2025 年 10 月 8 日 星期三 ➢ 每日大市点评 10 月 6 日，港股大盘在南下资金缺席下连续两天回调，但仍企稳 10 天移动平均线以上。全天恒生指数下跌 0.7%，收报 26,957 点；恒生科技指数下跌 1.1%，收报 6,550 点。大市成交 1,212.6 亿港元。盘面上，芯片股和贵金属个股继续涨 势，华虹（1347 HK）上涨 4.6%，中芯国际（981 HK）先跌后回升 0.1%；腾讯（700 HK）混元图像 3.0 全球"盲测"登顶 文生图第一，股价周一上升 0.6%；金价每盎司重上 3900 美元，紫金黄金（2259 HK）和招金矿业（1818 HK）上涨 3.8%- 8.2%。市场在 A 股恢复交易前观望气氛浓厚，短期小幅整固仍属健康，预计恒生指数持续在 27,000 点附近徘徊。当前资 金仍偏向投资在景气度较高的板块。 行业动态： 消费板块：澳门统计局公布，2025 年十一国庆连中秋 8 天假期的首四天共录得 67.7 万人次到访旅客，日均 16.9 万人次， 同比+20.5%，其中到访澳门的内地旅客日均人次同比+25.2%，而访澳的香港旅客日均同比-10.4%。由于内地旅客访澳 ...

Cathie Wood Loads Up On DraftKings As Prediction Market Pulls Back 10/02/2025Cathie Wood, Ark Invest buy more than 500k shares of DraftKings stock. The sportsbook has tumbled on prediction market competition. 10/02/2025Cathie Wood, Ark Invest buy more than 500k shares of... Wall Street continues to wade deeper into the world of wagers. New York Stock Exchange owner Intercontinental Exchange agreed to invest $2 billion in prediction market operator Polymarket, the companies announced. Bookies DraftKings and ...

内容只是个人观点，仅供参考，不作为投资依据！欢迎关注交流，互相学习、共同探讨！ 恒生工商也表现差劲，截至收盘下跌1.09%。其中银河娱乐下跌2.99%，创科实业下跌2.89%，蒙牛乳业 下跌2.77%，东方海外、海尔智家等超10只个股跌幅在2%上方。 恒生指数没能延续前期强势，三连涨后两连跌，冲高回落后全天维持在中轴下方弱势盘整，截至收盘下 跌0.67%。恒生科技跌幅居前，工商、国指ESG等紧随其后，恒生金融逆势小涨。 恒生金融开盘后直线拉升，随后震荡下行，截至收盘逆势红盘小涨0.16。其中友邦保险上涨1.28%，汇 丰控股、恒生银行、中国平安、中银香港等股均小幅收涨；建设银行、中国人寿、中国银行等股逆势小 跌。 恒生科技冲高回落后全天弱势，盘中一度大跌1.73%，截至收盘下跌1.1%。其中理想汽车下跌3.31%， 阿里健康、阿里巴巴、哔哩哔哩、美的集团等超10只个股跌幅均在2%上方；ASMPT逆势上涨6.44%， 华虹半导体上涨4.57%。 ...

（原标题：金价再创新高 贵金属板块逆市大涨 坛金矿业狂飙超40%） 【导读】金价再创新高，贵金属板块逆市大涨，坛金矿业狂飙超40%；港股惊现"超购王" 10月6日，香港恒生指数收盘跌0.67%，失守27000点，报26957.77点；恒生科技指数跌1.1%，报6550.3点；恒生中国企业指数跌0.88%，报9573.38 点。大市成交额为1212.57亿港元，较前一交易日的1347.81亿港元有所减少。 恒生指数成份股中16只上涨，71只下跌。理想汽车跌3.31%，银河娱乐跌2.99%，创科实业跌2.89%，领跌蓝筹。 汽车股表现低迷，除理想汽车外，庆铃汽车股份跌3.53%，小鹏汽车跌1.84%。 澳门9月赌收增长逊预期，博彩股跌幅居前，新濠国际发展跌6.51%，金奥控股跌5.56%，澳门励骏跌5.45%，美高梅中国跌4.70%。 行业表现方面，恒生行业指数中原材料业上涨1.53%，金融业上涨0.18%。跌幅方面，非必需性消费下跌1.76%，必需性消费下跌1.62%。 金价再创新高，贵金属板块逆市大涨 高盛：金价将升至4000美元/盎司 近日，高盛发布研报称，到2026年中，黄金价格将上涨6%，升至4000美 ...

