1. 快手(01024.HK)可灵AI宣布，Kling 4.0将于10月正式上线。 2. 诺比侃(02635.HK)拟折让约13.61%配股，净筹约1.315亿港元。 3. 希音-W(00625.HK)：上半年净收入为201亿美元，同比增长1%。 4. 中国生物制药(01177.HK)与德国百年药企敲定抗肿瘤生物类似药独家授权。 5. 中海油田服务(02883.HK)获中国海油集团增持40.5万股A股及500万股H股。 6. 广汽集团(02238.HK)拟收购一汽丰田50%股权，一汽股份将成为第二大股东。 7. 德祥新云算力(00199.HK)拟8361.6万元收购广州朝启夕扬科技有限公司80%股权。 8. 京东健康(06618.HK)与通用电气医疗宣布签署战略合作协议，双方将进一步探索医疗器械产品的数字化运营路径。

AMD agreed to acquire AI startup World Labs in an all-stock deal valued at $8.2bln, expected to close by year-end subject to regulatory approval. The purchase brings Fei-Fei Li’s research team and models to AMD to support future hardware planning and bolster AMD’s competitive position versus NVIDIA in the AI chip market. Fei-Fei Li will join AMD as executive vice president and chief scientist, reporting directly to CEO Lisa Su.

Patrick Munnelly of Tickmill Group said in a note that rising rates could pressure credit-asset valuations and equity prices. LSEG data show Middle East tensions and a spike in oil have led markets to price at least three rate hikes by major central banks over the next year. "If energy prices remain elevated, central banks will have less room to ease and more reason to prioritize inf risk."