牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 发飙了！ 今天，港股突然迎来大爆发！百度集团盘中一度大涨超16%，蔚来大涨近10%，美团飙升超6%，京东集团、 中芯国际、阿里巴巴等涨幅都非常大。恒生科技指数盘中大涨超3.6%，恒生指数大涨超1.4%。 分析人士认为，一方面，科技股的估值逻辑可能发生变化，不少外资今天大幅提升一些大蓝筹的评级；另一方 面，近期阿里巴巴、腾讯等上市公司利好不断。 大爆发 港股今天的表现显然超过A股，恒生科技早盘持续走强。 知名港股更是全线大涨。特别值得一提的是，阿里巴巴高开2.74%续创近4年新高，港股总市值重回3万亿港 元，盘中涨幅一度超过5%。从昨天晚上开始，关于阿里创始人马云的消息就不断刷屏。 | 序 | 代码 | 名称 | * ● | 最新 | 招聘课堂 | 涨跌 | 总量 | 现量 | 换手% | 金额 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 088860 | 自度集团-SW # | | 131.4 ...

Core Viewpoint - The Hong Kong stock market experienced a significant surge, with major tech stocks like Baidu, NIO, Meituan, and JD.com seeing substantial gains, driven by positive sentiment and upgraded ratings from foreign investors [1][2][4]. Group 1: Market Performance - The Hang Seng Technology Index rose over 3.6%, while the Hang Seng Index increased by more than 1.4%, indicating a strong performance compared to the A-share market [1][2]. - Alibaba's stock opened 2.74% higher, reaching a nearly four-year high, contributing to the total market capitalization of Hong Kong stocks returning to 3 trillion HKD [2]. Group 2: Analyst Ratings and Forecasts - Citigroup maintained a buy rating for Tencent, setting a target price of 735 HKD per share, based on a comprehensive valuation method [4]. - Goldman Sachs raised Alibaba's cloud valuation from 36 USD to 43 USD per ADS, adjusting the target price for Alibaba's stock to 174 HKD [5]. - Credit Suisse reaffirmed a positive outlook for BYD, with target prices set at 140 HKD for H-shares and 140 RMB for A-shares, anticipating a recovery in gross margins [4]. Group 3: Market Sentiment and Trends - The Hong Kong stock market is characterized by a shift towards new economy companies, with their weight in the MSCI China Index rising from below 30% to 70% [6]. - The overall market turnover rate remains at 60%-70%, lower than A-shares and US stocks, indicating potential for upward valuation adjustments [6]. - Analysts suggest that the market is in a bullish trend, supported by external factors such as potential interest rate cuts by the Federal Reserve [7].

0:00 来源：人民日报客户端江苏频道 ...

Core Viewpoint - Wuxi Xishan District is recognized as "China's Electric Vehicle Capital," producing over 15 million electric vehicles annually and hosting numerous well-known electric vehicle manufacturers and component suppliers [1] Industry Overview - The district has over 200 electric vehicle companies that have expanded globally, establishing more than 1,800 overseas sales outlets in over 40 countries [1] - In 2024, the total export of electric motorcycles and bicycles from the district is projected to reach 1.264 million units, with an export value of $390 million [1]

0:00 无锡锡山区素有"中国电动车之乡"的美誉。这里年产电动车超1500万辆，拥有大批知名电动车整车企业 和零部件生产商。大规模、高集聚度、完整产业链，让锡山成为全国最大电动车整车生产研发基地和零 部件集散地。 记者：黄培锋、武莹景 新华社音视频部制作 近年来，锡山区200多家电动车企业竞相出海，已在全球40多个国家设有超1800家海外销售门店。2024 年，全区电动摩托车和电动自行车整车出口126.4万辆，出口额达3.9亿美元。 跟随记者的镜头一起探访。 ...

Core Insights - The establishment of the "Kizilsu-Kuerciz Autonomous Prefecture-Wuxi Electric Vehicle Trade Transit Warehouse" is expected to enhance the efficiency of Wuxi electric vehicle exports to Central Asia, reducing logistics time by 3 to 5 days and costs by 15% [1] - Wuxi's electric vehicle industry is characterized by collaborative market exploration, with the establishment of the Electric Vehicle Foreign Trade Association in 2022 to support companies in international exhibitions and market entry [1][2] - The industry is adapting to international markets by customizing products based on regional preferences and establishing local production bases in countries like Vietnam and Indonesia [2][3] Group 1 - The new transit warehouse in Kizilsu is a significant logistical improvement for Wuxi electric vehicle exports, enhancing supply chain efficiency and creating local job opportunities [1] - Wuxi has 10 electric vehicle companies with export scales exceeding $10 million, and the export value of two-wheeled electric vehicles reached $350 million in the first half of 2025, marking a 31.9% year-on-year increase [1] - The association collaborates with overseas Chinese chambers of commerce to address high tariffs, compliance with production standards, and market demand differences, facilitating the export process [2] Group 2 - Companies are focusing on product customization to meet the specific needs of different markets, such as developing electric motorcycles and three-wheelers for Europe and Southeast Asia [2] - A key factor for overseas customers is the maintenance of Chinese electric vehicles, prompting the establishment of a comprehensive after-sales service network [2] - The industry is leveraging a "cross-border e-commerce + industrial belt" model to enhance brand visibility and customer engagement through both physical stores and online platforms [3]

