📋 每日简报 · 2026-08-07

📈 A 股 / 港股个股

海尔智家 (600690)

📰 cn_announcement_cninfo_ticker · 2026-08-08

海尔智家股份有限公司关于2025年年度利润分配方案调整每股分配比例的公告

阿里巴巴 (9988.HK)

📰 yf_news · 2026-08-07 01:04

Exclusive-Alibaba plans to charge big users of its next open-source AI model, sources say

📰 yf_news · 2026-08-07 07:10

Alibaba Group Holding (BABA) Faces A Lawsuit, Is The Stock Still Cheap?

📰 yf_news · 2026-08-07 08:04

Alibaba may start charging for use of latest AI model

📰 yf_news · 2026-08-07 09:10

Market Chatter: Alibaba Plans Revenue Sharing With Big Customers of New Qwen AI Model

腾讯控股 (0700.HK)

⚡ 财联社 · 2026-08-07 14:02

里昂：腾讯控股维持“高度确信跑赢大市”评级目标价740港元

🇺🇸 美股持仓

英伟达 (NVDA)

🇺🇸 Yahoo · 2026-08-07 02:29

Firmus nearly doubles valuation to over $10.5 billion in 4 months with Nvidia-backed fundraise

🇺🇸 Yahoo · 2026-08-07 04:20

Nvidia Is a Massive Investor in the Genius Artificial Intelligence (AI) Stock Up 170% This Year

🇺🇸 Yahoo · 2026-08-07 06:03

Samsung’s new memory chip could make Nvidia’s AI chips faster

🇺🇸 Yahoo · 2026-08-07 07:48

LG集团会长具光谟将于下周会晤英伟达黄仁勋

🇺🇸 Yahoo · 2026-08-07 08:14

SNDK, WDC Rout Tests Chip Rally — Roundhill CEO Says ‘Beat And Raise Is Not Enough’ As Investors Return To NVDA

Visa (V)

🇺🇸 Yahoo · 2026-08-07 05:00

SoFi and Visa Earnings Point to Consumer Confidence

伯克希尔B (BRK-B)

🇺🇸 Yahoo · 2026-08-07 09:26

Warren Buffett's Successor, Greg Abel, Has 63% of Berkshire Hathaway's $355 Billion Portfolio Invested in Just 5 Standout Stocks

💰 A 股异动

📈 通富微电 (002156): 收 64.72 元 (+6.17%), 成交额 1021872万

📉 宝钢股份 (600019): 收 5.76 元 (-1.54%), 成交额 57052万

💹 港美股异动

📈 三花智控 (02050.HK): 收 26.86 (+1.82%)

📉 福耀玻璃 H (3606.HK): 收 56.00 (-1.93%)

📋 每日持仓简报

📋 2026-08-07 持仓简报