Group 1 - The core viewpoint of the article highlights a significant rise in popular Chinese concept stocks, indicating positive market sentiment [1] Group 2 - Zai Ding Medicine experienced an increase of over 11% [1] - GDS Holdings saw a rise of over 7% [1] - Kingsoft Cloud and Alibaba both rose by over 4% [1] - NIO increased by over 3% [1] - Baidu, NetEase, and Manbang all saw gains of over 2% [1]

金山云美股盘前涨超3%。消息上，花旗发表研究报告指，金山云来自小米的人工智能相关需求较预期 强劲，因此上调金山云2025及2026年的收入预测3%和1%，并维持2027年预测。 该行将金山云美股目标价由19美元调升至20美元，维持"买入"评级。该行认为，公司受人工智能运算需 求及利润改善趋势带动，公有云业务表现强劲。(格隆汇) | KC | | | | --- | --- | --- | | 15_880 + -0.300 -1.85% | | 收盘价 09/10 16:00 美东 | | 16.400↑ 0.520 +3.27% | | 盘前价 09/11 04:39 美东 | | 三 72 24 华 S 9 月 ♥ 白选 | | ● 快捷交易 | | 最高价 16.530 | 开盘价 15.760 | 成交量 464.81万 | | 最低价 15.683 | 昨收价 16.180 | 成交额 7454.54万 | | 平均价 16.037 | 市盈率TTM 亏损 | 总市值 43.4亿 (m) | | 振 幅 5.24% | 市盈率(静) 亏损 | 总股本 2.73亿 | | 换手率 3.28% | 市净 ...

Market Overview - On September 10, the Hang Seng Index rose by 1.01%, closing at 26,200.26 points, with a total net inflow of southbound funds through the Stock Connect amounting to HKD 75.66 billion [1][3] - The total trading volume for the Stock Connect on the same day was HKD 1,393.07 billion, with a net buy of HKD 75.66 billion [1] Stock Performance - In the Shanghai Stock Connect, the total trading volume was HKD 867.41 billion, with a net buy of HKD 25.36 billion; in the Shenzhen Stock Connect, the trading volume was HKD 525.66 billion, with a net buy of HKD 50.30 billion [1] - The most actively traded stock in the Shanghai Stock Connect was Alibaba-W, with a trading volume of HKD 1,090.16 million and a net buy of HKD 242.57 million, closing up by 0.63% [2] - In the Shenzhen Stock Connect, Alibaba-W also led with a trading volume of HKD 589.33 million and a net buy of HKD 208.56 million, closing up by 0.63% [2] Notable Stocks - The stock with the highest net sell was Pop Mart, with a net sell of HKD 129.84 million, closing down by 4.51% [2] - Other notable stocks included Semiconductor Manufacturing International Corporation (SMIC) with a net buy of HKD 11.94 million and a closing increase of 3.61%, and Tencent Holdings with a net buy of HKD 2.32 million, closing up by 1.04% [2]

| 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 109.02 亿元 | +24.26 亿元 | | 泡泡玛特(09992) | 34.20 亿元 | -12.98 亿元 | | 中芯国际(00981) | 30.19 亿元 | +1.19 亿元 | | 腾讯控股(00700) | 28.96 亿元 | +2317.41 万元 | | 小米集团-W(01810) | 26.63 亿元 | -3.26 亿元 | | 美团-W(03690) | 24.60 亿元 | -2.91 亿元 | | 康方生物(09926) | 15.30 亿元 | -1.57 亿元 | | 金山云(03896) | 15.26 亿元 | -3.31 亿元 | | 中国海洋石油(00883) | 13.01 亿元 | +1.55 亿元 | | 国泰君安国际(01788) | 11.39 亿元 | +2567.24 万元 | 深港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988 ...

