Group 1 - The core viewpoint highlights a strong performance of tech stocks in Hong Kong, with notable increases in share prices for Tencent Music, Bilibili, Alibaba, Baidu, and Tencent [1] - The U.S. July CPI remained flat at 2.7% year-on-year, below the expected 2.8%, while the core CPI rose 3.1%, exceeding expectations and marking a new high since February [1] - Market expectations for a Federal Reserve rate cut in September have surged to over 90% following the CPI data release, indicating a potential shift in monetary policy [1] Group 2 - Tencent is set to release its Q2 2025 financial report, with Citigroup anticipating a steady performance, projecting a 4.9% year-on-year increase in non-GAAP net profit to 60.1 billion yuan [2] - Citigroup expects Tencent's revenue and profit to meet or exceed market consensus, driven by new game contributions and deferred revenue in its gaming business [2] - The report is expected to highlight advancements in AI models and new features, alongside updates on new game pipelines and macro outlook [2]

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 另外，微盟近日宣布将实现与美团(3690.HK)团购券核销能力的全面打通，基于该功能，商户可通过连 结美团门店与微盟小程序商城门店，在微盟后台完成美团团购券的创建及商品关联，并实现线上及线下 多场景核销、全域会员沉淀与精细化营运。微盟上月打通抖音团购券核销功能，预期今次通过深度连通 底层技术架构，可构建覆盖线上线下全场景多平台的核销闭环，商户能够在微盟后台完成从美团团购券 创建到核销全流程管理。 (责任编辑：宋政 HN002) 格隆汇8月13日｜腾讯即将于今日盘后公布业绩，盘中腾讯股价大涨超3%创2021年4月以来新高。在腾 讯股价上涨的刺激下，港股市场腾讯概念股今日集体走强。其中，微盟集团(2013.HK)大涨超13%报2.63 港元，股价创逾5个月新高。 消息面上，微盟集团即将于8月20日公布财报。 ...

(责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇8月13日｜腾讯控股(0700.HK)盘初拉升涨超2%，现报573港元，股价创2021年6月以来新高。 ...

腾讯控股周三一度涨2.8%，创2021年6月3日以来新高，财报公布在即，而旗下腾讯音乐在超预期业绩 拉动下，港股创历史新高。 腾讯音乐周二公布，二季度经调整净利润胜预期，同比增近四成；营收同 比增17.9%，主要得益于在线音乐服务收入同比强劲增长。腾讯控股将于周三盘后公布最新财报。 本文源自：金融界AI电报 ...

每经AI快讯，8月13日，腾讯控股涨超2%，现报573港元，股价创2021年6月以来新高。 （文章来源：每日经济新闻） ...

Market Performance - Major US stock indices opened higher, with the Nasdaq China Golden Dragon Index rising over 1% [1] - The Dow Jones Industrial Average increased by 1.07%, the Nasdaq Composite rose by 0.89%, and the S&P 500 gained 0.82% [7] - Chinese assets also performed well, with the Wande China Technology Leaders Index up over 1.6% [2] Notable Stocks - Tencent Music saw a significant increase of 13.02%, while other notable stocks like One Natural Gas and Niu Technologies rose by 8.15% and 7.82% respectively [2][4] - Xiaomi Group's ADR rose by 3.37%, JD's stock increased by 2.62%, and Pinduoduo's stock was up by 2.44% [3] Chinese Market Insights - A-shares showed strong performance, with all three major indices reaching new highs for the year, and the Shanghai Composite Index achieving a seven-day winning streak [6] - The financing balance in the Shanghai and Shenzhen markets surpassed 2 trillion yuan for the first time in ten years [6] - International institutions have increased their focus on Chinese assets, with several foreign institutions upgrading their ratings for the Chinese stock market [6] Economic Indicators - The S&P Global Ratings maintained China's sovereign credit rating at "A+" with a stable outlook, reflecting confidence in China's economic resilience and debt management [6] - The offshore RMB against the US dollar also appreciated, rising by over 90 basis points [8]

当地时间8月12日，美股主要指数全线高开高走，中国资产亦表现亮眼。 深夜大涨。 8月12日亚洲交易时段，A股整体强势，三大股指齐创年内新高，沪指斩获7连阳。此外，截至8月11日，沪深两市融资余额实现重要突破，时隔十年再次 突破两万亿元大关。 近日，国际机构对中国资产的关注度持续上升。2025年以来，多家外资机构上调对中国股市评级：高盛7月末将MSCI中国指数未来12个月的目标点位从85 点上调至90点；野村证券将评级从中性升至战术超配等；此外，瑞银、摩根士丹利等多家外资机构发布的最新股票观点中均持续看好中国股市。 同时，标普国际信用评级公司近日发布报告，决定维持中国主权信用评级"A+"和展望"稳定"不变。财政部有关负责人表示，标普报告对中国经济增长韧 性和债务管控成效高度认可，体现了对中国经济向好前景的信心。从长远来看，中国经济基础稳、优势多、韧性强、潜力大，支撑高质量发展的积极因素 不断积累。 截至发稿，纳斯达克中国金龙指数涨幅超过1%。 热门中概股中，腾讯音乐涨超13%，中金科工业、小牛电动、奇富科技等涨幅超过5%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 ▼ | | --- | --- | ...

