受美国降息希望提振，亚太股市集体上涨。港股上午盘三大指数高开高走，尤其是恒生科技指数大涨 3.1%，刷新阶段新高，恒生指数、国企指数分别上涨2.08%及2.05%，恒指上扬超500点亦刷新阶段高 位。盘面上，作为市场风向标的大型科技股集体走强带领大市上涨，其中，百度、阿里巴巴涨近6%， 网易、快手涨超5%，阶段涨4.6%，美团、腾讯、小米均涨超2%；三部委出台稀土管理办法，机构看好 稀土价格中枢持续抬升，稀土概念股大涨，金力永磁放量涨超12%，铜、黄金等有色金属股跟涨；持续 巩固房地产市场稳定，收储有望提速，内房股集体拉升，万科企业涨超13%领衔；稳定币概念股、濠赌 股、手游股、钢铁股、家电股、高铁基建股、汽车股纷纷上涨。另一方面，中资券商股、职业教育股、 生物医药B类股、纸业股多数逆势走低，此外，新消费概念股走势分化，沪上阿姨跌超5%，蜜雪集团、 古茗走低。(格隆汇) ...

Market Performance - On May 22, the three major A-share indices collectively adjusted, with the Shanghai Composite Index falling by 0.22% to 3380.19 points, the Shenzhen Component Index dropping by 0.72% to 10219.62 points, and the ChiNext Index decreasing by 0.96% to 2045.57 points [1] Fund Manager Changes - In the past 30 days (April 22 to May 22), a total of 480 fund products experienced changes in fund managers, with 22 fund products announcing manager departures on May 22 alone [3] - The reasons for the changes included two managers leaving due to job changes, one due to personal reasons, and one due to product expiration [3] Fund Manager Performance - The current total asset scale of the fund manager Lou Huafeng from Industrial Bank is 2.079 billion yuan, with the highest return product being Silver River Quantitative Preferred Mixed A, which achieved an 88.18% return over 4 years and 42 days [4] - New fund manager Yan Peixian from China Europe Fund has a total asset scale of 12.365 billion yuan, with the highest return product being China Plus Pure Bond One Year A, which achieved an 87.82% return over 10 years and 49 days [5] Fund Research Activity - In the past month (April 22 to May 22), Bosera Fund conducted the most company research, engaging with 145 listed companies, followed by Jiashi Fund, Huaxia Fund, and Fortune Fund, which researched 133, 132, and 125 companies respectively [6] - The most researched industry was specialized equipment, with 658 instances, followed by medical devices with 637 instances [6] Recent Company Focus - In the last week (May 15 to May 22), the company receiving the most attention from funds was Bozhong Precision Engineering, with 48 fund institutions conducting research [8] - Other companies with significant research interest included Huagong Technology, Keli Co., and Huadong Pharmaceutical, receiving 37, 35, and 30 fund institution inquiries respectively [8]

Group 1: Market Reaction to US-China Trade Talks - The joint statement from the US-China Geneva trade talks led to a significant rise in Hong Kong's stock indices, with the Hang Seng Index increasing by 2.98%, the Hang Seng China Enterprises Index rising by 3.01%, and the Hang Seng Tech Index surging by 5.16% [1] Group 2: Performance of Apple-Related Stocks - Apple-related stocks saw substantial gains, with notable increases such as Highway Electronics up 18.45%, AAC Technologies up 15.37%, Sunny Optical Technology up 14.83%, and Q Tech up 13.45% [1] Group 3: Apple Price Cuts and Future Strategy - Apple announced price cuts for the iPhone 16 Pro Max by $160 and the iPhone 16 Pro by $176, with a shift in its iPhone release strategy starting in 2026, introducing base models in the first half and Pro, ultra-thin, and foldable models in the second half [1] Group 4: Technology Sector Performance - Technology-related stocks, including short video, cloud computing, and gaming sectors, experienced gains, with companies like Weimob up 7.74%, Bilibili up 6.63%, and JD.com up 6.39% [2] Group 5: Brokerage Stocks Surge - Chinese brokerage stocks saw collective gains, with Hongye Futures up 14.44%, CICC up 7.24%, and China Galaxy up 6.73%, attributed to recent interest rate cuts that enhance market liquidity [2] Group 6: Port Transportation and Automotive Stocks - Port transportation stocks performed well, with COSCO Shipping Holdings up 8.52% and COSCO Shipping Energy up 4.34%. Additionally, electric vehicle stocks like BYD Electronics rose by 13.79% and Xpeng Motors by 10.64% [3] Group 7: Decline in Biopharmaceutical and Gold Stocks - Biopharmaceutical stocks fell, with BeiGene down 8.97% and Zai Lab down 5.51%, influenced by US policy changes aimed at reducing drug prices. Gold stocks also declined, with Lingbao Gold down 11.23% following a drop in spot gold prices [4]