如早前所述，只要科技股及A股继续有好表现，对恒指仍会带来正面支持，料可续于26,300-26,800点水 平整固。另外经昨日之反弹，恒指又再度重上26,500点水平，后市续以20天线(25,958点)为参考，若能 企稳则有望进一步上试26,800点水平。 来源：市场资讯 （来源：真灼财经） 美股三大指数下跌，道指跌0.37%，标普500指数及纳指则分别下跌0.29%及0.34%。反映中概股表现之 金龙指数升逾2.8%。 至于中港股市继续在科技股支持下有好表现。A股方面，在半导体相关概念股造好支持，沪深两市均有 不俗升幅，当中上综指收报3,853点，上升31点或0.83%。深成指则表现更佳，升1.8%，收报13,356点， 两市成交依然活跃，达到2.35万亿元人民币。港股则在阿里巴巴(09988.HK)大升刺激下重上26,500点关 口。恒指早段维持拉锯，其后阿里巴巴宣布推动全球AI计划及与Nvidia合作，刺激股价急升之余亦带动 恒指造好，恒指最多曾升至26,562点，收市报26,518点，上升359点或1.37%，科指则升2.53%，收报 6,323点，全日成交2,888亿元。「ATMXJ」全线上扬，当中阿 ...

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].

公开资料显示，方舟投资最早在2014年阿里巴巴IPO不久后即买入过该公司股票，并在之后数年间多次 调整仓位。根据美国证券交易委员会（SEC）的文件及第三方追踪工具，自2021年9月起未再出现相关 投资或代理投票记录，意味着其在当时已基本清仓。这次再度买入，标志着方舟投资重新进入中国互联 网龙头企业。 市场观察人士认为，伍德重启阿里巴巴持仓，正值美股中概股整体走强背景下。9月以来，纳斯达克中 国金龙指数持续攀升，百度等其他中概科技股近期亦显著反弹。 不过，从方舟投资一贯的操作风格来看，其ETF投资组合以高换手率著称，买入并不意味着长期持有。 此次阿里巴巴ADR能否继续扩张仓位、以及持有周期长短，仍有待观察。 （文章来源：第一财经） "木头姐"凯西·伍德（Cathie Wood）重启对阿里巴巴的配置。根据方舟投资管理公司（ARK Investment Management）公布的每日交易报告，其旗下两只交易所交易基金（ETF）ARKW和ARKF 于美国当地时 间周一（22日）买入阿里巴巴美国存托凭证（ADR），合计约1630万美元。这是该公司自2021年以来 首次重新建仓阿里巴巴，也是伍德近四年来首次持有该公司股 ...

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%。 ...

④ 【金价突破3790美元续创新高】9月23日，现货黄金上涨超1%，触及3790美元/盎司，刷新历史纪录 高位。消息面上，投资者对于美联储将继续降息的乐观预期继续推动金价上涨。 ⑤ 【花旗：预计台积电仍将是英伟达和英特尔的主要代工方】台积电盘前涨超3%。花旗分析师报告表 示，在英伟达和英特尔合作后，台积电可能仍将是这两家公司的主要代工方。英伟达8月份证实，台积 电正为其下一代Rubin架构生产六款新芯片。花旗分析师预测，到2026年，台积电来自英伟达的收入将 增长50%，来自英特尔的收入将增长20%。 ⑥ 【英伟达：投资OpenAI不会影响公司对其他客户的供应】英伟达与OpenAI在本周一宣布达成合作， 将一起建设大型数据中心，英伟达还将对OpenAI最高投资1000亿美元，这引发市场对英伟达公司未来 方向的担忧，对此，英伟达在周一晚些时候的声明中强调，对OpenAI投资不会改变公司重点，也不会 影响对其他客户的供应。 每经编辑：郑雨航 ① 【三大期指涨跌互现】道指期货涨0.10%、标普500指数期货跌0.02%、纳指期货涨0.01%。 ② 【科技股"七姐妹"盘前多数上涨】科技股"七姐妹"盘前多数上涨，特斯拉 ...

Group 1 - The Nasdaq China Golden Dragon Index fell by 0.96% on September 23 [1] - Most popular Chinese concept stocks experienced declines, with NIO dropping over 6%, JD.com down over 3%, and Miniso down over 2% [1] - Ideal Automotive and Bilibili both saw declines of over 1% [1] Group 2 - Century Internet rose by over 4%, and iQIYI increased by over 3% [1]

日前，中央批准：朱孔军同志任武汉大学党委书记，不再担任中山大学党委书记职务；黄泰岩同志不再担 任武汉大学党委书记职务。9月19日，武汉大学召开教师干部会议。中央组织部副部长张光军同志到会宣 布中央决定并讲话，教育部副部长、党组成员熊四皓同志，湖北省委常委、组织部部长何良军同志出席会 议并讲话。武汉大学校长张平文同志主持会议。 朱孔军同志简历 朱孔军，1967年8月出生，在职研究生，法学博士，中共党员，研究员。曾任华南师范大学党委书记，广 东省委教育工委书记，省教育厅党组书记、厅长，中山大学党委书记（副部长级）。 来源：微言教育微信公众号 责编：叶舒筠 校对： 王锦程 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes END 中央组织部、教育部、湖北省有关部门负责同志，武汉大学领导班子成员、部分退出领导班子的老同志、 教授代表、部门和院系主要负责同志、教职工代表等参加会议。 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明 ...

Group 1 - The core sentiment in the market is one of caution as investors await the Federal Reserve's interest rate decision, leading to a pause in the rally of major indices like the S&P 500 and Nasdaq [2][3] - There is a prevailing expectation of a 25 basis point rate cut, which would be the first since late 2024, aimed at addressing a cooling labor market [3] - Despite the overall market hesitation, Chinese concept stocks are showing resilience and strength, driven by China's economic recovery and supportive policies [4][5] Group 2 - The anticipated rate cuts by the Federal Reserve are expected to benefit the stock market, particularly cyclical sectors like finance and industrials, but there is a fear that such cuts may signal a weak economic outlook [3][6] - The performance of Chinese stocks is bolstered by a favorable macroeconomic environment, with predictions of increased fiscal and monetary support in 2025 [4][5] - Global capital is being reallocated, with foreign institutions increasingly optimistic about Chinese assets, suggesting a potential outperformance compared to other regions [4][5] Group 3 - The market is experiencing a dichotomy, with some Chinese stocks thriving while others face significant challenges, reflecting increased competition and selective investor behavior [6][7] - The potential for stricter auditing requirements from U.S. regulators poses a compliance challenge for Chinese companies, which could increase costs and complicate their market presence [5][6] - The sustainability of the current strength in Chinese stocks will depend on their ability to innovate and deliver solid performance amidst regulatory and competitive pressures [6][7]