BIDU(US:BIDU) 贝塔投资智库·2026-01-05 04:02Group 1 - Hong Kong retail sales value for November 2025 is estimated at HKD 33.7 billion, a 6.5% increase compared to the same month in 2024 [1] - Kintor Pharmaceutical (02171) shares rose nearly 5% after announcing its project for immune cell therapy for solid tumors was approved for a national major science and technology project [1] - CRO concept stocks performed strongly, with Zai Lab (06127) up 12.12%, Tigermed (03347) up 6.46%, WuXi AppTec (02359) up 4.55%, and CRISPR Therapeutics (03759) up 4.39% [1] Group 2 - Cryptocurrency stocks surged, with Blue Ocean Interactive (08267) up 18.97% and OKLink (01499) up 18.03%, following Bitcoin's rise above $93,000 [2] - Bilibili (09626) shares increased over 5% after the announcement of a major acquisition by Meta involving a Chinese AI team for over $2 billion [2] Group 3 - Fuhong Hanlin (02696) shares rose nearly 8% after announcing the acceptance of clinical trial applications for three innovative drug candidates [3] - Macau gaming stocks generally declined, with Galaxy Entertainment (00027) down 2.85% and Sands China (01928) down 2.15%, despite a 14.8% year-on-year increase in gross gaming revenue for December 2025 [3] - Chinese insurance stocks collectively rose, with New China Life (01336) up 5.07% and China Life (02628) up 2.22% [3] Group 4 - Kintor Biopharma (06990) shares rose over 8% after receiving approval for a clinical trial application for its ADC drug SKB105 [4] - The pharmaceutical sector showed strong performance, with several companies like GalaxoSmithKline (01672) and Innovent Biologics (01801) seeing significant gains [5] Group 5 - U.S. storage stocks saw significant gains, with SanDisk (SNDK.US) up 15.95% and Micron Technology (MU.US) up 10.51%, driven by a storage supercycle expected to last until 2027 [6] - AI energy stocks also rose, with Bloom Energy (BE.US) up 13.58% [6] - Rare earth stocks surged, with Critical Metals (CRML.US) up 17% and Energy Fuels (UUUU.US) up 14.72% [6] Group 6 - The Nasdaq China Golden Dragon Index saw a rise of 4.38%, with notable gains in Chinese concept stocks like Baidu (BIDU.US) up 15.03% [7] - Semiconductor stocks were broadly higher, with ASML (ASML.US) up 8.78% and Micron Technology (MU.US) reaching a new high [7] Group 7 - On the first trading day of 2026, U.S. markets opened higher, with the Nasdaq up over 1% and major tech stocks like AMD (AMD.US) and TSMC (TSM.US) also rising [8] - Bitcoin-related stocks saw pre-market gains, with Strategy (MSTR.US) up 3.43% and Coinbase (COIN.US) up 4.59% [8] Group 8 - Precious metal stocks showed mixed results, with Barrick Mining (B.US) up 1.22% while others like Coeur Mining (CDE.US) fell [9] - Gold and silver prices rose, with spot gold exceeding $4,400 and silver rising above $73, driven by expectations of further U.S. interest rate cuts [10]