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彻底爆了!再创新高
天天基金网· 2025-10-06 05:12
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! 【导读】现货黄金持续拉升,继续刷新历史新高 10月6日,港股市场震荡走低,恒生科技指数跌超1%。 板块上来看,贵金属板块继续强势,化工、建筑、非银金融等板块表现活跃;而电气设备、 消费、汽车等板块震荡调整。 | | | Wind香港概念板块指数 | | | | | Wind香港二级行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 金融IC | LED照明 | 在线教育 | 互联网信贷 | 工业大麻 | 有色金属 | 化工 | 建筑 | 耐用消费品 | 非银金融 | | 4.25% | 3.61% | 3.00% | 2.63% | 2.57% | 2.26% | 0.74% | 0.38% | 0.20% | 0.04% | | 本地券商 2.37% | 涉矿 2.24% | 贵会属 2.17% | 有色全属 1.91% | 品牌服饰 1.51% | 国防军工 -0.05% | 煤炭Ⅱ -0.11% ...
上市4日,大涨99%!
Sou Hu Cai Jing· 2025-10-06 05:06
Market Overview - On October 6, the Hong Kong stock market opened lower and continued to decline, with the Hang Seng Index down 0.61% to 26,976.52 points, the Hang Seng China Enterprises Index down 0.85% to 9,576.22 points, and the Hang Seng Tech Index down 1.20% to 6,543.62 points [1] Sector Performance - The gold and precious metals, mining, industrial engineering, and insurance sectors showed strength, while the real estate, oil and gas, and utilities sectors remained active. The information technology, food and beverage, and telecommunications sectors led the decline [2] - The gold and precious metals sector in Hong Kong saw significant gains, with China Silver Group rising over 18%, Hong Kong Silver Holdings up over 15%, and Zijin Mining International increasing over 5% [3] Gold Market Insights - International gold prices reached a new historical high, surpassing $3,900 per ounce, just days after breaking the $3,800 per ounce mark [4] - The recent surge in gold prices is driven by three main factors: increased global risk aversion, ongoing expectations of interest rate cuts by the Federal Reserve, and a sustained trend of central bank gold purchases [4] Company Highlights - Zijin Mining International, which focuses on overseas gold asset integration, has seen its stock price nearly double since its listing on September 30, with a cumulative increase of 99.19% [4] - Zijin Mining International holds gold reserves of 856 tons, ranking ninth globally, and has a production capacity of 40.4 tons, ranking eleventh globally [4] - Huahong Semiconductor's stock price rose over 6% on October 6, reaching a new historical high, with a closing price of HKD 91.90 per share and a trading volume exceeding HKD 1.3 billion [5][6] - Goldman Sachs raised the target price for Huahong Semiconductor to HKD 117 per share, citing opportunities in the expanding AI ecosystem in China [7] Individual Stock Movements - Dingdang Health's stock surged by 34% during the trading session, closing up 26.8% at HKD 1.23 per share, driven by its ongoing innovation in drug offerings [8][10]
特稿丨让开放的阳光温暖世界经济——从国际展会看中国机遇
Xin Hua Wang· 2025-10-05 11:43
9月8日,第二十五届中国国际投资贸易洽谈会在福建厦门开幕,超过120个国家和地区的代表团参会。新华社记者魏培全摄 新华社北京10月5日电 特稿|让开放的阳光温暖世界经济——从国际展会看中国机遇 新华社记者宿亮 距离第八届中国国际进口博览会开幕还有30天,全球各地参展商又将齐聚黄浦江畔,展示、发布、洽谈,让上海这个金秋更加多姿多彩。 最近一段时间,投洽会、服贸会、东博会等一系列国际性展会陆续举办,吸引越来越多外国客商来到中国,持续深耕中国市场、共享高质量发展 红利,在开放合作氛围中携手共进,为动荡不安的世界经济注入宝贵的正能量、确定性。 正如中国国家主席习近平9月8日向第二十五届中国国际投资贸易洽谈会致贺信时所强调的,中国愿同各方一道,携手推动普惠包容的经济全球 化,共创繁荣发展的美好未来。 传递开放强音 奥地利珍得巧克力公司从2018年起参加了历届进博会。与众多展会"全勤生"一样,该企业非常重视通过进博会与中国市场"亲密接触"的机会。今 年,这家企业将带着50多种新品参展,并在展会期间首发全新系列产品。 "中国的对外开放政策和良好的营商环境令外资企业受益匪浅。"珍得候任首席执行官尤利娅·措特表示,通过进博会这 ...
