10月10日午后，恒生科技指数跌幅持续拉大，跌超2.5%。主流ETF方面，A股同赛道规模最大的恒生科 技指数ETF（513180）跟随指数下跌近2.5%，持仓股中，中芯国际、百度集团、华虹、快手、阿里巴 巴、蔚来、金山软件等领跌。 该机构预计四季度港股走势或先抑后扬，恒生指数波动区间介于24800-27800点，国企指数波动区间介 于8600-9900点，科技指数介于5800-6800点。建议四季度逢低吸纳，采取攻守平衡的哑铃型配置并逐步 加强进攻。 截至10月9日，恒生科技指数ETF（513180）标的指数的最新估值（PETTM）为24.63倍，处于指数2020 年7月27日发布以来约36.72%的估值分位点，仍处于历史相对低估区间，而高弹性、高成长等特性使其 具备更大的向上动能。没有港股通账户的投资者或可通过恒生科技指数ETF（513180）一键布局中国AI 核心资产。（场外联接A/C：013402/013403） （文章来源：每日经济新闻） 建银国际指出，随着三季度恒指突破并站稳25000点关键分水岭，港股一二级市场良性循环进一步强 化，牛市格局已基本确立，港股投资逻辑由估值修复向基于新质生产力和高质量 ...

截至2025年10月10日 10:21，恒生科技指数下跌1.86%。成分股方面涨跌互现，携程集团-S领涨1.52%，地平线机器人-W上涨0.98%，京东健康上涨0.71%； 华虹半导体领跌5.99%，中芯国际下跌5.75%，百度集团-SW下跌3.75%。恒生科技指数ETF(159742)下跌1.59%，最新报价0.87元。拉长时间看，截至2025年 10月9日，恒生科技指数ETF近2周累计上涨1.38%。 恒生科技指数ETF紧密跟踪恒生科技指数，恒生科技指数代表经筛选后最大30间与科技主题高度相关的香港上市公司。 数据显示，截至2025年10月8日，恒生科技指数前十大权重股分别为阿里巴巴-W、中芯国际、腾讯控股、网易-S、美团-W、比亚迪股份、小米集团-W、快 手-W、京东集团-SW、百度集团-SW，前十大权重股合计占比69.87%。 以上产品风险等级为： 中高（此为管理人评级，具体销售以各代销机构评级为准） 风险提示：基金不同于银行储蓄和债券等固定收益预期的金融工具，不同类型的基金风险收益情况不同，投资人既可能分享基金投资所产生的收益，也可能 承担基金投资所带来的损失。基金的过往业绩并不预示其未来表现。投资 ...

恒生科技ETF天弘（520920）紧密跟踪恒生科技指数，汇集港股科技龙头。恒生科技指数由科技主题高 度相关的前30只港股构成，集中度高，涵盖信息技术、可选消费、通讯服务等领域；同时，可通过 QDII投资于网易、京东、携程、百度、蔚来、腾讯音乐等非港股通上市公司。 国泰海通证券最新研究报告表示，①当前港股市场性价比仍突出，尤其部分科技龙头权重股估值偏低， 在本轮科技周期引领下仍有较大上行空间。②定量测算，仅考虑低估科技龙头权重股估值修复，或能推 动恒生科技上涨15%，若指数整体估值进一步修复至历史均值或将涨超30%。③基本面预期回暖+资金 面持续改善，低估港股四季度或仍有新高，受益AI周期的科技是行情主线。当前港股估值并不高，恒 生科技性价比或更优。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） 10月10日，恒生科技指数盘中下跌2%，该指数成分股中，联想集团上涨超1%，携程集团-S上涨 0.27%。 相关ETF方面，截至发稿，恒生科技ETF天弘（520920）下跌1.67%，成交额为3835.14万元，实时溢价 率为0.49%。资金流向方面，10月9日该E ...

