今日（9月29日），港股市场迎来强劲反弹。截至收盘，恒生指数报收于26622.88点，上涨494.86点，涨幅1.89%；恒生科技指数大涨129.14点，收盘报 6324.25点，涨幅2.08%。 资金方面，尽管港股表现强劲，但南向资金态度明显谨慎。截至收盘，南向资金累计净卖出超16亿港元。而在上周，南向资金累计净买入港股约440亿港 元。分析人士认为，尽管净卖出金额不算太多，但短期南向资金出现净卖出，可能与国庆中秋长假有关。由于A股将要休市8天，这期间港股通服务也将随 之关闭，直到10月9日A股恢复交易，港股通才会重新开启。因此，部分南向资金可能会在节前选择暂时离场，避免节日期间港股可能出现的波动。 焦点板块方面，中资券商股全线爆发。其中，华泰证券（06886.HK）、广发证券（01776.HK）、申万宏源香港（00218.HK）涨超12%，中信证券 （06030.HK）、东方证券（03958.HK）涨超11%，中州证券（01375.HK）、中国银河（06881.HK）、中金公司（03908.HK）涨超9%。 其他方面，盘面上，科网股普涨，阿里巴巴-W（09988.HK）、快手-W（01024.HK）涨超4 ...

每经AI快讯，9月29日，港股黄金股午后涨幅扩大，截至发稿，潼关黄金(00340.HK)涨7.98%，报2.84港 元；招金矿业(01818.HK)涨6.75%，报31.12港元；紫金矿业(02899.HK)涨5.66%，报32.1港元；山东黄金 (01787.HK)涨4.3%，报37.38港元；赤峰黄金(06693.HK)涨4.1%，报30.5港元。 ...

黄金股午后涨幅扩大，截至发稿，潼关黄金(00340)涨7.98%，报2.84港元；招金矿业(01818)涨6.75%， 报31.12港元；紫金矿业（601899）(02899)涨5.66%，报32.1港元；山东黄金（600547）(01787)涨4.3%， 报37.38港元；赤峰黄金（600988）(06693)涨4.1%，报30.5港元。 消息面上，国际金价持续走强，9月29日午间，现货黄金价格突破3800美元/盎司，续创历史新高，日内 涨超1%。COMEX黄金则站上3830美元/盎司。招商期货指出，特朗普对俄乌冲突态度转向，并再次挑 动关税战，多重因素叠加，COMEX金价或持续创新高。摩根大通策略师表示，到2026年年中，黄金价 格预计将达到每盎司4050美元至4150美元的区间，未来有望再创新高。 ...

| 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 00340 | 漳关黄金 | 2.740 | 4.18% | | 00815 | 中国白银集团 | 0.520 | 4.00% | | 01818 | 招金矿业 | 30.480 | 3.89% | | 02899 | 紫金矿业 | 31.440 | 3.49% | | 06693 | 赤峰黄金 | 30.220 | 3.14% | | 01787 | 山东黄金 | 36.820 | 2.73% | | 03330 | 灵宝黄金 | 17.960 | 2.63% | | 01815 | 珠峰黄金 | 1.380 | 1.47% | | 02099 | 中国黄金国际 | 134.600 | 1.20% | 责任编辑：栎树 国内部分黄金珠宝品牌金饰价格9月29日继续上涨。具体来看，周生生足金饰品报价1111元/克，较9月 26日上涨5元/克；周大福、六福珠宝、老凤祥等品牌足金首饰价格则维持在1108元/克不变。 国际金价持续创下历史新高，带动港股黄金股集体上涨，潼关黄金涨4.18%，招金矿业涨近4%，紫金矿 ...

国际金价持续创下历史新高，带动港股黄金股集体上涨，潼关黄金涨4.18%，招金矿业涨近4%，紫金矿 业涨3.5%，赤峰黄金涨超3%，山东黄金、灵宝黄金近3%，珠峰黄金、中国黄金国际涨超1%。 消息上，亚洲早盘，现货黄金突破前高，一度涨1%至3798.54美元/盎司，续创历史新高。摩根大通策略 师表示，到2026年年中，黄金价格预计将达到每盎司4050美元至4150美元的区间，未来有望再创新高。 国内部分黄金珠宝品牌金饰价格9月29日继续上涨。具体来看，周生生足金饰品报价1111元/克，较9月 26日上涨5元/克；周大福、六福珠宝、老凤祥等品牌足金首饰价格则维持在1108元/克不变。(格隆汇) | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 00340 | 潼关黄金 | 2.740 | 4.18% | | 00815 | 中国自银集团 | 0.520 | 4.00% | | 01818 | 招金矿业 | 30.480 | 3.89% | | 02899 | 紫美矿业 | 31.440 | 3.49% | | 06693 | 赤峰黄金 | 30.220 | ...

