异动盘点0306 | 创新药概念早盘走强，中信资源复牌涨超3%；热门中概股普跌，维多利亚的秘密股价显著下挫

Group 1 - Boreton (01333) shares rose by 4.08% after announcing a construction contract for the Jin Chuan Ru Wa Xi digital energy project, set to be executed by 2026 [1] - CITIC Resources (01205) resumed trading with a 3.57% increase, following the sale of 1.9 million shares of Alcoa at an average price of $62.451 per share, totaling approximately $119 million [1] - Weichai Power (02338) saw a rise of over 1% as a report highlighted the increasing market share of domestic brands in the data center market, driven by capacity and cost advantages [2] Group 2 - Xirui (02507) shares increased by over 4% after being included in the Hang Seng Composite Index, with a projected delivery of 797 aircraft in 2025, a 9% year-on-year increase [2] - China Heart-Linked Fertilizer (01866) shares surged by 8.16% amid rising concerns over fertilizer supply shortages due to escalating conflicts in the Middle East, a key region for global fertilizer supply [2] - Black Sesame Intelligence (02533) shares rose by 1.79% after announcing a revenue forecast exceeding RMB 800 million for 2025, representing a growth of over 68.7% [3] Group 3 - Meitu (01357) shares jumped nearly 8% as the company announced the integration of the Seedance 2.0 video creation model, enhancing its capabilities in e-commerce video content [3] - CSPC Pharmaceutical Group (01093) shares increased by 3.41% after receiving approval for clinical trials of a new inhalation powder [3] - Dazhu CNC (03200) shares rose by 3.54% following adjustments to the Hong Kong Stock Connect securities list [3] Group 4 - The innovative drug sector saw strong performance, with notable increases in shares of companies like Hutchison China MediTech (00013) up 8.64% and 3SBio (01530) up 10.94%, following the recognition of biomedicine as a key emerging industry in the national government report [4] Group 5 - Victoria's Secret (VSCO.US) shares fell by 12.16% despite strong earnings, attributed to rising tariff costs and acquisition-related expenses [5] - The Nasdaq Golden Dragon Index dropped by 1.53%, with major Chinese stocks like Alibaba (BABA.US) and Li Auto (LI.US) experiencing declines [5] - Copper mining stocks fell sharply, with Southern Copper (SCCO.US) down 7.16% as copper prices declined [5] Group 6 - Broadcom (AVGO.US) shares rose by 4.8% after reporting a 29% year-on-year revenue increase to $19.3 billion, driven by a doubling of AI-related revenue [6] - Alibaba (BABA.US) shares fell by 2.19% following the resignation of a key technology executive, raising market concerns [6]