证券时报·2025-09-24 14:56Core Viewpoint - Chinese concept stocks have shown strong performance, with the Nasdaq Golden Dragon China Index rising over 3% [3]. Market Performance - On September 24, U.S. stock indices opened higher but showed mixed results, with the Dow Jones up 0.08%, Nasdaq up 0.01%, and S&P 500 down 0.02% [2]. - In the Asian trading session, A-shares and Hong Kong stocks also performed strongly, with the Shanghai Composite Index rising 0.83%, Shenzhen Component Index up 1.8%, ChiNext Index up 2.28%, and the STAR 50 Index up 3.49% [5]. Institutional Investor Sentiment - HSBC's latest "Emerging Markets Investment Intentions Survey" indicates that global institutional investors are increasingly optimistic about emerging markets, particularly in Asia, with over 60% believing emerging market stocks will outperform developed markets, up from 49% in June [5]. - More than half of the surveyed investors expressed the most confidence in the mainland Chinese stock market, significantly higher than about one-third in June, reflecting confidence in China's economic stimulus policies and positive developments in U.S.-China trade relations [5]. Chinese Concept Stocks Performance - Specific Chinese concept stocks saw significant gains, with Yipeng Energy rising over 15%, Daqo New Energy, Niu Technologies, Alibaba, and GDS Holdings rising over 9%, and JD.com and others rising over 7% [6][7]. - Alibaba's Hong Kong stock also rose over 9%, following a major announcement of collaboration with NVIDIA in the Physical AI field during the 2025 Hangzhou Yunqi Conference [7]. Notable Movements in Other Stocks - Among U.S. tech giants, Tesla rose over 3% after UBS raised its Q3 delivery forecast from 431,000 to 475,000 units, marking a 10% increase [8]. - Lithium Americas surged over 80%, with reports indicating the U.S. government is seeking to acquire up to 10% of the company [9].