Short Selling Ratios - The top three companies with the highest short selling ratios are SenseTime-WR (80020), Anta Sports-R (82020), and Li Ning-R (82331), all at 100.00% [1][2] - Other notable companies with significant short selling ratios include BYD Company-R (81211) at 79.06% and JD Health-R (86618) at 77.31% [2] Short Selling Amounts - Alibaba-SW (09988) leads in short selling amount with 4.715 billion, followed by Tencent Holdings (00700) at 2.280 billion and Baidu Group-SW (09888) at 1.299 billion [3] - Other companies with substantial short selling amounts include Meituan-W (03690) at 1.140 billion and Zijin Mining (02899) at 0.844 billion [3] Deviation Values - The highest deviation values are recorded for SenseTime-WR (80020) at 51.53%, Li Ning-R (82331) at 36.92%, and JS Global Life (01691) at 33.07% [1][3] - Other companies with notable deviation values include Ping An Insurance-R (82318) at 30.67% and China Pacific Insurance (02601) at 26.19% [3]

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]

Group 1 - Oracle's stock surged by 32.7% following a significant increase in cloud database revenue, which rose by 1529% in the last quarter [1] - Synopsys experienced a decline of 26.9% due to Q3 performance and Q4 guidance falling short of expectations [1] - Chewy, the pet e-commerce company, saw an 8.7% drop in stock price as Q2 net profit significantly decreased year-over-year [1] Group 2 - GameStop's stock increased by 5.8% as Q2 revenue exceeded expectations [1] - Bilibili's stock rose by 5.6%, with plans to launch a new card game titled "Three Kingdoms: Hundred Generals Card" during the upcoming Spring Festival next year [1]

| 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 ...

Core Viewpoint - The Hong Kong stock market experienced significant net inflows from northbound trading, with a total net buy of HKD 75.66 billion on September 10, 2023, indicating strong investor interest in certain stocks [1]. Group 1: Stock Performance - Alibaba-W (09988) received the highest net buy of HKD 45.11 billion, driven by the launch of its "Gaode Street Ranking" and a support plan for offline businesses [4]. - Bilibili-W (09626) saw a net buy of HKD 3.62 billion, with the announcement of its new game "Three Kingdoms Hundred Generals Card" expected to attract significant daily active users [5]. - Xiaomi Group-W (01810) faced a net sell of HKD 4.4 billion due to internal issues related to a senior employee's misconduct [7]. Group 2: Other Notable Stocks - Meituan-W (03690) and Semiconductor Manufacturing International Corporation (00981) also experienced notable trading activity, with net buys of HKD 1.77 billion and HKD 1.61 billion respectively [7][5]. - The overall trading volume for Alibaba-W was HKD 109.02 billion, with a net inflow of HKD 24.26 billion [2]. - Tencent (00700) had a net sell of HKD 710.9 million, reflecting a decline in investor confidence [7]. Group 3: Market Trends - Northbound trading from the Shanghai and Shenzhen stock exchanges contributed significantly to the overall market activity, with net buys of HKD 25.36 billion and HKD 50.3 billion respectively [1]. - The market is showing a trend of increased interest in technology and gaming stocks, as evidenced by the performance of Alibaba and Bilibili [4][5].

（文章来源：每日经济新闻） 每经AI快讯，9月10日，哔哩哔哩美股盘前续涨超5%，上一交易日收涨近7%。 ...

Group 1 - Bilibili's stock price increased by over 5% in pre-market trading on September 10 [1] - The previous trading day saw a nearly 7% rise in Bilibili's stock [1]

Group 1 - Goldman Sachs reported that Bilibili-W (09626) participated in the Goldman Sachs Asia Pacific Leaders Forum, discussing its game product line and release schedule [1] - The management highlighted that "Three Kingdoms: Hundred Generals Card" is expected to become a major title with daily active users (DAU) reaching millions, set to launch during the 2026 Spring Festival [1] - "Dudu Face Prank" is a mobile anime RPG featuring cute characters, expected to launch in Q4 of this year [1] - "Escape from Duckkov" is a single-player top-down shooting looter PC game, also expected to launch in Q4 of this year [1] Group 2 - Bilibili indicated that the gaming industry advertising performance was robust in the first half of the year, with major game publishers increasing their ad spending on the platform year-on-year [1] - The 3C digital business experienced unexpected growth in Q2, driven by the 618 shopping festival and national subsidies [1] - The home and household goods sector also benefited from subsidies and performed well during the 618 period, with trends expected to continue until the end of the year [1] Group 3 - The company reported a double-digit year-on-year growth in eCPM (average revenue per 1,000 ad impressions) in Q1, attributed to an expanded client base and improved conversion through algorithm optimization [1] - By Q2 of 2025, the proportion of deep conversions is expected to double, with plans to test AI-generated personalized titles and covers in the second half of 2025 to enhance ad click-through rates [1]

消息面上，高盛发表报告指，哔哩哔哩参与了该行所行的高盛亚太领袖论坛，就游戏产品线与发行时程 方面，公司指《三国：百将牌》为非对称策略休闲卡牌游戏，管理层预计将成为每日活跃用户(DAU)达 百万级别的大作，2026年春节期间正式推出。 （原标题：美股异动｜哔哩哔哩盘前续涨超5%，预计将于明年春节推出卡牌新游《三国：百将牌》） 另外，哔哩哔哩指上半年游戏行业广告表现稳健，主要游戏发行商于公司平台投放按年增长，小游戏亦 有市占。3C数码业务受618购物节与国家补贴带动，第二季增长超预期；家居及家品亦受益于补贴及 618期间表现理想，趋势可望延续至年底。高盛维持对其"买入"评级及目标价205港元。(格隆汇) 哔哩哔哩(BILI.US)盘前续涨超5%，报25.34美元；该股周二收涨近7%。 ...

Core Viewpoint - Goldman Sachs released a report indicating that Bilibili (09626) participated in the Goldman Sachs Asia-Pacific Leaders Forum, discussing its game product line and release schedule, with expectations for significant user engagement and revenue growth [1] Group 1: Game Product Line and Release Schedule - Bilibili's management expects the game "Three Kingdoms: Hundred Generals Card" to achieve daily active users (DAU) in the millions, set to launch during the 2026 Spring Festival [1] - The mobile anime RPG "Dudu Face Prank" is expected to launch in Q4 of this year, focusing on cute characters [1] - The single-player top-down shooter "Escape from Duckkov" is also anticipated to be released in Q4 of this year [1] Group 2: Advertising and Industry Trends - The gaming industry advertising performance was robust in the first half of the year, with major game publishers increasing their ad spending on Bilibili's platform year-on-year [1] - The 3C digital business experienced unexpected growth in Q2, driven by the 618 shopping festival and national subsidies [1] - Home and household products also benefited from subsidies and performed well during the 618 period, with trends expected to continue until the end of the year [1] Group 3: Advertising Revenue and Optimization - The company's eCPM (average revenue per 1,000 ad impressions) saw double-digit year-on-year growth in Q1, attributed to an expanded client base and improved conversion rates from algorithm optimization [1] - By Q2 of 2025, the proportion of deep conversions is expected to double, with plans to test AI-generated personalized titles and covers in the second half of 2025 to enhance ad click-through rates [1]