中泰国际每日晨讯-20251223

Market Overview - On December 22, Hong Kong stocks rose, with the Hang Seng Index up 111 points (0.4%) closing at 25,801 points[1] - The Hang Seng Tech Index increased by 47 points (0.9%) to close at 5,526 points[1] - Daily trading volume decreased to HKD 169.8 billion, with net inflow from southbound funds at HKD 3.13 billion[1] Sector Performance - International gold and silver prices reached new highs, with Zhaojin (1818 HK) up 6.0%, China National Gold (2099 HK) up 7.6%, and China Silver (815 HK) up 5.8%[1] - New consumption stocks performed well, with Mixue Ice Cream (2097 HK) rising 10.1% after opening a store in Los Angeles[1] - China Duty Free Group (1880 HK) surged 15.8% following the official closure of Hainan Island[1] US Market Update - On the US side, the Dow Jones rose 277 points (0.5%) to 48,362 points, while the Nasdaq increased by 121 points (0.5%) to 23,428 points[2] - Tesla's stock rose 1.6% amid positive performance of its Robotaxi compared to Google's Waymo[2] - Nvidia's stock increased by 1.5% as rumors suggest potential chip supply to China pending approval[2] Industry Dynamics - In the automotive sector, stocks like Pony.ai (2026 HK) rose 10.7% due to advancements in L3 autonomous driving technology[3] - In pharmaceuticals, a collaboration between Ginkgo Bioworks (1167 HK) and AstraZeneca (AZN US) was announced, with Ginkgo set to receive an upfront payment of USD 100 million and potential milestone payments up to USD 1.915 billion[3] - Ginkgo's stock fell over 10% as the authorization amount was perceived as lower than expected, indicating a possible sell-off after initial positive sentiment[3]