智通财经7月11日电，摩根大通将富途控股目标价从145美元上调至185美元。 ...

Core Insights - Moomoo's Q2 2025 North American user survey indicates that investors are neutral but expect increased volatility in the second half of the year, despite a focus on growth and confidence in achieving investment goals [1][3][4] - The survey, which included 1,200 participants, revealed that while more investors reported making money compared to the previous year, concerns about inflation led to mixed reactions among users [4][5] User Sentiment and Market Performance - Investors anticipate only a few interest rate cuts from the Federal Reserve in 2025, even amid recession fears and rising unemployment [2] - The S&P 500 index rose by 5.5%, the Nasdaq 100 index increased by 7.9%, and the Magnificent Seven index gained 2.5% as of June 30, 2025, indicating a recovery from earlier market dips [3] Investment Behavior and Tools - Moomoo users are increasingly utilizing advanced features such as AI and extended trading hours, reflecting a demand for more accessible information [2] - The platform encourages a diversified trading approach, with users trading more frequently to meet their financial goals, despite expectations of volatility [4] Company Overview - Moomoo is a financial information and trading app that provides users with professional-grade tools and insights to enhance their investment decisions [8][9] - The app is available globally, including in the U.S., Canada, and several other countries, and offers educational resources to help investors improve their knowledge [8][9]

Core Viewpoint - The article highlights significant stock movements in the Hong Kong and US markets, indicating various companies experiencing notable gains due to specific events or developments. Hong Kong Market Highlights - Li Auto (02015) saw a rise of over 3% as the launch of the Li i8 is set for July 29 [1] - Chinese banks experienced gains, with Zhengzhou Bank (06196) up 6.06%, Minsheng Bank (01988) up 4.97%, CITIC Bank (00998) up 3.24%, and Industrial and Commercial Bank of China (01398) up 1.8% [1] - Jiuyuan Gene (02566) increased by over 6% following the approval of its drug by the National Medical Products Administration [1] - Conant Optical (02276) rose over 6% as its net profit is expected to increase by over 30% year-on-year [1] - Puxing Energy (00090) surged over 220% after acquiring equity in HashKey Holdings Limited, entering the digital asset finance sector [1] - Blucube (00325) saw a rise of over 8% as it faced its first share unlock, with an accelerated pace of new product launches [1] - InnoCare Pharma (02577) rose over 5% as TSMC exited the GaN business, prompting cornerstone investors to extend their lock-up period [2] - Jitu Express (01519) increased over 4% due to strong package volume performance in Southeast Asia [2] - Apple-related stocks saw gains, with Cowell (01478) up 5.14%, Sunny Optical (02382) up 4.99%, BYD Electronics (00285) up 4.67%, and AAC Technologies (02018) up 1.89% [2] - From Yuzhi Agriculture (00875) surged over 13% as the company aims to build a comprehensive modern agriculture flagship group [2] - Fenbi (02469) rose over 5% following an upgrade to its AI question-answering system, which is expected to drive performance growth [2] - E-Surfing (02550) increased over 16% after Barclays acquired a 280 million stake and partnered with Huawei Cloud [2] - Cryptocurrency ETF and related stocks rose, with New Fire Technology Holdings (01611) up 10.82%, Xiong'an Technology (01647) up 10.23%, and others [2] - Superstar Legend (06683) surged over 20% as Jay Chou joined Douyin, gaining over 10 million followers [3] - Cornerstone Pharmaceuticals (02616) rose over 4% after its drug production application was approved by NMPA [3] - Longguang Group (03380) opened over 4% higher as its debt restructuring plan was approved by creditors [3] - Saijing Technology (00580) opened over 8% after announcing a projected net profit of approximately 90 million, a 167% year-on-year increase [3] - Derin Holdings (01709) opened nearly 15% higher as it plans to tokenize up to 500 million HKD in assets for distribution to shareholders [3] US Market Highlights - Deutsche Bank (DB.US) rose over 3% as it restructures its wealth management business in Germany to improve profitability [4] - UnitedHealth (UNH.US) fell over 1% amid reports of a US Department of Justice investigation into its medical insurance billing [4] - Futu Holdings (FUTU.US) increased over 9% after Morgan Stanley raised its target price to 160 USD [4] - Boeing (BA.US) rose over 3% as June aircraft deliveries reached an 18-month high [4] - Meta (META.US) increased nearly 2% as it reportedly invested 3.5 billion USD to enhance its AI smart glasses business [4] - Nvidia (NVDA.US) rose nearly 2%, reaching a historic high with a market capitalization of 4 trillion USD [4] - Microsoft (MSFT.US) hit a historic high with a market capitalization of 3.74 trillion USD, following an upgrade from Oppenheimer [4]

