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异动盘点0930|优必选涨超5%,脑动极光-B涨超16%;阿里巴巴美股涨超4%,美光科技涨超4%
贝塔投资智库· 2025-09-30 04:00
Group 1: Hong Kong Stocks - China Metallurgical Group (01618) rose nearly 7%, with institutions stating that the value of this resource-rich construction company needs urgent reassessment [1] - Rongchang Bio (09995) increased over 5%, as its innovative ophthalmic drug RC28 has been submitted for listing, following a partnership with Santen China [1] - Laikang Pharmaceutical-B (02105) surged nearly 6%, with a cumulative increase of 36% over the last three trading days, driven by positive preliminary results from the Phase I clinical MAD study of LAE102 [1] - UBTECH Robotics (09880) rose over 5%, with a report from CMB International recommending UBTECH as the top pick in the humanoid robot sector and raising its target price [1] - Innovent Biologics (09969) increased over 6%, as the company announced the first prescriptions for Tanshitumomab in several provinces [1] - BrainCo-B (06681) surged over 16%, benefiting from policy catalysts in the brain-computer interface industry, with its cognitive impairment digital therapy product having a first-mover advantage [1] - Yaoshi Bang (09885) rose over 10%, with high-margin business accelerating growth and POCT devices expected to see increased deployment in the second half of the year [1] - DCH Holdings (00179) fell over 7%, as Citigroup downgraded its investment rating from "Buy" to "Neutral," citing limited upside potential for the stock [1] - Minmetals Resources (01208) rose over 2%, planning to issue $500 million zero-coupon convertible bonds maturing in 2030 for overseas debt refinancing [1][2] Group 2: US Stocks - Alibaba (BABA.US) rose 4.65%, with Morgan Stanley reiterating an "Overweight" rating and raising the ADR target price from $165 to $200 [3] - Li Auto (LI.US) increased 3.57%, as the Li One officially commenced delivery at the Changzhou smart manufacturing base, with a report indicating that the i6 model's sales performance is expected to outperform the i8 [3] - JD.com (JD.US) rose 0.15%, announcing that the 2025 Double 11 shopping festival will start on October 9 at 8 PM, two days earlier than last year [3] - Xpeng Motors (XPEV.US) increased 1.76%, with the company announcing that the Xpeng MONA M03 has delivered a total of 180,000 units [3] - New Oriental (EDU.US) rose 4.38%, with a report indicating that the overall business development of the group is stabilizing [3] - Merus (MRUS.US) surged 35.97%, following an agreement with Danish biotech company Genmab for a cash acquisition at $97 per share [3] - Novo Nordisk (NVO.US) fell 0.20%, as Morgan Stanley downgraded its rating to "Sell" and reduced the target price from $99 to $47 [4] - MoonLake (MLTX.US) plummeted 89.93%, with trial results for its therapeutic drug falling far below expectations, leading to a significant target price cut by RBC [4] - TSMC (TSM.US) fell 0.05%, reaffirming that it has not engaged in discussions regarding potential investments or collaborations with any companies [4] - Micron Technology (MU.US) rose 4.22%, with Morgan Stanley predicting that the storage industry price increase cycle may continue into next year [4]
A股早评:沪指高开0.19%,有色金属、存储芯片板块盘初活跃
Ge Long Hui· 2025-09-30 01:39
A股开盘,三大指数集体高开,沪指高开0.19%,深证成指高开0.19%,创业板指高开0.04%。盘面上, 有色金属板块涨势延续,博迁新材2连板,锡业股份涨超9%;存储芯片板块持续活跃,德明利、江波龙 涨超7%,大摩预判存储产业链涨价周期或延续至明年;算力迎政策支持,部分概念股高开,恒为科技 涨停,云天励飞涨近4%;油气开采及服务板块低开,准油股份、通源石油跌近3%,隔夜国际油价跌超 3%,投资者等待OPEC最新产油政策。(格隆汇) ...
美光科技(MU.US)涨逾5% 大摩预计存储产业链涨价周期或延续至2026年
Zhi Tong Cai Jing· 2025-09-29 15:02
周一,美光科技(MU.US)涨逾5%,报165.47美元。消息面上,9月以来,闪迪、美光等厂商先后宣布调 涨产品价格,其中NAND Flash部分型号涨幅超10%,点燃市场对存储产业链的看涨预期。大摩认为, 当前仍处于NAND上升周期的早期阶段,价格上涨趋势预计将持续到2026年,但投资者需密切关注云厂 商订单实际执行情况、厂商业绩发布会以及扩产新闻。 ...
美股异动 | 美光科技(MU.US)涨逾5% 大摩预计存储产业链涨价周期或延续至2026年
智通财经网· 2025-09-29 15:00
智通财经APP获悉,周一,美光科技(MU.US)涨逾5%,报165.47美元。消息面上,9月以来,闪迪、美 光等厂商先后宣布调涨产品价格,其中NAND Flash部分型号涨幅超10%,点燃市场对存储产业链的看 涨预期。大摩认为,当前仍处于NAND上升周期的早期阶段, 价格上涨趋势预计将持续到2026年,但投 资者需密切关注云厂商订单实际执行情况、厂商业绩发布会以及扩产新闻。 ...
美股异动|美光科技涨超5%,大摩预判存储产业链涨价周期或延续至明年
Ge Long Hui· 2025-09-29 14:10
美光科技(MU.US)涨超5%,报165.15美元。消息面上,9月以来,闪迪、美光等厂商先后宣布调涨产品 价格,其中NAND Flash部分型号涨幅超10%,点燃市场对存储产业链的看涨预期。摩根士丹利预判涨 价周期可能延续至2026年,形成短期强催化效应。(格隆汇) ...