Group 1 - The core viewpoint of the articles highlights significant movements in the stock market, particularly in Hong Kong and the US, driven by various company announcements and market trends [1][2][3][5][6][7][8]. Group 2 - 万国数据-SW (09698) saw a rise of over 3.6% following the announcement of a successful C-round financing of $2 billion for its international business platform DayOne [1]. - 智谱 (02513) experienced a surge of over 24% on its second day of trading, becoming the first global large model stock listed on the Hong Kong Stock Exchange [1]. - 禾赛-W (02525) increased by over 3% after showcasing its latest lidar technology at CES 2026, along with updates on delivery volume and strategic partnerships [1]. - Lithium battery concept stocks rose, with 中创新航 (03931) up 4.74%, as the Ministry of Industry and Information Technology announced a meeting to regulate the battery industry [1]. - 快手-W (01024) gained over 2.3% as Goldman Sachs projected that its AI model upgrades would enhance overseas user recognition and revenue [2]. - 佳鑫国际资源 (03858) rose over 5.4% after announcing a mining service procurement agreement worth approximately 2.27 billion HKD [2]. - Gold stocks generally increased, with 山东黄金 (01787) up 6.01%, driven by geopolitical risks and expectations of interest rate cuts supporting gold prices [2]. - 九方智投控股 (09636) rose over 5.6% following the announcement of acquiring JF Financial Company Limited [3]. - 凌雄科技 (02436) surged by over 96.85%, with expectations of significant market penetration in the DaaS sector over the next five years [3]. - 理士国际 (00842) plummeted over 60% after announcing a plan to split and list on the US stock market [3]. - Buda Juice (BUDA.US) debuted on the US market with an 8.13% increase, focusing on fresh juice and health drinks [5]. - 虎牙 (HUYA.US) reached a five-and-a-half-month high, rising 14.47% after the successful launch of a new mobile game [5]. - Applied Digital (APLD.US) led gains in the crypto mining sector with a 250% year-over-year revenue increase [5]. - Critical Metals (CRML.US) saw a near 10% rise but later fell, having gained over 110% in the first five trading days of the year [6]. - 哔哩哔哩 (BILI.US) rose 6.51% as Morgan Stanley noted stable ad performance despite uncertain gaming prospects [6]. - Storage stocks fell, with SanDisk (SNDK.US) down 5.38%, amid concerns over the sustainability of AI-related capital expenditures [6]. - The space sector saw gains, with L3Harris Technologies (LHX.US) up 5.16% after a strategic sale [7]. - Chip stocks declined, with NVIDIA (NVDA.US) down 2.15%, reflecting broader market concerns [7]. - Precious metals stocks fell, with significant drops in silver and gold prices due to liquidity shocks [8].

周四，加密矿企概念上扬，Applied Digital(APLD.US)绩后带头大涨12%，IREN Ltd(IREN.US)、 Bitfarms(BITF.US)涨超4%，MARA Holdings(MARA.US)、TeraWulf(WULF.US)涨超3%。消息面上， Applied Digital2026财年第二季度营收1.266亿美元，同比增长250%;普通股股东应占基本及稀释每股净 亏损0.11美元，同比收窄82%;调整后净利润10万美元。 ...

智通财经APP获悉，周四，加密矿企概念上扬，Applied Digital(APLD.US)绩后带头大涨12%，IREN Ltd(IREN.US)、Bitfarms(BITF.US)涨超4%，MARA Holdings(MARA.US)、TeraWulf(WULF.US)涨超 3%。消息面上，Applied Digital2026财年第二季度营收1.266 亿美元，同比增长 250%;普通股股东应占基 本及稀释每股净亏损0.11 美元，同比收窄 82%;调整后净利润10 万美元。 ...

