智通港股早知道 | 段永平举牌泡泡玛特(09992) 最新持仓市值超117亿港元腾讯(00700)自研沧海V2芯片进入量产周期

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【今日头条】段永平举牌泡泡玛特(09992) 最新持仓市值超117亿港元港交所公告显示，截至5月25日，段永平及其控制的H&H International, LLC合计持有泡泡玛特7637.16万股，持股比例占已发行的有投票权股份百分比为5.69%。5月27日，泡泡玛特总市值为2068亿港元，段永平及其一致行动人的持有的股份，对应市值为117.77亿港元。从整体持仓情况看，H&H ...

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纳斯达克中国金龙指数涨1.05%隔夜美股截至收盘道琼斯工业平均指数比前一交易日上涨182.6点，收于50644.28点，涨幅为0.36%；标准普尔500种股票指数上涨1.24点，收于7520.36点，涨幅为0.02%；纳斯达克综合指数上涨18.55点，收于26674.73点，涨幅为0.07%。台积电股价收涨超2%，创历史新高，有报道称台积电3纳米下半年涨价15%，明年或再涨10%。太空概念股普涨，AST SpaceMobile涨超8%，卫讯公司涨超5%，存储概念股延续涨势，美光科技涨超3%。热门中概股多数上涨，纳斯达克中国金龙指数涨1.05%。蔚来涨超9%，恒生指数ADR上涨，按比例计算，收报25483.37点，较香港收市涨155.14点或0.61%。纽约商品交易所WTI原油期货当月连续合约下跌4.48美元，收于每桶89.41美元，跌幅为4.77%。COMEX黄金期货当月连续合约下跌46.50美元，跌幅1.03%，报4488.5美元/盎司。【热点前瞻】腾讯(00700)自研沧海V2芯片进入量产周期 计划于下半年全面提供服务5月27日，腾讯宣布，在莫斯科国立大学(MSU)举办的硬件视频编码比赛中，其自研的编解码系列芯片“沧海”在30—240fps所有速度档位的SSIM、PSNR、VMAF等所有评测指标上全部斩获第一，再次刷新硬件编解码的压缩率上限，在多项指标上领先超30%。此外，新一代沧海V2芯片在V1规模落地的基础上，已成功“点亮”并进入量产周期，计划于2026年下半年全面提供服务。康龙化成(03759)拟在杭州市钱塘区投资约20亿元新建新药商业化生产和CDMO研发生产服务基地康龙化成发布公告，为进一步提升新药商业化生产和CDMO研发生产服务的产能，持续加强新分子类型项目一体化服务能力，夯实核心业务根基，全面提升综合竞争实力与行业市场地位，公司拟在杭州市钱塘区投资约人民币20亿元新建新药商业化生产和CDMO研发生产服务基地(杭州项目)。2026年5月27日，公司关于杭州项目与杭州市钱塘区招商服务中心签订《投资协议》。金山云(03896)Q1调整后毛利润3.5亿元 同比增长7.2%金山云公布2026年第一季度业绩，总收入达约27.04亿元，同比增加37.2%。调整后毛利达3.5亿元，同比增长7.2%。非公认会计准则EBITDA为7.475亿元，同比增长134.69%。经营活动所得现金净额约5.34亿元，大幅转正。速腾聚创(02498)一季度实现收入约4.59亿元 同比增长39.93%速腾聚创公布，于2026年第一季度，该集团实现收入约4.59亿元，同比增长39.93%;毛利9960.1万元，同比增长29.34%;公司拥有人应占亏损6422.4万元，同比收窄35.51%。于2026年第一季度，该集团的激光雷达产品、用于ADAS应用的激光雷达产品及用于机器人及其他的激光雷达产品的销量分别约为33.03万台、14.48万台及18.55万台，同比分别增加204.1%、49.7%及1,458.8%。储备的ADAS在手订单超过900万台。德永佳集团(00321)发盈喜 预期年度股东应占综合溢利同比增长约30%至40%德永佳集团发布公告，本集团预期截至2026年3月31日止年度(本年度)归属本公司普通权益所有者应占综合溢利，较截至2025年3月31日止年度相比，将取得约30%至40%的增幅。