港股8月开局不利，三大指数继续承压走低，尾盘跌幅有所扩大。截止收盘，恒生指数跌1.07%或265.52 点，报24507.81点，大市交投缩减，全日成交额为2546.74亿港元；恒生国企指数跌0.88%，报8804.42 点；恒生科技指数跌1.02%，报5397.4点。全周来看，恒指累跌3.47%，国指累跌3.78%，恒科指累跌 4.94%。 东吴证券指出，往后看，市场担心海外风险上行。一是，美元资产继续上涨，或会导致全球资金减少对 中国资产的关注；二是，对等关税截止日临近，市场预期关税博弈更偏向税率"缓"+"降"。交银国际认 为，港股市场当前流动性状态仍较为充裕，估值水平保持合理，适度的市场拥挤度也为投资者提供了较 为理想的配置窗口。 蓝筹股表现 5.71港元。 1.个别快递股逆市走高。截至收盘，中通快递-W(02057)涨7.44%，报163.2港元；极兔速递-W(01519)涨 2.52%，报10.58港元。 7月29日，国家邮政局召开快递企业座谈会，就依法依规治理行业"内卷式"竞争，强化农村地区领取快 件违规收费等突出问题整治，促进行业高质量发展进行座谈交流。据现代物流报，7月17日义乌邮管局 已率先 ...

Market Overview - The Hong Kong stock market experienced a significant downturn, with the Hang Seng Index falling by 1.07% to close at 24,507.81, marking its fourth consecutive decline [1][2] - The Hang Seng Tech Index dropped by 1.02%, recording a seven-day losing streak, while the Hang Seng China Enterprises Index decreased by 0.88% [1][2] Sector Performance - Large technology stocks showed mixed results, with major financial stocks (banks, insurance, brokerage) and state-owned enterprises generally underperforming [2] - The biotechnology sector faced widespread declines, particularly in innovative drug concepts, while oil stocks also fell [2] - Conversely, paper stocks performed well, driven by rising price expectations amid anti-involution policies, and logistics stocks were notably active throughout the day [2][8] Notable Stock Movements - Key technology stocks such as Kuaishou, Bilibili, Tencent, and NetEase saw declines of over 2%, with Kuaishou dropping more than 3% [4][5] - In the cryptocurrency sector, stocks like Yao Cai Securities and Yunfeng Financial plummeted by over 19% and 16%, respectively, following the implementation of the Hong Kong Stablecoin Regulation [5][6] - The biotechnology and innovative drug sectors saw significant drops, with companies like WuXi AppTec and Junshi Biosciences declining over 3% due to concerns over drug pricing regulations in the U.S. [6][7] Emerging Trends - The logistics sector showed strong performance, with companies like Yueyun Transportation and ZTO Express rising by over 8% and 7%, respectively, as expectations for price increases in the express delivery industry grew [8] - Paper stocks also gained traction, with companies like Nine Dragons Paper and Comprehensive Environmental Group seeing increases of over 3% and 6%, respectively, following the signing of a major project [9] Capital Flows - Southbound capital saw a net inflow of HKD 12.207 billion, with significant contributions from both Shanghai and Shenzhen stock connect [11] Future Outlook - Analysts predict that the Hong Kong stock market may have a growth potential of 10% to 15% over the next 12 months, despite current market corrections [13] - The upcoming mid-year earnings reports are expected to show a significant increase in revenue growth compared to the previous year, although profit growth may moderate [13] - Certain sectors, such as new consumption, technology, and pharmaceuticals, are expected to see improved earnings forecasts, suggesting potential investment opportunities [13]

Market Overview - The Hong Kong stock market started poorly in August, with the Hang Seng Index closing down 1.07% at 24,507.81 points, and a total trading volume of 254.67 billion HKD [1] - The Hang Seng Index fell 3.47% over the week, while the Hang Seng China Enterprises Index and the Hang Seng Tech Index dropped 3.78% and 4.94%, respectively [1] - Concerns about rising overseas risks are prevalent, including the increase in dollar assets potentially reducing global interest in Chinese assets [1] Blue-Chip Performance - ZTO Express (02057) led blue-chip stocks, rising 7.44% to 163.2 HKD, contributing 7.92 points to the Hang Seng Index [2] - Other notable blue-chip performances included Xinyi Solar (00968) up 1.31% and Baidu Group (09888) up 1.06%, while Sinopec (00386) and PetroChina (00857) saw declines of 5.87% and 3.26%, respectively [2] Sector Highlights - The logistics sector saw a positive response to anti-competitive policies, with ZTO Express and Jitu Express (01519) both rising [3] - The photovoltaic sector was active following the Ministry of Industry and Information Technology's announcement of energy-saving inspections, with several solar stocks showing gains [4] - The stablecoin sector experienced a significant downturn after the implementation of the Stablecoin Regulation in Hong Kong, with major declines in related stocks [5][6] Notable Stock Movements - Joy City Property (00207) surged 45.95% after announcing a share buyback plan at a premium price [7] - InnoCare Pharma (02577) rose 30.91% following its inclusion in NVIDIA's partner list for 800V DC power architecture [8] - NIO Inc. (09866) saw an 8.62% increase after launching its new flagship SUV model [9] - Innovent Biologics (09939) faced a 16.8% drop due to a planned share placement at a discount [10] - Sinopec's stock fell 5.87% after a profit warning indicating a significant year-on-year decline in net profit [11]

中国经济网北京8月1日讯 英诺赛科(02577)港股今日收报57.6港元，涨幅30.91%。 ...

