截至7月3日收盘，苹果概念上涨2.38%，位居概念板块涨幅第9，板块内，119股上涨，博敏电子、工业 富联、朝阳科技等涨停，蓝思科技、东山精密、正业科技等涨幅居前，分别上涨11.40%、9.34%、 8.38%。跌幅居前的有快克智能、锦富技术、创新新材等，分别下跌2.01%、1.91%、1.00%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 果指数 | 4.73 | 兵装重组概念 | -1.49 | | PCB概念 | 3.27 | 可燃冰 | -1.21 | | PET铜箔 | 3.01 | 国产航母 | -0.79 | | AI手机 | 2.92 | 可控核聚变 | -0.77 | | 重组蛋白 | 2.85 | 中船系 | -0.76 | | AI PC | 2.85 | 海工装备 | -0.66 | | 创新药 | 2.49 | 核污染防治 | -0.56 | | 低辐射玻璃(Low-E) | 2.38 | 中韩自贸区 | -0.48 | | 苹果概念 | 2.38 | 赛马概念 | -0.43 ...

Group 1 - The Low-E glass concept increased by 2.38%, ranking 8th among concept sectors, with seven stocks rising, including Yamaton and Yaopi Glass hitting the daily limit [1] - Notable gainers in the Low-E glass sector include Wanshun New Materials, which rose by 7.18%, and Xinsai Co., which increased by 1.37% [1] - The sector experienced a net outflow of 0.25 billion yuan in main funds, with Wanshun New Materials receiving the highest net inflow of 46.49 million yuan [2][3] Group 2 - The main fund inflow ratios for leading stocks in the Low-E glass sector are as follows: Yamaton at 52.06%, Hainan Development at 10.65%, and Wanshun New Materials at 6.50% [3] - The trading performance of key stocks includes: Wanshun New Materials up by 7.18% with a turnover rate of 16.63%, Yamaton up by 10.02% with a turnover rate of 1.29%, and Hainan Development up by 0.21% with a turnover rate of 2.82% [3][4] - Decliners in the sector include Nanbo A, which fell by 0.83%, and Sanxia New Materials, which decreased by 0.30% [1][4]

Market Overview - A-shares opened higher with the three major indices showing fluctuations and gains, particularly in aerospace and military, as well as Apple concept stocks [1][7] - The Hang Seng Index opened slightly higher but saw declines in the morning session, with steel stocks experiencing a pullback while Apple concept stocks rose [2][3] A-share Performance - As of the report, the Shanghai Composite Index fell by 0.22% to 3447.04, while the Shenzhen Component Index rose by 0.31% to 10444.52, and the ChiNext Index increased by 0.76% to 2139.87 [1] - The performance of various indices included: - Shanghai Composite Index: 3447.04, -7.75, -0.22% - Shenzhen Component Index: 10444.52, +31.89, +0.31% - ChiNext Index: 2139.87, +16.15, +0.76% [1] Hong Kong Market Performance - The Hang Seng Index dropped by 1.06% to 23965.68, while the Hang Seng Tech Index fell by 0.94% to 5219.58 [2][3] - Notable declines included Alibaba dropping nearly 3% and Meituan and Xiaomi falling over 2% [9] Bond Market - The bond market showed mixed results, with the 30-year main contract down by 0.03% and the 10-year, 5-year, and 2-year contracts showing slight increases [4][20] - Specific bond performance included: - 30-year contract: 121.12, -0.04, -0.03% - 10-year contract: 109.130, +0.020, +0.02% [4] Sector Highlights - The commercial aerospace sector saw significant gains, with stocks like Xicai Testing hitting the daily limit and others like Tianyin Electric and China Satellite Communications rising over 5% [19] - The Apple concept stocks experienced a surge, with Industrial Fulian rising over 7% and other companies like Zhaoman Technology and GoerTek also seeing increases [16][18] - The innovative pharmaceutical sector was active, with stocks like Sile Medical and ShenZhou Cell rising over 5% [14][15] Commodity Market - Domestic commodity futures showed upward trends, particularly in the black series, with glass futures rising over 3% and other commodities like焦煤 and iron ore also seeing gains [26]

Group 1: Market Overview - The Hong Kong stock market experienced a collective rebound on June 24, with the Hang Seng Index rising by 2.06%, the Hang Seng China Enterprises Index increasing by 1.9%, and the Hang Seng Tech Index gaining 2.14% [1] Group 2: Sector Performance - Education stocks led the gains, with New Oriental-S (09901.HK) up 8.68%, NetDragon (00777.HK) up 6.59%, and Thinker Education (01769.HK) up 5.36% [1] - Chinese brokerage stocks also saw significant increases, with Hongye Futures (03678.HK) rising by 15.28%, China Galaxy (06881.HK) by 8.75%, and CICC (03908.HK) by 6.06% [1] - The insurance sector performed strongly, with China Taiping (00966.HK) up 5.75%, Ping An (02318.HK) up 5.16%, and New China Life (01336.HK) up 4.43% [1] Group 3: Investment Trends - Insurance stake acquisitions continued to be active, with a total of 19 instances reported by June 20, 2025, involving 16 companies, including 13 in Hong Kong [2] - The smart driving concept stocks surged, with Zhejiang Shibao (01057.HK) up 30.72% and Youjia Innovation (02431.HK) up 5.68% [2] - The automotive supply chain, including electric vehicles and Tesla-related stocks, also showed strength [2] Group 4: Other Sector Movements - Pharmaceutical stocks, including Rongchang Bio (09995.HK) up 16.22% and Meilitiantian Medical Health (02373.HK) up 8.27%, saw notable increases [3] - Other sectors such as film, Apple-related stocks, and new consumption concepts also performed well [4] Group 5: Declines in Specific Sectors - Shipping stocks faced a collective decline, with Pacific Basin Shipping (02343.HK) down 16.53% and COSCO Shipping Energy (01138.HK) down 9.81% [4] - Oil and gas stocks, influenced by a significant drop in international oil prices, also retreated, with China Oilfield Services (01033.HK) down 15.85% [4]

