Group 1: Hong Kong Stock Market Highlights - Jinli Permanent Magnet (06680) rose over 5%, with institutions optimistic about valuation and performance in the rare earth sector [1] - Heyu-B (02256) increased by more than 7%, as the upcoming launch of Pimiatin is expected to provide continuous sales revenue [1] - Sa Sa International (00178) saw a rise of over 6%, with a 8.4% year-on-year increase in revenue for the second fiscal quarter [1] - Gold stocks continued their recent upward trend, with Chifeng Jilong Gold Mining (06693) up over 14% and Zijin Mining International (02259) up over 7% [1] - Xinjiang Xin Mining (03833) surged over 17%, with the company announcing a near doubling of stock price after its return to A-shares [1] Group 2: U.S. Stock Market Highlights - AMD (AMD.US) rose 3.83% after announcing a 6 GW computing power agreement with OpenAI for future AI infrastructure [3] - Trilogy Metals (TMQ.US) skyrocketed 211% following the U.S. government's announcement to acquire a 10% stake in the company [3] - AppLovin (APP.US) increased by 7.64%, amid reports of an SEC investigation regarding its advertising practices [3] - Ford Motor Company (F.US) fell 6.14% due to a significant fire at a key production facility, expected to halt operations until next year [4] - Soluna Holdings (SLNH.US) surged 12.78%, reporting an increase in mining capacity from 526 PH/s in August to 658 PH/s in September [4]

消息面上，近期，受美国联邦政府"停摆"危机持续、市场对美联储未来多次降息预期增强，以及全球多 个地区地缘冲突持续等因素影响，投资者不断增持黄金避险，推动国际金价屡创新高。周二，美国纽约 商品交易所黄金期货价格盘中一度突破每盎司4000美元。这是纽约黄金期货价格历史上首次突破这一关 口。责任编辑：安东 黄金股延续近期涨势，截至发稿，赤峰黄金(06693)涨6.57%，报35.36港元；紫金黄金国际(02259)涨 3.8%，报152.8港元；山东黄金(01787)涨2.97%，报40.86港元；潼关黄金(00340)涨2.31%，报3.1港元。 ...

智通财经APP获悉，黄金股延续近期涨势，截至发稿，赤峰黄金(06693)涨6.57%，报35.36港元；紫金黄 金国际(02259)涨3.8%，报152.8港元；山东黄金(01787)涨2.97%，报40.86港元；潼关黄金(00340)涨 2.31%，报3.1港元。 消息面上，近期，受美国联邦政府"停摆"危机持续、市场对美联储未来多次降息预期增强，以及全球多 个地区地缘冲突持续等因素影响，投资者不断增持黄金避险，推动国际金价屡创新高。周二，美国纽约 商品交易所黄金期货价格盘中一度突破每盎司4000美元。这是纽约黄金期货价格历史上首次突破这一关 口。 ...

浙商国际发布研报称，回顾9月港股市场走势，市场振荡向上加速上涨，连续5个月收涨。整体来看，港 股市场基本面仍偏弱，资金面环境进一步改善，政策面巩固经济稳增长，情绪面短期做多情绪浓重。当 下港股市场周月线级别趋势已进入右侧区间，对于后续走势，即使短期行情有波折，仍不建议悲观。对 于中短期市场走势继续保持谨慎乐观的态度。板块配置方面，看好行业相对景气且受益于政策利好的汽 车、新消费、创新药、科技等。 恒生指数低开0.21%，恒生科技指数跌0.11%。黄金股表现强势，紫金黄金国际涨超2%；科网股多数低 开，阿里巴巴跌1.33%。 关于港股后市 交银国际发布研报称，9月港股延续震荡上行态势，在中美谈判重启和海外降息预期双重利好助推下， 叠加科技板块轮动上涨，对大盘形成重要提振。外部环境延续向好，中美贸易谈判重启，双方就关税削 减、出口管制等关键议题展开磋商，市场对双边关系进展预期有所升温。国庆及中秋长假影响，市场预 计将短暂进入"淡季"模式，叠加美国政府短期融资法案不确定性，海外扰动影响或放大。同时，市场对 美联储降息时点和幅度仍存分歧，短期内可能仍以"有条件降息"为主调，预期反复或引起市场震荡。 本文转载自"腾讯自 ...

