Apple(US:AAPL) Guoxin Securities Hongkong·2025-08-08 05:17Market Overview - The Hang Seng Index closed at 25,081.63, down 0.69% for the day but up 25.15% year-to-date[3] - The Hang Seng Technology Index rose to 5,546.73, increasing by 0.26% daily and 23.24% year-to-date[3] - The S&P 500 index closed at 6,340.00, down 0.08% for the day and up 7.33% year-to-date[3] Stock Performance Highlights - Xiaomi's stock fell nearly 4% ahead of its Q2 2025 earnings announcement, with expected revenue of 112.6 billion RMB, slightly below market expectations[7] - Sands China Ltd. shares rose over 5% due to a strong recovery in Macau's gaming industry, driven by increased outbound tourism and higher gaming budgets[7] - Apple Inc. shares surged 5% after announcing a $100 billion investment in the U.S., boosting related stocks like AAC Technologies, which rose over 9%[7] Sector Movements - Semiconductor stocks were active, with the Philadelphia Semiconductor Index rising 1.5%[9] - Gold stocks saw widespread gains, with China Gold International up over 7% as Citigroup adjusted its bearish outlook on gold prices, predicting a rise due to economic conditions[7] - The healthcare sector faced challenges, with Eli Lilly's stock dropping 14.14% after disappointing clinical trial results for its weight-loss drug[9] Economic Indicators - U.S. job market data showed a decline in confidence, contributing to mixed performance in U.S. markets[7] - The Atlanta Fed President indicated a potential interest rate cut later this year, reflecting ongoing concerns about inflation and economic growth[13] - Japan's government revised its GDP growth forecast down to 0.7% for the fiscal year, impacted by U.S. tariffs and inflationary pressures[13]