Core Insights - The report highlights significant changes in the Hong Kong Stock Connect holdings, with notable increases and decreases in ownership percentages for various companies [1][2]. Group 1: Companies with Increased Holdings - Shandong Molong (00568) saw the largest increase in holdings, up by 6.46%, bringing its total to 59.66% [2]. - Youbao Online (02429) experienced a 2.74% increase, resulting in a holding of 17.51% [2]. - Goldwind Technology (02208) had a 1.07% increase, with a current holding of 43.66% [2]. - Other notable increases include Ganfeng Lithium (01772) at +0.75% (35.72%), and InnoCare Pharma (01877) at +0.59% (57.84%) [2]. Group 2: Companies with Decreased Holdings - Meizhong Jiahe (02453) had the largest decrease, down by 1.55% to 33.01% [2]. - Longpan Technology (02465) decreased by 1.06%, now holding 46.05% [2]. - Kingsoft Cloud (03896) saw a reduction of 0.98%, with a current holding of 25.82% [2]. - Other significant decreases include Yisou Technology (02550) at -0.39% (38.94%) and Jiangxi Copper (00358) at -0.27% (23.65%) [3]. Group 3: Five-Day Holding Changes - Over the last five trading days, Zhongyuan Shipping (01138) had the highest increase of 7.22%, reaching 65.91% [3]. - Shandong Molong (00568) increased by 5.80% to 59.66% [3]. - Zhongchu Innovation (03931) saw a 4.08% increase, now at 9.79% [3]. - Conversely, Yisou Technology (02550) experienced the largest decrease of 8.93%, now at 38.94% [3]. Group 4: Twenty-Day Holding Changes - In the last twenty days, Anjuke Food (02648) had the highest increase of 12.30%, reaching 19.99% [4]. - Zhongyuan Shipping (01138) also saw a significant increase of 8.90%, now at 65.91% [4]. - Longpan Technology (02465) had a notable decrease of 4.92% [4].

Group 1 - Cloud computing stocks continue to rise, with notable increases in companies such as GDS Holdings (up 18% to HKD 39.6), Alibaba (up 6.56% to HKD 152.7), New Oriental (up 3.63% to HKD 7.13), and Kingsoft Cloud (up 3.14% to HKD 8.87) [1] - Oracle reported a future contract revenue increase of USD 317 billion for Q1 of fiscal year 2026, indicating strong demand in the cloud computing sector [1] - OpenAI has reportedly signed a five-year agreement to purchase USD 300 billion worth of computing power from Oracle, highlighting the growing collaboration between AI and cloud services [1] Group 2 - The four major North American cloud providers—Google, Microsoft, Meta, and Amazon—have significantly increased their capital expenditures, totaling USD 87.4 billion in Q2 2025, a 69% year-over-year increase and a 23% quarter-over-quarter increase [1] - Analysts predict that the demand for AI servers will continue to grow, with major cloud service providers expected to maintain double-digit growth in procurement to meet the needs for AI training and inference [1]

Group 1 - Cloud computing stocks continue to rise, with notable increases in companies such as GDS Holdings (up 18% to HKD 39.6), Alibaba (up 6.56% to HKD 152.7), New Oriental (up 3.63% to HKD 7.13), and Kingsoft Cloud (up 3.14% to HKD 8.87) [1] - Oracle reported a future contract revenue increase of USD 317 billion for Q1 of fiscal year 2026, indicating strong demand for cloud services [1] - OpenAI has reportedly signed a deal to purchase USD 300 billion worth of computing power from Oracle over approximately five years, highlighting the growing collaboration between AI and cloud computing [1] Group 2 - Analysts predict ongoing collaboration opportunities between OpenAI and Oracle in AI server infrastructure, driven by the demand from OpenAI's Stargate project [2] - Major cloud service providers (CSPs) like Microsoft, Google, Oracle, and Chinese internet giants are expected to maintain double-digit growth in AI server procurement to meet the increasing computational needs for AI training and inference [2] - In Q2 2025, the combined capital expenditure of the four major North American cloud providers reached USD 87.4 billion, reflecting a 69% year-over-year increase and a 23% quarter-over-quarter increase [1]

Group 1 - Zai Ding Pharmaceutical increased by over 11% [1] - GDS Holdings rose by over 7% [1] - Hesai Technology, Kingsoft Cloud, and Alibaba each saw an increase of over 4% [1] - NIO experienced a rise of over 3% [1] - Baidu, NetEase, and Manbang Group all increased by over 2% [1]

每经AI快讯，热门中概股大涨，再鼎医药涨超11%，万国数据涨超7%，金山云、阿里巴巴涨超4%，蔚 来涨超3%，百度、网易、满帮涨超2%。 ...

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%。 ...