Market Performance - The Hong Kong stock market experienced a significant rise, with the Hang Seng Index closing up 1.89% at 26,622.88 points and a total trading volume of HKD 309.1 billion [1] - The Hang Seng Tech Index increased by 2.08%, closing at 6,324.25 points, while the Hang Seng China Enterprises Index rose by 1.62% to 9,454.12 points [1] Blue-Chip Stocks - Alibaba (09988) saw a notable increase of 4.14%, closing at HKD 173.4, contributing 104.49 points to the Hang Seng Index [2] - Morgan Stanley raised its forecast for Alibaba's capital expenditure for FY2026-2028 from RMB 100-108 billion to RMB 130-135 billion, citing growth in Alibaba Cloud [2] - Other blue-chip stocks like New Oriental (09901) and Zijin Mining (02899) also performed well, with increases of 7.86% and 5.86% respectively [2] Sector Performance - Large technology stocks generally rose, with Kuaishou and Alibaba both up over 4%, while Xiaomi saw a decline of 2.01% [3] - The financial sector showed strong performance, with Huatai Securities (06886) up 12.55% and other major brokerages also experiencing significant gains [3] - The metals sector performed well, with stocks like Zhaojin Mining (01818) and Ganfeng Lithium (01772) rising by 6.68% and 6.55% respectively [4][5] Policy and Economic Outlook - The central bank emphasized the need for a moderately loose monetary policy to boost credit and investment in the financial sector [4] - The A-share margin trading balance reached a historical high, indicating increased trading activity and potential for growth in brokerage earnings [4] Emerging Trends - The demand for energy storage is strong, with leading battery companies operating at full capacity and orders extending into next year [7] - The new energy storage installation target for 2027 is set at 180 million kilowatts, which is expected to drive an investment of approximately RMB 250 billion [7] - The gaming and tourism sectors are anticipated to benefit from the upcoming National Day holiday, with hotel occupancy rates nearing 90% [8] Notable Stock Movements - Ubiquitous Robotics (09880) reported a significant contract worth RMB 30 million for its humanoid robots, indicating strong demand in the robotics sector [6] - Lai Kai Pharmaceutical (02105) saw an increase of 11.16% after positive results from its obesity treatment trials [10] - Xiaomi (01810) faced a decline of 2.01% due to a downward revision in expected shipments for its 17 series smartphones [11]

Group 1 - The core viewpoint of the article highlights a positive outlook for Macau's gaming stocks, driven by an expected increase in tourist arrivals during the upcoming National Day holiday, with daily visitor numbers projected to reach 150,000 [1] - The Macau tourism director expressed optimism regarding hotel occupancy rates during the holiday period, indicating a favorable environment for the gaming industry [1] - Analysts emphasize that the volume of tourists is a critical driver for Macau's gaming sector, predicting that the anticipated daily visitor flow will significantly boost casino traffic and revenue, particularly from mass market gaming [1] Group 2 - Key gaming stocks such as Wynn Macau, Melco International Development, and Sands China have shown notable price increases, with Wynn Macau rising by 4.6% and Sands China by 3.58% [1] - The article suggests focusing on leading companies with balanced business layouts and strong non-gaming capabilities, such as Sands China, Galaxy Entertainment, and Melco International Development, for potential investment opportunities [1] - There is a cautionary note regarding the need to monitor the sustainability of consumer recovery and changes in the competitive landscape of the industry in the medium to long term [1]

Summary of Key Points Core Viewpoint - On September 26, 32 Hong Kong-listed companies conducted share buybacks, totaling 18.93 million shares and an aggregate amount of HKD 787 million [1][2]. Group 1: Buyback Details - Tencent Holdings repurchased 850,000 shares for HKD 550 million, with a highest price of HKD 652.50 and a lowest price of HKD 640.00, bringing its total buyback amount for the year to HKD 56.56 billion [1][2]. - Anta Sports repurchased 1.09 million shares for HKD 99.87 million, with a highest price of HKD 92.55 and a lowest price of HKD 90.20, totaling HKD 1.48 billion in buybacks for the year [1][2]. - Hang Seng Bank repurchased 200,000 shares for HKD 23.32 million, with a highest price of HKD 122.80 and a lowest price of HKD 113.60, accumulating HKD 933.51 million in buybacks for the year [1][2]. Group 2: Buyback Volume Leaders - China Petroleum & Chemical Corporation led in buyback volume with 4.53 million shares repurchased on the same day [1][2]. - Other notable companies in terms of buyback volume included Linklogis Technology and Sihuan Pharmaceutical, with 2.23 million and 1.50 million shares repurchased, respectively [1][2]. Group 3: Additional Buyback Information - The buyback activity on September 26 highlighted a significant trend among Hong Kong-listed companies, with Tencent and Anta leading in terms of monetary value [1][2]. - Medical technology company Yidu Tech was noted for its first buyback of the year, indicating a potential shift in its financial strategy [2].

