R自抗体平均降幅均超60%、到24周时接近100%；2)临床响应可观，20-24周治疗后24h尿蛋白水平降幅超50%、到36周时达到80%左右。高剂量组受试者在停药后仍维持100%的免疫学和临床上的完全响应率。公司预计9月正式公布52周随访数据，并与中美监管机构探讨潜在注册路径。同时，公司也在和潜在合作伙伴探讨可能的BD机会。</p><h2 id=\"id_3980243290\">二、跌幅居前个股解析</h2><p><strong>1、金山软件 (3888.HK) -14.81% &amp; 金山云 (3896.HK) -5.6%</strong></p><p>金山软件股价波动，与金山软件旗下西山居开发的科幻机甲动作射击多人对战游戏《解限机》正式开启公测密切相关。尽管公测首日游戏在Steam平台在线人数峰值突破13万，显示出一定的市场热度，但整体市场反馈似乎并未达到预期。大摩此前发布研报指出，《解限机》年初测试反馈褒贬不一，西山居多花了三个月时间进行调整。由于PC游戏缺乏高频总销量数据，上市后在Steam全球畅销榜的排名成为重要指标。大摩预测，若游戏能进入Steam全球畅销榜第10-20位，则集团2025年有望贡献5亿元人民币的收入。</p><p>金山系公司金山云可能也受到金山软件股价下跌的拖累。</p><p><strong>2、九方智投控股 (9636.HK) -7.95%</strong></p><p><strong>收购利好兑现后回调</strong>：　九方智投控股4月宣布，拟以约1.088亿港元收购Yintech Financial全部股权，并以1，816万港元购买其核心信息系统。Yintech Financial通过其附属公司方德证券及方德资本，为个人及机构客户提供证券、期货、资产管理等一站式综合金融服务，业务覆盖中国香港及海外金融市场。九方智投控股整合效果尚需验证。</p><p><strong>3、阿里健康 (0241.HK) -5.60%</strong></p><p>阿里巴巴周四收市後公布，拟发行本金总额为约120亿港元，2032年到期的零息可换股债券，投资者可在债券发行後41日起，选择换取阿里健康股份或现金。初始交换比率为每100万元本金额的债券可交换约16.05万股阿里健康股份，相当於每股阿里健康股份的初始交换价格为6.23元，较阿里健康周四(3日)收市价4.52元溢价37.8%。</p><p>这样的操作方式，被部分投资者解读为阿里巴巴在未来变相减持阿里健康。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/549ed9c19f16d97443cb9ffadc6a6514","relate_stocks":{"01952":"云顶新耀","09636":"九方智投控股","03888":"金山软件","HSI":"恒生指数","03896":"金山云","09995":"荣昌生物","01788":"国泰君安国际","00241":"阿里健康","HSTECH":"恒生科技指数","02586":"多点数智","HSCEI":"国企指数","00990":"至源控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106620329","content_text":"总结全周（6月30日-7月4日）， 恒生指数 跌368点或1.52%， 恒生科技指数 跌125点或2.34%；本周市值百亿以上、日均成交千万以上表现最好五只股票是 国泰君安国际 、 多点数智 、 荣昌生物 、 荣晖国际 、 云顶新耀 ；表现最差的五只股票是 金山软件 、 阿里健康 、 九方智投控股 、 金山云 、 越疆 。一、涨幅居前个股解析1、国泰君安国际 (1788.HK) +41.39%核心驱动：香港证监会批准其升级虚拟资产交易牌照，成为首家可提供全方位虚拟资产相关交易服务的香港中资券商，直接刺激市场对稳定币、加密货币等业务的乐观预期。板块联动：消息带动港股中资券商、A股券商板块同步跟涨。2、多点数智 (2586.HK) +26.02%消息面上，7月3日晚间，多点数智发布公告称，集团正在筹备申请稳定币牌照，并已通过公开市场HashKey Exchange购买比特币(BTC)(该投资)。其资金来源为本公司现有的现金储备(但非公司首次公开发行所得的余下款项)。公告称，鉴于香港在Web3领域取得的显著成果，以及香港政府通过颁布系列监管法规政策为Web3产业的可持续发展营造的有利环境，集团对香港Web3行业的未来发展充满信心，认为这是一个极具发展潜力的新兴市场。3、荣昌生物 (9995.HK) +22.05%消息面上，荣昌生物此前宣布向Vor Bio授出泰它西普大中华外独家开发权。据此，Vor Bio应向荣昌生物及荣普合伙支付总价值1.25亿美元的代价，其中包括公司将从Vor Bio取得4500万美元的首付款和Vor Bio将向荣普合伙发行价值8000万美元的认股权证。此外，公司此前年报披露，正在中国进行一项RC148联合多西他赛治疗晚期肺癌的II期临床研究。截至2024年12月31 日，该临床试验正在顺利推进。RC148是荣昌生物首款获批临床的双抗。花旗研报指出，泰它西普在AAN2025会议上展示了有前景的CN Ph3数据，海外全身型重症肌无力(gMG)潜力是投资者关注的重点，而该行指全球全身型重症肌无力领域竞争激烈，认为一致的全球Ph3研究是其成功全球商业化的关键。此外，由于RC148 (PD-1/VEGF)是业务合作的热门领域，因此也吸引了投资人的兴趣。4、云顶新耀 (1952.HK) +17.40%交银国际发布研报指出，云顶新耀近期举办研发日活动，集中展示其完全整合且本地化的AI+mRNA平台，及基于该平台的多款mRNA肿瘤药物研发进展，其中包含个性化肿瘤治疗性疫苗EVM16、通用型现货肿瘤治疗性疫苗EVM14以及自体生成CAR-T项目。该行还指出，EVER001治疗膜性肾病的Ib/IIa期研究结果显示：1)免疫学响应快速且显着，两个剂量组治疗8-12周后抗PLA2R自抗体平均降幅均超60%、到24周时接近100%；2)临床响应可观，20-24周治疗后24h尿蛋白水平降幅超50%、到36周时达到80%左右。高剂量组受试者在停药后仍维持100%的免疫学和临床上的完全响应率。公司预计9月正式公布52周随访数据，并与中美监管机构探讨潜在注册路径。同时，公司也在和潜在合作伙伴探讨可能的BD机会。