Market Overview - The US non-farm employment data has been significantly revised downwards, leading to sustained expectations for interest rate cuts. The Hong Kong stock market has risen again, with the Hang Seng Index breaking the 26,000 mark, reaching a nearly four-year high. The index closed up 1.01% or 262.13 points at 26,200.26, with a total turnover of HKD 288.21 billion [1] Blue Chip Performance - Lenovo Group (00992) led the blue-chip stocks, rising 4.63% to HKD 11.31, contributing 5.88 points to the Hang Seng Index. Huatai Securities expects Lenovo to benefit from strong demand for AI products in the second half of the year, maintaining a buy rating with a target price of HKD 16 [2] - Other notable blue-chip performances include JD Logistics (02618) up 4.45%, Sun Hung Kai Properties (00016) up 4.28%, while Xinyi Solar (00968) and Xiaomi Group-W (01810) saw declines of 2.77% and 2.22%, respectively [2] Sector Highlights - Large technology stocks performed well, with Bilibili rising over 7% and JD up over 3%. Cloud computing stocks also saw gains, with Kingsoft Cloud rising nearly 9% [3] - Oracle's cloud business showed strong performance, with cloud revenue growing 28% year-on-year and cloud infrastructure revenue increasing 55%. The company expects cloud infrastructure revenue to reach USD 18 billion in FY2026, a 77% increase from FY2025 [4] Real Estate Sector - Hong Kong real estate stocks generally rose, with Sun Hung Kai Properties up 4.28% and Hang Lung Properties (00101) up 2.79% [4] - The Hong Kong government is set to release its 2025 policy address, with expectations of further reductions in property stamp duties and measures to attract more mainland visitors [5] Lithium Sector - Lithium stocks faced significant declines, with Ganfeng Lithium (01772) down 7.02% and Tianqi Lithium (09696) down 7.97%. The price of lithium carbonate is expected to fall below RMB 70,000 per ton due to a resurgence of supply surplus [6][5] Popular Stocks - Yunfeng Financial (00376) surged 27.83% after receiving approval to upgrade its securities license to offer virtual asset trading services [7] - Yaojie Ankang-B (02617) reached a new high, rising 27.57% after being included in the Hong Kong Stock Connect list [8] - Longfor Group (03380) rose 9.47% after reaching a revised agreement with creditors regarding offshore debt restructuring [9] - Shandong Molong (00568) increased by 7.92% amid rising oil prices due to geopolitical tensions in the Middle East [10]

港股云计算板块走高，金山云涨超10%，汇量科技涨超7%，金蝶国际、阿里巴巴-W涨超3%。 ...

格隆汇9月10日｜港股市场AI云概念股走强，其中，金山云(3896.HK)跳空高开高走，盘初拉升涨超 13%，报8.5港元。隔夜美股市场金山云收涨14.59%报16.18美元，折算成港股市场价格为8.3港元/股。 消息面上，随着Nebius与微软签署大额协议，AI云概念股备受市场关注。此外，甲骨文盘后发布业绩， 预计2026财年云基础设施营收将大增77%至180亿美元，超华尔街预期，在接下来的4年将攀升至320亿 美元、730亿美元、1140亿美元及1440亿美元。甲骨文还宣布未实现履约义务(尚未确认的已签约收入) 已达4550亿美元，同比大增359%。 ...

金山云(03896)早盘涨超13%，截至发稿，涨12.65%，报8.46港元，成交额16.87亿港元。 消息面上，美银证券上调金山云目标价至20.4美元，给予 "买入" 评级。此外申万宏源发布研报称，根 据公司财报，25年Q2来自金山+小米的收入为6.3亿元，同比增长69.5%，收入占比已提升至27%；25上 半年已完成本年关联交易金额上限的40%。该行指出，小米AI投入明确，金山云将直接受益于基座模 型、智驾等训推需求增长。该行仍看好金山云作为金山+小米生态核心云厂价值，维持"买入"评级。 ...

消息面上，美银证券上调金山云目标价至20.4美元，给予 "买入" 评级。此外申万宏源发布研报称，根 据公司财报，25年Q2来自金山+小米的收入为6.3亿元，同比增长69.5%，收入占比已提升至27%；25上 半年已完成本年关联交易金额上限的40%。该行指出，小米AI投入明确，金山云将直接受益于基座模 型、智驾等训推需求增长。该行仍看好金山云作为金山+小米生态核心云厂价值，维持"买入"评级。 智通财经APP获悉，金山云(03896)早盘涨超13%，截至发稿，涨12.65%，报8.46港元，成交额16.87亿港 元。 ...

| KC 金山云 | | 0 | | --- | --- | --- | | 14.120 + +0.300 +2.17% | | 收盘价 09/08 16:00 美东 | | 14.310 t 0.190 +1.35% | | 盘前价 09/09 04:39 美东 | | ■0000000 | | ● 関西交易 | | 最高价 14.140 | 开盘价 13.970 | 成交量 79.83万 | | 最低价 13.837 | 昨收价 13.820 | 成交额 1121.46万 | | 平均价 14.048 | 市盈率IIM 亏损 | 总市值 38.59亿(m) | | 振 幅 2.19% | 市盈率(静) 亏损 | 总股本 2.73亿 | | 换手率 0.56% | 市净率 4.091 | 流通值 20亿 | | 52周最高 22.260 | 委 比 73.91% | 流通股 1.42亿 | | 52周最低 2.160 | 量 比 0.51 | 每 手 1股 | | 历史最高 74.670 | 股息TIM -- | 换股比率 15.00 | | 历史最低 1.770 | 股息室 IIM -- | | 昨日收 ...