让开放的阳光温暖世界经济——从国际展会看中国机遇
Xin Hua She· 2025-10-05 09:32
Group 1 - The upcoming China International Import Expo (CIIE) is expected to attract global exhibitors, showcasing opportunities for foreign businesses in the Chinese market [1] - Various international trade fairs in China, such as the Investment Trade Fair and Service Trade Fair, highlight China's commitment to open cooperation and high-quality development [2][6] - China's open policies and favorable business environment are benefiting foreign enterprises, as emphasized by executives from companies like Austria's Zotter Chocolate [2][4] Group 2 - The significance of the Investment Trade Fair is underscored by the challenges of rising trade barriers and the need for innovative cooperation to promote sustainable global development [3][6] - China's innovation-driven development strategy is fostering new industries and business models, particularly in AI and digital transformation, creating new opportunities for global partners [4][5] - Companies like ON Semiconductor are leveraging China's large market and rapid product iteration to enhance their global competitiveness [4] Group 3 - China's commitment to promoting inclusive economic globalization and opposing protectionism is crucial for maintaining an open international market [6][8] - The establishment of free trade zones and the hosting of international trade events are part of China's strategy to enhance global service trade cooperation [6][8] - Observers note that China's support for global cooperation and technology transfer is vital for avoiding disruptive "decoupling" in international markets [7][8]
总投23亿!康盈半导体总部基地在衢州奠基,打造兼具价值的存储产业高地
Ju Chao Zi Xun· 2025-10-03 09:36
康盈半导体自创立以来,始终聚焦存储领域,致力于为全球客户提供超可靠的存储创新解决方案。面对多重行业挑战,企业始终坚定前行:从聚焦产品设计 开发到拓展多元应用场景,从持续丰富供应链资源到深度联动平台厂商、客户等各方资源,从深耕存储技术研发到布局全国产业基地,每一步都扎实稳健。 其中,徐州、扬州产业园的陆续投产,为企业积累了丰富的存储芯片制造经验,也筑牢了跨区域协同的产业基础;而此次衢州总部基地的奠基,不仅是企业 产能升级的关键一步,更直观体现了这份历经实践检验的深厚产业实力,让总部项目的发展根基更稳固。 近日,康盈半导体总部基地在浙江省衢州市正式奠基。这一里程碑事件,不仅标志着这家专注存储领域的企业扎根国内、立足全球的全新起点,更将为长三 角半导体产业协同发展注入强劲动能,助力中国半导体产业高速发展进程。 衢州奠基,稳固产业发展根基 为何选择落子衢州?康盈半导体相关负责人在奠基仪式上表示,"南孔圣地,四省衢州" 的区位与产业优势极具吸引力:这里地处四省交界,区位交通便 捷,产业配套优异;更重要的是,衢州政府部门不仅提供高效务实的服务,更对半导体产业有着深度理解与精准政策支持,这些都让企业看到了 "打造兼具 价值 ...
