1. 有色金属股跌幅居前。截至收盘，江西铜业（600362）股份(00358)跌6.51%，报33.58港元；洛阳钼业 （603993）(03993)跌6.42%，报17.92港元；中国铝业（601600）(02600)跌5.69%，报10.77港元；紫金矿 业（601899）(02899)跌4.24%，报32.5港元。 盘面上，大型科技股悉数下跌，阿里巴巴跌1.63%，腾讯跌0.41%。特朗普宣布允许英伟达对华出售 H200芯片，芯片股集体走低，中芯国际跌超4%，数据中心股万国数据则涨超2%；内房股普遍下行，雅 居乐集团跌超18%；水泥、钢铁、石油、航空股等承压。另一边，部分医药股逆势走强，歌礼制药 ASC30治疗肥胖症的13周II期研究取得积极顶线结果，股价劲升18%。 市场预计日本央行将调整加息步伐；欧洲央行执委Schnabel的鹰派讲话，促使市场押注明年加息；美联 储影子主席哈塞特发表的不够鸽派的言论，同样打压明年降息预期。分析人士指出，市场几乎已消化美 联储本周降息的预期，但投资者认为其政策声明和主席鲍威尔的讲话可能暗示进一步降息的门槛提高。 市场等待本周美联储议息会议，港股三大指数今日再度走低，恒 ...

智通财经12月9日讯（编辑 胡家荣）今日港股市场表现疲弱，三大指数全线收跌。截至收盘，恒生指数跌1.29%，报25434.23点；恒生科技指数跌1.90%，报 5554.68点；国企指数跌1.62%，报8936.41点。 注：恒生指数的表现 尽管当前港股市场持续承压，但是招商证券指出，2026年港股核心驱动力将转向"新供给创造新需求"的新范式。这一转变源自科技创新加速、产业转型升级 以及财政模式优化，为市场提供坚实支撑。叠加中美流动性双宽松环境与当前估值洼地优势，他们预测恒生指数2026年有望实现10%-15%的温和上行，呈 现"慢牛"格局。 截至收盘，江西铜业股份(00358.HK)跌6.51%、洛阳钼业(03993.HK)跌6.42%、中国铝业(02600.HK)跌5.69%。 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 * | | --- | --- | --- | --- | --- | | 00661 | 中国大冶有色金属 | 0.093 | -0.010 | -9.71% | | 00358 | 江西铜业股份 | 33.580 | -2.340 | -6.51% | | 03993 | ...

Market Overview - The Hong Kong stock market experienced a volatile trading day on December 9, with the Hang Seng Index closing down 1.29% at 25,434.23 points, the Hang Seng Tech Index down 1.90% at 5,554.68 points, and the National Enterprises Index down 1.62% at 8,936.41 points [1] - Technology stocks generally declined, with notable drops in Bilibili, Xiaomi, and Baidu, each falling over 3%, while Kuaishou and Meituan dropped over 2% [1] - Gold and non-ferrous metal stocks faced pressure, with Zijin Mining down over 4% [1] - Real estate stocks weakened significantly, with Yaloo Group plunging over 18% [1] - The semiconductor sector saw substantial declines, with Huahong Semiconductor down over 5% and SMIC down over 4% [1] - New consumption concept stocks also fell, with Pop Mart down over 5% [1] - Pharmaceutical stocks performed well, with Genscript Biotech rising 18%, Hongteng Precision up 11%, and Zhaoyan New Drug up 5.9% [1] Company News - Dongfeng Group reported cumulative sales of 1.697 million vehicles in the first 11 months, a slight decrease of approximately 0.3% year-on-year, while new energy vehicle sales reached 489,203 units, marking a 39.1% increase [2] - New天绿色能源 achieved a cumulative power generation of 13.3689 million MWh in the first 11 months, an increase of 8.04% year-on-year, with November's generation at 1.662 million MWh, up 24.45% [2] - Longyuan Power completed a cumulative power generation of approximately 69.0964 million MWh in the first 11 months, reflecting a year-on-year growth of 0.41% [2] - Greenland Hong Kong reported contract sales of approximately 6.823 billion yuan in the first 11 months, a decline of 22.6% year-on-year [3] - Sunny Optical Technology completed a share swap merger with GoerTek, with its subsidiary Ningbo Aolai holding approximately 31.31% of the shares, becoming the second-largest shareholder [3] - Zoomlion Heavy Industry completed the acquisition of 81% of the shares in Zoomlion Heavy Industry Finance Leasing (Beijing) [4] - Cambridge Technology plans to increase its investment in CIG USA by $100 million [5] - WuXi AppTec announced research data for JWCAR201 IIT at the 67th American Society of Hematology Annual Meeting [6] - Four Seasons Pharmaceutical's innovative drug Anjiuwei® was successfully renewed for inclusion in the 2025 National Basic Medical Insurance Drug List, while its innovative drug Xuanyue Ning® was included for the first time [6] - Yuan Da Pharmaceutical's Class 1 innovative drug GPN01360 successfully reached clinical endpoints in a Phase II clinical study conducted in China [7] - Agile Group's hearing has been further postponed to March 9, 2026 [8] Institutional Insights - Bank of China International views the recent market adjustment as a normal phenomenon in a bull market, maintaining a positive outlook for the Hong Kong stock market, predicting the Hang Seng Index could reach 30,100 points by December 2026 [9] - Huaxia Fund believes that the previous irrational panic in the tech sector has eased, and with AI development paths becoming clearer, it is advisable to position for a recovery in the market [9] - Everbright Securities notes that the Hang Seng Index's current P/E ratio is above its five-year average, indicating a reasonable valuation range, while the tech index has room for growth [9] - Guosen Securities suggests that the recent market adjustment opens up space for future growth, with significant net inflows from southbound funds into the Hong Kong market [10]

