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in战略方向之一。随着补贴竞争趋近临界点,AI技术的实际应用深度将成为即时零售下一阶段竞争的关键所在。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/t/2025-07-18/doc-inffwchx6634680.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0320764243.SGD","LU1267930227.SGD","IE00B543WZ88.USD","LU1734074674.USD","BK1501","LU0499858438.USD","LU0540923850.HKD","METmain","89988","LU1481107354.HKD","BK1584","BK4587","HBBD.SI","LU0128522744.USD","LU0456846285.SGD","LU2242644610.SGD","MPNGY","LU0244354667.USD","LU0541502299.USD","09988","BABA","LU0345775950.USD","LU0516423091.SGD","LU0608807946.USD","LU0048580855.USD","LU0572944931.SGD","LU2449936058.SGD","09618","IE0008369823.USD","JD","ALBmain","LU1770034418.SGD","HMTD.SI","LU1880383366.USD","LU1880398554.USD","89618","LU0164872284.USD","HK0000306701.USD","LU0865486749.SGD","LU1956131251.USD","LU1981816686.USD","LU0417516571.SGD","LU0918141887.USD","03690","BK4585","LU0359201885.HKD","BK1575","LU1366334651.USD","LU1720050803.USD","LU0456827905.SGD"],"gpt_icon":1},{"id":"2552943006","title":"港股牛市中期——科技巨頭投資價值研判","url":"https://stock-news.laohu8.com/highlight/detail?id=2552943006","media":"资本市场那些事儿","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552943006?lang=zh_tw&edition=fundamental","pubTime":"2025-07-18 09:01","pubTimestamp":1752800484,"startTime":"0","endTime":"0","summary":"2025年上半年港股市场已明确进入技术性牛市,恒生指数年内涨幅超22%,恒生科技指数上涨超22%,成为全球资本市场表现最亮眼的资产之一。当前港股市场正处于牛市的中期阶段,尽管三季度初可能面临短期调整风险,但震荡向上的趋势已形成共识。总结当前港股市场处于牛市中期,科技与新消费主线仍具上行动能,但需警惕三季度初的短期调整风险。最后我持有腾讯、阿里、美团、快手,他们是港股的成长基石,值得继续持有。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718091507a6b0d216&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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二季度全球智能手機出貨量同比增長2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2552843313","media":"深圳商报","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552843313?lang=zh_tw&edition=fundamental","pubTime":"2025-07-18 00:34","pubTimestamp":1752770040,"startTime":"0","endTime":"0","summary":"7月17日,第三方机构Counterpoint Research发布最新市场监测数据估算,2025年第二季度全球智能手机出货量同比小幅增长2%。这一增长是连续第二个季度实现增长。苹果继续位居第二,其出货量同比增长4%,这主要得益于北美地区预期关税影响导致的需求提前激增,以及印度和日本市场的强劲表现。该季度iPhone 16系列和iPhone 15系列的需求持续保持稳定。小米2025年第二季度的表现同比持平,紧随其后位居第三。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718003651a6b03db9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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