腾讯控股盘中一度涨3%报683港元，续刷四年半来新高，腾讯年内累涨64%； 中国金表品牌西普尼挂牌翌日再飙72%； 歌礼制药拉升涨近13%，拟斥最多3亿元回购股份； 其他科技股中，中芯国际涨超9%领涨恒生科技指数成分股，快手涨超6%，华虹半导体、比亚迪电子涨 超5%，蔚来、百度涨超4%。 | 代码 | 名称 | ● | 最新 | 涨幅% | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | HSTECH | 恒生科技指数 | 1 | 6637.65 | 2.66 | 48.56 | | મટા | 恒生指数 | RIC | 27245.68 | 1.45 | 35.82 | | HSCEl | 恒生国企指数 | 1 | 9711.03 | 1.63 | 33.21 | 来源：格隆汇APP 格隆汇10月2日｜港股承接假期前强势，第四季开局强势，尽管A股假期休市，买盘依然炽热。截至半 日收盘，恒指涨1.45%升破27000点，恒生科技指数涨2.66%，国企指数涨1.63%。 板块方面，科技股、锂电池、半导体、黄金股表现强势，内银股、内房股、新消费普跌。 个股方面， ...

男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 市场盘点 周三，尽管"小非农"大幅不及预期，美元指数大体维持区间震荡，最终微跌0.09%，报97.73。基准的10年期美债收益率收报4.102%，对美联储政策利率敏感 的2年期美债收益率收报3.537%。 现货黄金于欧盘时段继续发力，再将历史新高刷新至3890美元上方，但随后回落至3860美元附近震荡整理，最终收涨0.19%，收报3865.43美元/盎司；纽约 期金盘中一度站上3900美元/盎司整数关口，再创历史新高；现货白银冲上47美元，盘中一度涨至47.82美元的日内高点，创14年新高，最终收涨1.44%，报 47.31美元/盎司。 原油连续第三日下跌。WTI原油日内再度跌超1%，盘中一度跌至61.21美元的日内低点，最终收跌1.03%，报61.58美元/桶；布伦特原油最终收跌1.04%，报 65.26美元/桶。 美国9月ADP就业人数大幅不及预期，创2023年3月来最大降幅 美国政府关门，参议院再度否决临时拨款法案，2日将暂停投票 美国最高法院拒绝允许特朗 ...

Market Performance - US stock indices collectively rose, with the Dow Jones up 0.09%, Nasdaq up 0.42%, and S&P 500 up 0.34% [4] - Notable stock movements included Intel rising over 7% and Tesla increasing over 3%, while Meta fell over 2% [4] - The Nasdaq China Golden Dragon Index rose 1.44%, with Chinese concept stocks generally increasing, including Baidu and JD.com [4] Commodity Prices - International precious metal futures saw a general increase, with COMEX gold futures up 0.5% at $3892.6 per ounce and silver futures up 1.67% at $47.42 per ounce [5] - International oil prices declined, with WTI crude oil down 0.91% at $61.8 per barrel and Brent crude down 0.95% at $65.4 per barrel [5] Automotive Industry - Multiple car manufacturers reported September delivery data, with BYD selling 396,270 new energy vehicles and Geely selling 273,125 vehicles, a 35% year-on-year increase [15] - Leap Motor led new energy vehicle sales with 66,657 units, setting a record, while XPeng and NIO also reported significant year-on-year growth [15][16] Technology and Innovation - A report indicated that China's embodied intelligence industry market size is expected to exceed 1 trillion yuan by 2035, with significant growth anticipated in various application fields [9] - OpenAI announced the launch of a new social application "Sora," allowing users to create and share AI-generated videos, showcasing advancements in AI technology [21] Food and Beverage Sector - Xibei restaurant chain announced nationwide price reductions, with some menu items seeing price drops of up to 16.8%, potentially attracting more consumers [19] Semiconductor Industry - ABM company signed a cooperation agreement to establish a production base for lithography machines and advanced packaging core equipment in Foshan, which is crucial for the semiconductor and electronics industry [18]

