6月9日早盘，恒生科技指数高开高走，恒生科技指数ETF（513180）跟随指数强势上扬。持仓股中，金 蝶国际、腾讯音乐、快手、美团、京东集团、中芯国际、商汤等涨幅居前，阿里巴巴、腾讯控股、比亚 迪股份、美团、快手等成交额居前。 消息面上，恒生指数6月9日（周一）起调入美的集团、中通快递-W；恒生科技指数调入比亚迪股份， 剔除阅文集团。此外，上交所于6月9日（周一），正式将布鲁可、古茗、蜜雪集团调入沪港通下港股通 标的名单。 硬科技与新消费共振，聚焦港股新CP（支持T+0）： 1） 港股消费：港股消费ETF（513230），打包电商+新消费，覆盖相对A股更为稀缺的新消费赛道； 2） 港股科技：恒生科技指数ETF（513180），软硬科技兼备，囊括相对A股更为稀缺的科技龙头。 （文章来源：每日经济新闻） 回购数据方向，截至6月6日，腾讯控股已连续回购15个港股交易日，期间累计回购金额高达75.07亿港 元。近年来，以腾讯为代表的科技龙头倾向于回购来实现投资者回报，截至6月6日，腾讯控股今年内回 购金额达285.33亿港元，去年全年回购金额高达1120.03亿港元。 此外，一般来说，企业认为其估值处于被市场严重低估 ...

智通财经APP获悉，映恩生物-B(09606)早盘涨超13%，盘中高见243.2港元，创上市新高。截至发稿， 涨10.82%，报237.6港元，成交额8244.2万港元。 该行指出，映恩生物秉持全球化战略，已建立多项战略合作，加速其产品线在全球关键市场的开发。公 司成立于2019年，尽管运营历史较短，其创新型ADC资产已吸引诸多国际生物医药公司的高度关注， 并已建立了广泛合作关系。映恩生物致力于成为全球生物医药公司在ADC领域的首选合作伙伴，其一 系列高质量合作不仅验证了公司平台和产品线的价值，也体现了其合作模式的高度可复制性，为未来持 续的创新和增长奠定坚实基础。 招银国际发布研报称，映恩生物拥有丰富的自研ADC管线：DB-1303/BNT323（HER2 ADC）的首个适 应症为HER2表达的子宫内膜癌（EC），管理层预计最快将今年向FDA申请加速上市申请；DB- 1311/BNT324（B7-H3 ADC）正在开发单药及联合治疗用于小细胞肺癌（SCLC，涵盖单药治疗及联合 免疫治疗）；DB-1310（HER3 ADC）采用差异化的开发策略，聚焦于与奥希替尼联合用于EGFR突变 NSCLC及KRAS突变N ...

深交所公告，因恒生综合中型股指数实施成份股调整，根据《深圳证券交易所深港通业务实施办法》的 有关规定，港股通标的证券名单发生调整，调入布鲁可、古茗、蜜雪集团，自2025年6月9日起生效。 ...

华创证券也表示，公司25年修复确定性较强，淘票票市占率稳定，储备《抓特务》《东极岛》《无名之 辈2》等头部单片待释放，有望贡献增量弹性。现场演出：持续增长，加速向上游去。预计25年现场演 出大盘仍能保持增长，大麦一级市场演出票务市占率领先，持续受益增长；此外，内容布局加速，大麦 有用户大数据优势，看好后续空间。IP 衍生：阿里鱼自16年来积累了包括三丽鸥、宝可梦、环球、吉 伊卡哇等在内的数百个优质IP，将在未来继续加大以电商为主的渠道建设，通过类目运营把握货物品类 趋势，并孵化C端品牌，看好阿里鱼渠道建设带动收入放量，及C端品牌孵化进展。 智通财经APP获悉，阿里影业(01060)大涨超17%，自5月20日至今累涨近1.4倍。截至发稿，涨17.89%， 报1.12港元，成交额6.13亿港元。 消息面上，中金研报指出，阿里影业建议将公司名称改为大麦娱乐，并于业绩公告提出内容领先、用户 增长、强化商业衍生能力及积极布局海外四个未来重要策略方向。该行认为，公司希望建立综合娱乐平 台，发展多元化业务方向。大麦：从季节性来看，5 月至10 月为行业旺季，根据中国演出行业协会， 2025 年五一假期5000人以上大型营业 ...