二、跌幅居前个股解析1、金山软件 (3888.HK) -14.81% & 金山云 (3896.HK) -5.6%金山软件股价波动，与金山软件旗下西山居开发的科幻机甲动作射击多人对战游戏《解限机》正式开启公测密切相关。尽管公测首日游戏在Steam平台在线人数峰值突破13万，显示出一定的市场热度，但整体市场反馈似乎并未达到预期。大摩此前发布研报指出，《解限机》年初测试反馈褒贬不一，西山居多花了三个月时间进行调整。由于PC游戏缺乏高频总销量数据，上市后在Steam全球畅销榜的排名成为重要指标。大摩预测，若游戏能进入Steam全球畅销榜第10-20位，则集团2025年有望贡献5亿元人民币的收入。金山系公司金山云可能也受到金山软件股价下跌的拖累。2、九方智投控股 (9636.HK) -7.95%收购利好兑现后回调：　九方智投控股4月宣布，拟以约1.088亿港元收购Yintech Financial全部股权，并以1，816万港元购买其核心信息系统。Yintech Financial通过其附属公司方德证券及方德资本，为个人及机构客户提供证券、期货、资产管理等一站式综合金融服务，业务覆盖中国香港及海外金融市场。九方智投控股整合效果尚需验证。3、阿里健康 (0241.HK) 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09:47","market":"us","language":"zh","title":"港股异动 | 小米集团涨超3%，续创历史新高！雷军称正研究提升汽车产能","url":"https://stock-news.laohu8.com/highlight/detail?id=1168674340","media":"老虎资讯综合","summary":"2月7日，$小米集团-W(01810)$持续走强，盘初涨超3%！股价续创历史新高。","content":"<html><head></head><body><p>2月7日，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>持续走强，盘初涨超3%！股价续创历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56d8fc4b846d979765c866d2114ed30c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>今日，小米集团创始人、董事长、CEO雷军前往小米汽车工厂研发中心，并表示将认真讨论提产话题。雷军表示，“我在汽车工厂的研发中心，窗外就是涂装车间。今天我和制造同学们会认真讨论，在确保质量和生产安全的前提下，如何进一步提产！”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbbfa456f6ff643205efc08b16e1b398\" alt=\"\" title=\"\" tg-width=\"632\" tg-height=\"431\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-02-07 09:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月7日，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>持续走强，盘初涨超3%！股价续创历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56d8fc4b846d979765c866d2114ed30c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>今日，小米集团创始人、董事长、CEO雷军前往小米汽车工厂研发中心，并表示将认真讨论提产话题。雷军表示，“我在汽车工厂的研发中心，窗外就是涂装车间。今天我和制造同学们会认真讨论，在确保质量和生产安全的前提下，如何进一步提产！”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbbfa456f6ff643205efc08b16e1b398\" alt=\"\" title=\"\" tg-width=\"632\" tg-height=\"431\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{"01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168674340","content_text":"2月7日，小米集团-W持续走强，盘初涨超3%！股价续创历史新高。今日，小米集团创始人、董事长、CEO雷军前往小米汽车工厂研发中心，并表示将认真讨论提产话题。雷军表示，“我在汽车工厂的研发中心，窗外就是涂装车间。今天我和制造同学们会认真讨论，在确保质量和生产安全的前提下，如何进一步提产！”","news_type":1,"symbols_score_info":{"01810":1}},"isVote":1,"tweetType":1,"viewCount":1205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":472047475491080,"gmtCreate":1756277671839,"gmtModify":1756277673102,"author":{"id":"3546893915367433","authorId":"3546893915367433","name":"HOOK虎克","avatar":"https://static.tigerbbs.com/1b6e123f82746952c11c82c7ceaf2cc7","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546893915367433","authorIdStr":"3546893915367433"},"themes":[],"htmlText":"我平仓了50000.0股<a 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