| F9 前复权 超级叠加 画线 工具 Q 2 > 均612.654 量2066万 换0.23% 振 ... We | | 625.500 | | | 569.962(CNY) | | 腾讯控股 立即 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | +8.000 +1.30% | | 0700 交易 | | 2025/04/17-2025/09/09(99日)▼ | | HKEX HKD 9:52:39 | | | | 通之國國 | | | 627.000-> | 630 | -60.27% 变 | | -8314 | 令年 | 51.31% 120日 20.30% | | | | | 工 | 628.0016.957 ( | 449 ) | 5日 | 4.16% 250日 67.01% | | | | | Sehri | 627.5(3.47万 | 76) | 20日 | 11.80% 52周高 621.00 | | | | | 英三 | 627.0(7.67万 | 177 ) | 60日 | 22.77% 52周低 361.6 ...

Group 1 - The Hong Kong stock market opened positively on September 9, with the Hang Seng Index rising by 0.30% to 25,711.07 points, and the Hang Seng Tech Index increasing by 0.57% [1] - The technology sector showed strong performance, with notable gains in stocks such as Alibaba, which rose over 2.5%, and a significant opening for the large-scale technology company on its listing day, up more than 36% [1] - Southbound capital inflow reached HKD 16.705 billion on September 8, with a cumulative net inflow of HKD 10,287.63 billion for the year, significantly surpassing last year's total [1] Group 2 - The Hang Seng Tech Index ETF (513180) is currently considered undervalued, and with continuous inflow of southbound capital and the potential for a new round of interest rate cuts in the US, September may see a resonance of both domestic and foreign capital in the Hong Kong market [2] - The ongoing anti-involution policies, combined with Alibaba's better-than-expected earnings report and rapid iterations in AI large models, suggest that the Hang Seng Tech sector may shift from "delivery internal competition" back to an AI narrative, indicating potential for valuation reconstruction [2]

9月9日早盘，港股三大指数集体高开。盘面上，科网股涨多跌少，黄金股普涨，汽车股活跃，苹果概念 普遍上涨，大行科工上市首日高开超36%。开盘后，恒生科技指数涨幅持续拉大，一度涨超1.5%，恒生 科技指数ETF（513180）跟随指数强势上涨，持仓股中，阿里健康、快手、京东集团、网易、蔚来、阿 里巴巴、腾讯控股等涨幅居前，其中腾讯控股一度涨超1%，股价一度创年内以来新高。 以恒生科技指数ETF（513180）为代表的港股科技板块，当前仍处于历史相对低估区间。在南向资金持 续不断流入、美国新一轮降息周期有望启动的背景下，港股9月或迎内外资共振，而外部流动性敏感、 此前受压制较多的恒生科技则有望迎来"补涨"行情。此外，反内卷政策不断推进，叠加阿里巴巴财报超 预期、AI大模型快速迭代，恒生科技有望从"外卖内卷"回归AI叙事，估值重构可期。 ...

富瑞表示，联邦制药今年上半年收入同比增长5%，净利润同比增长27%，剔除业务发展收入则跌50%， 期内中间体及原料药销售分别同比下跌23%及27%，主要受到产品价格下跌所拖累。联邦制药GLP- 1/GIP/GCG三靶点受体激动剂UBT251今年4月完成肥胖二期患者招募及5月完成糖尿病招募，并开始招 募代谢相关脂肪性肝病及慢性肾病二期试验患者，进展顺利。另外，管理层指一类创新药UBT48128目 标于2026年上半年提交临床试验申请。同时管理层透露，上半年高栏原料药新产能及内蒙古原料药产能 将于今年10月投产。 富瑞发布研报称，考虑到联邦制药(03933)的中间体及原料药业务已拓展至全球80个地区，因应中间体 及原料药最新收入预测，以及诺和诺德里程碑付款带来的影响，维持"买入"评级，目标价从17港元上调 至20港元。 ...

据悉，公司扎根哈萨克斯坦，专注钨矿资源开发。截至今年上半年，巴库塔钨矿拥有资源量107.5百万 吨钨矿石，品位0.211%，含22.7万吨WO，储量为68.4百万吨钨矿石，品位0.206%，含14.08万吨WO。 招商证券指出，公司核心资产为巴库塔钨矿，目前已投产，未来仍有增产预期，受益钨价上行，公司利 润有望高速增长。 消息面上，据中钨在线消息，江西行业机构与大型钨企的报价已相继公布，显著的涨幅为摇摆不定的市 场情绪注入强心剂，周一钨价继续探高，钨精矿、钨粉与碳化钨粉价格年内均已实现翻番。此外，周二 钨价持续爬坡，但阻力明显加大，有价无市僵局愈烈。钨原料持货商心态仍旧坚挺，虽出货意愿有增， 但报价鲜有松动迹象。其中，65%黑钨精矿价格报28.8万元/标吨，较年初涨101.4%。 佳鑫国际资源(03858)涨超5%，截至发稿，涨5.61%，报31.98港元，成交额1778.96万港元。 ...

