Market Performance - The Hong Kong stock market experienced a strong rebound, with the Hang Seng Index closing at 26,622.88 points, up 494.86 points, a rise of 1.89% [1] - The Hang Seng Tech Index surged by 129.14 points, closing at 6,324.25 points, reflecting a gain of 2.08% [1] Fund Flow - Despite the strong performance of the Hong Kong stocks, southbound funds showed a cautious attitude, with a net sell of over 1.6 billion HKD by the close [3] - In the previous week, southbound funds had a net buy of approximately 44 billion HKD in Hong Kong stocks [3] - Analysts suggest that the net selling may be related to the upcoming National Day and Mid-Autumn Festival holidays, as the A-shares will be closed for 8 days, leading to a temporary exit of some southbound funds [3] Sector Performance - Chinese brokerage stocks saw significant gains, with Huatai Securities (06886.HK), GF Securities (01776.HK), and Shenwan Hongyuan Hong Kong (00218.HK) rising over 12% [5] - Other notable performers included CITIC Securities (06030.HK) and Dongfang Securities (03958.HK), both up over 11% [5] - Tech stocks also performed well, with Alibaba-W (09988.HK) and Kuaishou-W (01024.HK) rising over 4%, and JD Group (09618.HK) increasing over 3% [7] - Gold stocks and lithium battery stocks also saw gains, with Tongguan Gold (00340.HK) up over 6% and CATL (03750.HK) up over 3% [7] Market Outlook - Huatai Securities noted a historical pattern in the Hong Kong market, indicating a "pre-holiday defense, mid-holiday rally, and post-holiday switch" effect [8] - Despite the closure of the southbound trading, internal factors are expected to remain more significant than external ones, with investor focus on domestic consumption data and fourth-quarter policy strength [9] - Historical data suggests a high success rate for "holding stocks over the holiday," with recommendations to maintain allocations in growth and consumer sectors before the holiday and shift to defensive positions afterward [9]

Market Performance - The Hong Kong stock market experienced a strong rebound, with the Hang Seng Index closing at 26,622.88 points, up 494.86 points, a rise of 1.89% [1] - The Hang Seng Tech Index surged by 129.14 points, closing at 6,324.25 points, reflecting a gain of 2.08% [1] Capital Flow - Despite the strong performance of the Hong Kong market, southbound capital showed a cautious attitude, with a net sell of over 1.6 billion HKD by the close [3] - In the previous week, southbound capital had a net buy of approximately 44 billion HKD, indicating a shift in sentiment possibly related to the upcoming National Day and Mid-Autumn Festival holidays [3] Sector Performance - Chinese brokerage stocks saw significant gains, with Huatai Securities, GF Securities, and Shenwan Hongyuan Hong Kong all rising over 12% [6] - Other sectors also performed well, including tech stocks like Alibaba and Kuaishou, which rose over 4%, and gold stocks, with Tongguan Gold increasing over 6% [8] Market Outlook - Huatai Securities noted a historical pattern in the Hong Kong market characterized by a "defensive stance before holidays, a rally during holidays, and a switch post-holiday," suggesting a potential strategy for investors [9] - The firm emphasized that internal factors may outweigh external ones, with a focus on domestic consumption data and policy measures for the fourth quarter [9] - Recommendations include maintaining positions in growth and consumer sectors before the holiday and shifting to defensive strategies afterward, with a focus on technology, consumer goods, and local financial stocks [9]

每经AI快讯，9月29日，利弗莫尔证券显示，合肥晶合集成电路股份有限公司向港交所提交上市申请 书，独家保荐人为中金公司（601995）。 ...

合肥晶合集成电路股份有限公司向港交所提交上市申请书，独家保荐人为中金公司。 ...

Core Insights - The 2024 World Artificial Intelligence Conference focused on the theme of "AI Scale New Economy," exploring the development of general artificial intelligence and investment trends, emphasizing the integration of industry and investment to promote new productive forces [1][3] - The Chinese government has initiated the "Artificial Intelligence +" action to promote deep integration of AI technology across various industries, marking a significant policy shift towards an AI-driven economy [3] - CICC's Chairman highlighted the rapid global impact of AI technologies, particularly ChatGPT, and the necessity of financial support for technological advancements, with CICC having sponsored over 50 companies listed on the Sci-Tech Innovation Board, raising over 200 billion yuan [5][6] Investment Opportunities - CICC's research estimates that the market demand for China's AI industry will reach 5.6 trillion yuan by 2030, with total investment in the AI sector exceeding 10 trillion yuan from 2024 to 2030, presenting significant business opportunities for AI-related companies and financial institutions [5][6] - The forum featured insights from Nobel laureate Thomas Sargent, who noted that the development of AI technologies will lead to increasing returns to scale and decreasing costs, which could lower information friction and transaction costs in the economy [10] Economic Impact - CICC's report "AI Economics" suggests that AI advancements could increase China's GDP by 9.8% by 2035 compared to baseline scenarios, translating to an additional annual growth rate of 0.8 percentage points over the next decade [13] - The report emphasizes that AI, as a general-purpose technology, will reshape production relationships and has profound implications for digital governance, market competition, and international relations [13] Industry Development - The forum included discussions on the development of general artificial intelligence and investment trends, with participation from industry leaders and experts who explored opportunities for technological and commercial advancements [18][20] - CICC continues to focus on AI technology, conducting in-depth research and broadening its engagement in emerging technologies to foster development and breakthroughs in the AI sector [20]

