异动股盘点0512| 特朗普重挫港股医药；汽车、汽配、博彩上行；美股上周五LYFT、RGC、TTD大涨

Group 1: Automotive Sector - Chinese electric vehicle manufacturers achieved a wholesale penetration rate of 51.7% in April, up 11 percentage points year-on-year. The wholesale sales of new energy passenger vehicles reached 1.133 million units, a year-on-year increase of 40.2% and a month-on-month increase of 0.3%. Cumulative wholesale from January to April reached 3.981 million units, growing by 42.1% [1] - Retail sales of new energy passenger vehicles in April were 905,000 units, a year-on-year increase of 33.9% but a month-on-month decrease of 8.7%. Cumulative retail from January to April reached 3.324 million units, growing by 35.7% [1] - Exports of new energy passenger vehicles in April totaled 189,000 units, a year-on-year increase of 44.2% and a month-on-month increase of 31.6%. Cumulative exports from January to April reached 590,000 units, growing by 26.7% [1] Group 2: Automotive Parts Sector - Chinese auto parts stocks rose, with companies like Minth Group and Delta Electronics seeing increases of 4.07% and 3.58% respectively. The competitive advantage of Chinese parts manufacturers in the U.S. remains strong according to Guotai Junan [1] Group 3: Beverage Sector - Beer stocks saw a general increase, with China Resources Beer rising over 3% and Budweiser APAC rising over 2%. Dongwu Securities reported a recovery in the beer sector for Q1 2025 [1] Group 4: Technology Sector - KEEP's stock rose over 10% as the company accelerates AI integration, potentially breaking through user scale and commercialization ceilings [1] - Apple-related stocks performed well, with Sunny Optical Technology rising over 10% and AAC Technologies rising over 8%. Apple announced price reductions for iPhone 16 Pro and Pro Max in preparation for the 618 shopping festival [2] Group 5: Pharmaceutical Sector - Pharmaceutical stocks faced significant declines following U.S. President Trump's announcement of an executive order to align U.S. prescription drug prices with those of the lowest-priced countries, potentially causing prices to drop by 30% to 80% [2] - Faraday Pharmaceuticals saw an increase of over 8%, with a month-to-date rise exceeding 35% due to multiple drug development and clinical promotion updates [2] Group 6: Gaming Sector - Gaming stocks rose as institutions reported that the Golden Week gambling revenue significantly exceeded expectations, with companies like Melco International Development and Galaxy Entertainment seeing increases of over 6% and 4% respectively [2] Group 7: U.S. Market Highlights - Crowdstrike's stock fell 4.21% due to an investigation by the U.S. Department of Justice and SEC regarding a $32 million transaction with Carahsoft Technology Corp [4] - Lyft's stock surged 28.08% after reporting Q1 revenue growth of 14% to $1.45 billion, with a net profit of $2.6 million [4] - The Trade Desk's stock rose 18.6% after reporting Q1 adjusted earnings per share of $0.33, exceeding market expectations [5]