格隆汇9月1日｜港股市场稳定币概念股集体走强，其中，华检医疗、耀才证券金融涨超8%，中银香港 涨超7%，云锋金融涨5%。 | 代码 | 名称 | 涨跌幅 √ | 最新价 | 总市值 | | --- | --- | --- | --- | --- | | 01931 | 华检医疗 | (0) 8.77% | 10.540 | 170.72亿 | | 01428 | 耀才证券金融 | 8.42% | 12.620 | 214.2 Z | | 02388 | 中银香港 | 7.55% | 37.880 | 4004.97 乙 | | 00376 | 云锋金融 | 5.03% | 3.340 | 129.19亿 | | 09618 | 京东集团-SW | 3.14% | 121.500 | 3445.74亿 | | 00863 | OSL集团 | 1.77% | 17.220 | 127.05亿 | | 02888 | 渣打集团 | 1.68% | 145.600 | 3360.11亿 | | 02598 | 连连数字 | 1.48% | 11.650 | 130.09亿 | | 02562 | 狮腾控股 | 1.4 ...

另一方面，构看好国产芯片替代加速，半导体芯片股涨势最大且午后加速走高，英诺赛科大涨超15%领 衔，权重股中芯国际大涨近11%刷新上市高价，机器人概念股、脑机接口概念股、保险股、石油股、军 工股表现活跃。(格隆汇) 盘面上，大型科技股表现低迷，尤其是美团绩后大跌12.55%表现最差，京东跌5%，阿里巴巴跌4.69%， 百度跌超1%，腾讯、小米走低；重型机械股、高铁基建股、钢铁股、建材水泥股等基建类股下跌明 显，稳定币概念股、汽车股、创新药概念股、新消费概念股等热门板块皆走低。 港股三大指数集体收跌，并且录得3连跌行情！截止收盘，恒生指数跌0.81%失守25000点关口，国企指 数、恒生科技指数分别下跌1.15%及0.94%。值得注意的是，南下资金净卖出港股超200亿港元。 ...

09:21 港股开盘丨恒指高开0.4% 蔚来涨8% 恒指高开0.4%，恒生科技指数涨0.55%。蔚来涨8%，康方生物、晶泰控股涨超4%，华润万象生活绩后 低开1%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | HSI | 恒生指数 | 25626.17 | 101.25 | 0.40% | | HSTECH 恒生科技 | | 5814.33 c | 32.09 | 0.55% | | HSHKBIO 恒生生物科技 | | 17483.40c 294.04 | | 1.71% | | HSCEI | 恒生中国企业指数 | 9181.86c | 33.20 | 0.36% | | HSCI | 恒生综合指数 | 3942.36c | 17.58 | 0.45% | （更新中） 09:25 A股开盘｜三大指数集体高开 AI产业链全线走强 沪指涨0.03%，深成指涨0.08%，创业板指涨0.2%。AI产业链全线走强，算力、智能体、GPU概念领 涨，寒武纪高开近4%；大消费普遍回调，农业、免税、汽车股跌幅居前，光伏、稳定币概念小幅下 跌。 ...

国信证券(香港)·资讯日报 资讯日报：港股三大指数强势收涨 股票市场概览 港股市场表现 美股市场表现 2025 年 8 月 26 日 资讯日报 海外市场主要股市上日表现 | 指数 | 收盘价 | 单日 涨跌（%） | 周涨跌 （%） | 年初至今 涨跌（%） | | --- | --- | --- | --- | --- | | 恒生科技 5825.09 | | 3.14 | 3.14 | 29.43 | | 恒生指数 25829.91 | | 1.94 | 1.94 | 28.88 | | 上证指数 3883.56 | | 1.51 | 1.51 | 13.98 | | 日经225 42807.82 | | 0.41 | 0.41 | 7.30 | | 富时新加坡海峡指数 4256.49 | | 0.08 | 0.08 | 12.14 | | 纳斯达克指数 21449.29 | | (0.22) | (0.22) | 10.07 | | 德国DAX 24273.12 | | (0.37) | (0.37) | 21.92 | | 标普500 6439.32 | | (0.43) | (0.43) | 9.0 ...

