【导读】港股进入技术性牛市！稀土概念大爆发，中国稀土暴涨60% 中国基金报记者 伊万 6月9日，港股全日震荡走强，恒生科技指数一度大涨超3%，最终三大指数集体收涨。截至收盘，恒生指数涨1.63%，报24181.43点；恒生国企指涨 1.74%，报8780.13点；恒生科技指数涨2.78%，报5433.23点。 值得注意的是，恒生指数较4月低点已上涨21%，进入技术性牛市，近乎收复此前调整跌幅。 盘面上，大型科技股走高，快手涨超5%，美团、京东集团涨超4%，网易涨超3%，百度集团涨近3%，阿里巴巴涨超2%；新消费股上涨，布鲁克涨超 22%，蜜雪集团涨超5%，泡泡玛特涨超2%，一度创新高；医药股涨幅居前，四环医药、云顶新耀涨超12%，诺诚健华涨超11%，信达生物涨8%；稀土概 念股走高，中国稀土暴涨60%，金力永磁涨近2%。 另一方面，黄金股回调；汽车股走低，吉利汽车跌超2%，比亚迪股份跌超1%。 | 泡泡玛特 | 250.800 | 2.45% | | --- | --- | --- | | 9992.HK | | | | 美团-W | 148.400 | 4.73% | | 3690.HK | | | | 小 ...

Market Overview - A-shares experienced a strong rally, with the Shanghai Composite Index breaking through 3400 points and the ChiNext Index rising over 1% [1][2] - The Hong Kong market also strengthened, with the Hang Seng Index gaining over 1% and the Hang Seng Tech Index surging nearly 3%, entering a technical bull market with a rise of over 20% since April [1][2] Pharmaceutical Sector - The pharmaceutical sector saw significant gains, with over 4100 stocks in the market showing positive performance. Notable stocks included Xinghao Pharmaceutical, which rose over 27%, and Changshan Pharmaceutical, which hit the daily limit of 20% [5][6] - The sector's performance is attributed to the upcoming American Society of Clinical Oncology (ASCO) annual meeting, showcasing the competitiveness and innovation of Chinese pharmaceutical companies [7] Rare Earth Sector - The rare earth sector was active, with Kexin Co. hitting the daily limit of 20% and Jiuling Technology rising nearly 19%, reaching historical highs [9][10] - The demand for medium and heavy rare earths is increasing due to the development of industries like robotics and new energy vehicles. China's recent export control policies have led to a supply-demand imbalance, causing rare earth prices to surge [11] Sports Concept Sector - The sports concept sector continued to gain momentum, with stocks like Kangliyuan and Jinling Sports hitting their daily limits. Jinling Sports has seen a cumulative increase of over 150% in the past seven trading days [13][14] - The recent popularity of local football leagues has driven speculative trading in related stocks, although there are warnings about potential irrational trading behavior [13][14]

Core Viewpoint - The A-share market experienced a collective rise, with the ChiNext Index increasing by over 1%, and more than 4,100 stocks in the market showing gains [1][2]. Group 1: Stock Performance - The chemical pharmaceuticals, new metal materials, and film and theater sectors saw significant gains, while the road and rail transportation and precious metals sectors experienced pullbacks [2]. - The stock of Co-Creation Turf (605099) achieved a "6 consecutive limit-up" status, marking a total increase of 78.74% over the last six trading days [6][8]. - The Shanghai Composite Index rose by 0.43%, the Shenzhen Component Index increased by 0.65%, and the ChiNext Index climbed by 1.07%, with a total market turnover of approximately 1.31 trillion yuan, an increase of 135.5 billion yuan from the previous trading day [2]. Group 2: Co-Creation Turf Insights - Co-Creation Turf's stock price surged significantly, with a cumulative increase of 58% over five consecutive trading days prior to June 7, leading to a risk warning announcement from the company [8]. - The company specializes in artificial turf, with projected revenues of 2.052 billion yuan from leisure grass and 594 million yuan from sports grass in 2024, accounting for 69.93% and 20.25% of its main business revenue, respectively [9]. - Co-Creation Turf is recognized as one of the preferred suppliers of artificial turf by FIFA, World Rugby, and FIH, and is involved in drafting national standards for artificial turf [9]. Group 3: Elderly Care Robotics Sector - The elderly care sector showed strong performance, with stocks related to elderly care robots rising significantly, including a nearly 12% increase for Ousheng Electric and a limit-up for Xinlong Health [11]. - A notice from the Ministry of Industry and Information Technology and the Ministry of Civil Affairs announced a pilot program for intelligent elderly care service robots from 2025 to 2027, focusing on developing standards and evaluation systems [11][14]. - The robotics sector is considered to have significant investment value, with various types of intelligent elderly care robots designed to meet different needs, such as health management and rehabilitation training [14].

