Group 1: Market Overview - On September 25, US stock indices collectively closed lower, with the Dow Jones down 0.38%, S&P 500 down 0.5%, and Nasdaq down 0.5% [2][4] - The US technology giants index fell by 0.34%, with Tesla leading the decline at over 4% [4] Group 2: Chinese Concept Stocks - Chinese concept stocks showed resilience, with the Nasdaq Golden Dragon China Index rising by 0.42% and the Chinese tech leaders index up by 0.79% [4] - Xiaomi Group's ADR surged by 4.31%, while BYD's ADR increased by 2.45% and Baidu's stock rose by 1.87% [4] Group 3: Commodity Market - Precious metals saw a rise, with COMEX gold futures up by 0.33% to $3780.5 per ounce and COMEX silver futures increasing by 2.89% to $45.47 per ounce [5] - In the oil market, light crude oil futures for November delivery fell by $0.01 to $64.98 per barrel, while Brent crude oil futures rose by $0.11 to $69.42 per barrel [7]

Group 1 - The majority of popular Chinese concept stocks rose on Thursday, with the Nasdaq Golden Dragon China Index increasing by 0.4% [1] - JD.com saw an increase of nearly 1%, while Baidu and Li Auto rose over 1% [1] - Xpeng and NIO experienced gains of over 4%, whereas Trip.com fell by more than 1% [1]

中概股强势拉升。 周四，美国多个宏观经济数据发布，数据喜忧参半。而美联储多位官员则表态称劳动力市场仍然是美联储货币政策的重要参考指标，年内能否延续降息节奏 仍然需要更多的数据支撑。 当天，美股三大指数集体低开，盘初均大幅走低，纳指一度跌超1%。截至发稿，跌幅有所收窄。中概股表现强势，纳斯达克中国金龙指数盘中直线拉升，由 跌近1%一度拉升至涨近1%。 美科技股承压 中概股强势拉升 截至记者发稿，美股三大指数仍集体下跌，但跌幅较盘初已大幅收窄。道琼斯指数跌25.71点，跌幅为0.06%，报46095.57点；纳斯达克指数下跌108.56点， 跌幅为0.48%，报22389.3点；标普500指数跌26.1点，跌幅为0.39%，报6611.87点。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | DJI | 道琼斯丁业指数 | 46095.57 | -25.71 | -0.06% | | IXIC | 纳斯达克指数 | 22389.30 | -108.56 | -0.48% | | SPX | 标普500 | 6611.87 | -26.10 ...

泽连斯基：已准备好在俄乌冲突结束后离任。 当地时间9月25日，美国媒体阿克西奥斯新闻网播出了一段乌克兰总统泽连斯基的采访视频片段。泽连斯基在视频中明确表示，已准备好在俄乌冲突结束后离 任。 责编：万健祎 校对：冉燕青 泽连斯基在采访中称，其责任是"结束"俄乌冲突，而非竞选。此外，泽连斯基表示，如果达成与俄罗斯的停火协议，他将会要求议会组织总统选举。 泽连斯基2019年5月就任乌克兰总统，任期至2024年5月。乌克兰危机于2022年春全面升级后，乌克兰因国家进入战时状态未如期举行原定于2024年3月的 新一届总统选举。 在9月底的这次表态之前，乌克兰总统泽连斯基曾在今年的2月23日"乌克兰2025年"论坛以及总统新闻发布会上表示，如果能带来和平，他愿意辞去总统职 务，或者用他的辞职换取乌克兰加入北约。 另外，在此次采访中，泽连斯基还表示，他获得了美国总统特朗普对打击俄罗斯目标（如能源基础设施和武器制造工厂）的明确支持。 泽连斯基称，他在会晤期间向特朗普提出了关于获得一种新型武器系统的具体请求。他认为，该系统将迫使俄方回到谈判桌前。 泽连斯基指出，特朗普知道，乌克兰需要一样东西，但这并不意味着就会使用它。但如果乌 ...

Core Viewpoint - The U.S. stock market experienced declines, with the Dow Jones falling by 0.37%, the S&P 500 down by 0.29%, and the Nasdaq decreasing by 0.34%. In contrast, the Golden Dragon Index, which reflects the performance of Chinese concept stocks, rose by over 2.8% [3]. Group 1: Market Performance - The Hong Kong and A-share markets showed strong performance supported by technology stocks. The Shanghai Composite Index closed at 3,853 points, up 31 points or 0.83%, while the Shenzhen Component Index rose by 1.8% to 13,356 points. The total trading volume in both markets reached 2.35 trillion RMB [4]. - The Hang Seng Index was boosted by Alibaba's significant rise, surpassing the 26,500-point mark. The index reached a high of 26,562 points before closing at 26,518 points, up 359 points or 1.37%. The Tech Index also increased by 2.53%, closing at 6,323 points, with a total trading volume of 288.8 billion HKD [4]. - Alibaba's stock surged over 9%, making it the best-performing component stock, while JD.com rose nearly 4%. Semiconductor stocks also performed strongly, with ASMPT and SMIC both increasing by over 6%, and Hua Hong Semiconductor rising nearly 4% [4]. Group 2: Future Outlook - As long as technology stocks and A-shares continue to perform well, the Hang Seng Index is expected to receive positive support, likely stabilizing between 26,300 and 26,800 points. Following the recent rebound, the index has again surpassed the 26,500-point level, with the 20-day moving average (25,958 points) serving as a reference for future movements. If it stabilizes, there is potential for further testing of the 26,800-point level [5].

