Group 1 - Recent global capital markets have shown complex and varied trends, with Chinese assets performing notably well in overseas markets [1] - The Nasdaq Golden Dragon China Index surged over 1.8%, and the three-times leveraged FTSE China ETF saw a peak increase of over 6% [1] - Chinese concept stocks experienced significant gains, with Huami Technology's stock price soaring over 48% following better-than-expected earnings, leading to a year-to-date increase of 570% [1] Group 2 - Foreign capital allocation strategies are shifting, with a notable return of active foreign capital to the Hong Kong stock market for the first time in 41 weeks [3] - Active foreign capital recorded a net inflow of $429,000 into the Hong Kong and ADR markets, ending a 40-week outflow streak [3] - Goldman Sachs raised its 12-month target for the MSCI China Index from 85 to 90 points, maintaining an "overweight" rating on Chinese stocks, indicating increased investor interest [3] Group 3 - Market expectations for a Federal Reserve rate cut in September have risen, with a 94.4% probability of a 25 basis point cut [4] - The overall U.S. stock market has strengthened, with major indices like the Dow, Nasdaq, and S&P 500 all rising over 1%, marking the largest single-day gain since May [4] - Analysts suggest that A-shares and H-shares will benefit from international capital inflows due to supportive policies and improving fundamentals [4]

高开低走后三大指数集体收跌，其中道指下跌0.74%，纳指下跌0.03%，标指下跌0.37%。盘面上，银 行、科技双双跳水，中概股逆势收涨，黄金冲高回落。 理财就是一场修行，有人修有人度，结果就是看谁踩准了点，把握住了机会。 中概股低开高走后冲高回落，截至收盘中国金龙上涨0.66%。其中蔚来大涨7.98%，阿里巴巴上涨 2.77%、哔哩哔哩上涨2.42%，百度上涨2.25%，理想汽车、京东、爱奇艺等股均小幅收跌。 COMEX黄金冲高回落，截止收盘下跌0.31%报3342.3美元/盎司。盘中最低报3324.4美元/盎司，最高报 3366.7美元/盎司。 银行股低开低走收跌1.2%，其中花旗集团大跌2.2%，美国银行、摩根大通、摩根士丹利、齐昂银行、 阿莱恩斯西部银行等多股跌幅均在1%上方。 科技股虽有分化但整体弱势，其中高通大跌7.73%，特斯拉下跌3.38%，英特尔下跌2.65%，谷歌下跌 2.36%，超威公司下跌1.78%，奈飞下跌2.09%，微软逆势大涨3.95%，亚马逊上涨1.7%。 ...

Group 1 - The Nasdaq China Golden Dragon Index fell by 2%, indicating a general decline in Chinese concept stocks [1] - Notable declines included Century Internet, which dropped over 9%, and Yikaton, which fell over 7% [1][2] - Other companies experiencing significant drops include ZJK, ZLAB, YMM, and several others, all declining by more than 4% [1][2] Group 2 - Century Internet (VNET) saw a decline of 9.45%, making it one of the largest losers in the market [2] - Yikaton (ECX) experienced a drop of 7.10%, contributing to the overall negative sentiment [2] - Other companies like ZJK and ZLAB also reported declines of 6.83% and 4.97% respectively, reflecting a broader trend of falling stock prices among Chinese companies [2]

Group 1 - The Nasdaq Golden Dragon China Index has seen a decline, with the drop expanding to 2% [1]

7月30日，隔夜美股三大指数集体收跌，截至收盘，道琼斯指数跌0.46%，报44,632.99点；标普500指数跌0.3%， 报6,370.86点；纳斯达克指数跌0.38%，报21,098.29点。科技股成为拖累大盘的主要力量，Meta跌超2%，英特尔、 苹果、特斯拉均跌超1%，AMD逆势上涨2%。传统行业方面，减肥药概念遭遇重挫，诺和诺德暴跌21%，礼来跌 超5%，联合包裹跌幅超过10%。 热门中概股全线承压，纳斯达克中国金龙指数当日收跌1.35%，成分股中76%的个股下跌。百度、京东等互联网巨 头表现疲软，百度跌2.9%至86.8美元，京东跌超3%至32.22美元，阿里巴巴跌2.28%，拼多多跌1.15%，哔哩哔哩 跌1.73%，网易跌0.27%，腾讯音乐涨0.69%，小马智行跌8.52%。 新能源汽车板块整体低迷，小鹏汽车跌近3%，蔚来汽车跌超2%，股价分别收于18.4美元和4.71美元。其中，理想 汽车（LI.US）盘前一度上涨6%，最终未能维持涨势。截至收盘，公司股价收盘大跌6.2%至27.38美元，成交额达 6.65亿美元。 理想汽车7月29日刚刚发布首款纯电SUV理想i8，尽管新车定价与增程版L8 ...

热门中概股中，金山云和小马智行初步收跌超8%，理想跌超6%，阿特斯太阳能、京东、百度、晶科能 源、阿里巴巴、贝壳、蔚来跌超2%，大全新能源涨1.9%，再鼎医药涨4.7%，逸仙电商涨5%。 纳斯达克金龙中国指数初步收跌1.3%。 ...

纳斯达克中国金龙指数收跌1.35%，热门中概股多数下跌。 ...

热门中概股中，金山云和小马智行初步收跌超8%，理想跌超6%，阿特斯太阳能、京东、百度、晶科能 源、阿里巴巴、贝壳、蔚来跌超2%，大全新能源涨1.9%，再鼎医药涨4.7%，逸仙电商涨5%。 ...

Group 1 - The Nasdaq Golden Dragon China Index has declined by over 1% [1] - Popular Chinese concept stocks such as Xiaoma Zhixing have dropped by more than 8.5% [1] - Other notable declines include Li Auto down 6.7%, Xpeng down 3.4%, and Wenyan Zhixing down 3% [1] Group 2 - Xiaomi has decreased by 2.5%, while Baidu, NIO, and JD.com have all fallen by over 2% [1] - Alibaba's stock is down by 1.8%, and Yum China has seen a decline of 0.9% [1]

纳斯达克中国金龙指数盘初上涨，理想汽车涨超6%，大全新能源、再鼎医药涨超5%，万国数据、世纪 互联涨超3%。 ...