Group 1 - The Hong Kong stock market showed a strong performance with the Hang Seng Index rising by 1.15% to 23,504.59 points and the Tech Index increasing by 0.71% to 5,124.36 points [1] - The insurance and banking sectors led the market rally, with notable gains in semiconductor stocks and active trading in Apple-related stocks [1] - Individual stock performances included a significant rise in Feifan Lingyue (00933.HK) by 22%, Li Ning (02331.HK) by 6.8%, and China Life (02628.HK) by 4.3% [1] Group 2 - Other notable gainers included Sunny Optical Technology (02382.HK) up by 3.9%, Industrial and Commercial Bank of China (01398.HK) and Ping An Insurance (02318.HK) both rising by 3.15%, and Huahong Semiconductor (01347.HK) increasing by 2.8% [1] - Conversely, some stocks experienced declines, such as Pop Mart (09992.HK) down by 5.2%, Nanjing Panda Electronics (00553.HK) down by 7.2%, and Jixing New Energy (03395.HK) dropping over 14% [1]

Market Overview - The U.S. stock market experienced declines, with the Dow Jones down 0.7%, S&P 500 down 0.84%, and Nasdaq down 0.9% [3] - European stock indices also fell, with Germany's DAX30 down 1.12%, UK's FTSE 100 down 0.46%, and France's CAC40 down 0.76% [3] - Hong Kong's Hang Seng Index dropped 0.34%, closing at 23,980.3 points, with a total trading volume of 202.1 billion HKD [3] Commodity Prices - Spot gold rose by 0.14%, closing at 3,389.49 USD/ounce, while spot silver surged by 2.32%, reaching 37.13 USD/ounce [5] - WTI crude oil increased by 5.38%, closing at 73.75 USD/barrel, and Brent crude oil rose by 6.31%, closing at 77.01 USD/barrel [5] Legislative Developments - The U.S. Senate passed a stablecoin bill, indicating a regulatory move towards digital currencies [11] - Trump announced that drug tariffs are imminent, which may impact pharmaceutical companies [11] Economic Indicators - U.S. retail sales for May were weaker than expected, but consumer spending remains supported by robust wage growth [2] - The Federal Reserve indicated that it would have been prepared to cut interest rates this week if not for the risks posed by tariffs [2] Company-Specific Movements - Tesla shares fell by 3.88%, reflecting broader market trends [3] - In Hong Kong, several new consumption concept stocks declined, while brain-computer interface stocks saw significant gains, with Nanjing Panda Electronics up 38% [3][4] Industry Trends - The innovative drug sector has been under pressure, with several stocks in this category experiencing declines [4] - The battery and port shipping sectors showed positive performance, indicating potential growth areas [4]

6月17日，港股三大指数震荡走弱。截至收盘，恒生指数跌幅为0.34%，国企指数跌0.4%，恒生科技指 数跌0.15%。 热门股方面：东京中央拍卖（01939.HK）涨40.98%，近5个交易日累涨134.96%。 汇聚科技（01729.HK）涨7.67%，自5月以来累计涨幅达69.58%。 Counterpoint Research的数据显示，5月苹果iPhone在中国市场的销量上升至第一位，4月和5月期间全球 销量同比增长15%。里昂报告指出，鉴于估值偏低，投资者逐渐看好苹果供应链厂商，如立讯精密、瑞 声和高伟电子。 脑机接口概念股涨势喜人，南京熊猫电子股份(00553.HK)涨38.02%，脑洞科技(02203.HK)涨22.65%，微 创脑科学(02172.HK)涨18.47%。 消息面上，市场有两大利好传来。一是隔夜美股脑再生科技(RGC.US)股价收涨283.13%，年内累计上涨 46倍。直接驱动因素为有消息称其5月宣布的新一代神经调控芯片通过FDA审批，并联合梅奥诊所开展 帕金森病治疗研究。二是消息称，马斯克旗下的Neuralink公司通过脑植入技术，成功让一只猴子看到; 并不真实存在的事物。 此 ...