港股收盘 | 科技指数本周累计涨近7% 黄金股领跑市场
Xin Lang Cai Jing· 2025-10-03 08:37
Market Performance - The Hong Kong stock market showed strong performance during the week, with the Hang Seng Index rising by 3.88% to close at 27,140.92 points, the Tech Index increasing by 6.90% to 6,622.85 points, and the National Enterprises Index up by 3.82% to 9,658.34 points [2] - The Hang Seng Tech Index reached its highest level since November 2021, with notable gains from stocks like Kuaishou-W (up 13.50%), Alibaba-W (up 7.62%), and Bilibili-W (up 7.10%) [2] Sector Insights - The semiconductor sector is expected to continue its upward trend, driven by the AI industry and a potential interest rate cut by the Federal Reserve. The second half of the year typically sees a surge in technology releases from Chinese companies, particularly in semiconductors and AI applications [2] - Gold stocks are gaining traction due to heightened demand for safe-haven assets amid geopolitical uncertainties and expectations of interest rate cuts. Notable performers include Zijin Mining International (up 89.97%) and China Silver Group (up 41.41%) [3] - Nuclear power stocks are also on the rise, with China Nuclear International and China Nuclear Technology seeing increases of 53.04% and 34.69%, respectively, following the approval of new nuclear power units [4] Investment Opportunities - The pharmaceutical sector is benefiting from improved financing conditions, with stocks like Yiming Anke and Clover Biopharma rising by 36.72% and 39.44%, respectively, as the market for innovative drugs shows signs of recovery [5] - The electric power sector is led by Harbin Electric, which saw a rise of 7.42%, supported by positive analyst ratings and expectations of strong revenue growth [7][8] - The automotive sector is experiencing a downturn, with major players like BYD and Xpeng Motors seeing declines of 3.95% and 2.84%, respectively, despite positive long-term sales forecasts for Chinese brands [9][10] Notable Company Developments - Empire Technology Group surged by 59.05% after announcing a share placement to raise funds for AI development [13] - Shanghai Electric rose by 14.19% following the signing of a significant photovoltaic project in Romania [14]
老股民十年炒股心得:避开这些致命坑,化身市场赢家!
Sou Hu Cai Jing· 2025-10-03 03:13
其次,忽略基本面分析,是散户的"第二杀手"。很多人只看K线图、听小道消息,就敢重仓杀入。结果呢?公司业绩爆雷,股价直线崩盘。经验告诉我,选 股前必须深挖"护城河":看财报、行业前景、竞争格局。举例,投资前问自己三个问题:这家公司营收增长率是否超20%?毛利率稳定吗?管理层靠谱吗? 如果答案是"是",再结合技术面买入。 别信"热点股必涨"的神话,2024年AI概念股泡沫破灭时,无数人血亏。相反,价值投资才是王道:像巴菲特那样, 买入低估的蓝筹股,长持不动。 我个人法则:每年只做两次大调仓,省时省力,还避开了市场噪音。 炒股如战场,一夜暴富的传说听起来诱人,但现实中,90%的散户都在亏损中挣扎。为什么?不是运气差,而是踩中了那些经典的"雷区"。作为一名入市十 年、从血本无归到年化收益超20%的老鸟,我今天就把这些滴血经验倾囊相授。记住,股市不是赌场,而是靠纪律和智慧征服的竞技场。别急着下单,先读 完这篇,帮你少走十年弯路! 首先,谈谈最常见的错误:盲目追涨杀跌。这是我刚入市时犯的最大错。看到股票大涨,就忍不住追高买入,结果往往高位接盘;反之,恐慌抛售,又在低 点割肉。数据显示,散户平均每年因情绪化操作损失15%- ...