港股创新药概念走强，歌礼制药一度飙涨超20%，药明合联、药明生物、恒瑞医药等跟涨。 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 √ | | --- | --- | --- | --- | --- | | 01672 | 歌礼制药-B ● | 17.140 | +2.810 | 19.61% | | 02268 | 药明合联 | 69.700 | +2.350 | 3.49% | | 02269 | 药明生物 | 33.740 | +0.800 | 2.43% | | 01276 | 恒瑞医药 | 74.100 | +1.550 | 2.14% | | 00867 | 康哲药业 | 13.870 | +0.210 | 1.54% | | 01177 | 中国生物制药 | 6.850 | +0.070 | 1.03% | | 02096 | 先声药业 | 13.850 | +0.140 | 102% | 此番大涨背后，直接催化因素是歌礼制药昨晚公布的一项重磅临床研究结果。 研究显示，口服小分子 GLP-1药物ASC30在肥胖或超重受试者中进行的美国13周II期研究显示经安慰剂校正后的体重下降达 7.7 ...

该信息由智通财经网提供 智通财经APP获悉，花旗发布研报称，预期歌礼制药-B(01672)股价将有正面反应; 重申"买入/高风险"评 级，目标价32港元。花旗认为歌礼制药公布其口服GLP-1药物ASC30用于治疗肥胖症的美国IIa期研究正 向数据进一步展现了ASC30同类最佳的潜力，并增强了未来合作信心。 报告指，歌礼制药公布其口服 GLP-1药物ASC30用于治疗肥胖症的美国IIa期研究正向数据。 ASC30的20毫克、40毫克及60毫克剂量组 在第13周时，经安慰剂校正后的体重减轻幅度分别为5.4%、7%及7.7%，其中中/高剂量组的疗效优于该 行预期(体重减轻>6.5%)。 研究中未发现肝脏安全信号，亦无ALT/AST/TBL升高。 在每周递增剂量的给 药方案下，药物耐受性良好; ASC30的20毫克、40毫克及60毫克剂量组因不良事件中止治疗的比例仅为 7.3%、7.5%及0%，为同类药物中最佳。呕吐发生率在20毫克、40毫克及60毫克剂量组分别为22%、 25%及30%，优于orforglipron在其每周递增剂量的Ib期研究中所报告的56%。公司计划于2026年第一季 度向美国FDA提交数据并申请 ...

