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深夜!李嘉诚,突发!
中国基金报·2025-08-14 16:19

Group 1: Company Insights - CK Hutchison Holdings (长江和记实业有限公司) has ruled out the possibility of completing the sale of its global ports this year, despite optimism regarding the transaction's prospects after engaging with a significant Chinese strategic investor [3] - The company manages 43 ports, including two located at the strategically important Panama Canal, and if the sale is completed, it could generate over $19 billion in cash [3] - The port and related services revenue increased by 9% in the first half of the year, with EBITDA growing by 10%, driven by increased throughput and storage revenue from regions including mainland China, Asia, the Middle East, Mexico, and Europe [3] Group 2: Market Trends - U.S. stock markets experienced a decline, with major indices falling [5] - The probability of a Federal Reserve rate cut in September is now below 90%, following a significant increase in wholesale inflation, which saw the Producer Price Index (PPI) rise by 0.9% month-over-month and 3.3% year-over-year [6] - The rise in PPI indicates that inflationary pressures are building in the economy, which may dampen market optimism regarding imminent rate cuts [6][7] Group 3: Chinese Stocks Performance - The Nasdaq Golden Dragon China Index fell nearly 2%, with significant declines in shares of electric vehicle manufacturers such as Li Auto, Xpeng, and NIO, all experiencing drops exceeding 4% [8] - Other Chinese stocks, including Alibaba and Miniso, also saw declines, with Alibaba down 3.83% and Miniso down 3.76% [9][10]