Market Overview - The Hang Seng Index rose by 1.09%, reclaiming the 24,000-point mark, as market concerns over U.S. tariffs were deemed exaggerated [1] - U.S. President Trump signed an executive order extending the tariff delay period to August 1, with various countries facing tariffs ranging from 25% to 40% [1] - China expressed confidence in its ability to counter external economic pressures, with Premier Li Qiang highlighting the country's resources and strategies [1] Trade Relations - U.S. Treasury Secretary Yellen indicated plans for upcoming discussions with Chinese officials to enhance trade relations, which typically results in positive market reactions [2] - Stocks related to North American business showed significant gains, with companies like Tigermed and Zai Lab experiencing increases of nearly 12% and over 6%, respectively [2] Cryptocurrency Developments - Jin Yong Investment announced a strategic partnership with AnchorX to issue a stablecoin pegged to offshore RMB, which is expected to play a significant role in the Belt and Road Initiative [2] - The stablecoin's anticipated launch has led to a surge in market interest, with Jin Yong Investment's stock rising over 552% [2] Industry Trends - The photovoltaic sector is experiencing price increases due to recent policy changes, with major companies like GCL-Poly and Xinte Energy seeing stock gains of over 8% [3] - The lithium industry is also benefiting from similar trends, with companies like Tianqi Lithium and Ganfeng Lithium showing strong performance [3] Smartphone Market Insights - According to Counterpoint Research, China's smartphone sales are expected to see slight year-on-year growth, with Huawei projected to increase sales by 12% [4] - Apple has recently outperformed domestic brands in the Chinese market, marking a significant shift in consumer preferences [4] International Expansion - Cha Bai Dao has successfully entered the South Korean market, with over 10 stores opened and plans for rapid expansion [5][6] - The company is expected to achieve profitability in its overseas operations, contributing to a dual-driven growth strategy [6] AI and Technology Developments - Industrial Fulian reported a projected net profit increase of 47.72% to 52.11% for Q2 2025, driven by strong demand for AI infrastructure [6] - New AI models and collaborations are being launched, with companies like Kuaishou and Ping An Good Doctor making significant advancements in AI applications [8] Gaming and Tourism Sector - Macau's tourism numbers have exceeded 20 million visitors this year, leading to positive market sentiment for gaming stocks, which saw gains of over 4% [7] Wind Energy Sector - Goldwind Technology reported a 26.1% year-on-year increase in orders, with significant growth in international markets [9] - The company has a robust order backlog of 51,091.24 MW, reflecting a 51.81% increase compared to the previous year [10] - Goldwind's international business spans 47 countries, with a strong presence in North America, Australia, and South America [10][11]
智通港股解盘 | 稳定币带来新应用场景 外媒惊叹中国品牌正席卷全球
Zhi Tong Cai Jing·2025-07-08 13:10