消息面上，据中钨在线消息，江西行业机构与大型钨企的报价已相继公布，显著的涨幅为摇摆不定的市 场情绪注入强心剂，周一钨价继续探高，钨精矿、钨粉与碳化钨粉价格年内均已实现翻番。此外，周二 钨价持续爬坡，但阻力明显加大，有价无市僵局愈烈。钨原料持货商心态仍旧坚挺，虽出货意愿有增， 但报价鲜有松动迹象。其中，65%黑钨精矿价格报28.8万元/标吨，较年初涨101.4%。 据悉，公司扎根哈萨克斯坦，专注钨矿资源开发。截至今年上半年，巴库塔钨矿拥有资源量107.5百万 吨钨矿石，品位0.211%，含22.7万吨 WO₃，储量为68.4百万吨钨矿石，品位0.206%，含14.08万吨 WO₃。招商证券指出，公司核心资产为巴库塔钨矿，目前已投产，未来仍有增产预期，受益钨价上 行， 公司利润有望高速增长。 智通财经APP获悉，佳鑫国际资源(03858)涨超5%，截至发稿，涨5.61%，报31.98港元，成交额1778.96 万港元。 ...

富瑞表示，联邦制药今年上半年收入同比增长5%，净利润同比增长27%，剔除业务发展收入则跌50%， 期内中间体及原料药销售分别同比下跌23%及27%，主要受到产品价格下跌所拖累。联邦制药GLP- 1/GIP/GCG三靶点受体激动剂UBT251今年4月完成肥胖二期患者招募及5月完成糖尿病招募，并开始招 募代谢相关脂肪性肝病及慢性肾病二期试验患者，进展顺利。另外，管理层指一类创新药UBT48128目 标于2026年上半年提交临床试验申请。同时管理层透露，上半年高栏原料药新产能及内蒙古原料药产能 将于今年10月投产。 智通财经APP获悉，富瑞发布研报称，考虑到联邦制药(03933)的中间体及原料药业务已拓展至全球80个 地区，因应中间体及原料药最新收入预测，以及诺和诺德里程碑付款带来的影响，维持"买入"评级，目 标价从17港元上调至20港元。 ...

9月9日，智通财经获悉，星巴克中国宣布与小红书达成深度合作。该合作包括共同开启"兴趣社区空 间"计划， 星巴克在全国范围内选出1800余家门店设置为"兴趣社区空间"，围绕宠物、手工、骑行和跑 步这四类兴趣展开，并由具有相同兴趣的星巴克伙伴运营。小红书将为相关线下活动与兴趣内容提供更 多流量和曝光，通过小红书的"地图"功能，用户也能找到身边的星巴克"兴趣社区空间"。此外，星巴克 和小红书还将联合运营多档活动。（智通财经记者 牙韩翔） ...

Group 1 - Wang Teng, former General Manager of Xiaomi Group's China Marketing Department, was dismissed for leaking confidential company information and serious violations of interests [2] - Wang Teng has deleted references to his position at Xiaomi from his Weibo account and set his Douyin account to private, while his Kuaishou account has been banned [2] - As of the report, Kuaishou has not responded regarding the specific reasons for the account ban [2]

Core Viewpoint - New World Development's fiscal year 2025 core net profit is expected to grow by 0.5%, aligning with expectations, primarily benefiting from strong profits in mainland property development and reduced financial costs, despite weak profits from Hong Kong property development [1] Group 1: Financial Performance - The investment property performance is mixed, with Hong Kong office buildings outperforming the market [1] - The company plans to maintain a dividend payout ratio of 50% [1] Group 2: Future Outlook - The IGC in Hong Kong and ITC in Shanghai are set to be completed and opened in fiscal year 2026, supporting recurring income growth [1] - The target price for New World Development is set at HKD 103, implying a forecast yield of 4% for fiscal year 2026 [1] - Earnings forecasts for fiscal years 2026 and 2027 have been revised down by 9% and 11% respectively due to declining sales profits in Hong Kong [1]