Core Viewpoint - Zijin Mining International has seen a significant increase in its stock price, doubling from its IPO price, and is set to be included in major Hang Seng indices, indicating strong market confidence and growth potential [2]. Group 1: Stock Performance - Zijin Mining International's stock price rose over 6%, reaching a high of 144.4 HKD, which is more than double its IPO price of 71.59 HKD [2]. - As of the latest update, the stock is up 5.37%, trading at 143.3 HKD with a transaction volume of 783 million HKD [2]. Group 2: Index Inclusion - On October 2, the Hang Seng Index Company announced that Zijin Mining International meets the criteria for rapid inclusion in the Hang Seng Composite Index [2]. - The inclusion will take effect after the market closes on October 15, 2025, impacting the Hang Seng Composite Index, the Hang Seng Composite Industry Index - Materials, and the Hang Seng Composite Large Cap Index [2]. Group 3: Company Overview - Zijin Mining International is a spin-off from Zijin Mining (02899) focusing on gold mining outside of China, involved in exploration, mining, refining, and sales [2]. - The company holds rights to eight gold mines across Central Asia, South America, Oceania, and Africa [2]. - According to Frost & Sullivan, Zijin Mining International ranks ninth globally in gold reserves and eleventh in production as of the end of 2024, with a compound annual growth rate (CAGR) of 21.4% in production and 61.9% in net profit attributable to shareholders from 2022 to 2024 [2].

记者丨江佩佩 张嘉钰 编辑丨刘巷 10月6日午后，港股持续调整，截至收盘，三大指数飘绿。恒生指数跌0.67%失守27000点，恒生科技指 数跌1.1%，恒生中国企业指数跌0.88%。 半导体巨头延续涨势 港股科技龙头股中，小米集团、阿里巴巴和京东集团分别下跌2.09%、2.49%和2.14%，网易和快手跌幅 也在1%以上。百度集团和腾讯控股收红，分别上涨0.72%和0.59%。 此外，中华燃气（08246.HK）早盘一度大涨超300%，截至收盘，该股仍涨113.51%，报0.158港元/股。 该公司此前公告称，公司10月3日（交易时段后）与认购人订立认购协议，认购人有条件同意认购而公 司有条件同意配发及发行合共3.34亿股认购股份，认购价为每股0.075港元。据悉，这一认购价较10月3 日收盘价每股0.074港元溢价约1.35%。 中华燃气(8246) W 闭市 10-06 16:08:37 0 158 额 447.01万 股本 42.64亿 市盈-11.9 力得 20 换 0.58% 市值6.74亿 市净 4.97 +0.084 +113.51% 盯盘 因中秋节假期,港股于10月7日休市 关网4 日K 周K ...

Market Overview - The Hong Kong stock market indices opened lower, with the Hang Seng Index falling below 27,000 points, closing down 0.67% at 26,957.77 points, with a total turnover of HKD 121.26 billion [1] - The Hang Seng China Enterprises Index decreased by 0.88% to 9,573.38 points, while the Hang Seng Tech Index dropped by 1.1% to 6,550.3 points [1] Blue Chip Performance - Li Auto-W (02015) led the decline among blue chips, falling 3.31% to HKD 96.3, with a turnover of HKD 613 million, contributing a loss of 7.19 points to the Hang Seng Index [2] - In contrast, AIA Group (01299) rose 1.28% to HKD 75.2, contributing 15.86 points to the index, while HSBC Holdings (00005) increased by 0.91% to HKD 110.9, adding 20.43 points [2] Sector Highlights - The precious metals sector, led by China Daye Non-Ferrous Metals, saw significant gains, with shares surging 18% [3] - Gold stocks and cryptocurrency-related stocks performed well, with notable increases in shares such as Tan Gold Mining (00621) up 40.38% and China Silver Group (00815) up 14.29% [3] - The chip sector continued its strong performance, with companies like ASMPT (00522) rising 6.44% and Hua Hong Semiconductor (01347) increasing by 4.57% [4] Company-Specific Developments - MicroPort Medical (00853) saw its shares rise 6.62% following the announcement of a restructuring of its cardiac rhythm management business [5] - Macau's gaming revenue for September was reported at MOP 18.289 billion, a year-on-year increase of 6%, although it fell short of market expectations due to typhoon-related casino closures [6] - Zijin Mining International (02259) reached a new high, increasing by 8.24% and is set to be included in the Hang Seng Composite Index effective October 16, 2025 [7] - Kintor Pharmaceutical-B (02171) rose 15.87% after announcing the presentation of clinical data at the upcoming American Society of Hematology annual meeting [8]

