📋 每日简报 · 2026-08-03

📈 A 股 / 港股个股

中国移动 (600941)

📰 cn_announcement_cninfo_ticker · 2026-08-04

中国移动：关于召开2026年半年度业绩说明会的公告

小米集团 (1810.HK)

🌐 新浪 · 2026-08-03 00:12

热搜！小米多款手机涨价

🌐 新浪 · 2026-08-03 14:10

美银证券：小米集团-W维持“买入”评级目标价40港元

阿里巴巴 (9988.HK)

📰 yf_news · 2026-08-03 02:21

Alibaba Drops Another China AI Model With Breakthrough Performance

📰 yf_news · 2026-08-03 03:54

US-China AI Rivalry Grows With Alibaba's Anthropic Rival

📰 yf_news · 2026-08-03 05:58

BABA Stock Jumps Overnight: Alibaba Says Its New AI Model Can Go Toe-To-Toe With Anthropic

⚡ 财联社 · 2026-08-03 10:15

阿里巴巴大涨超7%，据报与月之暗面达成算力交易，涉及2万英伟达芯片

⚡ 财联社 · 2026-08-03 10:47

软科技起风了？美股巨头验证AI应用商业化，阿里巴巴领涨6%，低位港股互联网ETF华宝（513770）涨超2%

🇺🇸 美股持仓

伯克希尔B (BRK-B)

🇺🇸 Yahoo · 2026-08-03 01:35

Greg Abel's Berkshire Hathaway: What the Next Decade Could Look Like

🇺🇸 Yahoo · 2026-08-03 05:35

Greg Abel Is Spending Berkshire Hathaway's Cash on Whole Companies Instead of Stocks. Here's What That Changes for Shareholders.

🇺🇸 Yahoo · 2026-08-03 09:26

Warren Buffett's Successor, Greg Abel, Started His Tenure With a Bang by Slashing Berkshire's Chevron Stake and Making a Virtual Monopoly the New No. 5 Holding

Visa (V)

🇺🇸 Yahoo · 2026-08-03 11:57

长鑫科技，“深V”

💰 A 股异动

📈 招商银行 (600036): 收 40.36 元 (+1.87%), 成交额 489299万

📈 中国移动 (600941): 收 98.97 元 (+1.60%), 成交额 157902万

📉 通富微电 (002156): 收 51.34 元 (-9.50%), 成交额 852786万

📉 福耀玻璃 (600660): 收 57.81 元 (-3.17%), 成交额 90264万

💹 港美股异动

📈 腾讯控股 (0700.HK): 收 490.40 (+3.20%)

📉 泡泡玛特 (09992.HK): 收 159.90 (-1.66%)

📉 小米集团 (1810.HK): 收 27.96 (-2.85%)

📈 英伟达 (NVDA): 收 200.75 (+2.93%)

📈 阿里巴巴 (9988.HK): 收 125.20 (+7.01%)

📉 福耀玻璃 H (3606.HK): 收 58.25 (-1.94%)

📋 每日持仓简报

📋 2026-08-03 持仓简报