Core Viewpoint - The Nasdaq Golden Dragon China Index saw an initial increase of 1.21%, indicating positive market sentiment towards Chinese stocks listed in the U.S. [1] Company Performance - NIO experienced a significant rise of 7.4% - Miniso increased by 5.4% - Yum China rose by 3.4% - Li Auto gained 2.8% - ZTO Express, Zai Lab, Bilibili, Baidu, and Kingsoft Cloud all saw increases of over 2% - Alibaba had a modest increase of 0.7% - Pony.ai declined by 1.2% - New Oriental fell by 2.8% [1] ETF Performance - KWEB ETF rose by 1.14% - CQQQ ETF increased by 0.7% - ASHR ETF decreased by 0.1% - ASHS ETF fell by 1.3% [1]

Core Viewpoint - Bilibili's stock price increased by 3.87% to $30.9 ahead of the market opening on February 5, following the announcement of a partnership with China Central Television for the 2026 Spring Festival Gala [1] Group 1 - Bilibili has secured exclusive rights to be the bullet screen video platform for the 2026 Spring Festival Gala [1] - Users will be able to watch the live broadcast of the gala on Bilibili and interact through real-time bullet comments on New Year's Eve [1]

Group 1 - Bilibili (BILI.US) shares rose by 3.87% to $30.90 in pre-market trading following the announcement of a partnership with China Central Television for the 2026 Spring Festival Gala, becoming the exclusive bullet screen video platform for the event [1] - Users will be able to watch the live broadcast of the Spring Festival Gala on Bilibili on New Year's Eve, with real-time bullet screen interaction [1] - Bilibili plans to increase its technical investment this year to significantly enhance the bullet screen experience compared to last year [1] Group 2 - The closing price of Bilibili on February 4 was $29.75, reflecting a decrease of 6.56% [1] - The stock's highest price in pre-market trading was $30.99, with a trading volume of 4.4391 million shares [1] - Bilibili's total market capitalization is approximately $1.2338 billion, with a total share count of 415 million [1]

Group 1 - The core viewpoint of the article highlights that U.S. listed Chinese stocks are mostly rising in pre-market trading on February 5, with notable increases in several companies [1] Group 2 - Bilibili saw a rise of 3% [1] - Yum China and NIO both increased by 2% [1] - Alibaba experienced a 2% increase, while Futu Holdings rose by 1% and Pinduoduo saw a slight increase of 0.3% [1]

2026年2月3日，港股科技股经历"黑色午间"。 外资为何突然不计成本地抛售？ 一份神秘的传闻名单正在市场疯传。 2026年2月3日，星期二，一个普通的交易日，却在午间前后上演了令无数投资者心跳骤停的一幕。 港股科技板块毫无征兆地集体"闪崩"，龙头腾讯控股盘 中跌幅一度超过5%，快手更是暴跌近7%。 短短几个小时，恒生科技指数跌幅超过4%，整个板块市值蒸发以数千亿港元计。 市场恐慌情绪迅速蔓延至A 股，引发连锁跳水。 指数放量破位，个股争相跳水。 这不仅仅是一次调整，更是情绪、资金与政策预期的三重绞杀。 带你复盘惊心动魄的每一刻。 这一切发生得极其突然。 上午开盘时，市场虽显疲弱，但并未出现崩塌迹象。 转折点发生在临近中午的11点前后，抛售盘如潮水般涌出，尤其是外资持股 集中的大型科技公司，成为被集中抛售的对象。 交易软件上的分时图，变成了一条条陡峭向下的直线。 从具体的个股表现来看，这是一场无差别的下跌。 被称为"定海神针"的腾讯控股，股价从上午的平稳走势，在午前突然放量下挫，最低时跌幅达到5.18%， 单日市值缩水超过3300亿港元。 以快手、哔哩哔哩为代表的短视频及内容平台公司跌幅更为惨烈，快手暴跌6. ...

