Group 1 - The majority of popular Chinese concept stocks experienced a decline, with the Nasdaq Golden Dragon China Index falling by 1.56% [1] - Kingsoft Cloud saw an initial drop of over 10%, while Daqo New Energy fell by more than 8% [1] - NIO, Li Auto, Global Data, and Bilibili all recorded declines of at least 4%, whereas New Oriental rose by over 1% and Xpeng increased by 2.5% [1]

小鹏汽车-W为近一个月首次上榜，当日港股通成交额为27.31亿港元，成交净卖出2.91亿港元，该股当 日收盘上涨5.03%。（数据宝） 9月26日港股通成交活跃股榜单 | 证券 | 证券简称 | 成交金额（亿 | 净买入金额（亿 | 近一个月上 | 最新收盘价 | 日涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | 代码 | | 港元） | 港元） | 榜次数 | （港元） | （%） | | 00700 | 腾讯控股 | 50.95 | 7.93 | 23 | 644.000 | -0.92 | | 00981 | 中芯国际 | 89.14 | -1.46 | 23 | 72.950 | -5.01 | | 01810 | 小米集团-W | 139.46 | 6.05 | 23 | 54.650 | -8.07 | | 09988 | 阿里巴巴-W | 175.01 | 24.12 | 23 | 166.500 | -3.20 | | 01347 | 华虹半导体 | 42.45 | -2.12 | 18 | 68.250 | 3.02 | | 09880 ...

Core Points - The Hang Seng Index fell by 1.35% on September 26, closing at 26,128.20 points, while southbound funds through the Stock Connect recorded a net inflow of HKD 10.541 billion [1] - The total trading volume for the Stock Connect on September 26 was HKD 160.921 billion, with a net buy of HKD 10.541 billion [1] - In the Shanghai Stock Connect, the trading volume was HKD 101.109 billion with a net buy of HKD 7.366 billion, while in the Shenzhen Stock Connect, the trading volume was HKD 59.812 billion with a net buy of HKD 3.174 billion [1] Trading Activity - The most actively traded stock in the Shanghai Stock Connect was Alibaba-W, with a trading volume of HKD 11.062 billion, followed by Xiaomi Group-W and SMIC, with trading volumes of HKD 7.476 billion and HKD 5.598 billion respectively [1] - In terms of net buy amounts, Xiaomi Group-W led with a net buy of HKD 2.274 billion, despite its closing price dropping by 8.07% [1] - The stock with the highest net sell amount was Xpeng Motors-W, with a net sell of HKD 224 million, while its closing price increased by 5.03% [1] Shenzhen Stock Connect Activity - In the Shenzhen Stock Connect, Xiaomi Group-W had the highest trading volume at HKD 6.471 billion, followed closely by Alibaba-W and SMIC, with trading volumes of HKD 6.439 billion and HKD 3.316 billion respectively [2] - Alibaba-W recorded the highest net buy amount in the Shenzhen Stock Connect at HKD 2.035 billion, despite a closing drop of 3.20% [2] - Xiaomi Group-W also had the highest net sell amount in the Shenzhen Stock Connect, with a net sell of HKD 1.669 billion, closing down by 8.07% [2]

★ 宏观动态 ★ 中国炼焦行业协会：从未发布或授权任何关于"强制限产""联合提价"的通知或倡议 9月26日，中国炼焦行业协会发布严正声明：中国炼焦行业协会从未发布或授权任何关于"强制限产""联合提 价"的通知或倡议。协会始终严格遵守国家法律法规，坚决维护公平竞争的市场环境。涉事机构及个人应立即 停止侵权行为，协会保留追究其法律责任的权利。 外汇局：8月我国国际收支货物和服务贸易进出口规模42818亿元，同比增长2% 8月，我国国际收支货物和服务贸易进出口规模42818亿元，同比增长2%。其中，货物贸易出口21395亿元，进 口15202亿元，顺差6193亿元；服务贸易出口2546亿元，进口3675亿元，逆差1129亿元。服务贸易主要项目 为：旅行服务进出口规模1887亿元，运输服务进出口规模1745亿元，其他商业服务进出口规模996亿元，电 信、计算机和信息服务进出口规模583亿元。按美元计值，8月，我国国际收支货物和服务贸易出口3357亿美 元，进口2647亿美元，顺差710亿美元。 教育部等六部门印发《县域普通高中振兴行动计划》 据央视新闻报道，我国有近60%的高中学生，是在县域中学读书，县中办得好不好， ...