□ 本报记者付奇李顺顺 这"一快一慢"，既展现了企业的技术能力，也显示出精益求精的态度。雅迪电动车销量连续8年全球第 一，产品已敲开100多个国家的市场，核心竞争力是什么？"当然是质量过硬。"面对记者提问，雅迪科 技集团有限公司高级副总裁王家中脱口而出。拥有超2000项专利、全球十大产研基地，正是其硬实力的 体现。 "用产品说话"的不止雅迪。经过20多年的发展，锡山现有规上整车企业64家，规上零配件企业91家，电 动车国内前十强企业就有6家在这里建厂。从整车到零部件企业均加大研发力度，从远程通信控制、动 态安全监测、北斗定位导航等智能网联技术，到新型三电系统、防火阻燃材料、高性能合金钢，电动车 的科技含量、安全性越来越高。仅今年上半年，无锡电动车产业集群内新增授权专利就达548项。 当"倒车请注意"的提示音在纽约街头响起，当雅迪、台铃等品牌电动车频繁在越南、泰国的小巷中穿 行，"无锡制造"电动车正在征服全球市场。 你可能不会想到，平均每1分钟就有2.4辆电动车走出无锡、走向世界。无锡电动车产业正在以惊人的速 度崛起，向着千亿级产业规模目标稳步迈进。 9月16日，记者跟随"活力中国调研行"团队来到"中国电动车之 ...

Group 1: Photovoltaics - The prices of silicon wafers and battery cells continue to rise, while module prices remain stable, supported by strong overseas demand [1][2] - The overall market is driven by overseas orders and policy environment, indicating that short-term prices are likely to remain firm [2] Group 2: Wind Power - Recent agreements include a 700MW offshore wind power project in Ningde, Fujian, and a 500MW offshore wind project in Korea, indicating progress in both international cooperation and domestic investment [3] Group 3: Energy Storage - Domestic policies are emerging to support the growth of the independent energy storage market, with strong demand for large-scale storage in Europe and recovering household storage needs [4] Group 4: Electric Vehicles - CATL's lithium mine is expected to resume production soon, suggesting investment opportunities in the solid-state battery supply chain [6] Group 5: Robotics - The acceleration of humanoid robot standards in China is leading to significant technological breakthroughs, with recommendations to focus on T-chain targets and domestic manufacturing potential [7] Group 6: Hydrogen Energy - Chengdu's green hydrogen energy project is included in pilot programs, with over 4GW of electrolyzer orders in the first eight months of 2025, indicating a positive development trend in the hydrogen industry [7] Group 7: Automotive Parts - In August, retail sales reached 1.995 million units, showing a year-on-year increase of 4.6% and a month-on-month increase of 8.2%, suggesting a more stable automotive market [8]

【导读】 标普500指数 和 纳斯达克指数创下历史新高，谷歌母公司最新市值突破三万亿美元，COMEX黄金突破3700美元/ 盎司 中国基金报记者 储是 美东时间周一，美国三大股指收盘全线上涨，标普500指数和纳斯达克指数均创下历史新高 。 大型科技股走高，谷歌母公司加入"3万亿美元市值俱乐部"。特斯拉盘中跳涨，CEO马斯克大手笔回购公司股票。此外，国际黄金价格再创 新高，突破3700美元/ 盎司 。 标普500指数 和 纳斯达克指数创下历史新高 9月15日（周一）， 标普500指数和纳斯达克指数均创下历史新高 。 截至收盘， 道琼斯工业指数上 涨0.11%，报 收于 4588 3 . 4 5 点； 纳斯达克指数上涨 0.94%，报 收于 22348.75点；标普500指数 上涨 0.47%，报 收于 6615. 28 点。 | 美股指数 它 | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普500 | | 45883.45 | 22348.75 | 6615.28 | | +49.23 +0.11% | +207.65 +0.94% | +30.99 +0.47% | | ...

彭博：香港特首官李家超将于本周三发布新一份《施政报告》。香港特区政府正与一汽集团在内的几家内地电动车生产商洽谈，建立本地电动车产能，为香港带来新的增长点。消息称，官员目标在香港建立电动车组装基地，属要求较高技术的相对复杂工序，潜在选址包括邻近内地的新界地区。 ...