拉长时间看看，Wind数据显示，在科技赋能下，中证金融科技指数去年924行情以来（截至8月22日收 盘）累计涨159.17%，相比同期证券公司指数（399975）61.5%涨幅，高成长性高弹性特征更鲜明。 金融科技ETF华夏（516100）跟踪中证金融科技主题指数，涵盖软件开发、互联网金融及数字货币产业 链，兼具金融属性与科技属性，指数重仓股包括同花顺、东方财富、恒生电子、润和软件、指南针等行 业龙头股，又不乏拉卡拉、京北方、四方精创等稳定币概念热门个股。据华夏基金，该指数Wind稳定 币概念含量达22.59%，炒股软件含量达26.55%。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） 8月25日，三大指数冲高回落，炒股软件、券商板块涨幅回收窄，截至发稿，金融科技ETF华夏 （516100）涨幅收窄至0.49%，其持仓股银之杰涨超11%，神州信息涨停，格灵深瞳、指南针等股涨幅 回落. 资金流向上，金融科技ETF华夏（516100）近5个交易日持续获资金布局，累计获资金净流入近2.5亿 元。 此外，券商ETF基金（515010）盘中转跌0.26%，其持仓股湘 ...

受美国降息希望提振，亚太股市集体上涨。港股上午盘三大指数高开高走，尤其是恒生科技指数大涨 3.1%，刷新阶段新高，恒生指数、国企指数分别上涨2.08%及2.05%，恒指上扬超500点亦刷新阶段高 位。盘面上，作为市场风向标的大型科技股集体走强带领大市上涨，其中，百度、阿里巴巴涨近6%， 网易、快手涨超5%，阶段涨4.6%，美团、腾讯、小米均涨超2%；三部委出台稀土管理办法，机构看好 稀土价格中枢持续抬升，稀土概念股大涨，金力永磁放量涨超12%，铜、黄金等有色金属股跟涨；持续 巩固房地产市场稳定，收储有望提速，内房股集体拉升，万科企业涨超13%领衔；稳定币概念股、濠赌 股、手游股、钢铁股、家电股、高铁基建股、汽车股纷纷上涨。另一方面，中资券商股、职业教育股、 生物医药B类股、纸业股多数逆势走低，此外，新消费概念股走势分化，沪上阿姨跌超5%，蜜雪集团、 古茗走低。(格隆汇) ...

Market Overview - The Hong Kong stock market opened higher on August 25, with the Hang Seng Index at 25,685 points, up 1.37%, and the Hang Seng Tech Index at 5,761 points, up 2.01% [1]. Company Highlights - Dongfeng Group's shares surged nearly 70% after the announcement that its subsidiary, Lantu Automotive, will go public in Hong Kong through an introduction listing, while Dongfeng Group will simultaneously complete its privatization and delisting. The total acquisition price is set at HKD 10.85 per share, comprising a cash consideration of HKD 6.68 and equity consideration of HKD 4.17 [3]. - Bluestar's shares fell over 15% after releasing its interim performance report, which showed revenue of CNY 1.338 billion, a 27.9% increase from CNY 1.046 billion in the same period of 2024. The gross profit was CNY 647 million, up 16.9%, and the pre-tax profit was CNY 336 million, a significant improvement from a loss of CNY 203 million in 2024 [3]. Sector Performance - Technology stocks experienced a broad increase, with Baidu, JD.com, and Alibaba rising over 2%, while Bilibili and Kuaishou also saw gains of 2%. Tencent Holdings increased by over 1%. AI-related stocks were strong, with WanGuo Data rising over 4% [3]. - The cross-border ETFs, including the China-Korea Semiconductor ETF and various Hong Kong technology ETFs, rose over 2%. Other ETFs, such as the Hong Kong Securities ETF and the Hang Seng Consumer ETF, increased by over 1% [4].