Group 1 - The A-share market saw a strong performance today, with the Shanghai Composite Index rising by 0.43% to close at 3399.77 points, and the Shenzhen Component Index increasing by 0.65%, while the ChiNext Index rose by 1.07% [1] - The biopharmaceutical sector dominated the market, with various sub-sectors such as weight loss drugs, CRO concepts, innovative drugs, hair medical, and Alzheimer's concepts leading the gains [1][3] - The biopharmaceutical index surged over 4%, reaching a historical high, with stocks like Xinghao Pharmaceutical hitting a 30% limit up, and nearly 20 stocks in the sector experiencing significant gains [4][6] Group 2 - Changshan Pharmaceutical's stock price has increased over 200% since its low of 15.75 yuan on April 9, with a tenfold increase from its lowest price of 4.3 yuan in August 2023, driven by expectations for its weight loss drug [6] - The innovative drug industry is experiencing positive momentum, with a record number of 73 studies from China being presented at the 2025 ASCO conference in Chicago, and a significant increase in cross-border collaboration in the sector [6] - According to Galaxy Securities, the pharmaceutical sector is expected to see a sustained recovery due to low overall valuations and public fund underweighting, with structural opportunities remaining [7] Group 3 - The automotive sector showed a mixed performance, with BYD's stock falling by 3.28%, while other companies like Seres and Great Wall Motors saw slight increases [9][11] - A public dispute among automotive industry leaders reflects the intense competition in the electric vehicle market, highlighting the clash between traditional profit models and new competition logic [12] - The recent controversy surrounding the "oil tank door" incident has intensified discussions about transparency and accountability within the industry [11] Group 4 - Recent news regarding rare earth policies has sparked market interest, with the Ministry of Commerce approving a certain number of export licenses, leading to a significant rise in related stocks [14][16] - The approval of export licenses is expected to drive up domestic rare earth prices, benefiting domestic rare earth magnetic material companies [16] - Analysts suggest that the domestic rare earth market is at a cyclical bottom, with expectations for a continued upward shift in price levels [16]

Core Viewpoint - The article highlights significant stock movements in the Hong Kong and US markets, indicating potential investment opportunities and sector trends, particularly in technology, healthcare, and entertainment sectors [1][2][3]. Hong Kong Market Highlights - Mixue (02097) surged over 7%, while Bluetec (00325) rose over 16%, and Guming (01364) increased over 3% [1]. - Lion Group (02562) gained over 4% as it plans to acquire a domestic SaaS company with substantial market share [1]. - Apple-related stocks saw a broad increase, with Sunny Optical (02382) up nearly 4%, and other companies like Q Tech (01478) and AAC Technologies (02018) rising over 3% [1]. - Far East Pharmaceutical (00512) rose over 3% as it commenced international Phase III clinical trials for its innovative ophthalmic drug CBT-001 [1]. - Alibaba Pictures (01060) jumped over 16%, with a cumulative increase of nearly 140% over the past two weeks, focusing on Damao performances and IP derivatives [1]. - Global Data (09698) increased over 5% after signing a strategic agreement with China Life Investment for comprehensive cooperation in asset securitization [1]. - Three Life Pharmaceuticals (01530) rose over 5% following a significant licensing agreement with Pfizer, showcasing promising data for SSGJ-707 [1]. - JD Group (09618) gained nearly 5% after signing a strategic cooperation agreement with China Resources Group [1]. - Tencent Music (01698) increased over 6% as it expands its international footprint by investing in South Korea's SM Entertainment [1]. - Cinda Biologics (01801) rose over 6% due to promising early data for IBI363 in lung cancer, with Goldman Sachs previously indicating the stock was undervalued [1]. - SMIC (00981) increased nearly 4% as it plans to sell its stake in SMIC Ningbo to focus on its core business [1]. - Rare earth stocks surged, with China Rare Earth (00769) up over 48% [1]. - Fubo Group (03738) rose over 3% after completing a 138 million share placement to enhance its AI business [1]. - Friendship Time (06820) surged over 22%, with a year-to-date increase exceeding 90%, driven by positive market feedback on its new game [1]. - Military stocks collectively rose, with China Shipbuilding Defense (00317) increasing nearly 4% [1]. US Market Highlights - Huaxing Capital Holdings (01911) surged over 14% following the successful listing of stablecoin "first stock" Circle, in which its fund participated in 2018 [2]. - In the US market, Circle's stock skyrocketed nearly 30% on its second day of trading after an initial 168% surge [2]. - Lululemon (LULU.US) fell nearly 20% after lowering its full-year profit guidance [2]. - DocuSign (DOCU.US) dropped nearly 19% after revising its full-year billing revenue forecast downward [2]. - Virgin Galactic (SPCE.US) rose over 2%, with a peak increase of over 14%, as it announced a potential recovery in commercial space flight services [2]. - Nvidia's holdings saw a broad increase, with Applied Digital (APLD.US) up over 8% and Recursion Pharmaceuticals (RXRX.US) rising over 20% [2]. - Robinhood (HOOD.US) fell 6.25% in after-hours trading, while AI stock Applovin (APP.US) dropped 5.53% [3].

