智通财经APP获悉，香港最新施政报告发布，市场当前静待美联储9月议息会议结果，港股今日高开高 走，恒科指大涨超4%刷新近四年新高。截止收盘，恒生指数涨1.78%或469.88点，报26908.39点，全日 成交额为3602.84亿港元；恒生国企指数涨2.24%，报9596.77点；恒生科技指数涨4.22%，报6334.24点。 银河证券指出，展望后市，建议关注业绩增速较高，但估值整体仍然处于中低水平的可选消费、医疗保 健等板块；政策利好增多或政策利好持续发酵的板块，例如AI产业链、"反内卷"行业、消费行业等；在 海内外不确定性因素的扰动下，分红水平较高的金融板块有望为投资者提供较为稳定的回报。 蓝筹股表现 百度集团-SW(09888)领跑蓝筹。截至收盘，涨15.72%，报131港元，成交额88.97亿港元，贡献恒指 35.75点。招商局集团与百度9月15日签署战略合作协议。据悉，双方将围绕大模型、云计算等前沿人工 智能技术，在科创产业、交通物流、综合金融、地产园区等领域开展合作。值得一提的是，百度自研芯 片昆仑芯此前斩获中国移动10亿级大单，此外，市场对其人工智能和自动驾驶领域也持续看好。 其他蓝筹股方面，海 ...

智通财经9月17日讯（编辑 胡家荣）港股三大指数集体走强。截至收盘，恒生指数涨1.78%，报26908.39点；科技指数涨4.22%，报6334.24点；国企指数涨 2.24%，报9596.77点。 注：恒生指数的表现 | . I | | --- | | 0001 F 122 173183 27111. 0213.22 B23.24 | | 6322. 65 | | 6261. 40 | | 1 6200. 16 | | 6138.91 | | 6077.66 | | 6018. 77 | | 5957.52 | | 5896. 27 | | 5835.02 | | -4-00 | 注：科技指数的表现 对于今日市场表现，美联储降息预期成为市场核心驱动力量。据CME FedWatch工具，市场对美联储9月重启降息的预期概率超过90%。降息预期促进了全球 资金流动性释放，推动了中国资产相对收益。 恒生科技指数成为市场领头羊，涨幅超4%，其点位创近四年新高。截至收盘，该指数成份股中，百度集团-SW(09888.HK)、阿里巴巴-W(09988.HK)、京东 集团-SW(09618.HK)分别上涨15.72%、5.2 ...

新华财经北京9月17日电 （王媛媛）今日市场全天震荡走强，三大指数探底回升，创业板指涨近2%再 创3年多新高。截至收盘，沪指报3876.34点，涨0.37%，成交10067亿元；深证成指报13215.46点，涨 1.16%，成交13701亿元；创业板指报3147.5点，涨1.95%，成交6683亿元。沪深两市成交额2.38万亿 元，较上一个交易日放量353亿元。 板块方面，光刻机、风电、机器人等板块涨幅居前，贵金属、旅游、猪肉等板块跌幅居前。 盘面热点 盘面上，机器人板块延续强势，再度掀起涨停潮，景兴纸业、长龄液压等十余股涨停，卧龙电驱、三花 智控等多股创历史新高。芯片产业链全天持续走高，中芯国际创历史新高，波长光电、永新光学、利扬 芯片等股快速涨停。电池板块表现活跃，宁德时代创历史新高。下跌方面，贵金属板块集体下挫，西部 黄金大跌。 机构观点 巨丰投顾：周三市场震荡运行，光刻机板块涨幅居前。当前国民经济运行保持总体平稳、稳中有进；美 联储降息周期逐步打开，这将为市场带来情绪和资金利好。未来在政策刺激下，A股与经济有望同步出 现向上的拐点。具体投资方向上，中线建议关注维持高景气度的半导体、消费电子、人工智能、 ...

