贝塔投资智库·2025-06-16 04:00Core Viewpoint - The article highlights significant stock movements in the Hong Kong market, driven by various company announcements and market conditions, indicating potential investment opportunities in specific sectors and companies. Group 1: Company Performances - Xiaomi Group-W (01810) rose over 3% as Lei Jun announced the release of new products, with Morgan Stanley suggesting these could be key to stock price increases [1] - Kingsoft Software (03888) increased by over 12% due to the upcoming public test of its new game, which has over 520,000 reservations, with Morgan Stanley optimistic about its revenue potential [1] - Sany International (00631) saw a rise of over 5% after reporting a 23% increase in net profit for the first quarter, alleviating growth concerns according to 招银国际 [1] - Ronghui International (00990) rose over 4% after issuing new shares to raise HKD 400 million and plans to rename itself to "Zhiyuan Holdings" [1] - Tongguan Gold (00340) increased by over 7% as gold prices surpassed USD 3,400, driven by heightened demand for safe-haven assets amid Middle East tensions [1] - Goldwind Technology (02208) rose over 6% with a 72% increase in wind power approvals, leading Guojin Securities to revise industry demand expectations upward [1] - Hec Pharma-B (02142) increased by over 4% due to collaboration with Visterra to advance HCAb technology for immune disease drug development [1] - Kangfang Biotech (09926) rose over 7% following the release of data on its drug for cervical cancer at the ASCO annual meeting, reinforcing its treatment value [1] - He Yu-B (02256) increased by over 5% after completing the first patient dosing of Ipagufungin, receiving breakthrough therapy designation from CDE [1] Group 2: Market Trends - The real estate sector saw a general rise, with Guangzhou lifting purchase restrictions, leading to increases in stocks like Jin Hui Holdings (09993) by 6.91% and others [2] - The luxury goods sector collectively rose, with Chow Tai Fook (01929) up 5.4% and LVMH reaffirming its investment in China, predicting that the mainland will account for 25% of global luxury market share by 2030 [4] - The stablecoin concept stocks opened higher, benefiting from the upcoming implementation of the Hong Kong stablecoin regulations [3] - The energy sector saw a significant rise, with Shandong Molong (00568) increasing over 40% due to Middle East conflicts driving oil prices up [2] Group 3: International Market Movements - In the US market, Austin Technology (OST.US) rose over 5% due to its involvement in various display module applications [6] - Circle (CRCL.US), the issuer of the USDC stablecoin, saw its stock price increase by over 25% amid major retailers exploring their own stablecoins [6] - Oracle (ORCL.US) rose over 7% as it projected a 40% year-on-year growth in cloud business revenue for fiscal 2026 [6]