不过，瑞银认为若此次交易成功完成，将对本地写字楼市场有正面意义，因交易的退出收益率(exit yield)仅为2.5%，甚至低于置地控股于今年4月出售交易广场一期楼面时的成交水平。另外，报道指阿里 是次可能购入27万平方英尺楼面，较其现有办公面积增加10万平方英尺。 该信息由智通财经网提供 智通财经APP获悉，瑞银发布研报称，日前有报道表示阿里巴巴-W(09988)正考虑购置铜锣湾新甲厦"港 岛壹号中心"共13层楼面及命名权。目前集团租用九龙仓置业(01997)旗下时代广场10层共17万平方英尺 楼面，租约将于2028年到期。该行认为若阿里巴巴迁出，将令时代广场空置率上升16个百分点，而时代 广场截至今年6月底止的租用率为90%。予九置"中性"评级，目标价20港元。 报告中称，按时代广场上半年写字楼租金每平方英尺54元计算，瑞银估算九置每年租金收入损失达1.1 亿元，相当于去年盈利的1%。考虑到希慎兴业(00014)铜锣湾物业组合的资产提升工程(AEI)将于2026至 27年完成，预期时代广场在零售与写字楼层面仍将持续承压。 ...

【导读】A股放假，外围暴涨！ 中国基金报记者 泰勒 兄弟姐妹们啊，趁着A股放假，外围市场"偷袭"暴涨，一起看看发生了什么事情。 A股放假，外围暴涨 10月2日，亚太市场全线暴涨。 港股今日开盘，低开高走，截至发稿，恒生指数大涨近2%，恒生科技指数暴涨近4%。 个股方面，中芯国际暴涨超11%，阿里巴巴涨超4%，腾讯涨超2%。 | 韩国股市暴涨近3%，突破了3500点。 | | --- | 台股大涨超1.6%。 欧洲股市开盘，集体高开。 背后发生了什么？ 按照惯例，泰勒在景区依旧为大家找到了今天外围市场大涨的原因。 首先是OpenAI的原因。 第二，降息的预期。 芯片相关个股领涨。三星电子上涨4.3%，SK海力士在获OpenAI点名合作后大涨 10%，推动韩国股市创下历史新高。 OpenAI首席执行官萨姆·阿尔特曼周三签署意向书，邀请上述两家韩国公司参与其全球数据中心建设计划——这一计划涵盖从英伟达到甲骨文在内的 行业巨头。 OpenAI还以5000亿美元的创纪录估值完成了股份出售，使这家ChatGPT 开发商跃升为全球估值最高的初创公司。 KB证券管理董事金彼得表示， "科技股仍在上演'违背地心引力'的行情。我 ...

报告中称，按时代广场上半年写字楼租金每平方英尺54元计算，瑞银估算九置每年租金收入损失达1.1 亿元，相当于去年盈利的1%。考虑到希慎兴业(00014)铜锣湾物业组合的资产提升工程(AEI)将于2026至 27年完成，预期时代广场在零售与写字楼层面仍将持续承压。 不过，瑞银认为若此次交易成功完成，将对本地写字楼市场有正面意义，因交易的退出收益率(exit yield)仅为2.5%，甚至低于置地控股于今年4月出售交易广场一期楼面时的成交水平。另外，报道指阿里 是次可能购入27万平方英尺楼面，较其现有办公面积增加10万平方英尺。 瑞银发布研报称，日前有报道表示阿里巴巴-W(09988)正考虑购置铜锣湾新甲厦"港岛壹号中心"共13层 楼面及命名权。目前集团租用九龙仓置业(01997)旗下时代广场10层共17万平方英尺楼面，租约将于 2028年到期。该行认为若阿里巴巴迁出，将令时代广场空置率上升16个百分点，而时代广场截至今年6 月底止的租用率为90%。予九置"中性"评级，目标价20港元。 ...

Volvo Cars sold 63,212 cars in September, up 1%compared to the same period last year, the Sweden-based company said on Thursday. ...

Group 1 - The Hang Seng Tech Index rose over 3%, reaching a nearly four-year high, driven by gains in major tech stocks such as Kuaishou, Baidu, Alibaba, JD.com, and Tencent [1] - The Hang Seng Tech Index increased by 9.2% in September, with valuations of Hong Kong internet giants converging rapidly with those of their overseas counterparts [1] - Analysts believe that domestic tech giants are entering a phase of increased AI investment, similar to the significant capital expenditures seen from Microsoft and Meta in mid-2023 [1] Group 2 - Morgan Stanley raised Alibaba's target price to HKD 240, citing a continuous acceleration in Alibaba Cloud's revenue growth, driven by demand in generative AI across various sectors [2] - Guotai Junan Securities adjusted Baidu's target price to HKD 176, maintaining an "overweight" rating, as the market begins to reassess the commercial viability of Baidu's AI initiatives [2] - Dongfang Securities noted that Kuaishou could maintain its leading position through model iteration, with the 2.5 Turbo version expected to drive user growth and revenue due to a combination of performance upgrades and a 30% price reduction [2]