Group 1 - The Hang Seng Index experienced a pullback to the 20-day moving average due to month-end effects and renewed U.S. tariffs [1] - The U.S. government shutdown is a major concern, with funding set to expire on September 30, potentially affecting millions of federal jobs [1] - China's industrial profits in August showed a significant recovery, increasing by 20.4% after a previous decline of 1.5%, indicating the effectiveness of anti-involution policies [1] Group 2 - Tesla is focusing on scaling up the production of its Optimus robot, with reports of a meeting between Elon Musk and UAE media officials [2] - Meta has announced the development of humanoid robot systems, indicating a strategic focus on robotics alongside augmented reality [2] Group 3 - The new energy storage market is facing a shortage of battery cells, with orders extending into next year [3] - Tongguan Gold (00340) is highlighted as a developing gold mining company with significant resources and a long-term agreement with Zijin Mining [3] Group 4 - Meta has concluded the release of new AI glasses, with supply chain orders for 12-13 million units this year and an upward revision to 30 million units for next year [4] - The expected shipment volume for Meta's AI glasses in 2025 is projected to be around 5-6 million units, with a significant increase anticipated in Q4 [4][5] Group 5 - The supply chain for Meta's AI glasses is expected to face challenges, with potential delays in component availability impacting shipment timelines [5] - Meta's confidence in the AI glasses product line suggests a strong order forecast to meet anticipated demand [5][6] Group 6 - The successful sales of Meta's AI glasses in 2025 and 2026 would validate the viability of the AI glasses category [6] - Recommendations for investment include focusing on Sunny Optical (02382) and upstream silicon carbide substrate supplier Tianyue Advanced (02631) [6]

截至发稿，集海资源(02489.HK)涨5.21%、中国白银集团(00815.HK)涨4%、紫金矿业(02899.HK)涨 3.09%、潼关黄金(00340.HK)涨2.66%。 ...

Group 1 - The stock of Tongguan Gold (00340) increased by over 7%, reaching a price of 2.65 HKD with a trading volume of 143 million HKD [1] - Guosen Securities highlighted that the company is a developing gold mining enterprise, primarily engaged in gold mining and recovery [1] - The company's gold mining areas are located in Tongguan, Shaanxi, and Su Bei, Gansu, with an average gold resource grade of 8.26 grams per ton and a total resource amount of 55 tons as of the end of 2024 [1] Group 2 - The company achieved a gold production of 2.5 tons for the year [1] - In April of this year, the company signed a long-term gold flow agreement with Zijin Mining's subsidiary, Zijin Metal Co., Ltd., where Zijin prepaid 25 million USD as initial funding support [1] - The company committed to delivering a total of approximately 422 kilograms of gold from the Su Bei Bei Dong mining area over the next nine years [1]

Group 1 - The stock of Tongguan Gold (00340) has increased by over 7%, currently trading at 2.65 HKD with a transaction volume of 143 million HKD [1] - Guosen Securities has identified the company as a developing gold mining enterprise, primarily engaged in gold mining and recovery operations [1] - The company's gold mining areas are located in Tongguan, Shaanxi, and Su Bei, Gansu, with an average gold resource grade of 8.26 grams per ton and a total resource volume of 55 tons as of the end of 2024 [1] Group 2 - The company achieved a gold production of 2.5 tons for the year [1] - In April of this year, the company signed a long-term gold supply agreement with Zijin Mining's subsidiary, Zijin Metals, which includes an upfront cash payment of 25 million USD for initial funding [1] - The company has committed to delivering approximately 422 kilograms of gold from the Su Bei Bei Dong mine over the next nine years [1]

Group 1 - The company is a developing gold mining enterprise focused on gold mining and recovery, with gold resources in Shaanxi and Gansu, holding an average grade of 8.26 g/t and a resource amount of 55 tons, achieving a gold production of 2.5 tons in 2024 [1] - The company expects to achieve a revenue of HKD 1.6 billion in 2024, a year-on-year increase of 7%, with a gross profit of HKD 523 million, a year-on-year increase of 212%, and a net profit of HKD 211 million, a year-on-year increase of 310% [1] - The revenue structure indicates that gold mining is the main business, with mining revenue expected to be HKD 1.3 billion in 2024, accounting for 81.2% of total revenue, and mining gross profit expected to be HKD 520 million, accounting for nearly 100% of total gross profit [1] Group 2 - The company is expanding its resources with a focus on both production and reserve mines, with a processing capacity of 94,000 tons per year across its two mining areas, and a projected underground mining volume of 500,700 tons in 2024 [2] - A long-term gold streaming agreement was signed with Zijin Mining, where Zijin will prepay USD 25 million, and the company will deliver approximately 422 kg of gold over the next nine years, enhancing funding availability and stability for project development [2] - Future strategic goals include increasing research on mineralization patterns in Gansu and Shaanxi, actively pursuing external mergers and acquisitions for growth, and collaborating strategically with Zijin [2] Group 3 - The company forecasts net profits of HKD 780 million, HKD 1.05 billion, and HKD 1.26 billion for 2025-2027, representing growth rates of 269%, 34%, and 21% respectively, with EPS projected at HKD 0.18, HKD 0.24, and HKD 0.29 [2] - The estimated fair valuation of the company is between HKD 2.9 and HKD 3.0, indicating a premium of 39%-44% over the current stock price, with an initial coverage rating of "outperform the market" [2]