花旗发布研报称，预期歌礼制药-B(01672)股价将有正面反应;重申"买入/高风险"评级，目标价32港元。 花旗认为歌礼制药公布其口服GLP-1药物ASC30用于治疗肥胖症的美国IIa期研究正向数据进一步展现了 ASC30同类最佳的潜力，并增强了未来合作信心。 报告指，歌礼制药公布其口服GLP-1药物ASC30用于治疗肥胖症的美国IIa期研究正向数据。ASC30的20 毫克、40毫克及60毫克剂量组在第13周时，经安慰剂校正后的体重减轻幅度分别为5.4%、7%及7.7%， 其中中/高剂量组的疗效优于该行预期(体重减轻>6.5%)。研究中未发现肝脏安全信号，亦无 ALT/AST/TBL升高。在每周递增剂量的给药方案下，药物耐受性良好;ASC30的20毫克、40毫克及60毫 克剂量组因不良事件中止治疗的比例仅为7.3%、7.5%及0%，为同类药物中最佳。呕吐发生率在20毫 克、40毫克及60毫克剂量组分别为22%、25%及30%，优于orforglipron在其每周递增剂量的Ib期研究中 所报告的56%。公司计划于2026年第一季度向美国FDA提交数据并申请II期结束会议。 ...

| 跌3091 | 涨2149 | | --- | --- | | 成交额6181亿 | 预测成交额1.92万亿,缩1270亿 | 12月9日开盘，A股市场震荡拉升，创业板指涨逾1%，沪指跌0.03%，深成指涨0.35%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3922.79 | 13376.53 | 1418.57 | | -1.28 -0.03% | +46.54 +0.35% | -7.68 -0.54% | | 科创50 | 创业板指 | 万得全A | | 1353.91 | 3224.50 | 6322.00 | | +3.12 +0.23% | +34.23 +1.07% | +6.53 +0.10% | | 沪深300 | 中证500 | 中证A500 | | 4624.80 | 7179.66 | 5564.18 | | +3.05 +0.07% | +7.29 +0.10% | +2.81 +0.05% | | 中证1000 | 深证100 | 中证红利 | | 7437.69 | 5895.60 | 5502.05 | | +14.65 ...

人民财讯12月9日电，港股午间收盘，恒生指数跌0.84%，恒生科技指数跌1.32%。歌礼制药涨近16%； 有色金属板块下跌，洛阳钼业跌超6%。 ...

板块上来看，创新药概念股表现活跃，CPO、电子元器件、互联网等板块涨幅居前；而贵金属、海南自贸港、房地产等震荡调整。 一起来看下最新的市场情况及资讯。 12月9日开盘，A股市场震荡拉升，创业板指涨逾1%，沪指跌0.03%，深成指涨0.35%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3922.79 | 13376.53 | 1418.57 | | -1.28 -0.03% | +46.54 +0.35% | -7.68 -0.54% | | 科创50 | 创业板指 | 万得全A | | 1353.91 | 3224.50 | 6322.00 | | +3.12 +0.23% | +34.23 +1.07% | +6.53 +0.10% | | 沪深300 | 中证500 | 中证A500 | | 4624.80 | 7179.66 | 5564.18 | | +3.05 +0.07% | +7.29 +0.10% | +2.81 +0.05% | | 中证1000 | 深证100 | 中证红利 | | 7437.69 | 5895.60 | 5502.05 | ...

港股方面，三大指数悉数下跌，百度集团、华虹半导体、哔哩哔哩跌幅居前。 | 恒生指数 | 恒生国企 | | 恒生科技 | | | --- | --- | --- | --- | --- | | 25684.64 | 9035.91 | | 5628.08 | | | -80.72 -0.31% | -47.62 -0.52% | | -34.47 -0.61% | | | 恒指期货 | 港股通50 | | 恒生生物科技 | | | 25727 | 3868.99 | | 0.00 | | | -50 -0.19% | -1.96 | -0.05% | 0.00 | 0.00% | 【导读】创新药概念股表现活跃，CPO板块走高 一起来看下最新的市场情况及资讯。 12月9日开盘，A股市场震荡拉升，创业板指涨逾1%，沪指跌0.03%，深成指涨0.35%。 板块上来看，创新药概念股表现活跃，CPO、电子元器件、互联网等板块涨幅居前；而贵金属、海南自贸港、房地产等震荡调整。 | 名称 | 现价 | 涨跌幅 = | 总市值 三 | | --- | --- | --- | --- | | 百度集团-SW | 122.000 ...