Group 1: Market Movements - Cambridge Technology (06166) saw a mid-session surge, currently up over 7.3%, driven by LightCounting's prediction that the global optical module market will exceed $37 billion by 2029, with 1.6T optical modules expected to enter commercial use in 2025, anticipating a demand of 2.5 to 3.5 million units [1] - Sais Group (09927) rose over 3% after announcing the launch of its overseas brand DFSK in Egypt, marking its entry into the Egyptian market [1] - Power stocks collectively declined, with Huaneng International (00902) down 7.78%, Datang Power (00991) down 5.13%, Huadian International (01071) down 2.88%, and China Resources Power (00836) down 2.7%, following the release of long-term electricity prices in Guangdong and Jiangsu for 2026, which showed significant decreases [1] Group 2: Commodity and Sector Updates - China Silver Group (00815) increased over 7% as silver prices surged dramatically, with COMEX silver futures rising over 11% and spot silver up over 10%, marking a year-to-date increase of 175%, significantly outpacing gold [2] - Xpeng Motors (09868) rose nearly 6% after holding a brand launch event in Doha, Qatar, indicating its entry into the high-end Middle Eastern market [2] - Some photovoltaic stocks saw gains, with GCL-Poly Energy (00451) up 6.76%, New Times Energy (01799) up 4.81%, GCL-Technology (03800) up 1.83%, and Xinyi Solar (00968) up 0.99%, following regulatory guidance aimed at ensuring fair competition in the solar industry [2] Group 3: Corporate Developments - AVIC Aircraft (02357) rose over 1.5% after announcing a partnership agreement to acquire 59.1816% of a partnership interest from Aviation Industry Investment for a consideration of RMB 202 million [3] - MGM China (02282) experienced a sharp decline of over 13% after a new long-term brand cooperation agreement was announced, which will increase brand usage fees significantly starting in 2026, expected to reach HKD 1.2 billion [4] - Dongfang Zhenxuan (01797) rose over 4.3% following the confirmation of a new CEO, marking a leadership transition within the company [4] Group 4: U.S. Market Highlights - Tesla (TSLA.US) fell 2.1% amid mixed expectations for Q4 delivery volumes, with estimates ranging from 415,000 to 440,000 units [5] - Target (TGT.US) saw a peak increase of 6.7% due to significant investment from activist investor TOMS Capital [5] - Coupang (CPNG.US) shares rose by 11% after the company announced it had recovered devices used to leak user information [5]
异动盘点1229 |电力股集体走低，易生活控股复牌涨超68%；比特币概念股走低，金银概念股盘前普涨