金十数据6月9日讯，A股三大股指早盘低开高走强势上涨，截至中午收盘，沪指涨0.23%，深证成指涨 0.62%，创业板指涨1.22%；沪深两市半日成交额8386亿，较上个交易日放量755亿。盘面上，减肥药、 CRO概念、稀土概念等板块涨幅居前，贵金属、公路铁路运输、银行等板块跌幅居前。创新药板块持 续走强，盘中掀起涨停潮，睿智医药、众生药业、罗欣药业、联化科技等多股封板涨停，常山药业、泰 恩康涨超10%；足球概念持续活跃，共创草坪6连板，中体产业涨停。两市个股涨多跌少，超3900家个 股飘红。 A股午评：沪指涨0.23% 盘中一度收复3400点整数关口 ...

【导读】港股三大指数延续涨势，科技、金融、半导体等板块上涨，茶饮股降温 见习记者 纪瑶 6月5日，港股三大指数延续涨势。截至收盘，恒生指数涨1.07%，报收于23906.97点；恒生科技指数涨1.93%，报收于5319.96点；恒生国企指数涨1.26%， 报收于8684.73点。 盘面上，科技股领涨，金融股持续活跃，半导体、手机产业链股上涨；茶饮股价格回调，医药板块下跌。 科技板块领涨 港股科技股领涨，快手涨5%，阿里巴巴涨超3%，美团涨2.6%，小米、京东涨1.5%，百度、网易涨1%。 蜜雪集团近一个月表现，来源 ：Wind 此外，其他消费股老铺黄金、泡泡玛特、毛戈平等同步回调，分别下跌9.05%、1.22%、6.67%。 金融股表现继续活跃。截至收盘，中信证券涨2.68%，中国银河涨2.53%，新华保险涨4.35%，中国财险涨3.5%。此外，半导体、手机产业链概念股午后涨 幅扩大，宏光半导体大涨近11%，中芯国际涨超4%。 | 中国人寿 | | 中国平安 | 香港交易所 | | 中信证券 | | --- | --- | --- | --- | --- | --- | | 2.20% | | 0.44% | ...

Group 1 - The Hang Seng Index increased by 0.42%, while the Hang Seng Tech Index rose by 0.92% [1] - The consumer sector experienced a collective pullback, with notable declines in consumer electronics, port transportation, and pharmaceutical sectors [1] - Significant gainers included Wenwen Group, which rose nearly 6%, and Kuaishou, which increased over 4% [1] Group 2 - The rare earth concept stocks, Apple concept stocks, domestic property stocks, and semiconductor sectors showed strong performance [1] - Notable decliners included Laopu Gold, which briefly surpassed 1000 HKD before dropping over 8%, and Teabaito and Mixue Group, both falling over 7% [1] - WuXi AppTec saw a decline of over 2% [1]

