12月18日，港股三大指数午后拉升回暖，恒生指数尾盘飘红，最终收涨0.12%，国企指数、恒生科技指 数依旧呈现下跌，分别收跌0.02%及0.73%，市场总体未能延续昨日强势反弹行情。 盘面上，港股权重科技股多数表现弱势影响市场情绪，小米跌2.47%，阿里巴巴跌1.3%，百度、京东飘 绿；三大航空股涨幅明显，中国东方航空大涨8%表现亮眼；中金料明年内银股营业收入及纯利按年上 升，净息差压力进一步收窄，内银股普遍上涨；石油股、煤炭股、燃气股等能源板块多数走俏。另一方 面，纸业股、锂电池股、苹果概念股、汽车股、铜业股下跌明显。 具体来看： 受美股科技股集体下挫影响，港股权重科技股多数表现弱势影响市场情绪，小米跌2.47%，阿里巴巴跌 1.3%，百度、京东飘绿。 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 ^ | | --- | --- | --- | --- | --- | | 00020 | 商汤-W | 1.890 | -0.080 | -4.06% | | 01810 | 小米集团-W | 40.200 | -1.020 | -2.47% | | 00992 | 联想集团 | 9.400 | -0 ...

受美股科技股集体下挫影响，港股三大指数今日低开，恒生指数盘中曾转涨，午间收跌0.44%，国企指 数、恒生科技指数分别下跌0.6%及1.26%。作为风向标的大型科技股集体弱势拖累市场情绪，其中，小 米跌超3%；纸业股、锂电池股、苹果概念股、汽车股、内房股普遍走低。另外，航空股再度强势拉 升，三大航空股领衔上涨，煤炭股、军工股部分活跃。(格隆汇) ...

美降息预期稍降温，隔夜美股三大指数涨跌不一，中概指数涨0.39%。港股三大指数低开，恒指跌 0.4%，国指跌0.32%，恒生科技指数跌0.41%。昨日午后集体拉升的的大型科技股多数走低，昨日高开 低走的有色金属股多数继续低迷，中国铝业跌1.35%，海运股、餐饮股、保险股部分下跌。另外，生物 医药股、核电股、航空股多数上涨。此外，新股遇见小面上市首日破发，低开近29%；天域半导体上市 首日跌超34%。(格隆汇) ...

Core Viewpoint - The Hong Kong stock market experienced a volatile trading session with mixed performances across major indices, reflecting cautious market sentiment [1] Group 1: Market Indices Performance - The Hang Seng Technology Index fell by 0.36%, ending its consecutive gains, while the Hang Seng Index and the National Enterprises Index saw slight increases of 0.07% and 0.03% respectively, with intraday highs reaching over 0.7% [1] Group 2: Sector Performance - Large technology stocks showed divergent trends, with Xiaomi rising over 2% and JD.com increasing by over 1%, while Alibaba dropped nearly 3% and Tencent and Baidu fell by more than 1% [1] - The Ministry of Commerce's initiative to expand automobile consumption led to active trading in automotive stocks, with Yongda Automotive surging over 10% [1] - The probability of a Federal Reserve rate cut in December has increased, resulting in a collective rise in gold, copper, and other non-ferrous metal stocks, with China Nonferrous Mining rising over 6% [1] - Most sectors, including paper, gaming, education, new consumption concepts, insurance, and aviation stocks, experienced gains [1] Group 3: Underperforming Sectors - Conversely, domestic property stocks saw an increase in losses in the afternoon, while steel, building materials, and cement stocks generally declined [1] - Semiconductor stocks showed a notable intraday rise, with leading company SMIC closing down nearly 1% [1] - Heavy machinery, mobile gaming, and military industry stocks mostly exhibited weak performance [1] - The first-day listing of a quantitative trading firm saw a significant rise of 88% [1]