CBT-001由Cloudbreak Pharma Inc.开发，是已上市治疗肺纤维化药物OFEV的主要成分尼达尼布的创新 改良产品，对新生血管生成和组织纤维化均有抑制作用。此前已在美国完成II期临床试验，安全性高， 具有临床疗效，可抑制翼状胬肉生长并控制病情进展。可用于翼状胬肉轻中重度各阶段，及手术后防止 复发。 中国加入CBT-001的国际多中心III期临床试验后，已于2024年3月实现中国III期临床研究首例患者入 组。集团拥有CBT-001在中国内地、中国香港特别行政区、中国澳门特别行政区、及中国台湾省的独家 生产(含技术转移)及商业化权利，授权范围涵盖CBT-001的在研适应症，即预防翼状胬肉生长及减少结 膜充血。 远大医药(00512)涨超3%，截至发稿，涨3.02%，报8.89港元，成交额1.24亿港元。 消息面上，远大医药发布公告，集团用于治疗翼状胬肉的全球创新眼科药物CBT-001(GPN00153)开展的 国际多中心III期临床试验，近日完成了全球中心全部患者入组。该研究是一项随机、双盲、安慰剂平行 对照的III期临床试验，拟入组660例12周岁及以上的翼状胬肉伴结膜充血患者，旨在评估CB ...

Core Viewpoint - The Hang Seng Tech Index has seen an increase of 3%, indicating a positive trend in the technology sector [1] Company Performance - Kingdee International has experienced a rise of over 8%, reflecting strong investor interest and potential growth [1] - Tencent Music and Kuaishou both recorded gains of over 6%, suggesting robust performance and market confidence in these companies [1]

Group 1 - The Hang Seng Technology Index saw an increase of 2%, with notable gains from Kingdee International (over 6%), Meituan, and JD.com (over 4%), driven by a broad rally in tech stocks and improved liquidity [1] - The current rally in Hong Kong stocks is attributed to the accelerated transformation of industries represented by AI, with China's AI technology now ranking among the global leaders following the full open-sourcing of the DeepSeek model [1] - Major internet companies in Hong Kong are experiencing strong growth in capital expenditures and cloud business revenues, indicating that AI is becoming a core driver of cloud growth [1] Group 2 - In terms of capital expenditures, Alibaba and Tencent are projected to see significant year-on-year increases of 197% and 221% respectively in 2024, with strong growth momentum continuing into Q1 2025 [2] - Alibaba announced plans to invest over 380 billion yuan in cloud and AI infrastructure over the next three years, while Tencent expects its capital expenditures to approach 100 billion yuan by 2025 [2] - Alibaba Cloud reported an 18% year-on-year revenue growth for Q1 2025, while Baidu's smart cloud business achieved a remarkable 42% year-on-year growth, indicating a notable acceleration in cloud business growth [2]

港股新消费概念股盘中持续走强，布鲁可(00325.HK)涨超16%，蜜雪集团(02097.HK)涨超8%，古茗 (01364.HK)涨近4.5%，锅圈(02517.HK)、茶百道(02555.HK)涨超3.5%，泡泡玛特(09992.HK)涨1.8%。 ...

港股新消费概念股盘中持续走强， 布鲁可涨超16%， 蜜雪集团涨超8%， 古茗涨近5%， 锅圈、 茶百道 涨超3%， 泡泡玛特涨近2%。 ...

Core Insights - The article discusses the evolution of the domestic new energy vehicle (NEV) market, highlighting a shift from policy-driven to consumer-driven growth, with penetration rates increasing rapidly between 10% and 50% [1] - The emergence of intelligent driving (智驾) is seen as a new opportunity for market restructuring, with expectations for significant advancements in technology and cost reduction by 2025 [1] - Companies with strong core technologies and cost control are expected to capture higher market shares, with XPeng Motors identified as a potential leader in the intelligent driving wave [1] Group 1: Industry Trends - The NEV market is transitioning towards consumer-driven demand, with significant growth in penetration rates [1] - Intelligent driving technology is anticipated to enhance user experience and reduce costs, leading to increased market share for companies excelling in these areas [1] - 2025 is projected to be a pivotal year for the increase in intelligent driving penetration [1] Group 2: Company Strategy - XPeng Motors is launching a new product strategy over the next three years, with a focus on a diverse product matrix to cover all categories of intelligent mobility [2] - The company plans to initiate a product iteration cycle starting in Q3 2024, with several strategic models expected to launch in 2025 [2] - XPeng's AI-driven intelligent driving capabilities and improved vehicle lineup are expected to significantly boost sales and profitability [2] Group 3: Financial Projections - The company is projected to achieve revenues of 99.1 billion yuan in 2025, with a price-to-sales ratio of 1.4X [2] - The combination of scale enhancement, cost reduction from platform and technology, and expansion of software profitability models is expected to provide substantial financial flexibility [2] - The ongoing advancements in AI and intelligent driving are seen as key components in establishing a competitive edge in the automotive industry [2]