【导读】特朗普关税日，全球大跌 中国基金报记者 泰勒 大家好，8月1日，特朗普的新关税措施再次打击了全球的股市。 一起看看发生了什么。 黑色星期五 8月1日午后，欧洲股市开盘集体大跌，大部分欧洲国家股市均跌超1%。 另外，特朗普最新的关税措施提升了美国对全球商品的平均关税水平，市场愈发担心，这些关税可能拖累经济增长并推高通胀，这种担忧正逐渐盖过此前 支撑大型科技股的AI乐观情绪。 有分析指出，这些关税将损害全球贸易与经济增长，可能会令股市从近期高点回落。持续的不确定性也会影响企业决策，进一步抑制增长。尽管此次公布 的大多数关税低于4月2日时的极端水平，但许多关税设定缺乏合理解释，这将加剧政策的波动性。 与此同时，美股盘前三大指数持续跳水。 | ■纳斯达克指数期货 | | -0.88% | | --- | --- | --- | | NO | | 23160.17 | | ■道琼斯指数期货 YM | | -0.91% | | | | 43903.90 | | ■标普500指数期货 | Judille .. | -0.85% | | ES | | 6319.82 | 亚太地区市场集体下跌。 | 名称 | 最新 | ...

Core Viewpoint - Trump's new tariff measures have significantly impacted global stock markets, leading to widespread declines across various regions [2][3][6]. Group 1: Market Reactions - European stock markets opened with collective declines, with most countries experiencing drops exceeding 1% [3]. - The U.S. stock market indices also faced significant downturns prior to market opening [8]. - The Asia-Pacific region saw a collective drop in market performance [10]. - The A-share market experienced a slight decline, with the Shanghai Composite Index down by 0.37%, the Shenzhen Component down by 0.17%, and the ChiNext Index down by 0.24% [12]. Group 2: Economic Implications - Analysts indicate that a 15% tariff rate is detrimental for the EU, with Goldman Sachs projecting a GDP loss of approximately 0.4 percentage points for the Eurozone by the end of 2026 [5]. - The new tariffs are expected to harm global trade and economic growth, potentially causing stock markets to retreat from recent highs [7]. - The uncertainty surrounding these tariffs may adversely affect corporate decision-making, further suppressing growth [7]. Group 3: Sector Performance - The pharmaceutical sector continued to show strength, with multiple stocks hitting the daily limit [17]. - The photovoltaic sector experienced a collective rebound, with companies like Jiejia Weichuang and Shuangliang Energy reaching their daily limit [18]. - Conversely, the hydropower concept stocks faced adjustments, with Poly United hitting the daily limit down [18].

人民财讯8月1日电，香港恒生指数收跌1.07%，恒生科技指数跌1.02%。申万宏源香港跌超11%；英诺赛 科涨超30%，蔚来涨超8%。 （原标题：港股收盘：恒生指数收跌1.07%，恒生科技指数跌1.02%） ...

Core Viewpoint - InnoPhase's stock price surged over 60% on August 1, following its inclusion as the only Chinese chip company in NVIDIA's updated list of partners for the 800V DC power architecture [1] Group 1: Company Overview - InnoPhase has been collaborating with NVIDIA for some time, leveraging its high-power gallium nitride technology to qualify for the partnership [1] - The current collaboration is still in the testing phase, and no substantial orders have been generated yet [1] Group 2: Market Reaction - The stock price increase reflects market optimism regarding InnoPhase's potential role in the semiconductor industry, particularly in high-power applications [1] - The company is currently in the process of releasing its semi-annual report, which limits its ability to comment on the future prospects and impacts of the collaboration [1]

港股收评：恒指尾盘下挫收跌1.07% 稳定币概念集体弱势 金十数据8月1日讯，早间恒指围绕20日线低位震荡，尾盘跌势扩大至逾200点，收盘收于日内低点。恒 生科技指数午后一度接近抹去跌幅，尾盘再度下挫。截至收盘，恒指收跌1.07%，报24507.81点，科指 收跌1.02%，报5397.40点，恒指大市成交额达2546.74亿港元（上一交易日为3206.33亿港元）。盘面 上，物流、造纸等板块表现强势，石油股、医药股跌幅居前，稳定币概念午后跌幅扩大。个股方面，英 诺赛科(02577.HK)收涨30.91%，公司成为英伟达最新800V架构供应商名单中唯一入选芯片企业；蔚来 汽车(09866.HK)收涨8.62%，公司旗下乐道L90正式上市；中通快递(02057.HK)收涨7.44%；玖龙纸业 (00923.HK)收涨6.67%；开拓药业(09939.HK)收跌16.8%；中国石油化工股份(00386.HK)收跌5.87%；连 连数字(02598.HK)收跌13.7%。 ...

港股收盘，恒指收跌1.07%，科指收跌1.02%。英诺赛科(02577.HK)收涨30.91%，蔚来汽车(09866.HK)收 涨8.62%。 ...