Group 1 - The US stock market continued its strong performance ahead of Thanksgiving, with all three major indices rising: the Dow Jones Industrial Average increased by 0.67% to 47,427.12 points, the S&P 500 rose by 0.69% to 6,812.61 points, and the Nasdaq Composite climbed by 0.82% to 23,214.69 points [1] - Technology stocks were the main drivers of the market's rise, with Tesla and Microsoft both up by 1.7%, Nvidia increasing by 1.3%, and Apple slightly rising by 0.2%. However, Amazon, Meta, and Google saw declines of 0.2%, 0.45%, and 1.0% respectively [1] - Dell Technologies performed exceptionally well, surging by 5.8% due to strong demand for AI data center servers, while Oracle also had a notable increase of 4.0% [1] Group 2 - The expectation of a Federal Reserve interest rate cut has become a significant factor driving the stock market upward, with traders estimating an 84.9% probability of a 25 basis point cut next month, nearly doubling from the previous week [2] - The airline sector saw a substantial rise ahead of the holiday season, with the S&P 1500 Airline Index soaring by 3.4%, reflecting investor optimism regarding travel demand during Thanksgiving [2] - Chinese concept stocks showed mixed performance, with the Nasdaq Golden Dragon China Index slightly down by 0.03%. Pinduoduo rose by 1.6%, JD.com by 1.0%, and Alibaba by 0.4%, while Baidu and NetEase fell by 1.3% and 1.7% respectively [2]

Core Viewpoint - The market sentiment is improving due to Trump's upcoming visit to China in April and an increased probability of interest rate cuts by the Federal Reserve [1] Market Performance - The Hong Kong stock market continued its rebound, with the Hang Seng Index rising by 0.61% at midday, briefly surpassing the 26,000-point mark [1] - The National Enterprises Index and the Hang Seng Technology Index increased by 0.75% and 1.15%, respectively [1] Sector Performance - Major technology stocks, led by Xiaomi Group, experienced significant gains amid rising interest rate cut expectations [1] - Gold stocks, as well as copper and aluminum stocks, also saw increases [1] - Insurance, semiconductor, and biotechnology stocks were active in the market [1] - Conversely, military stocks experienced a pullback, and airline stocks continued to decline, with China Eastern Airlines falling below a market capitalization of 100 billion [1]

Group 1: US Tech Stocks Performance - Major US tech stocks generally rose, with the Wande US Tech Seven Giants Index increasing by 0.70% [1] - Individual stock performances included Tesla rising over 2%, Amazon and Nvidia up over 1%, Google up 0.55%, Apple up 0.44%, Facebook up 0.08%, and Microsoft unchanged [1][2] Group 2: Energy and Airline Stocks - Energy stocks collectively increased, with ExxonMobil rising over 1%, Chevron up 0.63%, ConocoPhillips up over 3%, Schlumberger up over 3%, and Occidental Petroleum up over 2% [2] - Airline stocks showed mixed results, with Boeing up 0.54%, American Airlines up over 5%, Delta Airlines down over 2%, Southwest Airlines down over 6%, and United Airlines down 0.61% [2] Group 3: Semiconductor Sector - The Philadelphia Semiconductor Index rose by 2.54%, with notable increases in Lam Research over 4%, Micron Technology over 4%, KLA Corporation over 4%, Intel over 3%, and AMD over 2% [2] Group 4: Chinese Stocks Performance - Chinese concept stocks generally rose, with the Nasdaq China Golden Dragon Index increasing by 1.66% and the Wande Chinese Tech Leaders Index up 2.65% [5] - Individual stock performances included Tiger Brokers rising nearly 6%, Hesai Technology up nearly 4%, and Alibaba up over 3% [5][6] Group 5: Market Outlook - Goldman Sachs indicated that the Chinese stock market is entering a slow bull market, predicting a 30% increase in major indices by the end of 2027 [9] - Morgan Stanley's chief China equity strategist noted that global investors' allocation to Chinese stocks remains relatively low, suggesting a trend towards increased investment in Chinese assets [9] - JPMorgan's China equity strategy team maintained a positive outlook on the A-share market, expecting a rebound driven by a shift in asset allocation towards the stock market [9]

