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异动盘点1023|芯片股延续跌势,黄金股继续走低;诺和诺德跌超2%,GE Vernova跌超1%。
贝塔投资智库·2025-10-23 04:00

Group 1: Hong Kong Stock Market Highlights - China Hongqiao (01378) rose over 2% as the company continued its share buyback, spending HKD 7.5941 million to repurchase 300,000 shares [1] - Sands China (01928) increased by over 3% following its parent company Las Vegas Sands Corp.'s announcement of a 2.7% rise in adjusted property EBITDA for Q3 [1] - Aluminum Corporation of China International (02068) fell over 11% amid market focus on potential transactions involving Chalco and its rich overseas operational experience [1] - Giant Bio (02367) gained over 6% as its controlling shareholder increased holdings by 500,000 shares, with Citigroup suggesting the market overreacted to pre-sale performance [1] - Li Ning (02331) rose over 6% as the brand announced its entry into Meituan Flash Purchase on October 20 [1] - Semiconductor stocks continued to decline, with Huahong Semiconductor (01347) down over 6% and SMIC (00981) down nearly 1%, as the U.S. plans to restrict key software exports [1] - China National Heavy Duty Truck Group (03808) increased over 2% with September heavy truck exports reaching a record high of 15,000 units, expecting annual exports to exceed 150,000 units [1] Group 2: Steel and Banking Sector Performance - Steel stocks faced declines, with Maanshan Iron & Steel (00323) down over 3% and Angang Steel (00347) down over 2%, as seasonal demand fell short of expectations [2] - Chinese banks continued to rise, with Postal Savings Bank (01658) up over 3% and Agricultural Bank of China (01288) nearly 1%, supported by multiple catalysts for bank revaluation according to Morgan Stanley [2] - Gold stocks continued to decline, with China Silver Group (00815) down over 1% and Lingbao Gold (03330) down over 2%, following a significant drop in gold prices [2] Group 3: U.S. Stock Market Highlights - Mattel (MAT.US) fell 2.76% after reporting a 6% year-over-year decline in Q3 sales to USD 1.74 billion, below market expectations [3] - NIO (NIO.US) rose 0.59% as its L90 model achieved a record weekly delivery volume, with production capacity up 50% from the previous month [3] - Intuitive Surgical (ISRG.US) surged 13.89% due to a 22.9% year-over-year revenue increase driven by demand for its da Vinci robotic systems for minimally invasive surgeries [3] - Texas Instruments (TXN.US) dropped 5.60% as its Q4 revenue and profit forecasts fell short of Wall Street expectations [3] - Weibo (WB.US) increased 5.22% as it plans to announce its Q3 2025 financial results in mid-November, although its advertising business may face multiple pressures [3] - Barclays (BCS.US) rose 4.41% despite a 7% year-over-year decline in pre-tax profit for Q3 [4] - Google (GOOGL.US) increased 0.49% as it negotiates a cloud computing service contract with Anthropic, potentially worth several billion USD [4]