Group 1 - The stock of Xpeng Motors (09868.HK) has seen a short-term increase, rising over 3% [1] - The trading volume exceeded 900 million Hong Kong dollars [1]

Group 1 - The company has integrated mainstream large models like DeepSeek and launched "AI employees" in February, marking a significant step in its AI+ strategy [1] - In April, the company officially released its AI+ strategy and product matrix, including the self-developed "Qiancheng Cloud AI Smart Model" and "Qiancheng AI Super Store Manager" APP [1] - The company aims to enhance efficiency in the supply chain and industry chain through its platform, targeting the lower-tier markets to facilitate better management for member stores [1] Group 2 - The newly revamped "Qiancheng AI Super Store Manager" APP integrates over 15 intelligent agents, with an upcoming version set to launch in June featuring a "Qiancheng AI" super entry [2] - The app is designed to help store owners utilize AI functionalities with zero barriers, thereby improving operational efficiency [2] Group 3 - The company's AI+ strategy will focus on three main directions: "AI+ industrial platform," "AI+ SaaS," and "AI+ smart terminals," aiming for a comprehensive digital upgrade from factories to member stores [4] - This strategy is expected to activate vast transaction data assets in lower-tier markets and promote innovative supply chain models to enhance domestic demand and economic circulation [4]

近日，作为肿瘤领域规模盛大的年度学术盛会——2025年美国临床肿瘤学会(ASCO)年会正如火如荼进行中，受到国际学界广泛关注，而全球二级市场投资 者也在积极挖掘其中的投资机会。 智通财经APP观察到，早在5月23日，亚盛医药-B(06855)股价便高开高走，最高涨幅达到9.13%，股价最高触及53.20港元，创下自2021年8月以来的新纪录。 二级市场之所以反应积极，在于当天盘前，公司披露了其在今年ASCO年会上的数据信息。 1. 在6例疗效可评估的新诊断(ND)AML/混合表型急性白血病(MPAL)患者中，ORR为 83.3%, 其中33.3%的患者获 CR/CRi ，50%的患者获PR。在 44 例疗效可 评估R/R AML/MPAL 患者中，ORR为 43.2%，其中31.8% 的患者获CR/CRi ，4.5%的患者获PR，6.8% 的患者获MLFS。 2.在15例疗效可评估的 ND MDS/慢性粒单核细胞白血病(CMML)患者中，ORR为 80%，其中40%的患者获CR，40%的患者获骨髓CR(mCR)。22 例疗效可评 估的 R/R MDS/CMML 患者中，ORR为 50%，其中27.3%的患者获 ...

截至2025年6月3日 13:13，中证港股通科技指数(931573)强势上涨1.21%，成分股康方生物(09926)上涨 6.60%，理想汽车-W(02015)上涨6.36%，金斯瑞生物科技(01548)上涨4.82%，三生制药(01530)，康诺亚- B(02162)等个股跟涨。 港股科技ETF(159751)上涨0.61%，最新价报1元。拉长时间看，截至2025年5月30日，港股科技ETF近半 年累计上涨24.87%。 消息面上，康复生物上一个交易日因OS数据没过大跌10%后，今日持续反弹走势，现涨超6%；理想汽 车-W (02015.HK)5月大卖，共交付新车40856台，同比增长16.7%，环比增长20.38%。 此外，阿里/京东/美团在外卖&即时零售上的竞争依旧持续，相关支出或将导致短期利润波动。电商平 台依旧处于"618"活动大促期，主流平台纷纷发布第一阶段战报，国金证券认为，国补品类表现较好， 阿里/京东等平台有望受益。 华源证券认为，【腾讯控股】【网易】【京东】【美团】等头部企业平台优势体现在业绩基本面韧性之 中，建议持续关注头部公司在内部组织架构主动调整的战略价值，同时国产开源模型有望突破 ...

Group 1: Luckin Coffee - Multiple drinks at Luckin Coffee have been reduced by 3 yuan, with prices now in the 6.9 yuan range for non-core beverages like light milk tea and fruit C Americano, down from 9.9 yuan [2] - Classic coffee drinks such as coconut latte and meteor latte remain priced between 13 to 17 yuan, with some products even experiencing price increases [2] - Luckin Coffee clarified that the price adjustments are part of promotional offers for the Dragon Boat Festival and Children's Day, involving the distribution of 6.9 yuan discount coupons rather than an overall price reduction [2] Group 2: Haidilao - Haidilao has opened its first crispy fish-themed restaurant in Guangzhou, integrating the local specialty crispy fish with traditional hot pot offerings [2] - The restaurant emphasizes a "fresh and crispy" experience, aiming to enhance consumer engagement through innovative regional ingredients and upgraded visual experiences [2] - This opening follows previous themed restaurant launches, including a fresh-cut chicken and a beef workshop, showcasing Haidilao's strategy to diversify its offerings in Guangdong [2] Group 3: Guming - Guming has established a holding company in Zhejiang with a registered capital of 1.1 billion yuan, focusing on holding company services, machinery development, software development, and enterprise management [4] - The new company is fully owned by Guming's associated company, Guming (Hong Kong) Limited, indicating a strategic move to expand its operational capabilities [4]

Core Insights - The company has increased its fleet of unmanned vehicles to 200 units, expanding its service network to cover 38 major cities across the country [1] - In May, the number of active delivery routes nationwide exceeded 10,000 [1] - The deployed White Rhino R5 unmanned vehicles are equipped with high-precision lidar and perception cameras, enabling all-weather operation [1] Technology and Operations - The unmanned vehicles can operate fully autonomously even in extreme weather conditions such as heavy rain and fog [1] - The vehicles are capable of handling complex scenarios, including steep slopes in underground parking lots and busy traffic during peak hours [1] - They can perform challenging tasks such as traffic light recognition and detouring around construction sites [1]

