来源：滚动播报 周一热门中概股多数上涨，纳斯达克金龙中国涨0.1%。网易、百度、富途控股涨超2%，阿里、携程、 腾讯音乐涨超1%。蔚来跌超4%，哔哩哔哩跌超3%，小鹏跌超2%。 ...

智通财经APP获悉，周一，热门中概股多数上涨，截至发稿，网易(NTES.US)涨超4%，腾讯音乐 (TME.US)涨超3.6%，百度(BIDU.US)涨超3%，阿里巴巴(BABA.US)涨超2.3%。拼多多(PDD.US)涨超 2.5%，拼多多二季度营收增速小幅放缓，但得益于营销费用的控制，公司净利润降幅大幅收窄，整体 业绩好于预期。Q2总收入1039.8亿元(143.5亿美元)，同比增长7%，市场预估1,039.3亿元。营业利润 257.9亿元，同比下降21%；净利润307.5亿元人民币，同比下降4%。拼多多管理层在电话会上强调，接 下来公司将持续加大对商家的支持，因此不认为这个季度的利润可以持续。"相较于短期业绩，我们更 加关注可以为平台生态带来长期回报的投入。这也是我们甘于牺牲利润，长期坚持反哺生态的原因。" ...

| 纳斯达克100期货小型 23484.25a -85.50 -0.36% | | | --- | --- | | 纳斯达克100期货微型 23485.00d -84.75 -0.36% | | | 道琼斯期货小型 | 45578d -137 -0.30% | | 标普500期货小型 | 6466.25d -17.00 | 20:34欧洲主要股指多数下跌，法国CAC40指数跌0.71%，德国DAX指数跌0.23%，欧洲斯托克50指数跌 0.42%。 21:33 美股开盘丨三大指数集体低开 道指跌0.18%，纳指跌0.15%，标普500指数跌0.18%。英特尔涨逾2%。热门中概股多数走高，蔚来涨超 5%，贝壳涨超3%，阿里巴巴涨近2%；拼多多跌超1%。 21:25WTI原油期货涨幅扩大至1%，报64.3美元/桶。 21:18美股三大期指小幅下跌，道指期货跌0.30%，标普500指数期货跌0.26%，纳指期货跌0.36%。 20:08拼多多美股盘前转跌，此前一度涨近12%。消息面上，拼多多发布2025年第二季度财报，第二季 度营收1039.85亿元，同比增长7%；调整后净利润327.08亿元，同比下降5%。 （文 ...

纳斯达克中国金龙指数涨2.72%，热门中概股普涨，名创优品大涨20.25%，蔚来汽车涨14.60%，小鹏汽 车涨4.46%。 来源：滚动播报 ...

Group 1 - The Nasdaq China Golden Dragon Index rose over 3%, indicating a positive trend for Chinese concept stocks [1] - NIO saw a significant increase of 18.32%, leading the gains among the component stocks [2] - Other notable performers included VNET with a rise of 16.97% and MNSO with an increase of 16.44% [2] Group 2 - Tiger Securities (TIGR) increased by 13.49%, while Kingsoft Cloud (KC) rose by 8.99% [2] - Smaller gains were observed in companies like Xiaoying Technology (XYF) at 8.55% and RLX Technology at 7.14% [2] - Other companies such as Lufax (LU) and Zhongjin Ke Industrial (ZJK) also experienced gains of 6.72% and 6.44% respectively [2]

当地时间8月22日，美联储主席鲍威尔在杰克逊霍尔全球央行年会上表示，风险平衡的转变可能需要调 整政策。在鲍威尔讲话之际，交易员加大对美联储9月降息的押注。 美股三大股指盘中集体上涨。Wind数据显示，截至北京时间22:22，道琼斯工业指数涨1.44%，纳斯达 克指数涨1.40%，标普500指数涨1.21%。 美股科技龙头股集体上涨。万得美国科技七巨头指数上涨1.20%。特斯拉涨超4%，谷歌-C、苹果、亚马 逊、Meta涨超1%，英伟达、微软跟涨。 热门中概股多数上涨。纳斯达克中国金龙指数盘中涨超2%。名创优品涨超14%，量子之歌、老虎证 券、叮咚买菜涨超7%，小赢科技、金山云、雾芯科技涨超6%。蔚来一度涨超12%。消息面上，8月21 日，蔚来全新ES8正式开启预售，行政豪华版六座/七座预售价为41.68万元起，采用BaaS电池租用方式 购买，预售价为308800元起。全新ES8将于2025年9月下旬正式上市并开启交付。 大宗商品市场方面，贵金属价格短线快速拉升，盘中由跌转涨。截至北京时间22:22，伦敦现货黄金价 格涨0.66%，COMEX黄金期货涨0.52%。 ...