Group 1 - Cathay Pacific and Hong Kong Disneyland have signed a memorandum of cooperation to create a unique travel experience for passengers, combining air travel with theme park enjoyment [1][2] - The collaboration aims to explore innovative projects, including a product specifically designed for transit travelers in Hong Kong, expected to launch in 2026 [2] - The partnership seeks to leverage both companies' strengths to promote tourism in Hong Kong and reinforce its position as a travel destination and regional transportation hub [2] Group 2 - Cathay Pacific's CEO expressed the intention to attract global travelers to Hong Kong by offering memorable and surprising journeys through the combination of world-class airline services and Disneyland experiences [2] - The companies plan to continuously expand their cooperation to provide richer and more unforgettable travel experiences for tourists [2]

Group 1 - The U.S. proposed to reduce tariffs on South Korean imports from 25% to 15%, contingent on South Korea committing $350 billion to specific industries, which South Korea found unacceptable [1] - South Korea's economy is significantly smaller than Japan's, with a GDP of about half and foreign reserves of $416 billion, which is less than one-third of Japan's [1] - The proposed investment amount represents 84% of South Korea's foreign reserves, raising concerns about the potential economic crisis if the agreement is accepted [1] Group 2 - The South Korean won is not freely convertible, lacking reserve currency status, which limits South Korea's risk hedging capabilities [2] - The majority of the $350 billion investment must be raised through loans and guarantees from South Korean institutions, with only a small portion available for direct equity financing [2] - South Korean companies have announced an additional $150 billion investment to negotiate better terms, including a $50 billion order for Boeing aircraft, but this is insufficient to alleviate immediate financial pressures [2]

然而，首次沟通并不顺利。物业工作人员对突如其来的电话心存疑虑，沟通一度陷入僵局。第二次致电 物业时，冯军利的语气更加诚恳、解释更加清晰，耐心说明事件的紧急性与真实性，并郑重告知信息的 来源以及旅客的迫切请求。物业工作人员记录下业主房号及进门密码，答应立即派人上门查看。 十分钟后，冯军利第三次拨通物业电话，询问处理进展。电话那头传来消息：物业人员已进入旅客家 中，确认燃气灶仍处于开启状态，锅内的鸡蛋早已烧干烧焦，冒出浓烟。工作人员迅速关闭燃气阀门， 打开门窗通风，一场可能发生的火灾事故被成功阻止。 客舱里，王先生得知家中安全，连声道谢："谢谢你们救了我的家！"这场紧急救援历时20分钟，虽然没 有惊心动魄的现场冲锋，却有着客服人员的坚持，客服人员通过争分夺秒的三通电话，最终化解了一场 危机。 智通财经记者 陈逸欣 9月17日，智通财经记者从春秋航空获悉，近日，上海浦东飞往新加坡的9C8549航班在巡航期间发生了 一起"事件"——客舱内一位旅客突然想起，出发前因收拾匆忙，家中燃气灶可能仍在燃烧，灶上还煮着 鸡蛋。想到可能发生的火灾风险，旅客向机组人员求助。 机长了解情况后，第一时间将信息传递至春秋航空客服中心。在旅 ...

Key Insights - The report highlights the expectation of a recovery in various asset valuations driven by the rapid increase in Federal Reserve rate cut expectations and the positive sentiment surrounding AI technology [2][3] - The introduction of policies to expand service consumption is expected to create development opportunities in the service sector, particularly in areas such as chain services, entertainment, tourism, and elderly care [3] - The aviation sector is experiencing stable growth in supply and demand during the peak summer season, with an increase in passenger load factors, although ticket prices remain low [4] - Tesla's stock is supported by significant share purchases by Elon Musk, indicating confidence in the company's long-term prospects, alongside multiple catalysts expected to be released in September [5] Fixed Income - The report discusses the implications of potential Federal Reserve rate cuts, which could lower financing costs and improve macroeconomic growth expectations, benefiting emerging market stocks and commodities [2] Consumer Discretionary/Social Services - The report outlines five key areas and 19 measures aimed at enhancing service consumption, indicating a long-term growth potential for China's service sector, which currently lags behind developed countries in terms of GDP contribution [3] Transportation - The report notes that while domestic airline ticket prices have decreased by 6.5% year-on-year during the peak summer season, there is an expectation for a rebound in business travel demand in September, which may lead to improved pricing [4] Key Company - Tesla's recent stock purchase by Elon Musk, valued at approximately $1 billion, reflects his confidence in the company's future, with expectations for advancements in AI capabilities and product launches in the coming years [5]