自9月25日以来公司已连续2日进行回购，合计回购200.00万股，累计回购金额3171.48万港元。 其间该 股累计上涨1.21%。 今年以来该股累计进行29次回购，合计回购2721.66万股，累计回购金额4.25亿港元。（数据宝） 美高梅中国回购明细 证券时报·数据宝统计，美高梅中国在港交所公告显示，9月26日以每股15.830港元至16.120港元的价格 回购100.00万股，回购金额达1596.49万港元。该股当日收盘价15.880港元，上涨0.89%，全天成交额 9394.73万港元。 | 2025.08.28 | 100.00 | 16.160 | 15.820 | 1595.33 | | --- | --- | --- | --- | --- | | 2025.08.27 | 100.00 | 16.130 | 15.920 | 1601.80 | | 2025.08.26 | 100.00 | 16.290 | 15.950 | 1613.91 | | 2025.08.14 | 100.00 | 16.250 | 16.100 | 1618.07 | | 2025.08.13 | 100.00 ...

智通财经APP讯，美高梅中国(02282)发布公告，于2025年9月26日该公司斥资1596.49万港元回购100万 股，回购价格为每股15.83-16.12港元。 该信息由智通财经网提供 ...

格隆汇9月26日丨美高梅中国(02282.HK)公告，9月26日耗资1596.5万港元回购100万股。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 美高梅中國控股有限公司(於開曼群島註冊成立的有限公司) 呈交日期： 2025年9月26日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 02282 | 說明 | 普通股 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | ...

每经AI快讯，9月26日，港股博彩股午后涨幅扩大，截至发稿，新濠国际发展(00200.HK)涨5.03%，报 5.64港元；银河娱乐(00027.HK)涨3.08%，报42.9港元；澳博控股(00880.HK)涨2.59%，报3.17港元；美 高梅中国(02282.HK)涨1.72%，报16.01港元。 ...

博彩股午后涨幅扩大，截至发稿，新濠国际发展(00200)涨5.03%，报5.64港元；银河娱乐(00027)涨 3.08%，报42.9港元；澳博控股(00880)涨2.59%，报3.17港元；美高梅中国(02282)涨1.72%，报16.01港 元。 高盛此前发布研报称，对于十一黄金周，基于酒店预订几乎"爆满"，以及与客户沟通的情况，博彩企业 普遍预期需求强劲，而全国运动会则不会对博彩收入有显著影响。中泰国际分析亦指出，若9月与国庆 期间的游客数量与赌场收入较好，对龙头博彩股将受益。 消息面上，为防范超强台风"桦加沙"，澳门特区政府于9月23日下午5时关闭赌场，至9月25日凌晨2时重 开，历时33小时。汇丰表示，赌场停业或进一步抑制国庆黄金周前的淡季需求。但分析人士表示，中秋 国庆"超级黄金周"已然临近，旅游业的强劲复苏也为博彩股带来长期信心。 ...

智通财经APP获悉，博彩股午后涨幅扩大，截至发稿，新濠国际发展(00200)涨5.03%，报5.64港元；银 河娱乐(00027)涨3.08%，报42.9港元；澳博控股(00880)涨2.59%，报3.17港元；美高梅中国(02282)涨 1.72%，报16.01港元。 高盛此前发布研报称，对于十一黄金周，基于酒店预订几乎"爆满"，以及与客户沟通的情况，博彩企业 普遍预期需求强劲，而全国运动会则不会对博彩收入有显著影响。中泰国际分析亦指出，若9月与国庆 期间的游客数量与赌场收入较好，对龙头博彩股将受益。 消息面上，为防范超强台风"桦加沙"，澳门特区政府于9月23日下午5时关闭赌场，至9月25日凌晨2时重 开，历时33小时。汇丰表示，赌场停业或进一步抑制国庆黄金周前的淡季需求。但分析人士表示，中秋 国庆"超级黄金周"已然临近，旅游业的强劲复苏也为博彩股带来长期信心。 ...