Market Performance - Major US stock indices opened higher, with the Nasdaq China Golden Dragon Index rising over 1% [1] - Asian trading session saw A-shares performing strongly, with all three major indices reaching new highs for the year, and the Shanghai Composite Index achieving a seven-day winning streak [9] - The FTSE China A50 Index futures also saw gains, turning positive during trading [7] Notable Chinese Stocks - Tencent Music surged over 13%, while other notable Chinese stocks like Zhonghe Technology, Niu Technologies, and QFIN also saw increases exceeding 5% [3][4] - The Wande China Technology Leaders Index rose over 1.6%, with Xiaomi Group ADR up over 3%, and JD Group, Pinduoduo, and Meituan ADR all increasing by more than 2% [5][6] Foreign Investment Sentiment - International institutions have increased their focus on Chinese assets, with several foreign institutions upgrading their ratings for the Chinese stock market since 2025 [9] - Goldman Sachs raised its 12-month target for the MSCI China Index from 85 to 90 points, while Nomura Securities upgraded its rating from neutral to tactical overweight [9] - S&P Global maintained China's sovereign credit rating at "A+" with a stable outlook, reflecting confidence in China's economic resilience and debt management [9] US Economic Indicators - The US July CPI data showed a month-on-month increase of 0.2%, matching expectations, while the year-on-year increase was 2.7%, slightly below the forecast of 2.8% [12] - Following the CPI release, traders adjusted their bets on a potential interest rate cut by the Federal Reserve in September [13]

Market Performance - Major US stock indices opened higher, with the Nasdaq China Golden Dragon Index rising over 1% [1] - The Dow Jones Industrial Average increased by 1.07%, the Nasdaq by 0.89%, and the S&P 500 by 0.82% [10] Chinese Stocks - Tencent Music surged over 13%, while other notable Chinese stocks like Zhonghe Industrial, Niu Technologies, and QFIN rose more than 5% [3] - The Wande China Technology Leaders Index increased by over 1.6%, with Xiaomi Group ADR up over 3%, and JD Group, Pinduoduo, and Meituan ADR rising over 2% [5] Financing and Ratings - The financing balance of the Shanghai and Shenzhen stock markets surpassed 2 trillion yuan for the first time in ten years [9] - International institutions have raised their ratings for Chinese stocks, with Goldman Sachs increasing its MSCI China Index target from 85 to 90 points [9] - S&P maintained China's sovereign credit rating at "A+" with a stable outlook, reflecting confidence in China's economic resilience and debt management [9] Currency Movement - The offshore RMB against the US dollar also appreciated, rising by over 90 basis points [11]

Core Viewpoint - The article highlights a significant rise in both U.S. and Chinese stock markets, with notable performances from Chinese concept stocks and a positive outlook from international institutions regarding Chinese assets [2][12][13]. Group 1: U.S. Market Performance - On August 12, major U.S. indices opened high and continued to rise, with the Dow Jones up over 1%, Nasdaq nearly 0.9%, and S&P 500 up over 0.8% [13][14]. - The U.S. July CPI data showed a month-on-month increase of 0.2%, aligning with expectations, while the year-on-year increase was 2.7%, slightly below the forecast of 2.8% [15]. Group 2: Chinese Market Performance - The Nasdaq China Golden Dragon Index rose over 1%, with Tencent Music leading the gains at over 13% [2][4]. - The FTSE China A50 Index futures also saw a rebound, indicating strong performance in the Chinese market [8]. - The Shanghai Composite Index achieved a seven-day winning streak, marking a significant milestone as the financing balance in the Shanghai and Shenzhen markets surpassed 2 trillion yuan for the first time in ten years [12]. Group 3: International Institutions' Outlook - Several international institutions have raised their ratings for the Chinese stock market, with Goldman Sachs increasing its target for the MSCI China Index from 85 to 90 points [12]. - S&P maintained China's sovereign credit rating at "A+" with a stable outlook, reflecting confidence in China's economic resilience and debt management [12].