Core Viewpoint - The Hong Kong stock market experienced a rebound in the morning session, with all three major indices showing positive performance, indicating a slight recovery in market sentiment [1] Group 1: Market Indices Performance - The Hang Seng Index rose by 1.21%, the Hang Seng China Enterprises Index increased by 1.11%, and the Hang Seng Tech Index gained 1.18%, ending a streak of declines [1] Group 2: Sector Performance - Major technology stocks, which serve as market indicators, collectively increased, with Alibaba rising nearly 3%, and JD.com and Xiaomi both up over 1%. Tencent, Baidu, Meituan, NetEase, and Kuaishou saw gains within 1% [1] - Infrastructure-related stocks such as building materials, heavy machinery, and steel showed active performance, while brokerage firms indicated a potential improvement in industry sentiment [1] - The three major airline stocks experienced a rise, and Goldman Sachs maintained a positive outlook on Sands and Galaxy Entertainment, predicting that Wynn Macau's Q3 performance would exceed expectations, leading to a rebound in previously declining gaming stocks [1] - GAC Group surged over 13% during the session, leading the automotive sector's increase, in collaboration with JD.com and CATL to launch new vehicles [1] Group 3: Other Notable Movements - Rare earth and copper stocks continued their decline from the previous day, while semiconductor stocks showed mixed results, with leading company SMIC trading in the red [1] - Xuan Bamboo Biotechnology saw a significant first-day listing gain, surging over 128% [1]

Market Overview - The Dow Jones Industrial Average (DJIA) closed down by 273.78 points at 45834.22, a decline of 0.59% [1] - The Nasdaq Composite Index rose by 98.03 points to a new record high of 22141.10, an increase of 0.44% [1] - The S&P 500 Index fell by 3.18 points to 6584.29, a decrease of 0.05% [1] Sector Performance - Major technology stocks mostly increased, with Tesla rising over 7%, Microsoft and Apple up more than 1%, and Facebook up 0.62% [2] - In the banking sector, JPMorgan Chase rose by 0.45%, while Goldman Sachs fell by 0.63% [2] - Energy stocks generally declined, with ExxonMobil up 0.04% and Chevron down 0.71% [2] - Airline stocks collectively dropped, with Boeing down over 1% and United Airlines down more than 2% [2] - Semiconductor stocks showed mixed results, with Micron Technology up over 4% and ARM down more than 2% [2] International Markets - The UK FTSE 100 index closed at 9283.29, down 14.29 points or 0.15% [3] - The French CAC40 index closed at 7825.24, up 1.72 points or 0.02% [3] - The German DAX index closed at 23698.15, down 5.50 points or 0.02% [3] Commodity Prices - International oil prices increased, with light crude oil futures for October closing at $62.69 per barrel, up 32 cents or 0.51% [3] - Brent crude oil futures for November closed at $66.99 per barrel, up 62 cents or 0.93% [3] Currency Market - The US Dollar Index rose by 0.02%, closing at 97.549 [4]

Group 1: US Stock Market Performance - The three major US stock indices closed lower, with the Dow Jones Industrial Average down 0.55% to 45295.81 points, the S&P 500 down 0.69% to 6415.54 points, and the Nasdaq Composite down 0.82% to 21279.63 points [3] - Major technology stocks experienced declines, with Nvidia down nearly 2%, Amazon, Tesla, and Apple each down over 1%, and Google down 0.73% [3] - Bank stocks also fell, with Goldman Sachs down nearly 2%, Citigroup and Morgan Stanley down over 1%, and Bank of America down 0.66% [3] Group 2: Sector Performance - Energy stocks mostly rose, with Occidental Petroleum up nearly 1%, Chevron up 0.75%, and ExxonMobil up 0.34%, while Schlumberger fell over 2% [3] - Airline stocks mostly declined, with Southwest Airlines down nearly 2%, Delta Airlines down over 1%, and United Airlines down 0.3%, while American Airlines rose 0.15% [4] - Semiconductor stocks also saw declines, with the Philadelphia Semiconductor Index down 1.12%, ARM down over 4%, and several other major semiconductor companies down over 2% [4] Group 3: Chinese Stocks Performance - Chinese stocks in the US showed relative strength, with the Nasdaq Golden Dragon China Index up 0.52% [5] - Notable gainers included Baozun up over 11%, Huya up over 8%, and BeiGene up over 8%, while notable decliners included Kingsoft Cloud down nearly 6% and Youdao down over 5% [5] Group 4: Gold Market Performance - International gold prices continued to rise, with COMEX gold futures breaking through $3600 per ounce, marking a historic high [6] - London gold prices also surged, reaching over $3540 per ounce, also a historic high [7] - Gold stocks in the US market generally rose, with Harmony Gold up over 7% and Caledonia Mining up over 3% [8]