商业事件

10月29日，昆仑万维发布2026年第三季度报告。报告期内，得益于AI技术商业化进程加速，公司主营业务持续保持强劲增长态势。2026年前三季度，公司实现营业收入89.37亿元，同比增长53.96%；净利润实现扭亏。其中，海外收入87.06亿元，同比增长60.78%；天工AI业务收入43.21亿元，同比增长168.29%，已成为公司重要增长引擎，带动公司第三季度毛利率提升至74.41%。AI短剧平台业务是本季度商业化进展最为突出的板块，2026年9月，公司AI短剧平台业务单月流水近1亿美元。

具身智能是否能撑起第三曲线有待观察

曹曦与砺思资本的逆周期募资投资曹曦新基金头条精选今天 19:19

米哈游，投出好几个IPO。米哈游刘伟蔡浩宇游戏今天 19:03

雅诗兰黛集团将携旗下17个品牌集中亮相第九届进博会；太平鸟前三季营收42.21亿元，净利同比增190.61%

Trucking platform BlackBuck reported a 41.8% jump in consolidated net profit to ₹41.4 Cr in the September quarter of FY27…

Logistics company Shadowfax reported an over 5X year-on-year (YoY) jump in its net profit for the September quarter (Q2 FY27)…

消费的钟摆与价值的锚蜜雪估值消费今天 16:47

Pine Labs’ net profit jumped over 6X year-on-year (YoY) to ₹38.6 Cr in Q2 FY27 from ₹6 Cr in the…

启源机电是一家电工机械专用设备制造商。近日，中节能环境保护股份有限公司审议通过并签署相关协议，拟以非公开协议转让方式将其持有的中节能西安启源机电装备有限公司100%股权转让给中节能铁汉生态环境股份有限公司，转让价格以2026年5月31日为评估基准日、经中国节能集团备案的评估结果为依据确定为56,900.00万元，交易价款由节能铁汉以现金分四期支付（第一期85%，第二期、第三期、第四期各5%），并设置业绩承诺及补偿安排。

Vinyl burns cash, leans on Ken Gaunt’s extra $2m loan, and gets a share-price sugar hit.

Lending tech platform Kissht’s parent OnEMI Technology Solutions reported a 100.4% jump in consolidated net profit to ₹125.1 Cr in…

Washington has spent the past year making it harder, pricier and more nerve-racking for foreign talent to work in America. Asian founders, if a new survey is to be believed, have mostly shrugged. Singapore-founded immigration platform Beyond Border’s August 2026 Founder Mobility Pulse found that 82 per cent of respondents had not changed their US […] The post Visa fees are soaring, but founders want US revenue more than US investors appeared first on e27.

Fingular, the Kuala Lumpur-headquartered fintech group behind the AhaPay buy now, pay later (BNPL) service, has secured a US$20 million credit facility from Silverstreak Group, a Singapore-based private credit investor. The money will expand Fingular’s near-prime consumer and SME financing, taking total funding for its Malaysian lending business past US$50 million. Near-prime borrowers sit just […] The post Fingular secures US$20M debt line to bet on Malaysia’s near-prime borrowers appeared first on e27.

机器人行业日报(10.28) : 机器人产业升温 机器人行业日报(10.28) : 机器人产业升温 宇树科技上市后首份财报显示前三季度营收增55.7%，净利润增271%，但研发投入致三季度利润下滑；小鹏机器人量产产线就绪；人形机器人概念股普涨，福莱新材提示风险。

顶级体育明星触碰区域市场红线的典型失误。

10月28日，晶圆代工厂联电召开线上法人说明会，执行长王石表示，2027年产品平均售价将较2026年扬升10%，三年内单季AI相关营收占比将挑战25%。公司预期，第四季度需求动能可望持续强劲，晶圆出货量及产能利用率将维持稳健。（界面）

宇树股价重回700元，具身智能也在回暖。机器人加速进入真实场景，但量产、回本与泛化三道关仍未跨过。