Core Viewpoint - The Hong Kong stock market saw significant gains in major indices, particularly the Hang Seng Technology Index, which rose nearly 4% [1] Group 1: Market Performance - The Hang Seng Technology Index experienced a notable increase of nearly 4% in the afternoon session [1] - Key stocks that contributed to this rise include: - SMIC (中芯国际) up over 11% - Hua Hong Semiconductor (华虹半导体) up over 8% - Kuaishou (快手) up nearly 8% - BYD Electronics (比亚迪电子), NIO (蔚来), and Baidu (百度) each up over 6% - Alibaba (阿里巴巴) up over 4% [1][2] Group 2: Individual Stock Performance - Notable stock performances include: - SMIC (00981) with a gain of 11.06% - Hua Hong Semiconductor (01347) with a gain of 8.63% - Kuaishou (01024) with a gain of 7.92% - BYD Electronics (00285) with a gain of 6.63% - NIO (09866) with a gain of 6.53% - Baidu (09888) with a gain of 6.01% - Alibaba (09988) with a gain of 4.35% - JD.com (09618) with a gain of 3.25% - BYD Company (01211) with a gain of 3.18% [2]

Group 1 - The U.S. federal government officially shut down, affecting over 600,000 federal employees who will be on unpaid leave, raising concerns about a potential short-term increase in unemployment rates [3] - The government shutdown adds uncertainty to U.S. economic growth momentum and the Federal Reserve's monetary policy direction [3] - Fitch Ratings indicated that the government shutdown will not impact the U.S. sovereign rating in the short term, while S&P noted that the shutdown could reduce GDP by 0.1-0.2 percentage points per week [3] Group 2 - The Hong Kong Stock Connect recorded a net inflow of HKD 15.4 billion on Tuesday, with Alibaba (09988.HK) seeing the highest net inflow of HKD 3.6 billion, followed by the Tracker Fund of Hong Kong (02800.HK) [3] - Conversely, UBTECH (09880.HK) experienced the largest net outflow of HKD 63 million, followed by Crystal International (02228.HK) [3]

Core Insights - Alibaba's mapping app Amap achieved over 360 million daily active users on the first day of China's eight-day National Day holiday, marking a record high for the platform [1] Company Summary - Amap's user engagement reached an all-time high, indicating strong performance and popularity during a significant holiday period in China [1]

科技指数相关个股表现突出 快手-W(01024.HK)表现格外引人注目，截至午间收盘，涨6.56%，报90.15港元，盘中最高触及91.40港元。该股近期表现持续强势，5日 涨幅已超20%，年初至今涨幅更是高达120%。 阿里巴巴-W(09988.HK)涨3.95%，报184.00港元。该股年内涨幅已超120%，20日累计涨幅超35%，显示持续受到资金追捧。 百度集团-SW(09888.HK)涨4.50%，报139.30港元。该股5日涨幅达6.84%，20日涨幅达46.17%。 港股午间收盘，恒生指数涨1.45%， 恒生科技指数涨2.66%。 个股方面，天齐锂业涨超13%，赣锋锂业涨超10%，中芯国际涨超9%，蓝思科技涨超 8%，快手涨超6%，华虹半导体、比亚迪电子涨超5%，宁德时代涨超4%。 为何市场看好科技股？ 国信证券分析指出，港股互联网巨头估值正与海外同类公司快速收敛。当前腾讯与Meta、阿里与谷歌的估值水平已回到相似水位。 国泰海通则维持百度集团"增持"评级，上调目标价至176港元。报告指出，百度依托自研AI模型，加强赋能多项业务，深度思考模型文心 X1.1在多项指标上显著提升，基准测试整体效果已与 ...

Core Viewpoint - Alibaba's stock price reached a new high since August 2021, driven by strong growth in cloud computing and e-commerce, leading to a significant increase in its target price by Morgan Stanley [1] Group 1: Stock Performance - Alibaba's stock rose over 4% during trading, reaching HKD 184.8, marking the highest price since August 2021 [1] - The stock has accumulated a gain of over 125% year-to-date [1] Group 2: Analyst Insights - Morgan Stanley predicts that growth in cloud computing and e-commerce will support a higher valuation for Alibaba [1] - The target price for Alibaba's Hong Kong stock has been raised significantly from HKD 165 to HKD 240 [1]