盘面上，大型科技股普遍走低，阿里巴巴跌4.65%，腾讯跌1.77%。AI概念相关股今日悉数下挫，中 芯、华虹均跌超6%；广期所对碳酸锂限仓，碳酸锂期货今日跌停，"锂矿双雄"均跌超一成；澳门预期 明年博彩收入2360亿澳门元，博彩股集体承压；加密货币市场抛售潮持续，相关概念股下行；医药、有 色、光伏等纷纷飘绿。另一边，个别内房股逆市上升，富力地产涨5%。 1. 科技股全天承压。截至收盘，中芯国际(00981)跌6.39%，报68.8港元；华虹半导体(01347)跌6.09%， 报73.25港元；阿里巴巴-W(09988)跌4.65%，报147.6港元；腾讯(00700)跌1.77%，报610港元。 智通财经APP获悉，隔夜美股市场上演过山车行情，港股今日随外围向下，恒指及国指跌超2%，恒科 指数则大跌超3%。截止收盘，恒生指数跌2.38%或615.55点，报25220.02点，全日成交额为2857.02亿港 元；恒生国企指数跌2.45%，报8919.78点；恒生科技指数跌3.21%，报5395.49点。全周来看，恒指累跌 5.09%，国指累跌5.09%，恒科指数累跌7.18%。 国证国际指出，当前市场正处于关键 ...

德意志银行将加密货币概念股Bullish目标价从52美元下调至51美元。 来源：滚动播报 ...

Group 1 - The Hong Kong stock market saw a significant decline in cryptocurrency-related stocks, with notable drops including Boyaa Interactive down nearly 10% and OK Blockchain falling over 5% [1] - Bitcoin (BTC) fell below $91,000 to $90,250, marking its lowest level since late April and erasing over 30% of its gains for the year [1] Group 2 - Boyaa Interactive's stock price decreased by 9.74% to $3.890, with a total market capitalization of 29.99 billion and a year-to-date decline of 8.98% [2] - OK Blockchain's stock fell by 5.91% to $0.207, with a market cap of 11.12 billion and a year-to-date increase of 24.70% [2] - New Fire Technology Holdings dropped 4.35% to $3.520, with a market cap of 26.48 billion and a year-to-date increase of 86.24% [2] - Other notable declines included King Yuan Investment down 4.23%, Blueport Interactive down 3.57%, and Yunfeng Financial down 3.46% [2]

Core Viewpoint - The Asia-Pacific stock markets experienced a collective downturn influenced by a significant drop in the US stock market, with major indices in Hong Kong falling sharply [1] Group 1: Market Performance - The Hang Seng Technology Index plummeted by 3.1% at one point, ultimately closing down 2.83% [1] - The Hang Seng Index and the China Enterprises Index declined by 1.85% and 2.09%, respectively, with the Hang Seng Index losing 500 points and falling below the 27,000 mark [1] Group 2: Sector Performance - Major sectors such as large technology stocks, financials (including banks, insurance, and brokerages), and state-owned enterprises contributed to the market decline [1] - Baidu's stock dropped over 7% following its earnings report, while CITIC Securities fell more than 5%, China Life Insurance declined nearly 3%, and Agricultural Bank of China decreased by nearly 2% [1] - Bitcoin fell below $97,000, leading to a broader decline in cryptocurrency-related stocks, while semiconductor, automotive, photovoltaic, aviation, military, and precious metal stocks also experienced losses [1] Group 3: Resilient Sectors - Conversely, the biopharmaceutical sector saw gains, with Gilead Sciences rising over 15%, and both Lai Kai Pharmaceutical and Saint Noble Pharmaceutical increasing by over 12% [1] - JD Health led the internet healthcare stocks with a rise of over 6% [1] - Citigroup noted favorable prospects for pork prices in the China-US market, contributing to a historical high for the leading pork stock, WH Group [1]

