社恐质押者

Hang Seng Index futures fell 581 points to 25,445 points, affected by Trump's military actions in the Middle East, with oil prices rising to $111.9. The US Dollar Index rose 0.5%, while night futures closed down 496 points to 25,479 points. China Concept Stock Index also declined 2.1%. Tencent ADR traded 6% lower than Hong Kong levels, with many companies showing poor earnings performance. Federal Reserve Chair Powell's emphasis on inflation concerns led to a significant selloff in US stocks.

马斯克高度赞扬英伟达及其市值，预计SpaceX和特斯拉将继续大量订购其芯片。他提到AI5芯片性能卓越，并针对AI边缘运算进行优化，并表示AI6有望达到AI5的性能。Tesla的AI5设计已接近完成，未来将采用更短的设计周期。

Tencent projects 2025 revenue growth of 13.9% and net profit increase of 15.9%, planning to redirect share buyback funds toward AI chip development. The market reacted negatively to its performance. Additionally, the US Federal Reserve kept interest rates unchanged, with expectations of potential rate cuts by year-end. However, due to inflation uncertainties and the unclear Middle East situation, the market remains cautious about future rate hikes or cuts.

Hong Kong stocks opened lower by over 400 points, with the Hang Seng Index opening at 25,550 points and turnover of 4.44 billion yuan. The Tech Index fell 2.1%. Tencent and AIA share prices dropped over 3%, while Xiaomi bucked the trend with a 2% increase due to the launch of new products. US stocks experienced significant volatility due to Middle East tensions and Powell's comments, with the Dow Jones Index falling 768 points.

恒指黑期下跌約581點，報25445點。受中東局勢影響，油價上漲至111.9美元，美滙指數升0.5%。美股持續波動，並顯示出市場不安。騰訊ADR低於港股6%。整體市場面臨不少挑戰。

Tencent expects revenue growth of 13.9% and net profit growth of 15.9% in 2025, demonstrating strong performance, but the stock price has declined. The group will redirect some share buyback funds to AI chip R&D, with AI investment expected to double. The US Federal Reserve kept interest rates unchanged, with markets remaining cautious about rate hikes or delayed rate cuts.

黄金价格连跌六日，创2024年底以来最长纪录，现货金最低见4806美元。因能源价格上涨，联储会主席鲍威尔强调维持利率紧缩的重要性。随着中东局势不稳，金融市场波动，部分投资者出售黄金以筹集现金。

汇丰银行计划在未来几年内进行大规模裁员，预计影响约2万个职位，主要集中于其后台部门。此举是为了利用人工智能降低成本并提高生产力，并纳入了其三至五年的中期计划。讨论已在中东战争前开始，但尚未最终决定。艾桥智自上任以来已进行多次重组与裁员。

Micron announced fiscal 2026 Q2 results with revenue of $23.86 billion, representing a 196% year-over-year increase, and adjusted net income surged 686%. While exceeding expectations, market concerns about capital expenditure led to a stock price decline. Micron raised its full-year capital expenditure guidance to $25 billion, with expectations for further increases in fiscal 2027, primarily targeting HBM and DRAM. Micron projects next quarter revenue will reach $33.5 billion, once again surpassing analyst estimates. The CEO stated that the earnings growth is driven by artificial intelligence demand and supply constraints.

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騰訊劉熾平表示，今年利潤增速可能會低於收入增長，此外，鮑威爾指出他將持續任職至找到接班人，並表示中東戰爭影響難以評估。其他新聞包括阿里巴巴和百度AI產品價格上漲，以及金鐘太古廣場的天一酒家全線結業。

汇丰银行计划在未来几年内进行大规模裁员，预计影响约2万个职位，主要集中于其后台部门。此举是为了利用人工智能降低成本并提高生产力，并纳入了其三至五年的中期计划。讨论已在中东战争前开始，但尚未最终决定。艾桥智自上任以来已进行多次重组与裁员。

汇丰银行计划在未来几年内进行大规模裁员，预计影响约2万个职位，主要集中于其后台部门。此举是为了利用人工智能降低成本并提高生产力，并纳入了其三至五年的中期计划。讨论已在中东战争前开始，但尚未最终决定。艾桥智自上任以来已进行多次重组与裁员。

小米创办人雷军发布了万亿参数大模型Mimo-V2-Pro，全球排名第八，品牌排名第五。他表示，小米在AI领域的进展迅速，投入超过160亿元人民币。Mimo-V2-Pro支持超长上下文，有助于提升智能体的效率和应用性，并已开放API服务，具竞争性定价。

AIA's 2025 performance reaches new heights with annual new business value of $5.52 billion, up 15%. Hong Kong business grew 28%, and mainland China market grew 14%. After-tax operating profit reached $7.14 billion, with earnings per share up 12%. The board approved $1.7 billion in share buybacks, with plans to continue creating long-term value.

Micron announced fiscal 2026 Q2 results with revenue of $23.86 billion, representing a 196% year-over-year increase, and adjusted net income surged 686%. While exceeding expectations, market concerns about capital expenditure led to a stock price decline. Micron raised its full-year capital expenditure guidance to $25 billion, with expectations for further increases in fiscal 2027, primarily targeting HBM and DRAM. Micron projects next quarter revenue will reach $33.5 billion, once again surpassing analyst estimates. The CEO stated that the earnings growth is driven by artificial intelligence demand and supply constraints.

美光公布2026財年第二季業績，收入238.6億美元，經調整每股盈利12.2美元，均超過預期。雖然資本開支增長引發市場憂慮，股價下跌4.4%。未來預測營收將達335億美元，顯示強勁增長，主要受人工智能需求推動。

Tencent anticipates that AI product investment will drive revenue growth faster than profit growth, viewing it as a long-term strategy. AI technology has a significant impact on core businesses, and gaming operations also show strong growth. Tencent Cloud is undergoing transformation and growth, aiming to improve profitability while focusing on AI model enhancement and promotion.