Market Performance - Jinli Permanent Magnet (06680) rose over 17% due to significant increases in overseas medium and heavy rare earth prices, which are expected to gradually transmit to the domestic market [1] - Zhixing Technology (01274) increased over 3% after securing a platform-based logistics vehicle contract with a leading domestic brand [1] - Weimeng Group (02013) surged over 9% as its upgraded Weimeng Guide Agent product is anticipated to benefit from the growth of WeChat e-commerce [1] - Zhaoke Ophthalmology-B (06622) gained over 8% following FDA approval for a new drug trial application for cyclosporine eye gel [1] - Zai Ding Pharmaceutical (09688) rose over 5% after reporting excellent data from the low-dose group of ZL-1310 [1] - Lianlian Digital (02598) saw a mid-session increase of over 5% as it partnered with BVNK to provide stablecoin payment solutions for its merchants [1] - Reading Group (00772) increased over 7% after acquiring a 26.67% stake in Yihua Kaitian, with its IP+AI strategy expected to unlock more value [1] - NIO opened nearly 4% higher, projecting a year-on-year revenue growth of 11.8%-15% for Q2 [1] - Kuaishou-W (01024) rose over 6% as its Kecing AI recently launched a new 2.1 series model, with institutions optimistic about its profitability [1] - Meituan (03690) surged over 3%, reaching a nearly two-month high, with southbound funds continuing to accumulate for 13 consecutive days [1] US Market Highlights - Applied Digital (APLD.US), a stock related to Nvidia, surged nearly 30%, with a 94% increase over three trading days, as long-term contracts are expected to generate $7 billion in revenue [2] - Tesla (TSLA.US) fell 3.55% due to declines in both the Chinese and European automotive markets, with a 15% year-on-year drop in China's May wholesale sales of new energy passenger vehicles [2] - MongoDB (MDB.US) saw a nearly 15% increase in after-hours trading following better-than-expected Q1 results and an $800 million stock buyback plan [2] - Broadcom (AVGO.US) rose over 3% before earnings, reaching a new historical high, with Morgan Stanley stating that AI is operating at full speed, expecting strong Q2 results [3] - Meta increased over 3% as it was reported to be accelerating the development of ultra-lightweight open-headset projects [3] - Guidewire Software (GWRE.US) surged over 16% after exceeding Q3 earnings expectations and raising its guidance [3] - Dollar Tree (DLTR.US) fell over 8% after warning of potential 50% declines in adjusted earnings due to tariffs and weak consumer spending [3] - STMicroelectronics (STM.US) rose nearly 11% amid reports that Italy and France are considering splitting its joint management rights [3]

Market Overview - The Hong Kong stock market continued its rebound with the Hang Seng Index rising by 0.6% to close at 23,654, while the Hang Seng Tech Index also increased by 0.6% to 5,219. The trading volume reached HKD 212.6 billion, indicating active trading, although net inflows from the Stock Connect decreased by about 10% to HKD 3.5 billion [1] - The market showed a "stronger gets stronger" trend, with funds continuing to favor high-certainty stocks. New consumption leaders like Pop Mart (9992 HK) and Mao Geping (1318 HK) reached new highs, reflecting market premium recognition for scarce consumer brands [1] Macro Dynamics - In the U.S., job vacancies rose to 7.391 million in April, an increase of 191,000 from March, indicating resilience in the labor market. The ratio of job openings to job seekers remained at 1.03, consistent with 2019 levels [2] - Despite a rise in layoffs to 1.79 million, the layoff rate remains relatively low, suggesting that companies are hesitant to reduce staff amid a moderately slowing economy [2] Industry Dynamics Automotive Sector - The Chinese government is promoting the "2025 New Energy Vehicles Going to the Countryside" initiative, with 124 models included in the directory, including vehicles from BYD and Geely. The automotive sector in Hong Kong showed stable performance, with most stocks fluctuating between -1% and +2% [3] Consumer Sector - The new consumption and IP concept sectors continue to attract capital. Companies like Blucor (325 HK) have entered the Mexican market, showcasing their product matrix at exhibitions. Blucor and Pop Mart saw respective increases of 17% and 14% over the past five trading days [3] Healthcare Sector - The Hang Seng Healthcare Index rose by 3.2%, driven by recent licensing agreements between domestic pharmaceutical companies and global firms, boosting confidence in the export of innovative drugs. Companies like Innovent Biologics (1801 HK) reported promising clinical data at the ASCO conference, leading to a 14.1% surge in their stock price [4] Energy Sector - The energy sector, particularly nuclear and renewable energy stocks, saw significant gains. China General Nuclear Power (1164 HK) rose by 28.3% after signing a uranium sales framework agreement, benefiting from rising uranium prices due to increased demand from U.S. nuclear energy initiatives [5][9] Company-Specific Insights Huaneng International (902 HK) - The company reported an 8.2% year-on-year increase in net profit for Q1 2025, benefiting from lower fuel costs and increased electricity demand during the summer [11] China General Nuclear Power (1164 HK) - The company is expected to benefit from a new uranium sales agreement, with a pricing mechanism favoring current market prices, enhancing its position amid rising uranium demand [11] Stone Pharmaceutical (1093 HK) - The company experienced a 21.9% decline in total revenue for Q1 2025, primarily due to a slowdown in its core product sales. However, it anticipates a gradual recovery in sales starting from Q2 2025, supported by new licensing agreements and increased sales of oncology drugs [13][14][15]