Group 1 - NetEase-S (09999) rose over 6.5% after the announcement of the anniversary version of "Yanyun Sixteen Sounds" launching on December 27, 2025, which topped the iOS game sales chart. Huatai Securities previously indicated that the first-year revenue could reach 20-30 billion [1] - Commercial aerospace concept stocks surged, with Asia Pacific Satellite (01045) up 31.29%, Aerospace Holdings (00031) up 20%, and Goldwind Technology (02208) up 18.27%. Blue Arrow Aerospace's IPO application was accepted, marking it as the first company to be accepted under the new listing standards since the expansion [1] - Li Auto-W (02015) increased over 5.6% after reporting 44,246 vehicle deliveries in December 2025, totaling 109,194 for Q4. By December 31, 2025, cumulative deliveries reached 1,540,215, making it the first new force brand to achieve the 1.5 million delivery milestone [1] Group 2 - Hua Hong Semiconductor (01347) surged over 11% after announcing plans to acquire 97.4988% of Huali Micro's shares and raise funds through a stock issuance to specific investors [2] - Skyworth Group (00751) rose over 10% following the signing of a 10MW distributed photovoltaic power station project in Italy, marking a significant step in its overseas market expansion [2] - Baidu Group-SW (09888) increased over 8.1%, with a cumulative rise of over 15% this week, after announcing the submission of a listing application for Kunlun Chip on the Hong Kong Stock Exchange [2] Group 3 - SaaS concept stocks saw significant gains, with Lion Holding (02562) up 16.48%, Kingdee International (00268) up 7.22%, and Huily Technology (01860) up 4.52%. Meta announced a multi-billion dollar acquisition of the AI product developer Manus [3] - Xirui (02507) rose nearly 10% following the release of the U.S. Department of Transportation's strategic plans aimed at advancing the future of aviation [3] Group 4 - Meitu Company (01357) increased over 5.7% after announcing a $250 million convertible bond issuance to Alibaba, which could result in Alibaba holding 6.82% of Meitu's shares, making it the third-largest shareholder [4] Group 5 - Bitcoin surpassed $88,000, leading to a rise in some cryptocurrency mining stocks, including TeraWulf (WULF.US) up 3.05% and Applied Digital (APLD.US) up 1.83% [5] - Mindonghong (ORIS.US) surged 22.13% after signing a non-binding letter of intent to acquire Hubei Daguan Tea Industry Group, aiming to strengthen upstream supply control [5] - Wanda Biopharmaceuticals (VNDA.US) rose 25.46% after announcing FDA approval for its new drug Nereus, intended for preventing exercise-induced vomiting [5] Group 6 - Storage concept stocks fell, with SanDisk (SNDK.US) down 1.18%, Western Digital (WDC.US) down 2.15%, and Micron Technology (MU.US) down 2.47% [6] - Corcep Medical (CORT.US) plummeted 50.42% after receiving a complete response letter from the FDA regarding its new drug application for Relacorilant [6] - TSMC (TSM.US) rose 1.44% as Nvidia is negotiating new orders for its H200 chip, with TSMC expected to expand capacity by Q2 2026 [6] Group 7 - New energy vehicle stocks declined, with Tesla (TSLA.US) down 1.04%, NIO (NIO.US) down 7.27%, and Li Auto (LI.US) down 1.97% [7] - Pony.ai (PONY.US) fell 0.96% despite announcing that its Robotaxi fleet exceeded 1,159 vehicles, surpassing its 1,000 vehicle target for 2025 [7]

Market Performance - Moer Technology, known as the "first domestic GPU stock," debuted on the STAR Market with a high opening of 468%, peaking over 500% before adjusting [1] - Nanjing Panda Electronics saw a nearly 8% increase following the announcement of the 2025 Brain-Computer Interface Conference [1] - Silver Noble Pharmaceuticals gained over 5% as it was included in the Hang Seng Composite Index, effective December 8, 2025 [1] - Western Cement rose nearly 4% after announcing a purchase agreement for $400 million in senior notes due in 2028 [1] - The non-ferrous metals sector was active, with China Aluminum up 4.14% and Jiangxi Copper up 5.47%, influenced by comments from the White House on potential interest rate cuts [1] Company Announcements - Ruifeng New Energy increased by nearly 2% after announcing a liquidation petition filed against it [2] - Zhongxin Holdings surged over 80% before settling at a 59.62% increase, as it evaluates establishing a wholly-owned subsidiary in Shenzhen [2] - Goldwind Technology rose nearly 7% following a report indicating improved cash flow in the wind power sector [2] - InnoScience gained nearly 6% after announcing a strategic partnership with ON Semiconductor to advance GaN applications [2] - Reshaping Energy increased nearly 9% as it approaches the end of its lock-up period [2] US Market Highlights - Applied Digital and Cipher Mining saw gains of 6.06% and 6.44% respectively, reflecting a recovery in the crypto mining sector [4] - AST SpaceMobile surged 18.25%, indicating strong performance in the space sector [4] - USA Rare Earth jumped 24.68% after securing supply agreements for rare earth materials, enhancing local supply chains [5] - Micron Technology fell 3.21% as it shifts focus away from consumer markets to high-performance AI chip storage [6] - NIO, XPeng, and Li Auto saw pre-market gains, with NIO's gross margin expected to rise to around 18% in Q4 [6]

Group 1 - U.S. stock indices showed mixed performance at the opening, with the Dow Jones up by 0.47%, S&P 500 up by 0.19%, and Nasdaq up by 0.12% [1] - Regional bank stocks in the U.S. rebounded, with the KBW Regional Banking Index rising by 0.6%, and Zions Bancorp and Western Alliance Bancorp both increasing by over 2% [1] - Nvidia's CEO Jensen Huang stated that due to U.S. export controls, the company's market share in high-end chips in China has dropped from 95% to 0%, and he described the U.S. technology blockade against China as a "mistake" [1] Group 2 - International gold and silver prices experienced a rapid decline, with spot gold dropping over 2% and currently down by 1.5% at $4239.95 per ounce, while spot silver fell by 5.26% to $50.493 per ounce [2] - Bitcoin fell below $107,000, with market conditions leading to record forced liquidations, making it difficult for cryptocurrencies to achieve a sustained rebound [7] - Cryptocurrency mining companies saw significant declines, with Bitfarms and Cipher Mining both dropping by over 8% [8]