Market Overview - The U.S. stock market saw all three major indices close higher, with the Dow Jones rising by 1.89%, the S&P 500 increasing by 1.52%, and the Nasdaq Composite gaining 1.88% [4] - European major indices also experienced gains, with Germany's DAX30 up by 0.29%, the UK's FTSE 100 rising by 0.13%, and the Euro Stoxx 50 increasing by 0.48% [5] - Hong Kong's Hang Seng Index closed up by 0.93%, while the Hang Seng Tech Index rose by 2.71% [5] - The A-share market showed positive momentum, with the Shanghai Composite Index closing up by 1.45%, the Shenzhen Component rising by 2.07%, and the ChiNext Index increasing by 3.36% [6] Commodity Prices - Spot gold prices rose by 1% to $3,372.11 per ounce, while silver prices increased by 1.72% to $38.85 per ounce [8] - WTI crude oil prices rose by 0.36% to $63.65 per barrel, and Brent crude oil prices increased by 0.25% to $67.32 per barrel [8] Economic Indicators - The U.S. dollar index increased by 0.4934% to 97.7, marking the largest single-day increase since early August [3] - The yield on the benchmark 10-year U.S. Treasury bond closed at 4.264%, while the 2-year yield was at 3.709% [3] Company News - Notable stock movements included Google (GOOG.O) rising by 3.17% and Intel (INTC.O) increasing by 5.53% [4] - Chinese companies listed in the Nasdaq Golden Dragon Index saw significant gains, with Miniso (MNSO.N) up by 20.25% and NIO (NIO.N) rising by 14.60% [4]

以下文章来源于财经图解 ，作者辣笔小强 财经大事早知道，关注东方财富股票！ 财经图解 . 海通国际则在一份研报中，以香港和内地为例，梳理了稳定币产业链和相关标的。该机构指出，稳定币的主要参与者包括托管人（OSL集团等）、发行商 （京东币链科技等）、分销商（连连数字等）、支付及企业服务商（拉卡拉等）、现实世界资产（协鑫能科等）。 仅供投资者参考，不构成投资建议 免责声明 文章转载自公众号"财经图解"，以上观点来自相关机构，不代表天天基金的观点，不对观点 的准确性和完整性做任何保证。收益率数据仅供参考，过往业绩和走势风格不预示未来表 ↓ 点击"阅读原文" 或上天天基金APP搜索【777】 稳定币概念在8月21日位居题材涨幅榜首位，板块中天融信、京北方涨停；天阳科技、四方精创等跟涨。 一段时间以来，稳定币概念的强势，核心因素在于政策面的发酵。比如美国总统特朗普签署了《天才法案》，标志着美国首次正式确立数字稳定币的监管 框架；再比如香港的《稳定币条例草案》已在8月1日正式生效。而据每日经济新闻报道，内地对稳定币的关注度也在持续上升。 高盛在最近的一份研究报告中表示，USDC（Circle发行的稳定币）预计在2024- ...

Market Performance - The Hong Kong stock market indices continued to rise in the afternoon, with a notable increase in market sentiment, showing a rebound after an initial decline this week [1] - The Hang Seng Tech Index surged by 2.71%, leading the gains, while the Hang Seng Index and the National Enterprises Index rose by 0.93% and 1.17% respectively, with the National Index returning above the 9000-point mark [1] Sector Performance - Major technology stocks experienced a collective rally in the afternoon, with Kuaishou rising over 4%, Xiaomi increasing by 2.34%, Alibaba up by 2%, and Tencent and Meituan both gaining over 1% [1] - Semiconductor stocks were significantly boosted by two news items, with Huahong Semiconductor soaring nearly 18%, SMIC rising by 10%, and Jingmen Semiconductor and Beike Micro both increasing by over 10% [1] - Other sectors such as military, robotics, automotive, stablecoin, dining, paper, and various others also saw upward movements [1] Underperforming Sectors - Despite the overall market gains, certain sectors faced declines, particularly in the airline industry where the occupancy rate slightly decreased month-on-month, leading to a marginal improvement in airline revenue levels [1] - China National Airlines experienced a significant drop of over 5%, while sectors such as copper, brain-computer interface, coal, photovoltaic, gambling, and home appliances mostly performed poorly [1]