每经记者｜曾子建 每经编辑｜袁东 今日（10月16日）早盘，港股市场窄幅震荡。 截至发稿，恒生指数报25890点，较前一交易日回落20.59点，微跌0.08%。 恒生科技指数报6066点，较前一交易日下跌8.80点，跌幅0.14%。 焦点公司方面，昨日大涨的三花智控（02050.HK）发布澄清公告，就相关市场传闻予以说明。三花智控表示，关注到网络媒体上有大量关于三花智控获得 机器人大额订单的传言，公司澄清相关传言不属实。今日早间，三花智控低开近5%。 板块方面，新消费概念股持续回暖。其中，泡泡玛特（09992.HK）涨超4%，摩根大通将泡泡玛特评级由中性上调至超配，将目标价由300港元上调至320港 元。此外，老铺黄金（06181.HK）涨超4%，布鲁可（00325.HK）高开1%，蜜雪集团（02097.HK）、古茗（01364.HK）等消费股跟涨。 其他方面，盘面上，科网股涨跌不一，快手高开近1%，联想、百度跌超1%；黄金股普涨，珠峰黄金涨超3%；中资券商股活跃，中国银河涨超1%；苹果概 念部分上涨，瑞声科技高开超1%；新股云迹上市首日高开49.37%。 后市展望： 有机构认为，短期港股市场情绪待释放，高波 ...

MACD金叉信号形成，这些股涨势不错！ 格隆汇10月16日｜昨日因传闻涨停的三花智控今日回调，A股一度跌超5%报41.85元，H股一度跌近7% 报36.8港元。消息面上，公司昨晚发布公告称，近日公司关注到网络媒体上有大量关于公司获得机器人 大额订单的传言。经核实，该传言不属实。公司也不存在应披露而未披露的重大事项。2025年10月15日 公司未接受任何媒体的采访。 ...

Core Viewpoint - Sanhua Intelligent Control's stock opened nearly 5% lower due to rumors regarding the acquisition of a large order for robots, which the company clarified as untrue [1] Group 1 - The company experienced a significant drop in stock price at the market opening, indicating investor reaction to the false rumors [1] - The clarification from the company aimed to address market speculation and restore investor confidence [1]

东吴证券认为，关税重回视野，港股短期波动风险加大。往后看，中长期上行趋势还在。其一，短期中 美关税问题超市场预期，或导致港股有回调风险。叠加近期美股AI泡沫叙事再起，港股AI科技方向短 期波动或会加大。资金会转向避险行业。其二，除关税外，投资者仍关心本月四中全会十五五规划定调 会。如果政策超预期，市场修复力度会更强。其三，中长期看，我们对港股并不悲观。一是，全球仍处 在降息周期，货币宽松背景下，股市仍有上涨空间；二是，AI产业趋势不可阻挡，中国AI产业加速， 港股科技龙头仍有上涨空间。三是，我们认为明年一季度，经济基本面和企业盈利会进一步改善。 恒生指数低开0.08%，恒生科技指数跌0.14%。新东方涨超6%，泡泡玛特涨超2%。三花智控(02050)跌近 5%，公司否认"机器人大额订单"传言，亦不存在应披露而未披露的重大事项。 关于港股后市 中国银河证券认为，短期内，中美贸易摩擦升级导致投资者风险偏好下降，带动港股估值回调。但在国 内稳增长政策支持下，以及中长期资金稳股市举措影响下，投资者情绪有望逐渐稳定。当前港股估值整 体处于历史中高水平，预计未来港股市场或宽幅震荡。配置方面，建议关注以下板块：1)美国联邦 ...

Core Viewpoint - The rumors regarding Sanhua Intelligent Control receiving a large order for robots from Tesla are confirmed to be false, and the company has not disclosed any significant undisclosed matters [1][5]. Group 1: Market Reaction - Following the rumors, Sanhua Intelligent Control's market capitalization surged by nearly 40 billion RMB, with A-shares hitting a closing price of 44.18 RMB per share and a trading volume of 11.98 billion RMB, resulting in a total market value of 1860 billion RMB [1][5]. - The company's Hong Kong shares also experienced a significant increase, closing at 39.52 HKD per share, with a rise of 12.98% and a total market value of 1646.31 billion HKD [1][5]. Group 2: Company Background - Sanhua Intelligent Control, founded in Shaoxing, Zhejiang, is the largest manufacturer of refrigeration control components globally and a leading supplier of automotive air conditioning and thermal management system components [11]. - The company has been a tier-one supplier for Tesla since 2017, providing core components for thermal management systems for various Tesla models [11]. - Sanhua has expanded its collaboration with Tesla to include integrated components for new energy vehicles since 2020 [11]. Group 3: Industry Context - The humanoid robot market is gaining traction, with Elon Musk stating that approximately 80% of Tesla's long-term value will come from humanoid robots like Optimus [12]. - Tesla plans to launch the third generation of Optimus by the end of 2025 and begin mass production in 2026 [12].