Market Overview - The Hong Kong stock market indices experienced fluctuations, with the Hang Seng Index closing down 0.34% at 23,980.30 points and a total trading volume of HKD 20.21 billion [1] - The Hang Seng China Enterprises Index fell by 0.4% to 8,694.67 points, while the Hang Seng Tech Index decreased by 0.15% to 5,291.85 points [1] Investment Opportunities - According to Shenwan Hongyuan, investment opportunities in Hong Kong stocks are expected to expand in the second half of 2025, focusing on growth sectors such as internet technology and pharmaceuticals [1] - New consumption stocks still hold alpha advantages in the medium term, but face short-term challenges regarding cost-effectiveness [1] Blue-Chip Stocks Performance - Alibaba (09988) rose by 1.68% to HKD 114.8, contributing 31.36 points to the Hang Seng Index [2] - Other notable blue-chip performances include Sands China (01928) up 5.24%, Sunny Optical Technology (02382) up 2.73%, while Chow Tai Fook (01929) fell by 7.29% and CSPC Pharmaceutical Group (01093) dropped by 6.4% [2] Sector Highlights Brain-Computer Interface Sector - The brain-computer interface sector saw significant gains, with Nanjing Panda Electronics (00553) surging 38.02% [3] - The sector's growth is supported by recent advancements in clinical trials for invasive brain-computer interfaces in China [3][4] Gaming Sector - The gaming sector benefited from Macau's new visa policies for citizens of Saudi Arabia and other Gulf countries, with Sands China and MGM China showing strong gains [4][5] Apple-Related Stocks - Apple-related stocks collectively rose, with notable increases in companies like GoerTek (01415) and Sunny Optical Technology (02382) following Alibaba's announcement of new AI models optimized for Apple devices [6] Pharmaceuticals and New Consumption - The pharmaceutical and new consumption sectors faced significant adjustments, with companies like Green Leaf Pharmaceutical (02186) and Lepu Medical Technology (02157) experiencing declines [6] Gold Stocks - Gold stocks generally declined, with Tongguan Gold (00340) down 12.68% as international gold prices fell below USD 3,400 per ounce [7] Notable Stock Movements - Chow Tai Fook (01929) saw a sharp decline of 7.29% after announcing a proposed issuance of HKD 8.8 billion convertible bonds [8] - Maimai (02556) rose by 5.41% after being recognized as a top AI SaaS company for seven consecutive years [9] - New City Development (01030) reached a new high, with a rating upgrade from "Neutral" to "Buy" by Bank of America [10] - Weimeng Group (02013) increased by 2.82% following the announcement of new features for WeChat public accounts [11]

Market Overview - The Hong Kong stock market indices collectively declined, with the Hang Seng Index falling by 0.34% to close at 23,980.30, while the Hang Seng Tech Index and the China Enterprises Index dropped by 0.15% and 0.40% respectively [1][2]. Sector Performance - Large technology stocks showed mixed results, with Alibaba rising by 1.68% and Tencent and JD.com experiencing gains of less than 0.8%. However, innovative drug concept stocks saw significant declines, with Green Leaf Pharmaceuticals dropping by 11% and Xiansheng Pharmaceuticals by 10.5% [2][4]. - Defensive sectors such as gold, oil, and military stocks experienced a collective pullback amid easing geopolitical tensions [2]. - The brain-computer interface concept stocks surged, with Nanjing Panda Electronics skyrocketing by 38%, followed by Brainhole Technology and Micron Brain Science with increases of 22.65% and 18.47% respectively [11]. Notable Stock Movements - The pharmaceutical sector faced substantial losses, with companies like Decipher Biosciences and Jiuyuan Gene falling over 11% [6]. - New consumption concepts also declined, with brands like Blukoo and Pop Mart dropping more than 6% [7]. - Real estate stocks collectively retreated, with companies such as Oceanwide Holdings and Jin Hui Holdings experiencing declines of over 4% [8]. - The entertainment sector showed weakness, with New Stone Culture and Bigo Group dropping over 5% [9]. Investment Trends - The gambling sector saw gains, with Sands China increasing by over 5% and MGM China by nearly 5% [14]. - Southbound funds recorded a net inflow of HKD 6.302 billion, indicating strong investor interest [14]. - Analysts suggest that the current valuation of Hong Kong stocks is at a historical average level, with a focus on high-dividend sectors such as energy, finance, and precious metals, as well as innovative drug sectors benefiting from favorable policy news [16].

金十数据6月17日讯，港股全天震荡走低，恒指失守两万四，恒指收跌0.34%，报23980.3点。恒生科技 指数收跌0.15%，报5291.85点。截至今日收盘，恒指大市成交额2021.44亿港元。盘面上，新消费概念 股下跌，创新药板块连续三日回调，稳定币概念冲高回落，苹果概念股回暖，脑机接口概念逆市上涨。 个股方面，泡泡玛特(09992.HK)、地平线机器人(09660.HK)跌6%，周大福(01929.HK)跌7.3%，石药集团 (01093.HK)跌6.4%，中国生物制药(01177.HK)跌5.3%，南京熊猫电子股份(00553.HK)涨38%，脑洞科技 (02203.HK)涨22.65%，微创脑科学(02172.HK)涨18.5%。 港股收评：恒指失守两万二 新消费股回调 脑机接口概念逆市大涨 ...