当地时间10月9日，美股市场三大指数全线下跌。大型科技股涨跌不一，英伟达股价创历史新高，Meta、英伟达、亚 马逊均上涨，微软、特斯拉、谷歌-C、苹果下跌。热门中概股多数下跌，纳斯达克中国金龙指数跌2.03%。 现货黄金价格跳水，跌逾1%；现货白银价格上涨0.74%，盘中一度突破50美元/盎司，创历史新高。国际原油价格下 跌。 当地时间9日，美国共和党提出的结束美国政府停摆的法案未能在参议院获得足够票数，法案未获通过。 商品市场方面，截至当地时间10月9日收盘，现货白银价格上涨0.74%，盘中一度突破50美元/盎司，创历史新高； COMEX白银期货跌2.73%。现货黄金价格下跌1.60%，报3975.95美元/盎司；COMEX黄金期货下跌1.95%，报3991.1美 元/盎司。 国际油价下跌，截至收盘，ICE布油、NYMEX WTI原油均跌逾1%。 美股三大指数全线下跌 当地时间10月9日，美股三大指数全线下跌，截至收盘，道指、纳指、标普500指数分别下跌0.52%、0.08%、0.28%。 欧洲主要股指多数下跌。截至收盘，英国富时100指数下跌0.41%，法国CAC40指数下跌0.23%，意大利MIB指数下 ...

Core Points - OpenAI has raised concerns with EU antitrust authorities regarding potentially harmful practices by major tech companies like Google, Microsoft, and Apple [1] - The company expressed difficulties in competing with established firms and urged regulators to intervene to prevent customer lock-in by large platforms [1] - OpenAI highlighted the importance of access to critical data for maintaining competition in the AI market, particularly in the digital market sector encompassing cloud computing and application development [1] Summary by Categories - **Company Concerns** - OpenAI has formally complained to EU antitrust chief Teresa Ribera about challenges faced in competition with legacy companies [1] - The company emphasized the need for regulatory action to protect customers from being locked into large platforms [1] - **Market Implications** - The digital market, especially areas like cloud computing and application development, is of particular concern to OpenAI [1] - Access to key data is deemed crucial for sustaining competition within the AI market [1] - **Targeted Companies** - Google, Microsoft, and Apple were specifically named by OpenAI during the discussions [1]

连续回调3日的港股三大指数高开，恒指涨0.12%，国指涨0.35%，恒生科技指数涨0.41%。盘面上，大 型科技股集体上涨，其中，美团、京东涨1%，阿里巴巴、网易、小米、百度、快手均有涨幅，腾讯平 开；香港本地银行股大涨，汇丰亚太拟以协议安排方式将公司私有化，恒生银行高开近15%，汇丰控股 跌2.8%，东亚银行涨8%，中银香港涨超2%；国际金价首次突破4000美元，黄金股领衔有色金属股上 涨，中国黄金国际涨3.3%，招金矿业、山东黄金、紫金矿业跟涨；物管股、纸业股、锂电池股、内房 股多数上涨。另一方面，燃气股跌幅明显，大众公用跌超11%，光伏股、生物医药股、电力股、半导体 芯片股多数下跌。(格隆汇) ...

Group 1: Gold Market Performance - During the National Day and Mid-Autumn Festival holiday, international gold prices surged, with New York futures gold breaking the $4000 per ounce mark for the first time, up over 50% year-to-date [1][3] - The price of gold jewelry in Shenzhen's Shui Bei market rose from approximately 796 yuan per gram in early September to 926 yuan per gram by October 8, reflecting a significant increase of 130 yuan [1][2] - Consumer demand for gold jewelry remained strong despite rising prices, particularly during the traditional wedding season in September and October, with many consumers exhibiting a "buy high, sell low" mentality [2][3] Group 2: Investment Trends in Chinese Assets - The Nasdaq Golden Dragon China Index reached a five-year high of 8945 points during the holiday, with a year-to-date increase of 40%, indicating strong performance of Chinese stocks [6][7] - Foreign investment in Chinese stocks saw a net inflow of $4.6 billion in September, the highest monthly figure since November 2024, reflecting renewed confidence in Chinese assets [6][7] - Major foreign institutions, including Morgan Stanley and Standard Chartered, expressed optimism about Chinese stocks, particularly in the technology sector, with significant target price increases for companies like Alibaba and Tencent [7][8] Group 3: Real Estate Market Dynamics - The real estate market experienced a promotional peak during the holiday, with developers offering significant discounts and incentives to boost sales, particularly in core cities [9][10] - In Shenzhen, new housing policies led to a notable increase in sales, with some projects selling nearly three times the number of units compared to the previous month [10][11] - The overall sentiment in the real estate market is expected to improve in the fourth quarter, driven by developers' efforts to meet annual sales targets and supportive government policies [11][12] Group 4: Robotics and Rental Market Growth - The popularity of robot performances during the holiday season has significantly boosted the rental market, with high demand for robot rental services leading to a doubling of inquiries compared to normal periods [13][15] - The rental prices for robots have seen dramatic fluctuations, with some prices dropping from 20,000 yuan per day to 6,000 yuan, indicating a need for business model optimization in the sector [16][15] - The long-term growth of the robot rental market is expected to depend on expanding application scenarios beyond entertainment, such as industrial inspections and medical assistance [15][16]

