Market Performance - The Hong Kong stock market experienced a decline in the afternoon, with the Hang Seng Index dropping by 1.18%, the Hang Seng China Enterprises Index falling by 1.07%, and the Hang Seng Tech Index decreasing by 0.74% after reaching a new high earlier [1] - Major technology stocks, which are considered market indicators, all fell, including Alibaba down by 2.57%, Meituan, Abidu, and JD.com each down nearly 2%, and Tencent down by 0.81% [1] Real Estate Sector - Following the recent adjustment in Shanghai's purchase restrictions, the market is perceived to require "sustained support," leading to a significant drop in domestic property stocks, with Greentown China falling over 6% and New City Development and others down over 5% [1] Financial Sector - Chinese brokerage and banking stocks also saw a general decline, contributing to the market's downturn, with China Galaxy and CICC each dropping over 3% [1] Other Sectors - Semiconductor, military, coal, education, mobile gaming, and brain-computer interface concept stocks generally fell [1] - Conversely, gold stocks surged due to clearer expectations of interest rate cuts from the Federal Reserve, with China Gold International rising over 10% and Lingbao Gold increasing by over 9% [1] - Most Apple-related stocks, automotive stocks, and new consumption concept stocks saw gains [1] New Listings - Shuangdeng Co. had a strong debut, soaring over 31% on its first trading day [1]

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]

Market Overview - The Hong Kong stock market showed a slight upward trend in the morning session, with the Hang Seng Index rising by 0.19%, the Hang Seng China Enterprises Index increasing by 0.13%, and the Hang Seng Tech Index up by 0.1% [1] Sector Performance - Large technology stocks exhibited mixed performance, with Kuaishou rising over 2%, while Tencent, Alibaba, and Baidu saw slight increases. Conversely, Netease, Meituan, and JD.com experienced declines [1] - Real estate and property management stocks strengthened, particularly following Li Qiang's announcement of measures to stabilize the real estate market. Notably, Wanwu Cloud surged by 16% at one point, and Xinyuan Services closed up nearly 10% [1] - Automotive dealership stocks continued to rise, with Zhongsheng Holdings reaching a new high [1] - The restaurant, vocational education, gaming, and sports goods sectors mostly saw gains [1] - Following the U.S. announcement to expand tariffs on steel and aluminum imports by 50%, previously declining steel and aluminum stocks rebounded [1] Underperforming Sectors - Military, gold, photovoltaic, and Apple concept stocks showed weak performance, with BYD Electronics and Hongteng Precision both dropping nearly 4% [1] - The previously strong film sector declined, along with semiconductor chip stocks and brain-computer interface concept stocks, as well as most insurance stocks [1]

Market Overview - The Hong Kong stock market experienced a mixed performance with the Hang Seng Index closing down 0.37%, the Hang Seng China Enterprises Index down 0.06%, and the Hang Seng Tech Index up 0.65% after reaching a peak increase of 2.3% during the day [1] Technology Sector - Major technology stocks saw a narrowing of gains in the afternoon, with JD.com rising by 2.65%, Alibaba, Baidu, and Xiaomi each increasing by less than 1%, while Kuaishou fell by 1.47%. Tencent and Meituan also showed negative performance [1] Entertainment Industry - The summer box office continued to perform strongly, driven by positive reviews of major films, which boosted overall viewing demand. Film-related stocks were robust, with Lingmeng Film rising over 21%, Daocaoxiong Entertainment up nearly 15%, and Maoyan Entertainment increasing by nearly 6% [1] Healthcare Sector - Internet healthcare stocks collectively rose, with Ping An Good Doctor and JD Health both increasing by over 8% [1] Other Active Sectors - Rare earth concept stocks, military industry stocks, brain-computer interface concept stocks, automotive stocks, and Apple-related stocks showed active performance [1] Real Estate Sector - The real estate sector continued to weaken in July, with domestic property stocks generally declining [1] Commodities and Other Industries - The U.S. announced an expansion of tariffs on steel and aluminum imports by 50%, leading to declines in steel and copper stocks. Coal, oil, semiconductor, domestic banking, and shipping stocks mostly performed poorly [1]

Group 1 - A total of 86 stocks reached the daily limit up today, with 14 stocks achieving consecutive limit ups [1] - 29 stocks attempted to limit up but failed, resulting in a limit up rate of 75% (excluding ST and delisted stocks) [1] - Focus stocks include Hongtong Gas from Xinjiang with 9 limit ups in 7 days, Dayuan Pump Industry in the liquid cooling server concept with 5 consecutive limit ups, Tongzhou Electronics in the server power supply concept with 4 limit ups in 5 days, and Zhejiang Dongri in the brain-computer interface concept with 4 limit ups in 5 days [1]

Market Overview - The Shanghai Composite Index rose by 0.47%, the Shenzhen Component Index increased by 1.19%, and the ChiNext Index surged by 2.14% as of the midday close [3][4] - Over 4,400 stocks in the market experienced gains, with a total trading volume exceeding 1.3 trillion yuan [3] Sector Performance - The brokerage and fintech sectors led the market gains, while bank stocks saw significant declines, with major banks like CITIC Bank and Agricultural Bank of China dropping over 2% [3][8] - PEEK materials, liquid-cooled servers, photovoltaic, photolithography, and rare earth permanent magnet concept stocks showed strong performance [3] Economic Data - In July, the industrial added value for large-scale enterprises grew by 5.7% year-on-year and 0.38% month-on-month, while the retail sales of consumer goods reached 38.78 billion yuan, marking a 3.7% year-on-year increase [10] - Real estate development investment from January to July was 535.8 billion yuan, reflecting a 12% year-on-year decline [10] Inflation and Employment - The Consumer Price Index (CPI) remained flat year-on-year in July, with a month-on-month increase of 0.4%, while the Producer Price Index (PPI) fell by 3.6% year-on-year [11] - The urban surveyed unemployment rate in July was 5.2%, up by 0.2 percentage points from the previous month [11] Stock Highlights - Oriental Selection's stock price surged over 16%, reaching a new high of 40.76 HKD since August 2023 [6] - The A-share market saw significant movements, with the ChiNext Index expanding its gains to over 1% [9]