Group 1 - Major Chinese companies are entering a busy earnings disclosure period, with Xiaomi Group reporting total revenue of 116 billion yuan for Q2 2025, a year-on-year increase of 30.5%, and adjusted net profit of 10.8 billion yuan, up 75.4% [1] - Tencent Holdings reported total revenue of 184.5 billion yuan for the first half of the year, a year-on-year increase of 15%, with operating profit of 60.1 billion yuan, up 18% [1] - Foreign capital is accelerating its purchase of core Chinese assets, with notable investors like Michael Burry turning bullish on Chinese stocks in Q2 [1][2] Group 2 - According to Goldman Sachs, global hedge funds are buying Chinese stocks at the fastest pace since the end of June, primarily driven by long positions, with a ratio of long to short buying at approximately 9:1 [6] - Factors contributing to this buying spree include easing tariff uncertainties, better-than-expected economic data for Q2, continued "anti-involution" policies, a recovering Hong Kong IPO market, and strong capital inflows [6] - Despite increased interest from overseas investors, their allocation levels remain conservative, suggesting potential for further market growth [6] Group 3 - The Hong Kong Technology Index has seen a cumulative increase of 33.25% year-to-date as of August 19, while the Hang Seng Technology Index has risen by 24.04% [7] - The Hong Kong Technology Index covers a broader range of AI applications compared to the Hang Seng Technology Index, including sectors like smart vehicles and innovative pharmaceuticals [9] - The Hong Kong Technology 50 ETF has attracted over 687 million yuan in net inflows this year, continuously setting new highs since its listing [10]

Group 1 - Chinese assets have shown strong performance, leading to a significant rise in US-listed Chinese stocks, with EPOW.US (Huiyang New Energy) closing up over 11%, marking its largest increase in five months [1] - The A-share market set multiple records, with the Shanghai Composite Index reaching a 10-year high, and the Nasdaq Golden Dragon China Index has been on an upward trend since August [1] Group 2 - Huiyang New Energy announced a joint venture agreement with SDH (HK) New Energy Tech Co., Kekecely Ltd, and Simple Cloud Technology to establish Alchemistica Inc. in Delaware, USA [1] - The total registered capital of the joint venture is $1 million, aimed at supporting Huiyang New Energy's expansion into the US market, focusing on R&D, marketing, and localized production in the energy sector [1] - Huiyang New Energy and its subsidiaries will hold a 71% stake in the joint venture, which is expected to enhance its competitive position and operational capabilities in the US market [1]

Market Performance - On August 18, U.S. stock indices opened lower, with the Dow Jones up 0.01%, S&P 500 down 0.07%, and Nasdaq down 0.14% [1] - The Nasdaq China Golden Dragon Index opened with a gain of over 1.2% but later saw a reduction in its increase [2] Chinese Stocks - Chinese concept stocks showed strong performance, with notable gains: iQIYI and Xunlei both surged over 20%, Douyu up over 10%, and Zhihu up 9.81% [2][3] - Xunlei's stock price increased significantly, with its investment in Ying Shi Innovation reaching a market cap of 107.9 billion yuan after a "20cm" limit-up [4] Financial Results - Xunlei reported a floating profit of $720 million from its investment in Ying Shi Innovation, with a second-quarter profit of $727.4 million, marking a year-on-year increase of 28,996% [4] - iQIYI's stock surged by 27% following the announcement of new measures by the National Radio and Television Administration to enhance content supply [5] A-Share Market - The A-share market reached several records, with the Shanghai Composite Index hitting a 10-year high and total market capitalization surpassing 100 trillion yuan for the first time [7] - The People's Bank of China reported a significant decrease in household deposits, indicating a potential shift of funds into the stock market [7] Foreign Investment - There is an increasing willingness among global investors to allocate capital to Chinese assets, with foreign holdings of domestic bonds and stocks currently at about 3% to 4% [7]

Group 1 - US stock indices opened lower on August 18, with the Nasdaq China Golden Dragon Index initially rising over 1.2% before narrowing its gains, indicating a mixed performance in the US market [1] - Chinese concept stocks showed strong performance, with notable gains from iQIYI and Xunlei exceeding 20%, and several other companies like Douyu and Hesai Technology also experiencing significant increases [1] - The A-share market reached multiple records, with the Shanghai Composite Index hitting a 10-year high and the total market capitalization of A-shares surpassing 100 trillion yuan for the first time in history [1] Group 2 - There is an increasing willingness among global capital to allocate to Chinese assets, as indicated by foreign capital increasing its allocation to these assets [2] - The cryptocurrency market experienced a significant downturn, with Bitcoin dropping below $115,000 and a 24-hour decline of nearly 3%, alongside substantial losses in other cryptocurrencies [3] - The upcoming Jackson Hole global central bank conference is a focal point for the financial markets, with expectations that the Federal Reserve may lower interest rates by 25 basis points in September, with a 92% probability according to interest rate swap traders [3]