美国政府关门进入倒计时阶段，美股扛住政府关门引发经济不确定性的风险，三大股指盘中惊险转涨，9月全月和三季度继续累涨。黄金在美联储降息预期 和政府关门风险助推下继续创盘中历史新高，9月两位数大涨。 直到周二美股收盘，美国国会两院还没有彻底通过任何至少短期内维持政府支出的法案，美股大盘全天承压。数据显示美国劳动力市场疲软，美债、美元和 黄金均有明显反应。 美股盘前，周一美国总统特朗普和两党国会领袖在白宫会晤后，美国副总统万斯称他认为正走向政府关门。如果政府关门，劳工部统计局将停止发布经济数 据，美联储将缺少制定利率路径的关键数据。三大美股指集体低开。 美股盘前，媒体称OPEC+考虑未来三个月加大增产力度，每月增产约50万桶/日，原油盘中跌超2%。临近美股午盘，OPEC+否认此消息，原油盘中收窄过半 跌幅。 美股早盘公布的8月美国JOLTS职位空缺数从7月上修后的721万微增至723万，同时招聘减少，与劳动力市场疲软的趋势一致，让美联储可能有理由下月继续 降息。数据公布后，美国国债价格上行、收益率刷新日低，美元指数跌幅扩大，黄金盘中转涨。 美股盘中，特朗普警告，确实可能政府关门，那将有"不可逆转的"裁员和民主党青睐 ...

Market Overview - The Hang Seng Technology Index rose by 9.2% in September, outperforming the Nasdaq Index which increased by 4.8% [11][12] - Key companies in the internet sector, such as Baidu, Alibaba, and Meituan, showed significant stock performance, with Baidu and Alibaba gaining 44.4% and 43.9% respectively, outperforming the Hang Seng Technology Index by 35.2 percentage points and 34.7 percentage points [14] AI Developments - Major advancements in artificial intelligence were reported, including Google's release of the Nano Banana Prompt template and the AP2 protocol, which enhances AI-driven payment systems [19][20] - OpenAI announced the opening of five new data centers in the U.S. as part of a $400 billion investment to enhance its AI capabilities [23] - Meta launched the Code World Model (CWM) and the AI video generation platform Vibes, showcasing significant improvements in AI-driven content creation [25][26] Industry Dynamics - The gaming sector saw the approval of new domestic game licenses, including titles from MiHoYo and Tencent, indicating a recovery in the gaming market [46][47] - In fintech, payment institutions reported a 6% year-on-year increase in reserve funds, reflecting growth in the financial technology sector [48] - The short video industry is facing increased scrutiny, with the National Copyright Administration focusing on combating copyright infringement [51] E-commerce Trends - Douyin's e-commerce platform reported a 49% year-on-year growth in GMV, highlighting the rapid expansion of social commerce [56] - Alibaba's Lazada has integrated with Tmall, allowing brands to easily enter Southeast Asian markets, indicating a strategic move towards regional expansion [57] Company-Specific Insights - Tencent, Alibaba, and Kuaishou are identified as key players aggressively investing in AI, with expectations of short-term profit impacts but long-term stock price growth driven by AI advancements [2] - Baidu's AI search platform has regained the top position in monthly active users in China, reflecting its strong market presence [38] - Kuaishou launched its AI digital human feature, enabling users to create videos with AI-generated characters, further enhancing its content creation capabilities [40]