华福证券也表示，短期而言，美"对等关税"的潜在风险及不确定性引发市场避险情绪支撑金价，整体呈 现易涨难跌格局；中长期而言，全球关税政策和区域政治的不确定性背景下，避险和滞涨交易仍是黄金 交易的核心，长期配置价值不改。 华富永鑫灵活配置混合(A/C：001466/001467)聚焦黄金股投资，分散化持有A股黄金相关的上市公司， 既可充分反映金价上升对相关公司盈利和股价的利好，也可规避持有单一黄金股的经营风险。 消息面上，国际金价大涨，周一现货黄金突破3380美元/盎司，为5月8日来首次。周二亚洲早盘黄金继 续高开高走，盘中最高突破3390美元/盎司。周一COMEX黄金期货收涨2.74%，报3406.4美元/盎司。 中邮证券指出，贸易逆差缩减的本质是美债买盘的衰减，美国长债利率上行概率加大，黄金的配置价值 凸显。具体来说，只要长端美债名义利率位于4%以上，黄金上涨趋势大概率就会持续。黄金上行开 始，持续关注黄金股投资机会。 Wind数据显示，2025年6月3日，黄金股板块走强， 西部黄金涨停， 曼卡龙涨超16% 、菜百股份逼近涨 停、潮宏基涨超9%、 晓程科技涨近7%、赤峰黄金涨超5% 、莱绅通灵 、特力Ａ等个股 ...

报道指出，从2025年美国糖尿病学大会(ADA)议程可以看到，关于Bima的专题研讨会时长有一个半小 时，包括5个主题演讲、问答和小组讨论。其中，备受市场期待的莫过于Bima联合司美格鲁肽的2期试 验数据读出，研究主要目的为对比Bima联合司美和司美单药的疗效和安全性，研究主要试验终点是48 周时的体重变化。次要试验终点包括腰围、体脂肪、内脏脂肪(VAT)、皮下脂肪(SAT)、躯干脂肪、瘦体 重、腰高比、安全性等。 在本次2025 ADA大会上，潜在Bic分子来凯医药LAE102首次公布人体临床数据。与Bima一起，两大分 子将向市场呈现各自的风采。值得注意的是，礼来无论是在Bima还是LAE102中都扮演着重要的角色， 一方面礼来大价钱收购Bima积极推动临床，另一方面又与来凯医药达成临床合作，负责LAE102在美国 针对肥胖症治疗的一项I期临床研究，5月下旬已完成首位受试者给药预计2025年9月完成主要研究阶 段。 智通财经APP获悉，来凯医药-B(02105)午前涨超4%，截至发稿，涨4.07%，报19.94港元，成交额1.33亿 港元。 消息面上，据瞪羚社报道，礼来的ActRIIA/B抗体Bimagu ...

Market Performance - The three major U.S. stock indices closed higher, with most popular Chinese concept stocks also rising [1] - Hong Kong's three major indices opened higher, with the Hang Seng Index up 0.53%, the Hang Seng China Enterprises Index up 0.57%, and the Hang Seng Tech Index up 0.54% [1] Sector Performance - Large technology stocks collectively rose, with NetEase increasing nearly 3%, Tencent and Xiaomi rising over 1%, and Kuaishou, Baidu, and JD.com also showing gains [1] - Gold prices surged back to $3,400, leading to a strong performance in gold stocks, with Zhaojin Mining up nearly 4%, Tongguan Gold up 3.5%, and Zijin Mining, Shandong Gold, and Chifeng Jilong Gold all rising [1] - Biopharmaceutical, heavy machinery, and film and entertainment stocks also saw increases [1] - Stablecoin concept stocks showed mixed performance, with Yika down over 5% and Lianyi Rong Technology continuing to rise by 3.55% [1] - Consumer electronics and steel stocks generally declined, with TCL Electronics dropping over 2% [1] Index Data - Hang Seng Index: 23,281.10, up 123.13, or 0.53% [1] - Hang Seng China Enterprises Index: 8,407.00, up 47.74, or 0.57% [1] - Hang Seng Tech Index: 5,162.05, up 27.94, or 0.54% [1] - Red Chip Index: 3,944.88, up 8.03, or 0.20% [1] - Southern Hang Seng Tech: 5.070, up 0.045, or 0.90% [1]

5月30日，中国企业财务管理协会名誉会长李永延、副会长兼执行秘书长胡芳、特聘副会长、山东数实未来发展公司董事长邱黎明一行莅临深度数科集团调 研考察。集团董事长全传晓、资深副总裁兼总裁办主任李洋，商城数科总经理王朝阳及有关部门负责人陪同调研。 李永延名誉会长介绍了中财协会创新发展的成功做法，高度评价深度数科集团一体两翼发展的战略模式，对深化合作充满期望；胡芳副会长兼执行秘书长分 享了协会在推动数智化发展方面的探索与实践，对于会员共享、案例宣讲、渠道合作等提出了希望。中财数智化团队介绍了企政通等中调业务产品。 本次交流充分体现了双方在相关领域进一步沟通协作的意愿，对于积极推动建立长效合作机制达成了共识，有助于共同实现助力百万级中小微企业深发展的 企业愿景，此次调研交流加深了相互了解，为加快拓展合作空间、实现资源互补奠定了良好基础。 全传晓董事长分享了集团核心板块、战略规划及经营发展情况，对中财协会引领我国数智化发展的做法表示高度赞赏。相关负责人分别介绍了沂链通供应链 票据公共服务平台的创新发展路径与成效，大集数贸平台建设规划、运营思路与未来展望。 中国企业财务管理协会一行首先参观了集团数字化展厅，直观感受了集团在 ...