Group 1 - The core viewpoint of the news is that Chinese brokerage stocks in the Hong Kong market have surged significantly, driven by the central bank's announcement of a more accommodative monetary policy [1] - Huatai Securities saw a nearly 18% increase, while Citic Securities and GF Securities rose over 14% [1][2] - Other notable gains include Dongfang Securities and Zhongzhou Securities, both up over 12%, and China Galaxy, CICC, Guolian Minsheng, and Xingsheng International, all rising over 10% [1][2] Group 2 - The central bank's meeting emphasized the need to implement a moderately accommodative monetary policy, encouraging financial institutions to increase credit supply [1] - The policy aims to effectively utilize securities, fund, and insurance company swap facilities, as well as stock repurchase and refinancing [1]

Core Viewpoint - CICC's stock price increased by 5.04% to 37.53 CNY per share, with a trading volume of 1.278 billion CNY and a market capitalization of 181.167 billion CNY as of September 29 [1] Company Overview - China International Capital Corporation (CICC) was established on July 31, 1995, and listed on November 2, 2020 [1] - The company is headquartered in Beijing and operates in various financial services, including investment banking, equity sales and trading, fixed income, commodities, wealth management, and investment management [1] - CICC's revenue composition is as follows: Wealth Management 32.73%, Equity Business 20.81%, Fixed Income 17.37%, Investment Banking 12.11%, Other 8.25%, Asset Management 5.14%, Private Equity 3.60% [1] Fund Holdings - Tianhong Fund holds a total of 3.3378 million shares of CICC across two funds, with a floating profit of approximately 6.008 million CNY based on the current stock price [2] - The Tianhong CSI All-Share Securities Company ETF (159841) reduced its holdings by 1.0449 million shares in Q2, now holding 3.2827 million shares, representing 2.14% of the fund's net value [2] - The Tianhong CSI All-Share Securities Company ETF Initiated Link A (008590) also reduced its holdings by 12,300 shares in Q2, now holding 55,100 shares, representing 0.09% of the fund's net value [2]

来源：新浪基金∞工作室 申万菱信中证申万证券行业指数A（163113）成立日期2021年1月1日，最新规模16.73亿。今年以来收益 3.84%，同类排名3850/4221；近一年收益27.85%，同类排名2710/3836；成立以来收益56.99%。 申万菱信中证申万证券行业指数A（163113）基金经理为王赟杰。 截至发稿，王赟杰累计任职时间5年71天，现任基金资产总规模35.46亿元，任职期间最佳基金回报 54.86%， 任职期间最差基金回报-31.09%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 9月29日，中金公司涨5.04%，截至发稿，报37.53元/股，成交12.75亿元，换手率1.19%，总市值1811.67 亿元。 资料显示，中国国际金融股份有限公司位于北京市建国门外大街1号国贸大厦2座6层、26层、27层及28 层,香港中环港景街1号国际金融中心第1期29楼，成立日期1995年7月31日，上市日期2020年11月2日， 公司主营业务涉及中国国际 ...

来源：新浪基金∞工作室 数据显示，建信基金旗下1只基金重仓中金公司。建信中证全指证券公司ETF（515560）二季度减持 1.64万股，持有股数13.28万股，占基金净值比例为2.14%，位居第十大重仓股。根据测算，今日浮盈赚 取约23.9万元。 建信中证全指证券公司ETF（515560）成立日期2020年6月29日，最新规模2.2亿。今年以来收益 4.44%，同类排名3803/4221；近一年收益31.07%，同类排名2436/3836；成立以来收益11.38%。 建信中证全指证券公司ETF（515560）基金经理为龚佳佳。 截至发稿，龚佳佳累计任职时间6年222天，现任基金资产总规模6.06亿元，任职期间最佳基金回报 44.21%， 任职期间最差基金回报-53.01%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 9月29日，中金公司涨5.04%，截至发稿，报37.53元/股，成交12.72亿元，换手率1.19%，总市值1811.67 亿元。 资料显示，中国国际金 ...

数据显示，银河基金旗下2只基金重仓中金公司股票，合计持有中金公司37.97万股，按前一日收盘35.73 元，今日截止发稿股价37.53元计算，日浮盈68.35万元。 来源：新浪基金∞工作室 9月29日，中金公司涨5.04%，截至发稿，报37.53元/股，成交12.75亿元，换手率1.19%，总市值1811.67 亿元。 资料显示，中国国际金融股份有限公司位于北京市建国门外大街1号国贸大厦2座6层、26层、27层及28 层,香港中环港景街1号国际金融中心第1期29楼，成立日期1995年7月31日，上市日期2020年11月2日， 公司主营业务涉及中国国际金融股份有限公司主要从事投资银行、股本销售及交易、固定收益、大宗商 品及货币、财富管理及投资管理业务。该公司通过六大分部运营业务。投资银行分部从事提供投资银行 服务。股本销售及交易分部从事提供股本销售及交易服务。固定收益分部从事金融产品交易以及提供产 品结构化设计、固定收益销售及期货经纪服务。财富管理分部从事提供财富管理产品及服务。投资管理 分部从事设计及提供资产管理产品及服务。其他分部从事其他业务及后台支持业务。主营业务收入构成 为：财富管理32.73%，股票业 ...