预期增幅主要由于(其中包括)于本年度纺织及成衣业务因加强成本管理措施而令利润率上升，以及零售及分销业务因透过优化实体零售网络使营运效率提升及电商业务贡献增加而转亏为盈。诺诚健华(09969)：奥布替尼在澳大利亚获批用于治疗复发或难治性套细胞淋巴瘤诺诚健华发布公告，奥布替尼(宜诺凯®，HIBRUKA®)已获澳大利亚药品管理局(TGA)批准，用于治疗复发或难治性套细胞淋巴瘤(r/r MCL)成年患者。达力普控股(01921)成功中标中石油集团重大采购订单 中标数量同比增长约64%达力普控股发布公告，公司全资附属公司达力普石油专用管有限公司近期于中国石油天然气集团有限公司(中石油集团)2026年采购招标中成功中标，中标产品包括符合美国石油学会(API)标准的油井管系列产品(API产品)及中石油集团油气井用PC-I型特殊螺纹管。中标数量约达27万吨，比2025年中标数量增长约64%。快手(01024)Q1总收入337亿元：AI能力持续融入业务链路 可灵收入同比增长超300%5月27日，快手科技发布2026年第一季度业绩。财报显示，2026年第一季度，快手总收入达337亿元，经调整净利润达34亿元；包含线上营销服务和以电商为主的其他服务在内的核心商业收入同比增长10.7%。用户方面，一季度快手应用平均日活跃用户达4.13亿，平均月活跃用户达7.72亿，创历史新高。金山软件(03888)发布第一季度业绩 股东应占溢利10.91亿元 同比增加284%金山软件发布截至2026年3月31日止3个月业绩，该集团取得收益人民币24.17亿元(单位下同)，同比增加3%;母公司拥有人应占溢利10.91亿元，同比增加284%;每股基本盈利0.79元。大麦娱乐(01060)发布年度业绩 归母净利润7.05亿元 同比增长94%大麦娱乐发布截至2026年3月31日止年度业绩，收入约人民币80.24亿元，同比增长20%;归属于公司所有者净利润约人民币7.05亿元，同比增长94%;每股基本盈利2.38分。报告期内，中国现场娱乐市场持续蓬勃发展，演出票房收入连续三年稳健增长。【个股点晴】 中国国航(00753)：油价迅速回落 航空业迎来周期反转中国国航公告称，公司2025年度向特定对象发行A股股票发行总结及相关文件已在上海证券交易所备案通过。本次发行对象为中国航空集团有限公司与中国航空资本控股有限责任公司，发行价格为6.57元/股，发行股数3,044,140,030股，募集资金总额约200亿元，扣除各项发行费用后实际募集资金净额约199.9亿元。公司将尽快办理新增股份的登记托管事宜。国泰海通发布研报称，2026Q2高油价主导淡季价涨量降趋势持续，重点提示：1)航空需求(量*价)仍保持增长；2)欧线票价大涨将助力部分航司油价传导显著好于行业；3)旺季前油价压力将有望开始改善。地缘油价不改航空长逻辑，关注难得的逆向时机。中东局势趋缓，油价迅速回调，航空股迎来周期反转。招商证券指出，成本压力下短期客流跌幅扩大，考虑国际航油价格变化、现有传导机制下，边际变化维度，短期航油成本或已达峰；盈利维度仍需警惕油价受地缘政治影响的短期波动和中期绝对水平维持高位对利润侵蚀；建议关注油价变化对行业运营和板块情绪影响。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"shareholding,productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 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智通港股早知道 | 段永平举牌泡泡玛特(09992) 最新持仓市值超117亿港元 腾讯(00700)自研沧海V2芯片进入量产周期

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智通港股早知道 | 段永平举牌泡泡玛特(09992) 最新持仓市值超117亿港元腾讯(00700)自研沧海V2芯片进入量产周期