截至发稿， 潼关黄金(00340.HK)跌8.67%、 紫金矿业(02899.HK)跌4.26%、 灵宝黄金(03330.HK)跌 4.14%。消息方面，当地时间7月30日，美国联邦储备委员会结束为期两天的 货币政策会议，宣布将联 邦基金利率目标区间维持在4.25%至4.50%之间不变。 ...

Group 1 - The core viewpoint of the article highlights a significant decline in Hong Kong gold stocks, with notable drops in companies such as Tongguan Gold, which fell over 9%, and Zijin Mining, which dropped over 5% [1] - The article reports that the spot gold price fell below $3,270 per ounce, experiencing a nearly 2% drop during trading, although there was a slight recovery in the Asian morning session [1] - Data compiled by Bloomberg indicates that Chinese investors are shifting funds from gold ETFs to domestic stocks, with a record net outflow of approximately 3.2 billion RMB from four major domestic gold ETFs in July [1] Group 2 - The outflow of funds from gold ETFs is primarily driven by individual investors, as enthusiasm for gold has waned due to its trading within a narrow range, while the domestic stock market has been rising [1] - The article lists the latest prices and percentage changes for various gold stocks, with notable declines including Tongguan Gold at -9.18% and Zijin Mining at -5.16% [1]

Group 1 - Gold stocks experienced a significant decline in early trading, with notable drops including Tongguan Gold down 9.18% to HKD 1.78, Zijin Mining down 5.16% to HKD 21.15, and Lingbao Gold down 4.89% to HKD 10.12 [1] - The spot gold price fell over 1.5%, dropping below USD 3280 per ounce [1] - The Federal Reserve maintained the federal funds rate target range at 4.25% to 4.50% during its recent monetary policy meeting, with Chairman Powell indicating that no decision has been made regarding a potential rate cut in September [1]

潼关黄金集团有限公司主要从事黄金及相关矿物的勘探、开采、选矿和销售业务，业务遍及中国多个省 份。公司自2017年以来通过一系列收购整合了多个矿业公司，进一步扩展其黄金开采业务的市场份额。 7月31日，潼关黄金(00340)盘中下跌8.16%，截至10:07，报1.8元/股，成交2365.62万元。 本文源自：金融界 作者：行情君 截至2024年年报，潼关黄金营业总收入14.86亿元、净利润1.96亿元。 ...

Group 1: Market Trends - The paper sector continues its upward trend, with Nine Dragons Paper (02689.HK) leading the gains, rising over 9% after announcing a price increase of 30 CNY/ton for corrugated paper and recycled cardboard starting August 1, reflecting an optimized supply-demand structure in the industry [1] - The brokerage sector saw collective strength, with major Chinese brokerages like Dongfang Securities (03958.HK) and Zhongyuan Securities (01375.HK) rising over 6% and 5% respectively, indicating significant capital inflow into the sector [1] - Urban Beauty (02298.HK) surged 13% as its online GMV for 2024 is projected to reach 1.57 billion CNY, marking a 100% year-on-year increase, showcasing the effectiveness of its new retail transformation [1] Group 2: Company Performance - China Duty Free Group (01880.HK) soared 17% after Macquarie's report indicated a narrowing year-on-year revenue decline from 19.5% in Q4 2024 to 11% in Q1 2025, with a stable gross margin of 33% [1] - The gaming sector experienced a broad increase, with companies like 澳博控股 (00880.HK) and 银河娱乐 (00027.HK) rising over 3%, supported by UBS data showing Macau's average daily gaming revenue in July at 683 million MOP, a 14% year-on-year increase [2] - 雍禾医疗 (02279.HK) saw a 13% increase after forming a strategic partnership with Meituan Health to build a medical-grade hair health service system [2] Group 3: Real Estate and Financing - The Hong Kong real estate sector collectively strengthened, with Country Garden (02007.HK) leading with nearly a 10% rise, driven by improved financing conditions as indicated by the People's Bank of China's report showing a recovery in real estate loan growth [3] - Meilan Airport (0357.HK) rose 10% as CITIC Securities highlighted the significance of Hainan's trade opening, which is expected to benefit the local tourism industry [3] Group 4: Gold Sector Decline - The gold sector faced pressure, with companies like 潼关黄金 (00340.HK) and 大唐黄金 (08331.HK) dropping over 4%, attributed to a decline in spot gold prices below 3,380 USD/oz, driven by reduced safe-haven appeal due to easing trade tensions [4] Group 5: US Market Highlights - Futu Holdings (FUTU.US) rose 2.82% after announcing a long-term strategic partnership with Huaxia Fund to promote the integration of traditional finance and blockchain technology [5] - Japanese automotive stocks surged, with Toyota (TM.US) and Honda (HMC.US) rising over 13% following news of a trade agreement reducing tariffs on Japanese cars [6] - Nuclear power stocks in the US saw significant gains, with Oklo Inc (OKLO.US) rising 9.21%, reflecting a growing interest in nuclear energy [5]

Group 1 - Hong Kong gold stocks collectively declined, with Tongguan Gold (00340.HK) and Shandong Gold (017817.HK) falling over 3% [1] - China Silver Group (00815.HK), Lingbao Gold (03330.HK), and Zhaojin Mining (01818.HK) experienced declines exceeding 2% [1]

