美东时间周四，美股市场呈现分化格局，道琼斯工业指数延续升势并逼近5万点心理关口，而以科技股为主的纳斯达克指数受权重股拖累承压回落。 | ( 日 | 万得中概科技龙头指数(DRAG) | | | | | --- | --- | --- | --- | --- | | | 4425.73 34.63 0.79% | | | | | 资料 成分 | | 资讯 | 相关基金 | 月月 | | 名称 | | | 现价 | | | 阿里巴巴 | | | 154.520 | | | BABA.N | | | | | | 京东集团 | | | 29.670 | | | JD.O | | | | | | 小米集团-ADR | | | 24.620 | | | XIACY.OO | | | | | | 比亚迪股份-ADR | | | 12.190 | | | BYDDY.OO | | | | | | 拼多多 | | | 121.600 | | | PDD.O | | | | | | 网易 | | | 141.870 | | | NTES.O | | | | | | 腾讯控股-ADR | | | 78.950 | | | TAFI ...

【导读】美国科技股下跌，军工股暴涨 中国基金报记者 泰勒 兄弟姐妹们啊，今晚继续关注海外市场的表现。 美股涨跌不一 1月8日晚间，美股三大指数涨跌不一，道指上涨超100点，科技股为主的纳斯达克指数下跌，标普500指数接近平盘。 | 中国资产方面，全线大涨，中概股指数直线拉升，涨超1%，港股夜盘，两大指数上涨。 | | --- | 今晚市场的亮点之一，就是军工股暴涨。洛克希德·马丁、诺斯洛普·格鲁门以及Kratos Defense & Security Solutions等公司 股价大涨。 洛克希德-马丁(NYSE:LMT) 可融资 可卖空 $533.84 +36.97 +7.44% | 均价:536.99 最新:533.84 +36.97 +7.44% | | | | | | | --- | --- | --- | --- | --- | --- | | 5,42,87 | | 9.26% | | 成交明细 | | | 531 37 White | | 6.94% | 10:38 | 533.50 | 80 | | | | | 10:38 | 533.50 | 20 | | 519.87 | | 4.63% ...

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) ...

隔夜美股三大指数涨跌不一，中概指数跌1.37%。港股恒指、国指基本平开，恒生科技指数微跌 0.04%。大型科技股涨跌各异，其中美团涨1%；现货白银大涨创新高，黄金股、铜业股等有色金属股集 体活跃上涨，连续走低的内房股部分反弹。另外，濠赌股、软件类股、军工股走低。此外，新股宝济药 业高开近130%。(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]

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]

Core Viewpoint - The Hong Kong stock market showed a strong upward trend in the morning session, with the Hang Seng Technology Index leading the gains, reflecting a notable recovery in market sentiment [1] Group 1: Market Performance - The Hang Seng Index rose by 470 points, surpassing the 25,000 mark, with the Hang Seng Index, and the National Enterprises Index increasing by 1.88% and 1.86% respectively [1] - The Hang Seng Technology Index surged by 2.35%, indicating strong performance in the technology sector [1] Group 2: Sector Performance - Major technology stocks and large financial stocks (insurance, banks, brokers) collectively boosted the market, with Alibaba rising by 4.37%, and Meituan, Tencent, and Baidu each increasing by over 3% [1] - China’s brokerage stocks saw significant gains, with Guolian Minsheng rising nearly 8% [1] - Biopharmaceutical stocks experienced substantial increases, led by Kangnuo Ya, Geely Pharmaceutical, and Innovent Biologics in the innovative drug concept [1] Group 3: Investment Trends - Institutional investors are optimistic about Apple's additional investments in the U.S., which is expected to enhance the valuation of the Apple supply chain, leading to continued gains in Apple-related stocks [1] - Other sectors such as stablecoin-related stocks, Tesla-related stocks, military industry stocks, non-ferrous metal stocks, semiconductor stocks, aviation stocks, and oil stocks also saw upward movements [1] Group 4: Declining Sectors - Conversely, gaming stocks and paper industry stocks faced declines, with Galaxy Entertainment dropping by as much as 4% during the session [1] - Companies like Chenming Paper and Nine Dragons Paper also experienced downturns, while some sectors such as wind power, water services, and vocational education saw partial declines [1] - The overall market still had nearly 30 stocks with declines exceeding 10% [1]

今日，A股三大指数继续上涨，沪指再次站上3600点。 截至收盘，沪指涨0.96%报3617点，深证成指涨0.59%，创业板指涨0.39%。 | ■◎码 | 名称 | 现价 | 涨跌 | 涨幅% | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3617.60 | +34.29 | +0.96 | | 399001 | 深证成指 | 11106.96 | +65.40 | +0.59 | | 399006 | 创业板指 | 2343.38 | +9.06 | +0.39 | | 000688 | 科创50 | 1053.65 | +4.24 | +0.40 | | 899050 | 北证50 | 1436.78 | +3.54 | +0.25 | 全天成交1.62万亿元，较前一交易日增量976亿元，全市场超3900股上涨。 脑机接口板块表现活跃，翔宇医疗涨超13%，创新医疗涨停，爱朋医疗、倍益康、荣泰健康涨超7%， 普利特（维权）涨超5%。 | 代码 名称 | 现价 涨幅量 | | --- | --- | | 688626 翔宇医疗 | 53.43 +13. ...