Market Overview - On October 9, the Hong Kong stock market showed mixed performance with the Hang Seng Index down by 0.29% and the Hang Seng Technology Index down by 0.66% [1][2] - The total market turnover was HKD 386.8 billion, with a net inflow of HKD 3.043 billion from southbound funds [1] Consumer Sector Performance - Consumer stocks saw significant gains, with Pop Mart rising by 2.98%, Mixue Group increasing by 6.99%, and Gu Ming up by 3.67% [3] Gold and Precious Metals - Gold stocks collectively rose, with China Gold International increasing by 9.30%, Zijin Mining up by 5.43%, and Zhaojin Mining rising by 1.11% [6] - The international gold price continued to strengthen, reaching USD 4,040 per ounce [8] Copper Market Insights - Freeport-McMoRan lowered its copper production forecast, raising market concerns about supply [9] - Goldman Sachs analysts highlighted the importance of copper in the "grid-AI-defense" triangle, emphasizing its critical role in connecting these sectors [9] Semiconductor Sector - Semiconductor stocks experienced a downturn, with SMIC dropping by 6.70% and a trading volume of HKD 26.499 billion [12] - Despite the short-term price adjustment, some institutions remain optimistic about the semiconductor sector, with Goldman Sachs raising target prices for SMIC and Huahong Semiconductor [12] Banking Sector Developments - HSBC announced plans to privatize Hang Seng Bank at a 30% premium, reflecting confidence in Hong Kong's future [15] - The CEO of HSBC emphasized that the privatization decision is based on commercial considerations and is not related to bad debts or management changes [15] New IPO: Golden Leaf International Group - Golden Leaf International Group is set to list on the Hong Kong Stock Exchange on October 10, with its dark market price surging by 460% after an initial spike of over 800% [16][17] - The company, a veteran contractor in electromechanical engineering, reported a 26% year-on-year revenue increase to HKD 154 million for the fiscal year ending March 2025, with a profit increase of 36% to HKD 14.07 million [18]
暗盘大涨460%
Zhong Guo Ji Jin Bao·2025-10-09 10:40