Market Performance - The Hong Kong stock market closed September with a bullish trend, with the three major indices showing a fluctuating upward pattern and reaching new highs [1] - The Hang Seng Technology Index surged by 13.95% during the month, hitting a peak of 6475.92 points on the last trading day [1] - The Hang Seng Index increased by 7.09%, briefly surpassing the 27,000-point mark, while the National Enterprises Index rose by 6.79%, crossing the 9,500-point threshold [1] Sector Performance - Semiconductor stocks led the gains, with notable increases such as Hua Hong Semiconductor up by 48.7% and SMIC up by 31.5%, both reaching historical highs [1] - Gold, copper, wind power, lithium battery, and photovoltaic sectors also saw significant gains, with Lingbao Gold up by 31.69%, Zhaojin Mining up by 29.71%, and Zijin Mining up by 28.66%, among others, all achieving historical price highs [1] - Wind power leader Goldwind Technology experienced a remarkable increase of 58.55% [1] Major Technology Stocks - Major technology stocks performed strongly, with Alibaba rising by 52.98%, Baidu by 48.99%, JD.com by 17.57%, and NetEase by 11.49%, all reaching new highs [1] - Other notable increases included Kuaishou up by 12.97%, Tencent by 11.15%, Xiaomi by 2.18%, and Meituan by 1.75% [1]

Market Performance - The Hong Kong stock market indices experienced significant gains, with the Hang Seng Tech Index rising by 2.24%, reaching a new high for the period [1] - In September, the Hang Seng Tech Index accumulated a nearly 14% increase, while the Hang Seng Index and the National Enterprises Index rose by 7.09% and 6.79%, respectively [1][2] Sector Highlights - Major technology stocks saw collective gains, with Kuaishou leading with a rise of over 7%, followed by Alibaba and NetEase with increases of 2% [2][4] - Semiconductor stocks remained strong, with Huahong Semiconductor surging nearly 11% to set a new high [2][8] - Apple-related stocks also saw gains as Apple reportedly notified its supply chain to increase production capacity [2][9] Gold and Copper Stocks - Gold stocks rallied, with Zijin Mining International soaring over 68%, and other gold-related companies also showing strong performance [6] - Copper stocks followed suit, with China Molybdenum rising by 11.84% and Jiangxi Copper gaining over 8% [7] Biopharmaceutical Sector - The biopharmaceutical sector showed positive movement, with WuXi AppTec increasing by over 8% and other companies like Zai Lab and BeiGene also experiencing gains [12][13] Airline Industry - Airline stocks generally rose, with China Eastern Airlines up by 6.73% and both China Southern Airlines and Air China increasing by over 4% [11] - Citic Securities noted strong demand for air travel during the upcoming holidays, suggesting potential for positive performance in the sector [11] Oil and Gas Sector - Oil stocks collectively declined, with China Petroleum falling by 2.75% and other major oil companies also experiencing losses [14] - Reports indicated that OPEC+ plans to increase oil production in November, contributing to the downward pressure on oil prices [14] Gaming and Telecom Stocks - Casino and gaming stocks mostly fell, with Sands China down by 2.25% and other major gaming companies following suit [15] - Telecom stocks also saw declines, with China Telecom and China Mobile both experiencing slight drops [17] Capital Inflows - Southbound capital saw a net inflow of HKD 15.48 billion, indicating strong investor interest in the Hong Kong market [19] Future Outlook - Everbright Securities highlighted the strong overall profitability of Hong Kong stocks, particularly in sectors like internet, new consumption, and innovative pharmaceuticals, suggesting that despite recent gains, valuations remain low and long-term investment potential is high [19]

Group 1: Gold Market Performance - Spot gold reached a new historical high of $3850 per ounce on September 30, 2023, and was reported at $3847.95 per ounce at the time of writing [1][12] - COMEX gold futures continued to rise, trading at $3871.3 per ounce [1][3] - The increase in gold prices is attributed to factors such as a weaker dollar, central bank purchases, and strong demand for gold ETFs [4] Group 2: Stock Market Overview - On September 29, 2023, U.S. stock indices closed higher, with the Dow Jones up 68.78 points (0.15%), the Nasdaq up 107.08 points (0.48%), and the S&P 500 up 17.51 points (0.26%) [5][6] - The Nasdaq Golden Dragon China Index rose over 2%, indicating strong performance in Chinese concept stocks [5][6] Group 3: Jewelry Market Trends - Domestic jewelry brands have started to increase their gold jewelry prices, with a projected increase of 20% to 30% after the National Day holiday [15] - The price of gold jewelry has already surpassed 1120 yuan per gram, with specific brands reporting daily increases in their gold product prices [12][15] Group 4: Economic Indicators and Investor Sentiment - Global investor interest in Chinese assets has increased, driven by fundamental improvements rather than policy-driven enthusiasm [10] - The market is awaiting key economic data from the U.S., including job vacancies and non-farm payroll reports, which may influence future monetary policy decisions [10][11]