Core Viewpoint - Cryptocurrency-related stocks showed strong pre-market performance, driven by market expectations of an imminent end to the U.S. government shutdown, alongside a notable increase in Bitcoin and Ethereum prices [1] Group 1: Stock Performance - Bitmine Immersion Technologies (BMNR.US) rose over 7% [1] - IREN Ltd (IREN.US) increased by more than 6% [1] - Cipher Mining (CIFR.US) gained nearly 5% [1] - Coinbase (COIN.US), Robinhood (HOOD.US), Circle (CRCL.US), and SoFi Technologies (SOFI.US) all saw increases of over 3% [1] Group 2: Cryptocurrency Price Movements - Bitcoin surged by 1.66%, currently priced at $106,462 [1] - Ethereum rose nearly 1%, currently priced at $3,615 [1]

Group 1: Airline Sector - Major domestic airlines in China, including China Eastern Airlines, Air China, and China Southern Airlines, reported revenue growth and profitability for the third quarter of 2025, supported by summer travel and foreign exchange gains [1] - China Eastern Airlines (00670) rose by 4.65%, Air China (00753) increased by 6.31%, and China Southern Airlines (01055) gained 4.85% in early trading [1] Group 2: Infrastructure and Construction - China Liansu (02128) saw a rise of over 5.5% following the announcement of plans to construct and renovate over 700,000 kilometers of underground pipelines, with an investment demand exceeding 5 trillion yuan during the 14th Five-Year Plan [1] Group 3: Consumer Goods and Retail - Pop Mart (09992) surged over 6.64% as a report indicated a 245-250% increase in overall revenue for the third quarter of 2025, with domestic revenue growing by 185-190% and overseas revenue by 365-370% [1] - Wei Long (09985) increased by over 6.8% due to a Goldman Sachs report highlighting a favorable risk-reward profile after a 30% price correction since April [4] Group 4: Renewable Energy and Technology - Aidi New Energy (02623) rose by over 13.67% after announcing a change in control, with PIH becoming the new controlling shareholder [2] - Global energy storage battery shipments reached 428 GWh in the first nine months of 2025, marking a significant year-on-year increase of 90.7%, benefiting companies like Ruipu Lanjun (00666), which saw a nearly 8% rise [2] Group 5: Pharmaceuticals - Gilead Sciences-B (01672) increased by over 6.98% after being included in the MSCI Global Small Cap Index, effective November 24 [2] - Zhaoke Ophthalmology-B (06622) rose over 10.3% following a distribution agreement with a leading Indonesian pharmaceutical company for its innovative eye treatment [3] Group 6: Metals and Mining - Century Aluminum (CENX.US) reported a revenue of $632.2 million for Q3 2025, a 17.3% year-on-year increase, primarily driven by price increases in the Midwest [5] - Rare earth stocks saw significant gains, with MP Materials rising over 12.8% [5] Group 7: Technology and E-commerce - Airbnb (ABNB.US) reported Q3 2025 revenue of approximately $4.1 billion, a 10% year-on-year increase, with net profit around $1.4 billion [7] - Akamai (AKAM.US) saw a 14.71% increase after reporting a non-GAAP EPS of $1.86, exceeding market expectations [7]