Group 1 - U.S. stock indices showed mixed performance at the opening, with the Dow Jones up by 0.47%, S&P 500 up by 0.19%, and Nasdaq up by 0.12% [2] - Regional bank stocks in the U.S. rebounded, with the KBW Regional Banking Index increasing by 0.6%, and Zions Bancorp and Western Alliance Bancorp both rising over 2% [3] - Nvidia's CEO expressed concerns over U.S. export controls, stating that the company's market share in high-end chips in China has dropped from 95% to 0% due to restrictions [3] Group 2 - International gold and silver prices experienced a sharp decline, with spot gold dropping over 2% and currently down by 1.5% at $4,239.95 per ounce, while spot silver fell by 5.26% to $50.493 per ounce [4][5] - Bitcoin fell below $107,000, with market conditions leading to record levels of forced liquidations, making it difficult for cryptocurrencies to achieve a sustained rebound [9] - Cryptocurrency mining companies saw significant declines, with Bitfarms and Cipher Mining both dropping over 8% [11]

Group 1 - U.S. stock indices showed mixed performance at the opening, with the Dow Jones up by 0.47%, S&P 500 up by 0.19%, and Nasdaq up by 0.12% [1] - Regional bank stocks in the U.S. rebounded, with the KBW Regional Banking Index increasing by 0.6%, and Zions Bancorp and Western Alliance Bancorp rising over 2% [1] - NVIDIA's CEO expressed concerns over U.S. export controls, stating that the company's market share in high-end chips in China has dropped from 95% to 0% due to restrictions [1] Group 2 - International gold and silver prices experienced a sharp decline, with spot gold dropping over 2% and currently down by 1.5% at $4239.95 per ounce, while spot silver fell by 5.26% to $50.493 per ounce [2] - Bitcoin fell below $107,000, with market conditions leading to record forced liquidations, making it difficult for cryptocurrencies to achieve a sustained rebound [7] - Cryptocurrency mining companies saw significant declines, with Bitfarms and Cipher Mining both dropping over 8% [10]

Market Performance - On October 3, U.S. stock indices closed mixed, with the Dow Jones and S&P 500 recording six consecutive daily gains, reaching new historical highs. The Dow rose by 0.51% to 46,758.28 points, and the S&P 500 increased by 0.01% to 6,715.79 points, both setting new closing records. The Nasdaq Composite fell by 0.28% to 22,780.51 points [1]. - For the week, the Dow gained 1.1%, the Nasdaq rose by 1.32%, and the S&P 500 increased by 1.09% [2]. Sector Performance - Popular technology stocks mostly declined, with AMD down nearly 3%, Meta down over 2%, and Tesla down over 1%. In contrast, Apple rose by 0.35%, reaching a historical high. The weight loss drug concept and cryptocurrency mining companies saw significant gains, with Coinbase and Eli Lilly rising over 2%, and Novo Nordisk and Pfizer increasing over 1% [2]. - The Nasdaq Golden Dragon China Index fell by 1.15% for the week, with many popular Chinese stocks declining, including a drop of over 4% for Global Data and nearly 4% for Li Auto. However, Baidu saw an increase of over 1% [2]. Commodity Market - On October 3, U.S. oil futures rose by 0.35% to $60.69 per barrel, while Brent crude oil futures increased by 0.42% to $64.38 per barrel. However, both contracts experienced weekly declines of 7.65% and 6.99%, respectively. Analysts from JPMorgan indicated that the oil market is moving towards a significant oversupply [3]. Economic Data and Government Shutdown - Due to the U.S. federal government shutdown, the Labor Statistics Bureau was unable to release the monthly employment data report as scheduled. This shutdown affects various critical statistical data releases, including the Consumer Price Index, which is set to be published in mid-October [4]. - Economic analysts believe that the current economic situation in the U.S. is complex, characterized by weak employment and persistent inflation. The inability to release important data will hinder the Federal Reserve's assessment of whether economic stimulus is necessary [4]. Federal Reserve Policy - Federal Reserve Governor Stephen Milan called for a more aggressive rate cut, suggesting that if policies deviate from the intended path, adjustments should be made quickly. He believes the current policy is more restrictive to growth and requires a looser monetary environment [6]. - Federal Reserve Vice Chairman Philip Jefferson reiterated that without supportive monetary policy, the U.S. job market may face pressure. He noted that inflation remains above the 2% target, while signs of weakening in the job market are evident [7].