贝塔投资智库·2025-07-08 04:14Key Points - The Hong Kong stock market saw significant movements with various companies experiencing notable gains and losses, indicating a dynamic trading environment [1] - Tesla's stock dropped over 6% due to concerns regarding Elon Musk's political involvement, reflecting investor apprehension [2] - Companies like Li Auto and Bilibili reported gains, with Li Auto's second-quarter sales slightly exceeding delivery guidance and Bilibili expanding into the video podcast sector [2] - The cryptocurrency sector showed mixed results, with some stocks like Circle and Bit Digital rising while others like Mara Holdings faced declines [2] - Uber's stock increased over 3% after Wells Fargo maintained a "buy" rating and raised the target price, showcasing positive analyst sentiment [3] Hong Kong Market Highlights - Bruker (00325) rose over 4% due to deepening collaboration with Ultraman IP, planning to launch multiple new products [1] - Reading Group (00772) increased over 4% after strategic investment in Softopia, entering the plush toy market [1] - GCL-Poly Energy (03800) saw a rise of over 4%, with expectations of turning profitable in the multi-crystalline silicon segment [1] - Gold stocks rebounded, with Tongguan Gold (00340) up 5.39% and China Gold International (02099) up 4.4% [1] - H&H International Holdings (01112) fell over 3% due to disappointing mid-term results, prompting a downward short-term outlook from Citigroup [1] - Ascend Group (02459) dropped over 16% after a heavily discounted rights issue, raising approximately HKD 44.5 million [1] - Huya (01024) rose over 3% as institutions expect the company’s Q2 performance to meet market expectations [1] U.S. Market Highlights - Tesla (TSLA.US) dropped over 6% amid concerns over Musk's political activities [2] - Li Auto (LI.US) gained over 3% with Q2 sales slightly above guidance [2] - Bilibili (BILI.US) increased over 7% as it expands into video podcasting [2] - Baidu (BIDU.US) rose over 3% after securing a major cloud project worth CNY 510 million [2] - Cryptocurrency stocks showed volatility, with Circle (CRCL.US) up over 9% and Mara Holdings (MARA.US) down over 5% [2] - Uber (UBER.US) rose over 3% following a positive rating from Wells Fargo [3]