贝塔投资智库·2025-05-26 04:09Group 1: Hong Kong Stock Market Highlights - Giant Bio (02367) opened down over 8% due to concerns over the collagen content in its product, with a current decline of over 3% [1] - Horizon Robotics-W (09660) opened up over 3% as it officially enters the Hong Kong Stock Connect list, but is now down over 3% [1] - Fubo Group (03738) rose over 6% with a Q1 revenue growth of approximately 23%, accelerating its AI ecosystem layout [1] - Tongcheng Travel saw an initial rise of nearly 14%, reaching a historical high, with Q1 performance exceeding expectations; accommodation revenue grew by 23.3% year-on-year [1] - BYD initiated a price war with 22 models in its Dynasty and Ocean series seeing price cuts of up to 53,000 yuan, leading to declines in the entire electric vehicle sector [1] - Power stocks rose across the board, with Shanghai Electric (02727) seeing a peak increase of over 10%, currently up over 6% [1] - Semiconductor stocks performed well, with Hua Hong Semiconductor up over 2.6% and SMIC up 1.3%, amid news of asset restructuring between major semiconductor firms [1] Group 2: US Stock Market Highlights - Miniso (MNSO.US) plummeted over 17% due to a decline in profits for Q1 [3] - Intuit (INTU.US) rose over 8% as Q3 results exceeded expectations, driven by growth in its personal finance platform and accounting software [3] - Workday (WDAY.US) fell over 12% despite Q1 earnings exceeding expectations by a small margin [3] - U.S. Steel (X.US) surged over 20% as negotiations between Nippon Steel and the U.S. government reached the final stages [3] - Apple shares dropped 3% following threats from Trump regarding tariffs if production is not moved back to the U.S. [3] Group 3: Company-Specific Developments - Heart Medical (2291.HK) saw a peak increase of 28.33% during the day, with a dividend of 0.673664 HKD per share announced; the company reported a 44.78% year-on-year revenue growth for FY2024 [2]