Market Overview - The market experienced fluctuations throughout the day, with the ChiNext Index leading the decline, and the Shanghai Composite Index losing the 3700-point mark, ending an 8-day winning streak [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.28 trillion yuan, an increase of 128.3 billion yuan compared to the previous trading day [1] - A total of over 4600 stocks declined, indicating a broad market downturn [1] Sector Performance - The brain-computer interface concept stocks showed strong fluctuations, with Innovative Medical achieving five consecutive daily limits [1] - Digital currency concept stocks surged at one point, with Jida Zhengyuan hitting the daily limit [1] - Robotics concept stocks were partially active, with Wolong Electric Drive reaching a historical high [1] - On the downside, military stocks collectively adjusted, with Tianqin Equipment dropping over 10% [1] - The insurance, brain-computer interface, digital currency, and electric motor sectors saw the largest gains, while military, CPO, copper foil, and lithium mine sectors experienced the largest declines [1] Institutional Activity - Institutional participation increased compared to the previous day, with 29 stocks having a net buy/sell amount exceeding 10 million yuan [2] - There were 12 net purchases and 17 net sales among these stocks, with notable net purchases including Fang Technology at 76.32 million yuan, Innovative Medical at 72.35 million yuan, and Nanmo Biology at 56.59 million yuan [2] - Significant net sales included Cambrian at 251 million yuan, Hongtian Shares at 149 million yuan, and Quzhou Development at 148 million yuan [2]

港股三大指数呈现高开低走行情，未能延续昨日强势行情。恒生科技指数一度跌至1.3%，最终收跌 0.97%，恒生指数、国企指数分别下跌0.37%及0.23%。盘面上，大型科技股多数由涨转跌，其中，网易 跌3.53%，京东跌近2%，阿里巴巴跌1.54%，百度、小米飘绿，第二季业绩超出预期，腾讯小幅上涨 0.68%；钢铁股、煤炭股、光伏股等"反内卷"板块集体低迷，军工股、汽车股、苹果概念股、电力股、 重型机械股、内银股多数走低。另一方面，脑机接口概念股午后异动拉升，南京熊猫电子大涨超12%， 内险股全天保持强势行情，中国财险涨5.45%领衔，中国人寿、中国太平涨幅可观，业界期待政策放松 节奏提速，内房股表现活跃，美的置业领涨。(格隆汇) ...

Market Overview - The Hong Kong stock market opened higher but experienced a decline approaching midday, with the Hang Seng Index slightly down by 0.06% at noon, despite reaching a new high during the session [1] - The Hang Seng China Enterprises Index rose by 0.18%, while the Hang Seng Tech Index fell by 0.45% [1] Sector Performance - Large technology stocks showed mixed performance, with Tencent rising over 1% post-earnings, while NetEase dropped over 3%, and both JD.com and Alibaba fell by over 1% [1] - Financial stocks, including banks, insurance, and brokerage firms, performed actively, with Sunshine Insurance leading the rise among domestic insurance stocks, increasing nearly 7% [1] - Other notable financial stocks such as China Pacific Insurance and New China Life Insurance also showed strong gains, while several banks including China International Capital Corporation, China Galaxy Securities, Agricultural Bank of China, CITIC Bank, and China Construction Bank all saw increases [1] Cryptocurrency and Related Stocks - Bitcoin reached a new high, leading to a collective rise in cryptocurrency-related stocks, with New Fire Technology Holdings surging nearly 13% [1] - There is industry anticipation for accelerated policy easing in the cryptocurrency sector [1] Real Estate and Other Sectors - Real estate and property management stocks rose together, while high-speed rail infrastructure, sports goods, biomedicine, and gold stocks were mostly active [1] - Conversely, brain-computer interface stocks and military industry stocks declined, with coking coal futures continuing to drop, leading to a general downturn in coal stocks [1] - Apple-related stocks, automotive stocks, steel stocks, paper industry stocks, and electric power stocks exhibited overall sluggish performance [1]

1、市场早间震荡分化，沪指一度站上3700点，为2021年12月以来首次。数字货币概念股走强，恒宝股 份等多股涨停。脑机接口概念反复活跃，创新医疗封板。券商股盘中拉升，长城证券2连板。下跌方 面，机器人概念股震荡调整，玉禾田跌超10%。个股跌多涨少，沪深京三市超4200股飘绿，上午半天成 交1.43万亿。午间收盘沪指涨0.2%，深成指跌0.15%，创业板跌0.23%。 2、板块概念方面，保险、数字 货币、游戏、脑机接口等板块领涨；军工、CPO、PCB、机器人等板块领跌； 3、两市共1022只个股上 涨，38只个股涨停；4013只个股下跌，3只个股跌停；25只股票炸板，炸板率42%。 ...