Capital Market Initiatives - Hong Kong will assist mainland technology companies in financing through a "Tech Enterprise Special Line" and explore shortening the stock settlement cycle to T+1 [2] - The government aims to optimize the main board listing and structured product issuance mechanisms, and promote more overseas companies to list in Hong Kong [2] - The Hong Kong Monetary Authority (HKMA) will encourage banks, especially mainland banks, to establish regional headquarters in Hong Kong to expand into Southeast Asia and the Middle East [7] Wealth Management Development - Hong Kong is expected to become the world's largest cross-border wealth management center, with the number of accounts for mainland investments in Hong Kong wealth products increasing from 25,000 to 110,000 [3] - The government will optimize tax incentives for funds, single-family offices, and related rights to attract more funds to settle in Hong Kong [3] AI and Technology Advancement - The government will promote AI development and its application across various industries to enhance social efficiency [4] - A funding program of HKD 3 billion will support local institutions in attracting top international researchers in AI and other fields [4] Clinical Trials and Pharmaceutical Development - Hong Kong will attract more pharmaceutical companies for clinical trials of rare disease drugs and advanced therapies, establishing an "International Clinical Trial Academy" [5][6] - The government plans to set up a regulatory center for drugs and medical devices to enhance Hong Kong's status as an authoritative regulatory body [6] New Capital Investor Immigration Program - The "New Capital Investor Immigration Program" will be optimized to allow for higher investment amounts in non-residential properties [7] - The government will continue to enhance cross-border payment systems and cash assistance arrangements for elderly residents in Guangdong and Fujian [7] Commodity Strategy and Gold Market Development - A "Commodity Strategy Committee" will be established to enhance the top-level design and long-term strategy for commodity policies [9] - The government aims to develop Hong Kong as a regional gold storage hub and establish a central clearing system for gold transactions [10][11]

根据合作备忘录内容，双方计划探索多项创新合作项目，其中包括一项专为香港过境旅客设计的产品， 该产品预计于2026年推出。 国泰集团行政总裁林绍波表示，国泰始终致力于为旅客的出行体验赋能，此次与香港迪士尼合作，是基 于双方在为旅客提供难忘、优质体验理念上的契合。未来，双方将通过融合航空服务与乐园体验，为旅 客创造独特旅程，展现香港多元魅力，吸引全球旅客到访。 （国泰集团） 近日，国泰与香港迪士尼乐园度假区（下称 "香港迪士尼"）签署合作备忘录。双方将依托各自优势开 展合作，旨在通过结合两大品牌资源，为旅客打造覆盖航空与乐园场景的体验，进而推动访港旅游发 展，巩固香港全球旅游目的地及区域交通枢纽地位。 ...

Market Overview - The Shanghai and Shenzhen stock indices opened lower on September 17, but began to rise after 10:30 AM, with the Shenzhen Component Index and ChiNext Index reaching new highs during the session [1] - By the midday close, the Shanghai Composite Index was at 3877.55 points, up 0.41%, with a trading volume of approximately 655.2 billion yuan; the Shenzhen Component Index was at 13197.01 points, up 1.02%, with a trading volume of about 889.4 billion yuan; the ChiNext Index was at 3140.76 points, up 1.74%, with a trading volume of around 436.3 billion yuan [1] Sector Performance - Sectors such as tourism, photolithography machines, exoskeleton robots, and NMN concepts showed strong gains at the opening [1] - By midday, sectors like diversified finance, electrical equipment, and photolithography machines led in gains, while hotel and catering, media and entertainment, and seafood sectors experienced declines [1] Investment Trends - According to China Merchants Securities, the continuous increase in financing balances, private equity fund sizes, and active individual investor accounts are key channels for new capital entering the market, with potential incremental funds estimated at 5.4 trillion yuan [2] - Citic Construction Investment highlighted that the European offshore wind power sector is expected to see a compound installation growth rate of nearly 30% from 2025 to 2030, indicating a positive outlook for project orders flowing to Chinese companies [3] Airline Industry Insights - Huatai Securities reported that the airline industry saw steady growth in supply and demand during August, with passenger load factors increasing to 86.8% [4] - Despite a decline in ticket prices earlier in the summer, there is an expectation of recovery in business travel demand in September, which may lead to improved ticket pricing [4] Government Initiatives - The State-owned Assets Supervision and Administration Commission announced that central enterprises' R&D expenditures have exceeded 1 trillion yuan for three consecutive years, with a focus on strategic emerging industries [5] - The National Internet Information Office emphasized the need for leading companies to take responsibility for key technology breakthroughs, particularly in chip development, to overcome monopolies [6]