中概股走强,阿里巴巴涨超4%,黄金、白银突然跳水
热门科技股涨多跌少。特斯拉短线下挫转跌,此前一度涨超2%。消息面上,特斯拉第三季度交付量超 出市场预期。 | 名称 | 现价 | 涨跌幅 = | = | | --- | --- | --- | --- | | 英伟达(NVIDIA) | 190.150 | 1.55% | | | NVDA.O | | | | | 脸书(META PLATF | 721.153 | 0.53% | | | META.O | | | | | 谷歌(ALPHABET). | 246.800 | 0.51% | | | GOOG.O | | | | | 苹果(APPLE) | 256.532 | 0.42% | | | AAPL.O | | | | | 亚马逊(AMAZON) | 220.080 | -0.25% | | | AMZN.O | | | | | 微软(MICROSOFT | 518.130 | -0.30% | | | MSFT.O | | | | | 特斯拉(TESLA) | 454.360 | -1.11% | | | TSLA.O | | | | 半导体板块走强,费城半导体指数盘中涨1.7%,再创历史新高。个股方 ...
港股四季度开门红 恒指突破27000点
Xin Lang Cai Jing· 2025-10-02 08:41
在10月的首个交易日,香港股市展现出强劲的上涨势头,恒生指数(HSI)一举突破27000点关口,成 为市场关注的焦点。这一亮眼表现得益于科技股、半导体股以及黄金股的集体上涨,给投资者带来了信 心,标志着四季度的开门红。 截至发文时,恒生科技指数(HSTECH)上涨超过3.5%。多家科技巨头的股价均有显著提升,其中腾讯 控股(0700.HK)和美团(3690.HK)均上涨超过2%,而阿里巴巴(9988.HK)的股价则突破180港元, 涨至184.7港元,年内累计涨幅超过125%。这一变化部分源于摩根大通上调了阿里巴巴的目标价,从 165港元提升至240港元,分析师认为,阿里巴巴的市场定位正在转向网络一线资产,云计算业务的强劲 增长将进一步推动其估值。 摩根大通在报告中指出,阿里云的收入增速在过去8个季度里持续加快,预计到2025年第二季度,其同 比增幅将达到26%。分析师强调,生成式人工智能的需求正在推动阿里云的表现,这一技术的普及速度 有可能超出之前对软件即服务(SaaS)发展的预期。展望未来12至36个月,生成式AI将更广泛地应用 于市场营销、财务运营等领域,推动服务成本降低并提高企业效率。 来源:市场资讯 ...
10月首个交易日,港股市场沸腾!恒指强势突破27000点大关!恒科大涨3.5%!科技股、芯片股、黄金股集体狂欢
雪球· 2025-10-02 07:57
Core Viewpoint - The Hong Kong stock market has experienced a strong start to the fourth quarter, with significant gains in technology, semiconductor, and gold sectors, as major indices collectively rose, particularly the Hang Seng Index surpassing 27,000 points [1]. Group 1: Technology Sector - The technology stocks in Hong Kong surged, with Tencent and Meituan rising over 2%, JD.com and Alibaba over 3%, Xiaomi over 4%, and Kuaishou increasing by over 7% [5]. - Morgan Stanley raised Alibaba's target price for its Hong Kong shares to HKD 240 from HKD 165, indicating a positive outlook on its valuation shift from losing market share in Chinese e-commerce to being a leading internet asset in China [7][8]. - Alibaba's stock price has increased over 125% year-to-date, reaching HKD 184.7 [5]. Group 2: Semiconductor Sector - The semiconductor sector saw significant gains, with SMIC rising over 10% and other chip stocks like Hua Hong Semiconductor and BYD Electronics increasing by over 5% [10][11]. - Goldman Sachs expressed optimism regarding long-term orders for SMIC, attributing this to the growth in market share among its downstream clients and the increasing semiconductor content in electronic devices [19]. Group 3: Gold Sector - Gold stocks continued their upward trend, with companies like Tongguan Gold and Zijin Mining rising over 14% and Lingbao Gold over 8% [22]. - Spot gold prices reached a new high of USD 3,895.28 per ounce, driven by strong inflows into gold-backed ETFs and concerns over the U.S. government shutdown [23][25]. - Goldman Sachs remains bullish on gold, suggesting that prices could exceed previous estimates, especially if a portion of private holdings in U.S. Treasury bonds shifts to gold [25].