上周港股主要指数先抑后扬，今日三大指数高开，恒指涨0.35%，国指涨0.26%，恒生科技指数涨 0.19%。盘面上，大型科技股多数呈现上涨行情，阿里巴巴涨1.46%，京东、百度、美团、快手均上 涨，网易、小米飘绿；宁德时代枧下窝锂矿停产，锂电池概念股大涨，天齐锂业涨近15%，赣锋锂业涨 超11%，苹果上周飙升逾13%！创2020年7月以来最佳单周表现，港股苹果概念股普遍上涨，北京五环 外解除限购，稳楼市具信号意义，内房股普遍活跃，重型基建股、创新药概念股、内险股、建材水泥股 齐涨。另一方面，辅助生殖概念股下挫，锦欣生殖大跌9%，黄金股、餐饮股、电信股走低。(格隆汇) ...

8月11日，港股开盘，恒生指数涨0.35%，恒生科技指数涨0.19%。宁德时代枧下窝锂矿停产，锂矿股大 幅高开，天齐锂业涨近15%，赣锋锂业涨超10%；医药股回暖，百济神州、信达生物涨近2%。 ...

转自：证券时报 人民财讯8月11日电，港股开盘，恒生指数涨0.35%，恒生科技指数涨0.19%，创科实业涨1.7%，地平线 机器人涨1.77%，宁德时代涨近1%。天齐锂业涨近15%，赣锋锂业涨超11%。 ...

Industry Summary - Only two industries, non-ferrous metals and beauty care, received significant capital inflow this week, with net inflows of 687 million and 34.35 million respectively [1] - The computer and pharmaceutical industries experienced the highest net sell-offs, each exceeding 10 billion [1] Company Summary - The top three companies with the highest net inflows were Dazhong Laser, Chutianlong, and Tianqi Lithium, with net inflows of 1.019 billion, 781 million, and 662 million respectively [1] - The companies with the highest net outflows were Zhongji Xuchuang, Xinyi Sheng, and Hikvision, facing net outflows of 1.708 billion, 1.251 billion, and 1.244 billion respectively [1]

Core Viewpoint - Lithium stocks are experiencing renewed activity, with Tianqi Lithium (09696) rising by 3.62% to HKD 41.2 and Ganfeng Lithium (01772) increasing by 1.75% to HKD 27.92 [1] Group 1: Market Activity - As of August 8, lithium carbonate futures have surged, with the main LC2511 contract increasing by over 5% to CNY 75,340 per ton [1] - The market believes there is an increased probability of production halts in Jiangxi mines, leading to a bullish sentiment regarding a potential short-term supply shortage [1] Group 2: Supply and Demand Dynamics - Overall lithium carbonate supply remains high, while demand is showing steady growth, indicating a tight balance that supports the lithium carbonate market [1] - The third quarter is expected to exhibit seasonal strength, further reinforcing the market's stability [1]

Group 1 - Lithium stocks are becoming active again, with Tianqi Lithium (002466)(09696) rising by 3.62% to HKD 41.2 and Ganfeng Lithium (002460)(01772) increasing by 1.75% to HKD 27.92 [1] - On August 8, lithium carbonate futures surged, with the main LC2511 contract increasing by over 5% to CNY 75,340 per ton [1] - Galaxy Futures indicates that the significant increase in open interest reflects market belief in a higher probability of production halts in Jiangxi, leading to a speculative bet on a temporary supply shortage [1] Group 2 - The overall supply of lithium carbonate remains high, while demand shows steady growth, indicating a peak season characteristic in the third quarter [1] - The tight balance in the lithium carbonate market provides support for the futures prices [1]

Core Viewpoint - Lithium stocks are experiencing renewed activity, with Tianqi Lithium rising by 3.62% to HKD 41.2 and Ganfeng Lithium increasing by 1.75% to HKD 27.92, driven by rising lithium carbonate futures prices and market expectations of supply shortages [1] Group 1: Market Activity - As of the report, Tianqi Lithium's stock price is HKD 41.2, reflecting a 3.62% increase [1] - Ganfeng Lithium's stock price is HKD 27.92, showing a 1.75% rise [1] Group 2: Lithium Futures and Market Sentiment - On August 8, lithium carbonate futures saw a significant increase, with the main LC2511 contract rising over 5% to RMB 75,340 per ton [1] - Galaxy Futures indicates that the increase in open interest reflects market belief in a higher probability of production halts in Jiangxi, leading to speculative investments based on anticipated supply shortages [1] Group 3: Supply and Demand Dynamics - Overall lithium carbonate supply remains high, while demand is steadily increasing, suggesting a tight balance that supports lithium carbonate prices [1] - The third quarter is expected to exhibit seasonal demand characteristics, further reinforcing the market's support for lithium carbonate prices [1]

Group 1 - The Hang Seng Index closed at 25,081.63 points, up 0.69% [1] - The Hang Seng Tech Index closed at 5,546.73 points, up 0.26% [1] - The non-ferrous metals sector showed strength, with Tianqi Lithium rising over 7% and Chifeng Jilong Gold increasing nearly 6% [1]

每经AI快讯：北京时间8月7日16:00，恒生指数收盘上涨171.0点，涨幅为0.69%，报收25081.63点；国企 指数收盘上涨49.05点，涨幅为0.55%，报收8981.73点；红筹指数收盘上涨47.3点，涨幅为1.12%，报收 4264.97点。南向资金当日净流入6.61亿港元。曹操出行涨超18%，天齐锂业涨超7%，赤峰黄金涨近 6%；药明生物跌超5%，小米集团跌近4%。 | 指数 | 最新 | 涨跌幅 | | --- | --- | --- | | 恒生指数 | 25081.63 | 0.69% | | 国企指数 | 8981.73 | 0.55% | | 红筹指数 | 4264.97 | 1.12% | （记者 谭玉涵） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 ...

Group 1 - Lithium stocks experienced a midday surge, with Tianqi Lithium (09696) rising by 6.33% to HKD 39.3 and Ganfeng Lithium (01772) increasing by 2.88% to HKD 27.12 [1] - The main contract for lithium carbonate futures saw an intraday increase of 5%, reaching CNY 72,140 per ton [1] - A report from Huafu Securities indicated a significant rise in lithium carbonate prices in July, driven by disruptions in Jiangxi and Qinghai mines, along with an expected increase in production in August and price hikes in September due to the traditional peak season [1] Group 2 - Bohai Securities noted that market expectations regarding the "anti-involution" policy are gradually adjusting, leading to weakened sentiment supporting prices; despite a reduction in industry inventory, overall supply remains excessive with limited demand recovery, suggesting short-term price fluctuations [1] - In the medium to long term, the "anti-involution" policy is expected to dominate supply-side regulations in the industry, with a trend towards increased regulatory oversight that may optimize the future supply landscape of the lithium industry, thereby supporting the price center of lithium [1]