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搭上宇树科技、摩尔线程,大牛股涨超30%,近一月涨近100%
21世纪经济报道· 2025-10-03 05:07
Market Performance - The MSCI Asia-Pacific Index reached a historical high on October 3, with the Nikkei 225 Index rising by 1.4% and approaching its historical peak [1] - The MSCI Taiwan Index increased by 1.28%, setting a new record, while the Thai SET Index rose by over 1% [1] Stock Movements - Hong Kong's public utility stock surged over 30%, reaching a peak of 4.92 HKD, marking a historical high, with a nearly doubled price since September, up over 95% [4] - Morgan Stanley reported a net inflow of foreign capital into the Chinese stock market of 4.6 billion USD in September, the highest monthly figure since November 2024 [5] - Year-to-date, passive foreign funds have accumulated a net inflow of 18 billion USD, surpassing last year's total of 7 billion USD [5] Sector Analysis - The most increased holdings by active managers were in capital goods and semiconductors, while the largest reductions were in insurance, durable consumer goods, and apparel [5] - Alibaba, CATL, and JD.com saw the largest increases in holdings [5] Gold Market - Spot gold prices fell below 3,840 USD, with Hong Kong gold stocks also experiencing declines, such as Datang Gold dropping over 5% [6][9] Cryptocurrency Trends - The cryptocurrency market saw a significant rise, with Binance Coin (BNB) surpassing 1,100 USD, marking a 7.5% increase within 24 hours [10] - Ethereum rose to over 4,500 USD, with a 2.7% increase in the same timeframe [10] - Approximately 150,000 traders faced liquidation in the last 24 hours, with total liquidation amounts nearing 400 million USD [11][12]