刚刚，券商股再度异动！ 早盘，券商股异动走高，中银证券短线拉升涨超8%，红塔证券涨超4%，哈投股份、国投股份、太平洋、锦龙 股份等个股跟涨。港股市场，申万宏源香港大涨超10%，国泰君安国际、招商证券等跟涨，耀才证券金融狂飙 近14%，并创下历史新高。 分析人士认为，虚拟货币可能仍是催化剂。昨晚，富途证券暴拉9%，老虎证券也是大涨3.34%。有机构认 为，虚拟资产是大势所趋。除了扩表来到了时间窗口，券业自身的并购预期也在持续的催化当中。在资本市场 持续向好的背景之下，券商股可能是一个不可忽略的配置方向。 再度爆发 早盘，中银证券突然拉升超8%，中信证券亦是短线直拉，券商板块迎来明显异动。港股方向，与稳定币相关 的耀才证券金融狂飙近14%，并创下历史新高。申万宏源香港一度大涨超10%，国泰君安国际、招商证券等跟 涨。昨晚，在美国上市的富途证券暴拉超9%。 从上涨的结构来看，券商股的上涨可能还是与虚拟币有关。 国金证券海外易永坚团队认为，虚拟资产大趋 势。截至目前看，富途和老虎今年二季度交易量、净入金等趋势向好，基于此，上调富途全年经调整净利润至 82亿港元，上调老虎全年经调整净利润至1.15亿美元，对应PE分别为 ...

券商一号牌升级：获得提供虚拟资产交易的"入场券" 就拿国泰君安国际来说，此次获批的牌照升级，是允许其在现有证券交易账户体系下提供虚拟资产交易服务，但仅限于第一类牌照（证券交易）范畴，本质 上属于加密资产经纪业务，不能提供虚拟资产交易所牌照（VATP）范围内的加密资产底层的交易撮合、托管等能力。 事实上，在国泰君安之前，早有互联网券商率先拿下券商一号牌照升级，迅速布局虚拟资产交易。早在去年，就有包括富途证券在内的多家知名香港券商获 监管批准升级券商一号牌，并迅速推出面向零售投资者的虚拟资产交易服务。从公开信息来看，胜利证券的年交易规模达100亿港元，而富途证券的年交易 量据市场推测可达500亿港元。下图盘点了部分当前香港持牌可提供虚拟资产交易服务的券商平台及相关服务的上线时间和交易规模。截止7月8日，香港证 监会官方网站显示共有42家机构获批升级一号牌，其中券商多达30余家。 | 券商平台 | 盈透 | 胜利 | 老虎 | 富途 | 물 | | --- | --- | --- | --- | --- | --- | | 交易上线时间 | 2023年2月 (仅更向专业投资者) | 2023年8月 | 2024年7 ...

Group 1 - Xi Jinping emphasized the development of wind power, hydrogen energy, and other energy sources to build a new energy system while ensuring coal supply responsibilities [1] - The coal industry is encouraged to transition from low-end to high-end products, moving from primary fuels to high-value products [1] Group 2 - Trump announced a 50% tariff on copper products and up to 200% on pharmaceuticals, causing New York copper futures to surge by 17% to a record high [2] - The potential tariffs could increase costs for many industries reliant on copper and disrupt the global copper supply chain [2] Group 3 - The State Council issued a directive to promote the application of AI large models and new technologies in government services to enhance administrative efficiency [3] - The focus is on ensuring safety while steadily advancing the integration of these technologies [3] Group 4 - Tongwei Co. stated that there is no confirmed news regarding the recent rumors of silicon material storage, but prices for silicon materials have significantly increased [4] - The photovoltaic sector is actively responding to market conditions, leading to notable performance among silicon material companies [4] Group 5 - The Chinese government is set to release June CPI data, which may impact market expectations and investment strategies [5] - Investment advice emphasizes avoiding foolish mistakes rather than trying to appear overly clever, highlighting the importance of long-term advantages [5] Group 6 - Various securities firms suggest that "anti-involution" and AI are key drivers for market growth, with potential for major financial and cyclical resource sectors to lead the way [6][7] - There is a high probability of the Shanghai Composite Index breaking through the 3500-point mark, with financial and technology sectors expected to play crucial roles [7] Group 7 - Seven departments jointly released opinions to accelerate the construction of a universal childcare service system, indicating growth potential in the maternal and infant sector [8] - Zhejiang province launched a consumption promotion action for the summer of 2025, focusing on cultural tourism and sports events, which may benefit related sectors [9] Group 8 - Meta reportedly invested $3.5 billion in a European partner for AI smart glasses, which are expected to be a key application for AI technology [10] - The market is anticipated to enter a phase of intensive new product releases, benefiting the related industry chain [10] Group 9 - Shen Shen Fang A reported a net profit of 85 million to 120 million yuan for the first half of the year, marking a year-on-year increase of 1411.70% to 2034.17% [11] - Shengnong Development expects a net profit of 850 million to 950 million yuan for the first half of the year, reflecting a year-on-year growth of 732.89% to 830.88% [13]