Group 1 - The core viewpoint of the report is that Zijin Gold International (02259) is given a "strong buy" rating due to its strategic move to spin off from Zijin Mining (02899) and integrate overseas gold mining resources, which is expected to enhance asset value and capital efficiency through an international capital platform [1] - As of June 30 this year, Zijin Gold International has a consolidated gold metal resource of approximately 1,768.4 tons, with an average grade of 1.5 grams per ton, and proven and probable gold metal reserves of 845.2 tons, indicating a solid foundation for medium to long-term growth prospects [1] - The forecast for net profit from 2025 to 2027 is projected to reach 8.8 billion, 12.9 billion, and 13.3 billion RMB respectively, with gross profit margins expected to be 52.9%, 59.5%, and 59.5% [1]

截至今年6月底，紫金黄金国际合并口径金金属资源量约1,768.4吨，平均每吨品位1.5克，合并口径证明 加可信金金属储量达845.2吨，认为其具中长期增长前景奠定基础，预测2025至2027年纯利将分别达到 88亿、129亿及133亿元人民币，毛利率料达52.9%、59.5%及59.5%。 智通财经APP获悉，招商证券发布研报称，首次给予紫金黄金国际(02259) "强烈推荐"评级，紫金矿业 (02899)分拆其上市，整合海外黄金矿山资源，便于锚定海外同业估值体系，释放资产价值，通过国际 化资本平台有助提升估值与资本效率。 ...

Group 1 - The US stock market showed mixed performance, with the Dow Jones rising by 0.5%, while the Nasdaq initially increased before falling by 0.3%, and the S&P 500 remained stable [3] - The Golden Dragon Index, which reflects the performance of Chinese concept stocks, declined by 1.2% [3] Group 2 - The Hong Kong stock market performed well last week, with the Hang Seng Index gaining 1,012 points or 3.88%, closing at 27,140 points, while the Tech Index rose by 6.9% to close at 6,622 points [4] - Semiconductor company SMIC (00981.HK) was the best-performing constituent stock, rising nearly 25% over the week, with six other stocks also increasing by over 10%, including Kuaishou (01024.HK) up over 17% and Xinyi Solar (00968.HK) up 14.7% [4] - The worst-performing constituent stock was Pop Mart (09992.HK), which fell by over 4%, with its stock price down more than 25% from its peak [4] - Real estate-related stocks experienced adjustments, with China Resources Mixc (01209.HK) down 3.5%, Longfor (00960.HK) and R&F Properties (01109.HK) down nearly 2.4% and 1.8% respectively, while China Overseas (00688.HK) slightly outperformed peers with a 0.5% increase [4] - Zijin Mining's spin-off, Zijin Gold International (02259.HK), had a strong debut, being quickly included in the Hang Seng Composite Index, with its stock price closing at 120.6 HKD, nearly 90% higher than its IPO price [4] Group 3 - The Hang Seng Index remained above the 10-day moving average (26,600 points), indicating a stable trend, and as long as it stays above this level, the upward trend is expected to continue [5]