异动盘点0915|药捷安康涨超16%，芯片股集体走高；甲骨文跌超5%，特斯拉涨超7%

Group 1: Hong Kong Stocks - Yaojie Ankang (02617) surged over 16% after reporting no main business revenue for the first half of the year, with other income dropping from 10.4 million to 3.6 million, a decline of 65.1% [1] - Yunfeng Financial (00376) rose over 18% following a strategic partnership with Ant Digital Technology to explore tokenization of real-world assets and Web3 [1] - COSCO Shipping Energy (01138) increased over 5% as VLCCTD3C freight rates reached $74,338 per day, a year-on-year increase of 113% [1] - Chip stocks collectively rose, with Beike Micro (02149) up over 7%, China Electric Huada Technology (00085) up over 2%, and Huahong Semiconductor (01347) up over 3%, as the Ministry of Commerce initiated anti-dumping investigations on US simulated chips [1] - CSPC Pharmaceutical Group (01093) gained over 3% after announcing that its SYH2066 tablet received approval for clinical trials in China [1] - Sanhua Intelligent Control (02050) rose over 5% as Tesla's new robot approaches mass production, with Morgan Stanley setting a target price of HKD 41 for the company [1] Group 2: Shanghai Stocks - Hu Shang Ayi (02589) increased over 7% after being included in the Hong Kong Stock Connect list, with stable growth in store numbers in the first half of the year [2] - Bilibili-W (09626) rose over 5% as the testing date for "Three Kingdoms: Hundred Generals Card" was set for October, with institutions optimistic about its growth potential [2] - The lithium battery sector saw significant gains, with Zhongxin Innovation (03931) up over 5%, CATL (03750) up over 7%, Ganfeng Lithium (01772) up over 4%, and Tianqi Lithium (09696) up over 3%, as Morgan Stanley issued a positive report on CATL amid market focus on lithium demand expectations for next year [2] - United Pharmaceutical (03933) rose over 3% as new raw material production capacity in Gaolan and Inner Mongolia is set to commence in October [2] Group 3: US Stocks - Oracle (ORCL.US) fell 5.09% as JPMorgan expressed concerns over the profitability of new orders related to AI model training and the company's ability to fund infrastructure for large orders [3] - Adobe (ADBE.US) decreased 0.34% despite reporting a year-on-year revenue growth of 11% in Q3 2025, exceeding analyst expectations, and raising its full-year revenue guidance for the second time this year [3] - XPeng Motors (XPEV.US) continued to rise by 1.41% as the Ministry of Industry and Information Technology announced the debut of its first extended-range SUV, the XPeng G7 [3] - Hesai (HSAI.US) increased by 2.07%, with total proceeds from its global offering expected to be HKD 4.1624 billion [3] - Warner Bros. Discovery (WBD.US) rose by 0.78% amid reports of Paramount Skydance preparing a cash-based majority stake acquisition proposal for the company [3] - Microsoft (MSFT.US) increased by 1.77% after signing a non-binding agreement with OpenAI to reset their collaboration terms [3] Group 4: Additional US Stocks - Supermicro (SMCI.US) rose by 2.39% as the company announced it has begun bulk deliveries of NVIDIA's Blackwell Ultra solutions [4] - Novartis (NVS.US) fell by 2.80% as Goldman Sachs downgraded its stock rating to "sell" [4] - Bilibili (BILI.US) increased by 4.09% as management anticipates that "Three Kingdoms: Hundred Generals Card" will achieve daily active users in the million range [4] - Mogu (MOGU.US) continued to rise by 6.29% after the board approved a strategic asset allocation plan to invest up to $20 million in digital currency [4] - Tesla (TSLA.US) surged by 7.36% as its Model YL sold out in the Chinese market, with new orders indicating the earliest delivery time expected in November 2025 [4]