Seek .(US:SKLTY) Zhi Tong Cai Jing·2025-09-30 12:16Market Overview - The Hang Seng Index rose by 0.87%, closing at 26,855 points, with a target of reaching 27,000 points [1] - The U.S. government shutdown risk remains unresolved, with the U.S. Department of Commerce announcing that subsidiaries of companies on the "entity list" will automatically be added to a "blacklist" [1] Defense Strategy - The U.S. Defense Secretary convened military leaders to discuss a strategic shift from "deterring China" to focusing on the Western Hemisphere and the U.S. mainland [2] - The new strategy may involve reducing military presence in Europe, indicating a strategic contraction rather than direct military action [2] Investment Trends - The Abu Dhabi sovereign wealth fund, managing $330 billion in assets, signaled increased investment in Asia, particularly China, which is expected to attract around $6 billion from Middle Eastern capital in 2024 [2] - The metals sector remains strong, with companies like China Nonferrous Mining and Jiangxi Copper showing significant gains [3] Technology Sector - The release of DeepSeek's latest model V3.2-Exp has significantly improved training efficiency while reducing API input/output prices by over 50% [4] - Major tech companies are adapting to domestic chips, with stocks like Hua Hong Semiconductor and SenseTime seeing substantial increases [4] Tesla Developments - Tesla announced plans to expand its humanoid robot production, aiming for 1 million units annually by 2030 [5] - Tesla's stock saw a rise, and related companies like Siasun Robot & Automation also experienced gains [5] Gold Mining Sector - Zijin Mining's subsidiary, Zijin Gold International, is set to list on the Hong Kong Stock Exchange, marking a significant IPO in the gold mining sector [6] - The company is projected to see a compound annual growth rate of 21.4% in production and 61.9% in net profit from 2022 to 2024 [6] New Listings Performance - New listings like Botai Carlink and Xipuni performed well, with significant price increases post-IPO [7] Apple iPhone Demand - Morgan Stanley reported strong demand for the iPhone 17 series, with delivery times remaining high compared to last year [8] - The iPhone 17 series is expected to support Apple's Q4 performance despite weaker demand for the Air model [8] Bilibili's Financial Performance - Bilibili reported Q2 revenue of 7.34 billion yuan, a 20% year-on-year increase, with a net profit of 220 million yuan [10] - The platform's user base continues to grow, with a DAU of 107 million and a MAU of 368 million [11] - Bilibili's gaming segment is performing well, with a 68% increase in mobile game revenue [11][12]