纳斯达克中国金龙指数一度涨近2%， 热门中概股集体大涨。 美国总统特朗普的新关税政策让美股周一（7月7日）大幅下挫。但周二（7月8日）亚洲和欧洲市场的平稳表现，让市场憧憬特朗普的关税大棒只会高高举 起，轻轻放下。周二美股开盘后，三大指数表现平稳，中概股表现亮眼。 多国态度强硬 反对美国关税政策 周一，14个国家收到了特朗普的信函，信中列出了将于8月1日起对其商品征收的高额关税税率。虽然美股周一大幅回调，但亚太和欧洲股市周二均未出现剧 烈波动。分析认为，其中一个原因可能是特朗普在新政策上似乎采取了更灵活的态度。他向记者表示，8月1日的截止日期 "是确定的，但并非100%不可更 改"。 与此同时，也有不少国家对特朗普的关税政策展现出强硬姿态。 其中，泰国财政部长披猜周二表示，泰国预计将与美国举行会谈，争取在新的贸易提案下， 将特朗普宣布的36%关税税率降至更低水平。但他同时强调，谈判团队一直在战斗，且会继续战斗下去。他们将坚持战斗到底，为泰国争取到最好的方案。 美国重要贸易伙伴日本更多的是无奈。针对特朗普公布的将对来自日本的进口产品征收25%关税的信息，日本首相石破茂表示，此举令人遗憾。此外，石破 茂做出指示，继 ...

Group 1 - The core viewpoint of the article highlights the positive market reaction to the upcoming implementation of the stablecoin regulations in Hong Kong, which is expected to boost related stocks [1] - Tiger Securities (TIGR.US) experienced a rise of over 8% in its stock price, indicating strong investor interest [1] - Futu Holdings (FUTU.US) also saw an increase of over 5%, reflecting a broader trend in the stablecoin sector [1] Group 2 - The new stablecoin regulations in Hong Kong will take effect on August 1, allowing the Hong Kong Monetary Authority to start accepting license applications [1]

教育：K12 教培高景气维持，非学科合规优质供给稀缺，头部机构反馈暑期招生进展良好，看好头部机构持续扩 大市场份额。本周，高途透露正研发多款国际教育 AI 产品，创始人陈向东认为高质量留学时代已经到来。 奢侈品：宏观经济影响奢侈品销售表现，景气略有承压，部分产品创新能力优秀的品牌逆势高增。近日新秀丽更 换欧洲区总裁，Damien Mignot 此前任 Tumi 欧洲区副总裁兼总经理，关注后续变化。 咖啡茶饮：1）咖啡：高景气维持。需求端具备成瘾性&提频性，行业仍具备β性红利，门店仍处于增长周期。2） 茶饮：略有承压。短期景气度受平台外卖大战补贴波动，UE 受补贴改善叠加暑期旺季，门店供给加速增加，行业 竞争加剧，关注供需变化。 电商：略有承压。电商大盘增速放缓，行业竞争依旧激烈。即时零售成为新战场，近期淘宝闪购宣布启动 500 亿 元补贴计划，头部平台竞争激进补贴下，利润端或将受影响。 旅游消费及 OTA：京东宣布进军酒旅，但酒店供应链长且复杂，短期补贴对行业头部玩家及 OTA 高端酒店业务冲 击有限，关注 OTA 龙头低估值机会 流媒体平台：音乐流媒体平台为内需驱动的优质互联网资产，高性价比悦己消费，规模效 ...

Group 1 - Major stock indices are approaching upper limits, but pressure remains manageable, suggesting a combination of medium to long-term strategies for investors [1][13] - The U.S. stock market showed mixed results with the Dow Jones up by 0.91% and the Nasdaq down by 0.82%, indicating volatility in large tech stocks [3][2] - The manufacturing PMI in the U.S. increased slightly from 48.5 to 49.0, indicating stabilization in manufacturing activity, although it remains in contraction territory [3] Group 2 - The Central Financial Committee emphasized the need for a unified national market, focusing on quality improvement and orderly competition among enterprises [4] - The domestic fuel prices for gasoline and diesel were raised, with an increase of 235 yuan and 225 yuan per ton respectively, impacting consumer costs [4] Group 3 - He Yuan Bio's IPO passed review, marking the first company to use the new fifth set of listing standards on the Sci-Tech Innovation Board, which aims to enhance inclusivity and adaptability in the market [5] - The U.S. Senate passed a comprehensive tax and spending bill, which may influence market dynamics and investor sentiment [6] Group 4 - Various electric vehicle manufacturers reported their June delivery figures, with significant year-on-year growth for companies like Xiaopeng Motors (224%) and Li Auto [7][8] - The overall performance of the new energy vehicle sector indicates a robust market with companies like BYD achieving sales of 382,600 units in June, up from 341,700 units the previous year [7] Group 5 - Jinlitai has been placed under delisting risk warning, with its stock name changed to "*ST Jin Tai," indicating potential financial distress [9] - Newland has established a subsidiary in the U.S. and obtained an MSB license, aiming to expand its global payment services [10] - Lakala announced plans for a share reduction by its major shareholder, Lenovo Holdings, which may affect market perception [11] - Baichuan Co.'s chairman is under investigation, but the company's operations remain normal, indicating potential governance risks [12]