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AH股集体低开,沪指跌0.19%,创业板跌超1%,CPO、存储器方向领跌,港股半导体回调
Hua Er Jie Jian Wen· 2025-11-07 01:55
Market Overview - A-shares opened lower with the ChiNext index dropping over 1%, led by declines in the computing hardware supply chain, particularly in CPO and memory sectors [1] - The Hang Seng Index opened down 0.51%, with the Hang Seng Tech Index falling 0.83%, as semiconductor and new energy vehicle stocks retreated [1][7] - National bonds saw a general increase, with the 30-year main contract rising by 0.10% and the 10-year main contract up by 0.03% [1][3] Sector Performance - The computing hardware supply chain, including CPO, AI chips, quantum technology, and PCB, experienced significant declines, with over 3100 stocks in the Shanghai and Shenzhen markets falling [1] - Conversely, lithium batteries and Hainan Free Trade Zone themes showed resilience, with notable gains in related stocks [1][5] - In the Hong Kong market, stocks like Xpeng Motors rose by 4.8%, while major players like NIO and JD.com saw declines exceeding 2% [7][8] Bond Market - National bond futures opened with slight increases across various maturities, indicating a stable bond market environment [3][4] Commodity Market - Commodity prices showed mixed results, with the main contract for shipping in Europe dropping over 2%, while urea, ethylene glycol, and canola oil rose by more than 1% [1][9][10] Stock Specifics - In the A-share market, Hainan Free Trade Zone stocks opened strong, with Haima Automobile hitting the daily limit, and other stocks like Hainan Development and Kangzhi Pharmaceutical also gaining [5][6]