Group 1 - During the National Day and Mid-Autumn Festival holidays, major overseas stock markets performed well, with indices in Japan, South Korea, and the United States reaching historical highs [1] - The Nasdaq China Golden Dragon Index hit a 5-year high of 8945 points on October 2, with a year-to-date increase of 40% [1] - The Hang Seng Index and Hang Seng Tech Index also reached 5-year highs during the holiday period, with sectors like non-ferrous metals and biomedicine gaining attention [1] Group 2 - Morgan Stanley reported a net inflow of $4.6 billion into the Chinese stock market in September, marking the highest monthly inflow since November 2024, indicating a recovery in global investor confidence towards Chinese assets [1] - Passive funds have seen a cumulative inflow of $18 billion year-to-date, surpassing last year's total of $7 billion, driven by the expansion of international indices tracking A-shares [1] - Several foreign institutions, including Standard Chartered and Goldman Sachs, expressed optimism about Chinese assets, particularly in the technology sector, with significant target price increases for companies like Alibaba, Tencent, and Baidu [2]

谷歌母公司Alphabet的科学家连续两年斩获诺贝尔奖，再次凸显了这家科技巨头在人工智能和量子计算 等前沿基础研究领域的深厚实力，这些技术被认为将对未来商业和市场格局产生颠覆性影响。 最新动态是，2025年诺贝尔物理学奖授予了三位在量子力学领域做出开创性贡献的物理学家，其中包括 谷歌量子AI实验室的现任硬件首席科学家Michel Devoret，以及曾领导其硬件团队多年的John Martinis。 这一荣誉不仅是对他们个人成就的认可，也为谷歌在下一代计算技术竞赛中的领先地位提供了有力背 书。 谷歌首席执行官Sundar Pichai迅速对此表示祝贺，并强调获奖者的研究为公司在量子计算领域取得的最 新突破奠定了基础。他在社交媒体上表示，他们的工作为未来纠错量子计算机的实现铺平了道路。这一 表态向市场传递了明确信号：谷歌对基础科学的长期投资正在转化为其在未来关键技术领域的核心竞争 力。 聚焦量子突破 本年度的诺贝尔物理学奖授予了Michel Devoret、John Martinis和John Clarke，以表彰他们"在电路中发 现宏观量子力学隧穿和能量量子化"。据瑞典皇家科学院称，获奖者通过一系列实验证明， ...

港股三大指数全日震荡，截至收盘，恒生指数跌0.48%报26829.46点，国企指数跌0.52%，恒生科技指数 跌0.55%。科指成分股涨跌不一，京东健康、网易涨约3%，商汤、百度跌超3%，京东、阿里巴巴跌超 1%。 航空股集体走低，中国南方航空跌超4%，中国东方航空、中国国航跌超3%；苹果概念股普跌，蓝思科 技跌超4%，丘钛科技跌超3%。(格隆汇) 现货黄金站上4040美元/盎司屡创新高，现货白银涨超2%逼近49美元/盎司，黄金股应声大涨，赤峰黄金 涨超13%，中国白银集团涨超12%，山东黄金涨超7%。电力设备股走强，东北电气涨超10%，哈尔滨电 气涨近6%。汽车股普涨，吉利汽车涨超3%，小鹏汽车、比亚迪、长城汽车均涨超1%，汽车流通协会预 计"银十"车市或"温和回升"。 ...