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异动盘点0912|阿里巴巴-W涨超5%,机器人概念股多数上扬;携程美股涨超3%,特斯拉涨超6%
贝塔投资智库· 2025-09-12 04:00
Group 1 - Evergrande Property (06666) resumed trading and rose over 28% as Evergrande and liquidators plan to sell shares, with potential transactions in preliminary stages [1] - Alibaba-W (09988) increased by over 5% and Baidu Group-W (09888) rose over 8% as both companies began using internally designed chips to train their AI models, replacing some NVIDIA chips [1] - China Merchants Energy (01138) saw a rise of over 5% after announcing plans to issue A-shares to raise no more than 8 billion yuan for fleet upgrades, with increased oil production expected to boost shipping demand [1] - Kangfang Biologics (09926) increased by over 4% after presenting excellent clinical data for its drug at WCLC, highlighting its global market value [1] - NIO-SW (09866) rose over 3% as it plans to publicly issue $1 billion in shares, with Goldman Sachs expecting the funds to support the company's product strategy [1] - WanGuo Data-SW (09698) surged over 15% as AI drives data center demand, with the company fully engaging in partnerships with cloud service providers [1] - Jiajian Ankang-B (02617) rose over 32%, with its market capitalization exceeding 50 billion HKD after receiving approval for a Phase II trial of its drug [1] Group 2 - Meitu (01357) increased by over 6% after announcing a partnership with Alibaba's Tongyi Laboratory to enhance its products with advanced AI models [2] - Robotics concept stocks mostly rose, with UBTECH (09880) up over 3%, ShouCheng Holdings (00697) up over 3%, Yuejiang (02432) up over 4%, and Jizhi Jia-W (02590) up over 6%, as domestic and international catalysts for humanoid robot commercialization are expected [2] - Bilibili-W (09626) rose over 2% as it revealed its new strategy card game "Three Kingdoms: Hundred Generals Card," with institutions optimistic about the company's growth potential with AI integration [2] Group 3 - Alibaba (BABA.US) rose 8.00% after the launch of the "Gaode Street Ranking," which attracted over 40 million users on its first day, becoming the largest food ranking in China [3] - XPeng Motors (XPEV.US) increased by 2.39% after receiving a special flight permit for its "land aircraft" (X3-F) in the UAE [3] - Trip.com (TCOM.US) rose 3.21% after forming a five-year strategic partnership with Cityline, marking its first collaboration with a major ticket supplier in Hong Kong and Macau [3] - NIO (NIO.US) increased by 6.21% after completing a $1 billion equity issuance, marking its second public financing plan this year [3] - Kingsoft Cloud (KC.US) rose 5.60% as Citigroup raised its target price to $20, citing strong AI-related demand from Xiaomi [3] - NetEase (NTES.US) continued to rise by 2.98%, reaching a historical high after launching its first sci-fi shooting mobile game based on the "Destiny" IP [3] Group 4 - Adobe (ADBE.US) rose 0.11% after launching its first AI agent product suite to help customers streamline workflows across various applications [4] - Hesai (HSAI.US) increased by 0.90% as sources reported its Hong Kong IPO priced at HKD 212.8 per share, raising at least HKD 3.62 billion with oversubscription nearly 120 times [4] - Tesla (TSLA.US) rose 6.04% as the Model Y L is set to launch in the domestic market on September 19, with orders extending to November [4] - Online real estate platform Opendoor (OPEN.US) surged 79.52% after appointing Kaz Nejatian as the new CEO, with co-founder Keith Rabois returning to the board [4]
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Tesla Owners Silicon Valley· 2025-09-12 03:56
Geo Imagine is insane. https://t.co/lsLy4rAHr2 ...
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Tesla Owners Silicon Valley· 2025-09-12 03:54
"Tesla Sales Are Strong If Things Weren’t in Good Shape, the Stock Wouldn’t Be Near All-Time Highs. Don’t Worry About It. — Elon Musk" https://t.co/yCbC87V6Jn ...
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Tesla Owners Silicon Valley· 2025-09-12 03:45
BREAKING: Tesla has installed 1,000,000 Powerwalls https://t.co/SynhZJfMur ...
国新证券每日晨报-20250912
Guoxin Securities Co., Ltd· 2025-09-12 03:39
Domestic Market Overview - The domestic market experienced a strong rise with both volume and price increasing, as the Shanghai Composite Index closed at 3875.31 points, up 1.65%, and the Shenzhen Component Index closed at 12979.89 points, up 3.36% [1][10] - The total trading volume for the A-share market reached 24646 billion, significantly higher than the previous day [1][10] - All 30 sectors in the CITIC index saw gains, with telecommunications, electronics, and computers leading the increases [1][10] Overseas Market Overview - On the same day, all three major U.S. stock indices closed higher, with the Dow Jones Industrial Average rising 1.36% to 46108 points, the S&P 500 increasing 0.85% to 6587.47 points, and the Nasdaq Composite up 0.72% to 22043.07 points, all reaching historical highs [2][10] - Notable stock performances included 3M rising nearly 4% and Tesla increasing over 6% [2][10] News Highlights - The State Council approved the implementation of comprehensive reform pilot projects for market-oriented allocation of factors in ten regions, including Beijing's sub-center and several key cities [3][12] - The Ministry of Commerce reported that China's cross-border e-commerce import and export volume reached a historical high in the first half of the year, amounting to approximately 1.3 trillion yuan [3][15] - The U.S. Consumer Price Index (CPI) for August was reported at 2.9% year-on-year, in line with expectations [3][17]
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-09-12 03:24
Tesla Roadster https://t.co/qg1VAuGs9s ...
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Tesla Owners Silicon Valley· 2025-09-12 03:14
"Video games will be indistinguishable from reality so why wouldn’t we already be living in a simulation?" — Elon Musk https://t.co/9GKBPnfKww ...
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Tesla Owners Silicon Valley· 2025-09-12 02:59
The first ever Starship Themed Cybertruck https://t.co/1Luh453Y1w ...
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Tesla Owners Silicon Valley· 2025-09-12 02:53
What’s this? 👀 https://t.co/3GC3vNkdQg ...
【风口解读】特斯拉擎天柱量产催化,人形机器人板块持续走强
Xin Lang Cai Jing· 2025-09-12 02:48
今日人形机器人板块走强,沃尔德涨超10%,隆盛科技、冠盛股份涨超7%,卧龙电驱、新时达、五洲 新春等个股纷纷上扬。 消息面上,当地时间9月9日,特斯拉创始人埃隆·马斯克在All-In峰会上谈及擎天柱(Optimus)机器人 的最新情况。马斯克认为,Optimus机器人是"人类历史上最伟大的产品",称目前正在设计的Optimus V3将解决手部灵活性、拥有AI大脑,并且有望实现量产;此外,前8月机器人领域融资额达去年全年 1.8倍,银河通用单轮融资11亿元;另外优必选Walker系列获近4亿元订单。 人形机器人相关概念股如下:沃尔德(高精度刀具应用于机器人制造)、隆盛科技(电机核心部件供应 商)、冠盛股份(精密传动系统解决方案)、卧龙电驱(机器人关节电机技术领先)。相关的ETF有鹏 华国证机器人产业ETF(159278)、易方达国证机器人产业ETF(159530)、景顺长城国证机器人产业 ETF(159559)。 近5个交易日人形机器人概念累计上涨4.26%,主力资金累计净买入75.98亿元,其中胜宏科技获44.11亿 元净买入居首。资金数据显示板块持续获得主力资金青睐,多只个股出现大额资金流入,表明市场对产 ...