异动盘点0908|映恩、三花纳入恒生综合指数；药捷安康-B涨超21%；博通涨超9%，英伟达跌超2%

Group 1: Hong Kong Stocks - InnoCare Pharma-B (09606) surged over 14% after being included in the Hang Seng Composite Index and achieving primary endpoints in Phase III clinical trials for a breast cancer drug [1] - Sanofi (02257) rose over 7% as it announced plans to issue 17.35 million subscription shares at a discount of approximately 19.84%, raising about HKD 206 million [1] - COSCO Shipping Energy (01138) increased over 8% due to OPEC+ accelerating production, benefiting oil shipping demand [1] - Sanhua Intelligent Controls (02050) jumped over 13% after being added to the Hang Seng Composite Index, with significant growth in its refrigeration business in the first half of the year [1] - Gold stocks like Chifeng Jilong Gold Mining (06693) and Tongguan Gold (00340) saw increases of over 1% and 2% respectively, as non-farm payroll data sparked interest rate cut expectations, with the central bank increasing gold holdings for the tenth consecutive month [1] - Chinese property stocks collectively rose, with Country Garden (02007) up over 10% following new policies in Shenzhen aimed at boosting demand, which were deemed more impactful than those in Beijing and Shanghai [1] - Horizon Robotics-W (09660) increased over 5%, reaching a new high as it is expected to receive passive fund inflows due to adjustments in the Hang Seng Tech Index [1] Group 2: US Stocks - Lululemon (LULU.US) fell 18.58% after reporting second-quarter revenue growth of 7%, slightly below expectations, and lowered its full-year guidance due to tariff impacts [3] - Hesai Technology (HSAI.US) rose 0.30% as it continues to be the exclusive supplier of near-range LiDAR for Motional's autonomous vehicle fleet [3] - JOYY (JOYY.US) increased 0.85%, with its non-live streaming business revenue growing 25.6% year-over-year in Q2 [3] - Broadcom (AVGO.US) surged 9.41% following reports of a partnership with OpenAI to produce AI chips, reducing reliance on Nvidia [3] - GDS Holdings (GDS.US) rose 1.25% as it seeks C-round financing to accelerate global expansion, which could strengthen its competitive position [3] - CenturyLink (VNET.US) increased 3.40% after Goldman Sachs raised its target price from $12 to $13, maintaining a "buy" rating [3] - Tesla (TSLA.US) rose 3.64% as its board proposed a new compensation plan for Elon Musk, potentially worth $1 trillion if he meets ambitious goals [4] - Nvidia (NVDA.US) fell 2.70% due to the same partnership news with OpenAI, which may weaken its market position [4] - Hutchison China MediTech (HCM.US) increased 7.61% as it announced upcoming data releases for several self-developed compounds [4] - Daqo New Energy (DQ.US) rose over 7% as optimism grows in the solar sector, with expectations of a market turnaround due to government actions addressing overcapacity and price wars [4] - Huazhu Group (HTHT.US) increased 3.33%, projecting revenue and profit growth in the first half of 2025, with positive guidance for Q3 [4]