Market Performance - A-shares exhibited a "weak Shanghai, strong Shenzhen" divergence since September, with the Shanghai Composite Index only slightly up by 0.12% due to financial and consumer sector drag, while the Shenzhen Component Index rose by 6.17% and the ChiNext Index surged by 12.04% [1] - The Hong Kong market rebounded significantly, with the Hang Seng Index increasing by 6.16% and the Hang Seng Tech Index leading with an 11.45% rise, driven by internet technology and precious metals sectors amid AI breakthroughs and expectations of a weaker US dollar [1] Sector Performance - Among 31 Shenwan first-level industries, power equipment led with a 19.13% increase, followed by electronics and non-ferrous metals, both exceeding 9% [1] - The defense and military industry saw a decline of 9.56%, while banks fell by 6.20%, indicating significant sectoral divergence [1] Broker Predictions and Market Trends - Major brokerages maintained a cautious stance at the beginning of September, emphasizing structural opportunities and a "volatile upward" market outlook [3] - The Hong Kong market benefited from "internal and external liquidity resonance" and valuation recovery, with a net inflow of over 140 billion HKD from southbound funds in September [4] Economic Indicators - Economic data from August showed continued slowdown, with fixed asset investment growth at 0.5% year-on-year, and real estate development investment down by 12.9% [5] - Industrial production demonstrated resilience, with a 5.2% year-on-year increase in industrial added value, particularly in equipment manufacturing and high-tech sectors [5] Future Outlook - The A-share market is expected to see a shift from pure valuation recovery to a dual drive of profit improvement and valuation enhancement in the fourth quarter [6] - The upcoming "14th Five-Year Plan" and the Central Economic Work Conference are anticipated to provide clearer policy guidance, potentially boosting market confidence and leading to a new upward trend in A-shares [6][7] Sector Opportunities - The technology sector remains a core focus, with AI and semiconductor industries expected to benefit from strong hardware demand and policy support [7] - In the consumer sector, structural opportunities are emerging, particularly in service-oriented and experience-driven consumption, with healthcare and education sectors poised for growth [8] - The cyclical sector, represented by upstream resource products, is expected to see improved profitability due to PPI recovery and fiscal support, presenting a significant allocation window [8]

Market Performance - US stock market indices rose, with the Dow Jones increasing by 68.78 points (0.15%) to 46,316.07, the Nasdaq up by 107.08 points (0.48%) to 22,591.15, and the S&P 500 gaining 17.51 points (0.26%) to 6,661.21 [3][4] - The Nasdaq China Golden Dragon Index saw a strong performance, rising over 2% [1] Sector Performance - In the S&P 500, nine out of eleven sectors experienced gains, with the consumer discretionary and technology sectors leading with increases of 0.55% and 0.49%, respectively [4] - The energy and communication services sectors declined by 1.91% and 0.45% [4] Chinese Stocks - Notable gains were observed in popular Chinese stocks, with the Nasdaq China Golden Dragon Index closing up 2.03% [4] - Specific stocks such as Xunlei surged over 9%, while Bilibili, Alibaba, New Oriental, and Sohu rose over 4% [4] Alibaba's Performance - Alibaba's stock increased by 4.65%, with analysts from Morningstar projecting further growth in its cloud business due to increased data center investments and AI applications [5] - Morningstar raised Alibaba's valuation for its American Depositary Shares and H-shares by 49% to $267 and HK$260, respectively, citing stronger cloud business profits and AI-driven growth [5] - Jefferies also raised Alibaba's target price from $178.00 to $230.00 [6]