Group 1 - The monthly "golden stocks" list reflects the comprehensive research strength and stock selection ability of various brokerages, with 111 stocks included as of October 1, 2023 [1] - Notable stocks attracting institutional attention this month include Hikvision, Stone Technology, Huayou Cobalt, Ecovacs, and Luoyang Molybdenum, with sectors like electronics, automotive, and pharmaceuticals receiving broker recognition [1][2] - Institutions believe that favorable factors for A-share performance are still in play, with expectations for the market center to rise in October due to technological industry catalysts and long-term policy layout windows [1][6] Group 2 - Hikvision, Stone Technology, Huayou Cobalt, Ecovacs, and Luoyang Molybdenum received recommendations from two brokerages each, including Everbright Securities and Guojin Securities [2][3] - The electronic sector, including stocks like Zhaoyi Innovation and SMIC, is favored by brokerages, with expectations for a strong performance in the fourth quarter due to traditional seasonal demand [4] - All 11 brokerage "golden stock" combinations have recorded positive returns year-to-date, with the top five being KSY Securities, Huaan Securities, Dongxing Securities, Everbright Securities, and China Galaxy [5] Group 3 - Institutions are optimistic about the "Red October" market, with catalysts for A-share performance continuing, and a potential upward shift in market structure expected [6] - Factors such as the calendar effect of the National Day holiday and the initiation of a Federal Reserve rate cut cycle are seen as supportive for market sentiment [6] - The liquidity outlook remains positive, with expectations for continued inflows into the market, and a structural rally may re-emerge after addressing short-term valuation issues [6]

出品：21财经客户端 南财快讯工作室 今日，港股科技板块走势强劲。其中，中芯国际涨超12%领涨，快手涨超8%，华虹半导体涨超7%，蔚 来涨超6%，百度涨超4%，阿里巴巴、小米、京东涨超3%。 （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） 港股四季度迎来开门红。10月第一个交易日，香港恒生指数收涨1.61%，创2021年7月以来新高，恒生 科技指数收涨3.36%。 ...

Core Points - The Hong Kong stock market closed with the Hang Seng Index rising by 1.61% and the Hang Seng Tech Index increasing by 3.36% [1] - The Hong Kong Tech ETF (159751) rose by 3.17%, while the Hang Seng Hong Kong Stock Connect ETF (159318) increased by 1.11% [1] Sector Performance - Semiconductor products and equipment, as well as metals and mining sectors, showed significant gains [1] - Conversely, passenger airlines and construction products sectors experienced notable declines [1] Individual Stock Movements - Notable gainers included Zijin Mining International, which rose by 14.01%, and SMIC, which increased by 12.7% [1] - Other significant gainers included Kelun-Botai Bio (+9.44%), Lens Technology (+9.19%), Kuaishou-W (+8.57%), and WuXi AppTec (+7.15%) [1] - Decliners included NetDragon, which fell by 6.14%, and Haotian International Construction Investment, which dropped by 11.11% [1] - Dazhong Public Utilities saw a substantial increase of 18.35%, while MIRXES-B rose by 17.1% [1]

香港恒生指数涨1.61%，恒生科技指数涨3.36%。半导体、有色金属、医药生物、钢铁等板块涨幅居 前，耐用消费品、房地产、建材、国防军工等板块跌幅居前。中芯国际涨超12%，紫金黄金国际涨 14%，天齐锂业涨近13%，宁德时代涨近6%。 (本文来自第一财经) ...

| 代码 | 名称 | | | | 涨幅% | | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | --- | --- | | HSTECH | 恒生科技指数 | 1 | | 6682.86 | 3.36 | | 49.57 | | Hટા | 恒生指数 | 1 | | 27287.12 | 1.61 | | 36.03 | | HSCEI | 恒生国企指数 | 1 | | 9724.38 | 1.77 | | 33.40 | | 代码 | 名称 | | | 涨跌幅 √ | 年初至今涨跌 | 总市值 | | | 00981 | 中心国际 | | 0 | 12.70% | 181.92% | 7171.74 Z | | | 01024 | 快手-W | | | 8.57% | 124.63% | 3969.76亿 | | | 01347 | 华虹半导体 | | | 7.12% | 295.84% | 1485.71 乙 | | | 00285 | 比亚迪电子 | | | 6.63% | 6.40% | 993.21亿 | | | 09866 | 蔚来-SW | | ...

Group 1 - The core point of the article highlights a significant surge in Asian stock markets, particularly driven by developments related to OpenAI and its partnerships with Korean chip companies [1][2][3] - The Hang Seng Index rose nearly 2%, with notable gains in tech stocks such as SMIC, Alibaba, and Tencent [1][3] - OpenAI's collaboration with Samsung Electronics and SK Hynix has led to a historic high in the Korean stock market, with SK Hynix surging 10% following the announcement [3] Group 2 - OpenAI achieved a record valuation of $500 billion after a recent share sale, making it the highest-valued startup globally [4] - Expectations of interest rate cuts in the U.S. have also contributed to the positive market sentiment, following a report indicating a decline in U.S. employment numbers [5] - JPMorgan raised Alibaba's target price by nearly 45%, citing improved prospects for its cloud business and synergies between AI and e-commerce [6][7]

Core Viewpoint - The Hong Kong stock market started the fourth quarter strongly, with the Hang Seng Index surpassing 27,000 points, closing up 1.61% [1] Group 1: Market Performance - The Hang Seng Technology Index rose by 3.36%, indicating a positive trend in technology stocks [1] - Semiconductor stocks showed significant gains, with SMIC (Semiconductor Manufacturing International Corporation) increasing by over 12% [1] - Alibaba's stock also saw an increase of over 3%, reflecting investor confidence in the company [1] Group 2: Notable Stocks - Contemporary Amperex Technology Co., Limited (CATL) experienced a nearly 6% rise, highlighting its strong market position [1] - Zijin Mining Group continued its upward trend, closing with a nearly 4% increase, showcasing resilience in the mining sector [1]

Core Viewpoint - The Hang Seng Tech Index has increased by over 3%, with SMIC's share price rising by more than 11% in the afternoon session [1] Group 1: Market Performance - The Hang Seng Tech Index has shown a significant upward movement, rising over 3% [1] - SMIC's stock has continued its upward trend, with an increase exceeding 11% [1] - Hua Hong Semiconductor has also experienced a notable rise, with shares increasing by over 9% [1]

每经AI快讯，10月2日，中芯国际H股午后涨超10%，华虹半导体涨超7%。 ...

格隆汇10月2日｜港股芯片股强势，中芯国际大涨近12%，报88.8港元，再创历史新高。中芯国际年内 累涨177%。 ...