美东时间周三，美股三大指数维持震荡下跌。截至收盘，道指跌0.37%，报46121.28点；纳指跌0.33%， 报22497.86点；标普500指数跌0.28%，报6637.97点。 | 美股指数 它 | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普500 | | 46121.28 | 22497.86 | 6637.97 | | -171.50 -0.37% | -75.61 -0.33% | -18.95 -0.28% | | 中国金龙指数 | 纳指100期货 | 标普500期货 | | 8629.37 | 24747.500 | 6697.00 | | +237.74 +2.83% | -79.750 -0.32% | -18.00 -0.27% | 中国资产深夜拉升，表现吸睛。纳斯达克中国金龙指数收涨2.83%，盘中最高涨超4%。热门中概股普 涨，阿里巴巴、万国数据涨超8%，百度、京东涨超5%，蔚来涨超2%。 美三大股指集体收跌 中概股逆势走强 9月24日，美国三大股指小幅收跌。热门科技股涨跌不一，其中英特尔涨超6%，消息称英特尔正寻求苹 果对其进行投资。特斯拉逆势 ...

Core Viewpoint - Cathie Wood's ARK Investment Management has resumed its position in Alibaba by purchasing approximately $16.3 million in American Depositary Receipts (ADRs), marking the first re-entry since 2021 and the first time Wood has held Alibaba stock in nearly four years [2]. Group 1: Investment Activity - ARK Investment's ETFs, ARKW and ARKF, bought Alibaba ADRs on September 22, 2023, totaling around $16.3 million [2]. - This purchase signifies a strategic re-entry into a leading Chinese internet company after having cleared its position in September 2021 [2]. - The Alibaba ADR reached its highest level since November 2021, with the stock price nearly doubling year-to-date, reflecting positive market sentiment [2]. Group 2: Market Context - The resumption of Alibaba holdings by ARK Investment coincides with a broader rally in U.S.-listed Chinese stocks, as evidenced by the rising Nasdaq Golden Dragon China Index since September [2]. - Other Chinese tech stocks, such as Baidu, have also shown significant rebounds recently, indicating a favorable environment for Chinese equities [2]. Group 3: Investment Strategy - ARK Investment is known for its high turnover rate in ETF portfolios, suggesting that the recent purchase of Alibaba does not guarantee a long-term holding [3]. - The future of Alibaba ADR's position expansion and the duration of the holding period remain uncertain and will be closely monitored [3].

Core Viewpoint - Cathie Wood's ARK Investment Management has re-entered a position in Alibaba, purchasing approximately $16.3 million in American Depositary Receipts (ADRs), marking the first investment in Alibaba since 2021 and the first time Wood has held the stock in nearly four years [2]. Group 1: Investment Activity - ARK Investment's ETFs, ARKW and ARKF, bought Alibaba ADRs on September 22, 2023, totaling around $16.3 million [2]. - This marks a significant shift as ARK Investment had not held Alibaba shares since September 2021, indicating a potential change in strategy towards Chinese tech stocks [2]. - The purchase comes amid a broader positive sentiment in the market, with Alibaba's ADR reaching its highest level since November 2021, nearly doubling in price year-to-date [2]. Group 2: Market Context - The re-entry into Alibaba coincides with a general strengthening of Chinese stocks in the U.S. market, particularly since September, as evidenced by the rising Nasdaq Golden Dragon China Index [2]. - Other Chinese tech stocks, such as Baidu, have also seen significant rebounds recently, suggesting a favorable environment for Chinese equities [2]. Group 3: Investment Strategy - ARK Investment is known for its high turnover rate in ETF portfolios, which implies that the recent purchase of Alibaba does not guarantee a long-term holding [3]. - The future of Alibaba ADR's position in ARK's portfolio, including potential expansion and holding duration, remains uncertain and will be observed closely [3].

Core Viewpoint - Alibaba's stock price has reached its highest level since November 2021, with a year-to-date increase of nearly 100% [1] Group 1: Investment Activity - Cathie Wood's ARK Investment Management has restarted its position in Alibaba, purchasing approximately $16.3 million in American Depositary Receipts (ADRs) through its ETFs ARKW and ARKF [1] - This marks the first time ARK has re-entered Alibaba since 2021, and it is also Wood's first holding in the company in nearly four years [1] - ARK Investment initially bought Alibaba stock shortly after its IPO in 2014 and had adjusted its position multiple times until it cleared its holdings by September 2021 [1] Group 2: Market Context - The renewed investment in Alibaba coincides with a broader positive sentiment in the U.S. market for Chinese stocks, particularly since the Nasdaq Golden Dragon China Index has been rising since September [1] - Other Chinese tech stocks, such as Baidu, have also seen significant rebounds recently, indicating a potential trend in the sector [1] Group 3: Investment Strategy - ARK's investment strategy is characterized by a high turnover rate, suggesting that the recent purchase of Alibaba ADRs may not indicate a long-term holding [2] - The future of Alibaba's ADR position, including the potential for further investment and the duration of the holding, remains uncertain [2]

来源：第一财经 周一热门中概股多数收跌。阿里、百度涨近1%，拼多多、携程、理想、小鹏跌1%，京东、腾讯音乐跌 超3%，富途跌超5%，贝壳跌超2%，蔚来跌超6%。 ...