一则消息,彻底引爆!
中国基金报·2025-09-22 12:20

Market Overview - The Hong Kong stock market experienced a collective decline, with the Hang Seng Index falling by 0.76% to close at 26,344.14 points, the Hang Seng Tech Index down by 0.58%, and the Hang Seng China Enterprises Index decreasing by 1.07% [4][5] - Despite the overall market downturn, there was a net inflow of 12.7 billion HKD from southbound funds [5] Semiconductor Sector - The semiconductor sector was notably active, driven by positive news surrounding the IPO of Moore Threads on the STAR Market, which is set to take place on September 26 [8] - Semiconductor company SMIC reached a new high, closing up 5.16% at 73.35 HKD per share [7][6] - Other semiconductor stocks such as Hua Hong Semiconductor and ZTE also saw gains of 3.57% and 1.89%, respectively [7] Electric Vehicle Sector - The electric vehicle sector faced challenges, with BYD shares dropping over 3% following Berkshire Hathaway's complete exit from its investment in the company [10][11] - Other EV stocks, including NIO and Geely, also reported declines [12] Financial Sector - The financial sector saw widespread declines, with major banks and insurance companies experiencing losses [13][15] - The China Insurance Index recorded the largest drop at 1.99%, with companies like ZhongAn Online and China Life falling by 3.70% and 3.05%, respectively [15] - However, some analysts remain optimistic about the banking sector's performance in the second half of the year, predicting potential gains of up to 15% for A-share banks [16] Technology Sector - The technology sector showed weakness, with major companies like JD.com and Meituan experiencing declines of 3.31% and over 2%, respectively [18][19] - In contrast, Apple-related stocks performed strongly, with several companies seeing significant gains [20] Apple Supply Chain - Reports indicate that Apple has requested its main supplier, Luxshare Precision, to increase the daily production of the standard iPhone 17 by approximately 40% due to strong pre-order demand [21]