Market Overview - The Hong Kong stock market showed a mixed performance with the Hang Seng Index closing at 25,935.41 points, down 0.07% or 16.99 points, and a total trading volume of HKD 238.83 billion [1] - The Hang Seng China Enterprises Index fell by 0.11% to 9,163.24 points, while the Hang Seng Tech Index decreased by 0.56% to 5,785.85 points [1] - According to Founder Securities, the upward trend in the Hong Kong stock market is not over, with a resilient economic backdrop and continuous policy support boosting market confidence [1] Blue-Chip Stocks Performance - Tingyi (Cayman Islands) Holding Corp (00322) led blue-chip stocks, rising 4.31% to HKD 11.86, contributing 1.57 points to the Hang Seng Index [2] - Other notable blue-chip performers included Zijin Mining (02899) up 2.4% and Xinyi Glass (00868) up 2.29%, while New Oriental Education (09901) and Orient Overseas International (00316) faced declines [2] Sector Performance Technology Sector - The technology sector experienced a downturn, with Alibaba falling 0.31% while Meituan rose over 1% [3] - Concerns over high valuations in AI stocks led to a sell-off, with major players like Nvidia and Palantir facing significant short positions [5] Lithium Battery Sector - Lithium battery stocks saw gains, with companies like Contemporary Amperex Technology Co. (03931) rising 7.81% and Tianqi Lithium (09696) up 4.68% [3] - The price of lithium hexafluorophosphate reached a high of CNY 117,000 per ton, nearly doubling since early October, indicating a potential price rebound in the lithium battery materials market [3] Consumer Sector - The consumer sector showed strong performance, with airlines like China Eastern Airlines (00670) and China National Aviation Holding (00753) seeing significant gains [4] - The announcement of an extended Spring Festival holiday in 2026 is expected to boost consumer spending and travel [4] Cryptocurrency Market - The cryptocurrency sector continued to decline, with notable drops in stocks like Guotai Junan International (01788) down 5% and OSL Group (00863) down 4.07% [6] - Bitcoin prices fell below USD 100,000 for the first time since June, contributing to a broader risk-off sentiment in the market [6] Notable Stock Movements - Harbin Electric (01133) surged 10.01% following a UBS report predicting significant growth in China's electricity demand [7] - Yujiang Robotics (02432) rose 4.99% after announcing a strategic partnership with Lens Technology [8] - Minglue Technology (02718) saw a dramatic decline of 21.59% after an initial surge post-IPO, losing over HKD 10 billion in market value within two days [9][10] - HOME CONTROL (01747) faced a 9.09% drop amid scrutiny from the Hong Kong Securities and Futures Commission regarding its shareholding structure [11]

Group 1 - Cryptocurrency concept stocks have risen significantly, with New Fire Technology Holdings (01611.HK) increasing by 12.1% to HKD 4.91 [1] - OK Blockchain (01499.HK) saw a rise of 9.43%, reaching HKD 0.29 [1] - Boyaa Interactive (00434.HK) experienced a 5.67% increase, trading at HKD 5.96 [1] - Yunfeng Financial (00376.HK) rose by 5.52%, with a current price of HKD 4.59 [1]

Group 1 - Major indices futures are up: Dow futures up 0.25%, S&P 500 futures up 0.34%, and Nasdaq futures up 0.45% [1] - Amazon Web Services (AWS) experienced a significant outage on October 20, affecting multiple companies including Snapchat, Epic Games Store, and Coinbase. AWS reported a potential root cause related to DynamoDB API error rates. AWS's revenue for FY2024 is projected at $107 billion, accounting for 17% of Amazon's total revenue [1] - Rare earth stocks saw a broad increase, with USA Rare Earth up 5.48%, United States Antimony up 8.85%, and MP Materials up 2.49% [1] Group 2 - Chip stocks experienced gains, with TSMC up 2.4%, AMD up 1.8%, and Intel up 1.4% [2] - Cryptocurrency stocks collectively rose, with Circle up over 2%, Coinbase up over 3%, and Strategy up over 4%. Bitcoin price returned to $110,000 [2] - Novo Nordisk's oral GLP-1 drug Rybelsus was approved by the FDA to reduce cardiovascular risks in type 2 diabetes patients, leading to a 1.32% increase in Novo Nordisk's stock [2] - iPhone 17 sales in China and the U.S. were 14% higher in the first 10 days compared to the iPhone 16 series, resulting in a 0.4% increase in Apple's stock [2] Group 3 - Micron Technology's Chief Business Officer indicated that DRAM supply will be tighter by 2026, with HBM products consuming three times the wafers compared to traditional DRAM. This, along with rising costs and extended cycles for new DRAM fabs, will hinder large-scale expansion in the short term, leading to a 2.96% increase in Micron's stock [3] - JPMorgan warned that the recent sell-off in global bank stocks is primarily due to risk management failures related to non-deposit financial institutions (NDFIs), with insufficient disclosure of these risks being a key concern [3]

Group 1 - Cryptocurrency concept stocks experienced a decline on October 14, with Okex Chain (01499.HK) dropping by 9.09% to HKD 0.3 [2] - Jinyong Investment (01328.HK) fell by 6.01% to HKD 6.1 [2] - OSL Group (00863.HK) decreased by 3.72% to HKD 15.54 [2]