Market Overview - On October 8, the Hong Kong stock market initially fell by 440 points before stabilizing, closing down 128 points at 26,829 points[1] - The Hang Seng Tech Index decreased by 36 points, ending at 6,514 points[1] - Total market turnover was HKD 173.8 billion, higher than before the holiday[1] Sector Performance - The nuclear power sector showed strong performance, with stocks like China National Nuclear (2302 HK) and Harbin Electric (1133 HK) rising between 4% and 22%[1] - Gold and heavy metal sectors continued their upward trend, while Alibaba (9988 HK) and Baidu (9888 HK) saw weaker stock prices[1] U.S. Market Insights - The Dow Jones opened high but closed down 1 point after fluctuating, while the Nasdaq rose by 1.12% to a record high of 23,043 points[2] - The S&P 500 increased by 0.6%, closing at 6,753 points[2] - Gold prices surpassed USD 4,000, and AMD (AMD US) shares surged by 11.4%[2] Macroeconomic Data - As of the end of September, China's foreign exchange reserves were approximately USD 3.34 trillion, up by USD 16.5 billion (0.5%) from August[3] - The number of cross-regional travelers during the recent holiday reached 2.432 billion, a record high, with a daily average of 304 million, marking a 6.2% year-on-year increase[3] Industry Developments - Geely Auto (175 HK) announced a share buyback plan of up to HKD 2.3 billion, reflecting management confidence despite potential declines in domestic demand post-subsidy[4] - The Hang Seng Healthcare Index rose by 1.2%, with Longwind Pharmaceutical (2652 HK) seeing significant gains on its first trading day[4] - Notable partnerships in the pharmaceutical sector, including a deal worth over USD 1 billion for innovative drug rights, highlight ongoing growth in the industry[4]
中泰国际每日晨讯-20251009
ZHONGTAI INTERNATIONAL SECURITIES·2025-10-09 02:02