Market Overview - US President Trump has issued new tariff policy letters to 14 countries, leading to a rebound in Hong Kong stocks, with the Hang Seng Index rising 1.09% to 24,148.07 points, ending a three-day decline [1] - The total trading volume for the day was HKD 213.29 billion, indicating active market participation [1] - The Hong Kong Monetary Authority has withdrawn HKD 59.072 billion in liquidity since June 28, tightening liquidity expectations in the short term [1] Blue Chip Performance - Xinyi Solar (00968) led blue-chip gains, rising 5.43% to HKD 2.91, contributing 1.04 points to the Hang Seng Index [2] - Kuaishou-W (01024) and Chow Tai Fook (01929) also saw significant increases of 5.16% and 4.42%, respectively [2] - However, Orient Overseas International (00316) and China Biologic Products (01177) experienced declines, dragging down the index [2] Sector Highlights - Large tech stocks rebounded, with Kuaishou rising over 5% and Meituan and JD.com both increasing over 2% [3] - Stablecoin concept stocks surged, with Jinyong Investment (01328) skyrocketing 533.17% after announcing a partnership with AnchorX [3] - The Macau gaming sector showed strong performance, with total gaming revenue for the first six days of July reaching MOP 4.3 billion, indicating a robust recovery [6] Solar Industry Insights - The solar sector saw strong gains, with New Special Energy (01799) up 12.65% and GCL-Poly Energy (03800) up 10.81% [5] - Recent government meetings emphasized the need to address low-price competition and improve product quality in the solar industry, suggesting potential for supply-side reforms [5] Gaming Sector Developments - Macau's gaming stocks continued to rise, with Wynn Macau (01128) up 6.4% and MGM China (02282) up 3.29% [6] - Morgan Stanley's report indicated that Macau's gaming revenue is expected to see double-digit year-on-year growth in July, marking a cyclical turning point for the industry [6] New Consumption Trends - New consumption stocks performed well, with brands like Blukoo (00325) and Cha Ba Dao (02555) seeing significant increases [6][7] - Gold stocks also rebounded, with Tongguan Gold (00340) rising 6.37% [7] Stablecoin Regulatory Developments - Jinyong Investment announced a strategic partnership with AnchorX to explore potential collaborations in digital asset management and stablecoin applications [4] - The Hong Kong Monetary Authority is consulting the market on regulatory guidelines for stablecoins, with expectations for a limited number of licenses to be issued [4] Logistics Sector Performance - Jitu Express-W (01519) reached a new high, with a reported 23.5% year-on-year increase in package volume for Q2 2025 [9] - The company achieved a total package volume of 139.9 billion for the first half of 2025, reflecting strong growth in the logistics sector [9] AI and Technology Sector Insights - Hongteng Precision (06088) saw an increase of 8.82%, driven by growing demand for AI-related solutions [10] - The company is expected to benefit from its parent group's resources and the increasing demand for AI computing power [10]

Group 1 - The Hang Seng Index rose by 0.78%, gaining 185 points to close at 24,073 points, while the Hang Seng Tech Index increased by 1.29% [1] - The trading volume in Hong Kong reached HKD 117.2 billion in the morning session [1] - Stablecoin-related stocks surged, with Guotai Junan International rising by 16%, Multi-Point Smart increasing by 8%, and OSL Group also up by 8% [1] Group 2 - Jinyong Investment experienced a 150% surge due to a strategic partnership with AnchorX to explore stablecoin applications [2] - Kuaishou-W saw a 3% increase, with institutions expecting the company's Q2 performance to meet market expectations [2] - Gold stocks rebounded in the morning session, with Tongguan Gold rising by 6% and China Gold International increasing by 3.82% [2] Group 3 - Huitongda Network rose over 7% after applying for full circulation of H-shares, which is expected to enhance stock liquidity and investment attractiveness [3] Group 4 - Basestone Pharmaceuticals-B increased by over 4% after granting commercialization rights for Sugli to Gentili in Western Europe and the UK [4] Group 5 - GCL-Poly Energy rose over 9%, with the polysilicon segment potentially becoming a breakthrough point for reversing internal competition, and the company is expected to achieve profitability [5] Group 6 - China Rare Earth Holdings rose over 7% after a failed transaction involving the sale of an Australian gold mine, and plans to spin off its business through an introduction [6] Group 7 - Hon Teng Precision rose by 8.8%, driven by strong performance in AI servers and iPhone business, with Foxconn showing steady growth in Q2 [7] Group 8 - Zhaoyan New Drug increased by over 10%, assisting in the approval of the restructuring of human coagulation factor VIIa for Chengdu Tianqing [8] Group 9 - Steel stocks saw a midday rally, with Chongqing Steel rising by 11%, as institutions expect improvements in industry supply and demand [9]

Group 1 - The Hong Kong gold stocks are experiencing a continuous rebound, with Tongguan Gold (00340.HK) rising over 6% [1] - Other stocks such as China Gold International (02099.HK), Zijin Mining (02899.HK), and Shandong Gold (01787.HK) are also following the upward trend [1]

Group 1 - Hong Kong gold stocks are performing strongly, with Tongguan Gold (00340.HK) rising by 4.90% [1] - Chifeng Gold (06693.HK) increased by 1.80% [1] - Datang Gold (08299.HK) saw a rise of 1.69% [1] - Zhaojin Mining (01818.HK) experienced a gain of 1.62% [1]