Core Viewpoint - The A-share market opened lower with all three major indices declining, influenced by various sector performances and government policy announcements [1] Market Performance - The Shanghai Composite Index opened down 0.29% at 3900.68 points - The Shenzhen Component Index opened down 0.42% - The ChiNext Index opened down 0.58% [1] Sector Highlights - Charging pile concept stocks opened high, with Heshun Electric rising over 14%, and both Jingquanhua and Aotexin hitting the daily limit - The National Development and Reform Commission and other departments issued the "Three-Year Doubling Action Plan for Electric Vehicle Charging Facility Service Capacity (2025-2027)" [1] - Spot gold prices surpassed $4220, reaching a new high, with some gold stocks continuing to rise, such as Zhaojin Mining and Hunan Silver, both up over 2% [1] - Rare earth permanent magnet concept stocks opened lower, with Jiuling Technology down nearly 5%, and Shenghe Resources and Jinli Permanent Magnet both down over 3% [1] - Sanhua Intelligent Control opened down nearly 5%, clarifying that rumors regarding obtaining a large order for robots were untrue [1]

Market Performance - US stock indices showed mixed performance overnight, with the Chinese concept index rising by 1.7% [1] - Hong Kong stock indices opened slightly lower, with the Hang Seng Index down 0.08%, the National Index down 0.06%, and the Hang Seng Tech Index down 0.14% [1] Sector Performance - Large technology stocks mostly declined, with Baidu down 1.4%, and Meituan, JD.com, NetEase, and Tencent also experiencing declines, while Alibaba and Xiaomi showed slight gains [1] - Heavy machinery stocks, which had surged the previous afternoon, collectively corrected, with Sanhua Intelligent Control down nearly 5% and China National Heavy Duty Truck Group down nearly 4% [1] - Shipping, biopharmaceutical, photovoltaic, and rare earth concept stocks also fell, with Juzhi Biotech experiencing a significant drop of nearly 9% [1] - Conversely, gaming stocks continued their rebound from the previous day, and sectors such as express logistics, home appliances, domestic insurance, new consumption concepts, and Chinese brokerage stocks mostly rose, with Hisense Home Appliances and Pop Mart both up by 2% [1] New Listings - Cloudy Technology had a strong debut, opening over 49% higher on its first trading day [1]

Core Viewpoint - Sanhua Intelligent Control (02050) experienced a nearly 5% drop in stock price following rumors of a significant order from Tesla, which the company later confirmed to be untrue [1] Group 1: Stock Performance - Sanhua Intelligent Control opened nearly 5% lower and was down 4.96% at HKD 37.54, with a trading volume of HKD 24.3972 million [1] Group 2: Rumor Clarification - On October 15, the company announced that it had noticed numerous rumors regarding a large order for robotic actuators from Tesla, which were confirmed to be false [1] - The company stated that there are no undisclosed significant matters and that it had not participated in any media interviews on October 15 [1] Group 3: Tesla Collaboration - Reports suggested that Tesla had placed an order worth USD 685 million for Optimus linear actuators with Sanhua Intelligent Control [1] - The company's securities department acknowledged the rumors and indicated that they were verifying the information, stating that collaboration with Tesla is progressing smoothly but specific details cannot be disclosed due to confidentiality agreements [1]

Core Viewpoint - Sanhua Intelligent Control (002050) experienced a nearly 5% drop in stock price following the announcement that rumors regarding a large order from Tesla were unsubstantiated [1] Group 1: Stock Performance - Sanhua Intelligent Control opened nearly 5% lower and was down 4.96%, trading at HKD 37.54 with a transaction volume of HKD 24.3972 million [1] Group 2: Company Announcement - On October 15, Sanhua Intelligent Control issued a statement addressing the widespread rumors about receiving a significant order for robotic components, confirming that these rumors were false [1] - The company stated that there are no undisclosed significant matters and that it had not participated in any media interviews on October 15 [1] Group 3: Rumor Details - Reports circulated that Tesla had placed an order worth USD 685 million for Optimus linear actuators with Sanhua Intelligent Control [1] - In response to the rumors, a representative from the company's securities department indicated that they were verifying the information and would issue a denial through official channels if the rumors were found to be untrue [1] - The company confirmed that its collaboration with Tesla is progressing smoothly, but specific details cannot be disclosed due to confidentiality agreements [1]

Core Viewpoint - The Hang Seng Index opened down by 0.08%, and the Hang Seng Tech Index opened down by 0.14% [1] Company Summary - Sanhua Intelligent Control (002050) opened nearly 5% lower, clarifying that rumors regarding receiving a large order for robots are untrue [1]