异动盘点1028|美图公司涨近4%,三花智控涨超5%;文远知行涨超4%,百度美股涨超4%
贝塔投资智库·2025-10-28 04:00

Market Performance Summary - ASMPT (00522) fell over 6% due to Morgan Stanley's report predicting potential losses in Q3 from one-time restructuring costs, but suggests investors consider long-term growth potential [1] - Meitu (01357) rose nearly 4% as high-frequency data indicated record overseas revenue in September, coinciding with the 2025 Zcool Design Week [1] - Tianjin Chuangye Environmental Protection (01065) increased over 2% as institutions are optimistic about the potential for improved sewage treatment volume and pricing, with attractive H-share dividend yields [1] - Hesai Technology (02525) rose over 4% with stable growth in laser radar installations and plans for annual production capacity exceeding 2 million units [1] - Kingdee International (00268) increased nearly 3% with a year-on-year growth of approximately 18% in recurring revenue from subscription services in the first three quarters [1] - Sanhua Intelligent Control (02050) rose over 5% as Dongfang Securities believes the company has a first-mover advantage in the robotics actuator sector, likely capturing more market share in the industrialization of robotics [1] - Kingsoft (03888) increased nearly 4% with a nearly 40% year-on-year growth in net profit for Q3, showing significant growth across all WPS business segments [1] - China Aluminum (02600) rose over 3% with a year-on-year increase of over 20% in net profit attributable to shareholders in the first three quarters, and three subsidiaries plan to increase capital for Yunnan Aluminum Foil [1] - Bilibili (09626) rose over 6% as its self-developed game "Escape from Duckkov" surpassed one million global sales [1] US Market Highlights - WeRide (WRD.US) rose 4.89% after announcing the launch of Robotaxi public operations in Riyadh, Saudi Arabia, in partnership with Uber [3] - XPeng Motors (XPEV.US) increased 6.48% as it accelerated its globalization strategy, successfully entering the markets of Lithuania, Latvia, Estonia, and Cambodia [3] - NIO (NIO.US) rose 2.03% as the company announced reaching its 90 millionth battery swap service [3] - Baidu (BIDU.US) increased 4.81% with its intelligent cloud market share ranking second in China's AI cloud market [3] - Tencent Music (TME.US) rose 3.54% as it improved paid user penetration and strengthened its copyright resources and original content ecosystem [3] - NVIDIA (NVDA.US) increased 2.81% as it prepares for the GTC Washington Summit from October 27 to 29 [4] - Tesla (TSLA.US) rose 4.31% as its Model Y became the best-selling car in Europe in September [4] - Intel (INTC.US) rose 3.29% with Truist raising its target price from $21 to $39, while Deutsche Bank raised its target from $30 to $35, both maintaining a "hold" rating [4] - Qualcomm (QCOM.US) surged 11.09% after announcing the launch of AI processors to compete with AMD and NVIDIA, with AI200 chips set to ship next year [4] - Apple (AAPL.US) rose 2.28% as its market capitalization approached $4 trillion, with upcoming Q4 earnings expected to reflect solid growth compared to the previous quarter [4]