Group 1 - The core point of the article highlights a decline in Hong Kong's tech stocks, with notable companies such as Bilibili, Tencent Music, and Kuaishou experiencing drops of over 2% [1] - Alibaba, Tencent Holdings, BOSS Zhipin, Alibaba Health, and NetEase also saw declines, indicating a broader trend in the tech sector [1] Group 2 - The article mentions specific stock performance, indicating that multiple key players in the tech industry are facing downward pressure [1]

Group 1 - Novo Nordisk's semaglutide sales reached 250.84 billion yuan in 2025, with a year-on-year growth of over 10% [5] - The sales breakdown includes 127.09 billion Danish kroner for Ozempic, 79.11 billion for Wegovy, and 22.09 billion for oral semaglutide [5] - In China, the total sales for all three semaglutide products amounted to 6.81 billion Danish kroner (approximately 7.49 billion yuan) [5] Group 2 - The Hong Kong High Court rejected Xu Jiayin's appeal regarding the appointment of a receiver and ordered him to pay 1.2 million HKD in legal fees by February 20 [6] - The National Healthcare Security Administration is conducting collective interviews with mental health insurance institutions to strengthen management and combat misuse of insurance funds [6][7] Group 3 - Panasonic's CFO announced potential layoffs could expand to 12,000 employees, following a previous plan to cut 10,000 jobs globally [8] - Multiple small and medium-sized banks have announced increases in deposit rates ahead of the Spring Festival, while some banks have opted to lower rates [8] Group 4 - Walmart's market capitalization surpassed 1 trillion USD, with a stock price increase of over 24% in the past year [10] - PayPal announced that Enrique Lores will take over as CEO on March 1, aiming to enhance execution efficiency and advance strategic initiatives [11] Group 5 - AMD reported a fourth-quarter net profit of 2.52 billion USD, with a year-on-year growth of 42% and revenue of 10.27 billion USD, exceeding market expectations [23] - Alphabet's fourth-quarter net profit was 34.455 billion USD, a 29.8% increase year-on-year, with total revenue of 113.83 billion USD [21]

Group 1 - Kingsoft Cloud experienced a decline of 7.81% [1] - GDS Holdings saw a drop of 6.95% [1] - Bilibili fell by 6.63% [1] - Neng Chain Intelligent Electric decreased by 5.64% [1] - Wanwu Xingsheng dropped by 5.63% [1]

Market Overview - The Dow Jones Industrial Average increased by 0.43% to 49,454.63, while the Nasdaq Index decreased by 0.17% to 23,215.58, and the S&P 500 rose slightly by 0.07% to 6,922.99 [1] - The Nasdaq 100 saw a decline of 0.40% to 25,238.22 [1] Major Technology Stocks - AMD experienced a significant drop of 11.00% [2] - SanDisk fell by 6.89% [2] - Oracle decreased by 3.72% [2] - Facebook (Meta Platforms) declined by 1.46% [2] - Broadcom saw a decrease of 1.16% [2] - NVIDIA and Amazon also experienced minor declines of 0.67% and 0.33% respectively [2] Chinese Concept Stocks - Major Chinese concept stocks collectively declined, with Kingsoft Cloud dropping over 5% [3] - Ctrip Group, NetEase, and Bilibili each fell by over 4% [3] - Baidu Group and Futu Holdings decreased by over 3% [3] Detailed Performance of Chinese Stocks - Kingsoft Cloud fell by 5.45% to 12.414 [4] - Ctrip Group decreased by 4.84% to 57.550 [4] - NetEase dropped by 4.20% to 122.970 [4] - Baidu Group declined by 3.60% to 139.640 [4] - Futu Holdings decreased by 3.52% to 154.155 [4] - Other notable declines include XPeng Motors (-2.10%), Tencent Music (-1.98%), and JD Group (-1.41%) [4]

作者：观察君 2月4日，港股收盘，恒生指数收涨0.05%，报26847.32点；恒生科技指数收跌1.84%，报5366.44点。 板块方面，煤炭股涨幅居前，兖矿能源涨超10%，中国神华涨超5%；芯片股走势疲软，上海复旦跌超 5%，华虹半导体跌近5%；科网股整体表现低迷，腾讯控股跌近4%，哔哩哔哩跌超3%；内房股集体走 高，世茂集团涨超14%，融创中国涨超8%。恒生指数成分股中，信义玻璃、中国神华、华润置地涨幅 靠前；携程集团-S、腾讯控股、网易-S跌幅居前。恒生科技指数成分股中，理想汽车-W、零跑汽车、 海尔智家涨幅靠前；金蝶国际、携程集团-S、同程旅行跌幅居前。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 ...