Group 1 - Xpeng is increasing its exposure to the European market through partnerships with regional dealerships [2] - This move is part of a broader strategy to enhance competition with other players in the market [2]

Company News - Starbucks announced a $1 billion restructuring plan, which includes closing stores and laying off 900 employees, with $150 million allocated for employee severance compensation [1] - Boeing's stock rose over 3% in pre-market trading, as reports indicate that the company has sought to produce 42 units of the 737 MAX aircraft per month [1] - Xpeng Motors saw a nearly 5% increase in pre-market trading, following the Ministry of Commerce's announcement regarding the implementation of export license management for pure electric passenger vehicles [1] Market Dynamics - Major U.S. stock index futures are up, with the Dow futures rising by 0.15%, S&P 500 futures up by 0.09%, and Nasdaq futures increasing by 0.03% [1] - European major stock indices are also up, with the FTSE 100 rising by 0.5%, CAC 40 increasing by 0.7%, and DAX up by 0.6% [1] - Popular Chinese concept stocks are down in pre-market trading, with Bilibili falling nearly 4%, and Alibaba and JD.com both down nearly 2% [1]

Core Viewpoint - Xiaopeng Motors (XPEV) has officially entered five new markets in Europe, including Switzerland, Austria, Hungary, Slovenia, and Croatia, and plans to launch pop-up stores in three cities this fall to showcase its 2025 models [1] Group 1: Market Expansion - Xiaopeng Motors has announced its entry into the European markets of Switzerland, Austria, Hungary, Slovenia, and Croatia [1] - The company will launch pop-up stores in Budapest, Ljubljana, and Zagreb this fall to display the 2025 models of Xiaopeng G6 and G9 [1] Group 2: Technological Development - Xiaopeng Motors' subsidiary, Guangzhou Xiaopeng Motors Technology, has revealed a patent for a humanoid robot [1] - The patent describes a mechanical arm connected to a robot body via a movable support, enhancing the arm's flexibility and improving the humanoid appearance of the robot [1]

Group 1 - Xiaomi has established its first electric vehicle R&D and Design Center in Munich, Germany, marking its entry into the global automotive market [2][3] - The center is part of Xiaomi's strategy to enter the European market by 2027, confirming its focus on this region [2][3] - The popularity of Xiaomi's SU7 and YU7 vehicles in China, with the YU7 SUV receiving over 289,000 orders within an hour of its launch, indicates strong domestic demand [3] Group 2 - Other Chinese EV manufacturers are also expanding in Europe, with Xpeng planning to enter five countries and BYD experiencing a 225% sales surge in the region [4]

Core Insights - The Hong Kong stock market saw a net inflow of 10.541 billion HKD from Northbound trading on September 26, with the Shanghai Stock Connect contributing 7.366 billion HKD and the Shenzhen Stock Connect contributing 3.174 billion HKD [1] Group 1: Stock Performance - Alibaba-W (09988) received the highest net inflow of 5.720 billion HKD, with total trading volume of 11.062 billion HKD, reflecting a net increase of 3.77 billion HKD [2] - Horizon Robotics-W (09660) attracted a net inflow of 8.63 billion HKD, with plans to use proceeds from a share placement to expand overseas market operations and invest in emerging fields [5] - Tencent (00700) saw a net inflow of 7.92 billion HKD, supported by its global digital ecosystem conference focusing on AI and internationalization [5] - Xiaomi Group-W (01810) recorded a net inflow of 6.05 billion HKD, despite a stock price drop following a product launch event [5] Group 2: Market Trends - Northbound trading has shown a strong interest in technology and AI-related stocks, with significant inflows into companies like Alibaba and Horizon Robotics, indicating a growing demand for digital transformation and AI solutions [4][5] - The semiconductor sector faced selling pressure, with SMIC (00981) and Hua Hong Semiconductor (01347) experiencing net outflows of 1.45 billion HKD and 2.12 billion HKD respectively, amid concerns over U.S. government regulations on semiconductor production [6]

每经AI快讯，9月26日，小鹏汽车美股盘前涨超5%。 ...