【导读】金价再创新高，贵金属板块逆市大涨，坛金矿业狂飙超40%；港股惊现"超购王" 中国基金报记者 郭玟君 10月6日，香港恒生指数收盘跌0.67%，失守27000点，报26957.77点；恒生科技指数跌1.1%，报6550.3点；恒生中国企业指数跌0.88%，报9573.38点。大市 成交额为1212.57亿港元，较前一交易日的1347.81亿港元有所减少。 恒生指数成份股中16只上涨，71只下跌。理想汽车跌3.31%，银河娱乐跌2.99%，创科实业跌2.89%，领跌蓝筹。 | 序号 | 名称 | 代码 | 现价 | 涨跌 | 涨跌幅 ^ | 成交额 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 理想汽车-W | 2015 | 96.300 c | -3.300 | -3.31% | 6.13亿 | 2.50% | | 2 | 银河娱乐 | 0027 | 40.880 c | -1.260 | -2.99% | 4.90亿 | 28.01% | | 3 | 创科实业 | 06669 | 94.150 c | -2.800 | ...

海通国际预计金沙中国2025至2027年各年收入分别为73.95亿、79.07亿及83.25亿美元，同比增长4.4%、 6.9%及5.3%，博彩毛收入为70.34亿、74.71亿及78.64亿美元，同比增长4.3%、6.2%及5.3%，经调整物 业EBITDA为24.17亿、26.52亿及28.41亿美元，经调整物业EBITDA利润率为32.7%、33.5%及34.1%。 智通财经APP获悉，海通国际发布研报称，首次覆盖金沙中国(01928)，予"优于大市"评级，目标价25.6 港元。作为澳门博彩龙头，在行业复苏的背景下，金沙中国进入盈利能力提升-现金流质量改善-分红稳 定的正向循环，当前估值仍低于疫情前水平。金沙中国共有约1,680张赌台、约3,700台角子机，为澳门 六家上市博企之最。除了受到最大赌台规模的正向影响之外，公司庞大的中场业务基础使其在行业覆苏 及游客回流时最先受益。 报告指，金沙中国专注中场业务，定位中高端客户，中场高赢率为公司带来更多的利润，叠加规模最大 的赌台及老虎机数量，使得公司的市场份额多年蝉联第一。此外，澳门伦敦人已于第二季改造完成，其 经调整EBITDA利润率已回升至31.9%， ...

Market Overview - The Hong Kong stock market experienced a collective decline, with the Hang Seng Index falling 0.67% to close below 27,000 points, the Hang Seng Tech Index down 1.1%, and the National Enterprises Index decreasing by 0.88% [1][3]. Gold and Silver Market - Spot gold surged over $50, reaching a historic high of $3,940 per ounce, leading to a strong performance in gold stocks, with Shandong Gold up over 5%, Chifeng Jilong Gold up over 4%, and Zijin Mining up over 2%. Zijin Gold International saw an increase of over 8%, with its stock price doubling since its IPO [1]. - Silver prices also hit a record high, with NY silver reaching $48 per ounce. China Silver Group experienced a significant intraday increase of 20%, ultimately closing up 14.29% [1]. Semiconductor Sector - The demand for AI data centers has driven semiconductor stocks higher, with SMIC rising over 2% and Hua Hong Semiconductor increasing nearly 7%, both reaching historical highs. Goldman Sachs raised the target prices for SMIC and Hua Hong Semiconductor, citing the expanding AI ecosystem in China as a growth opportunity for the semiconductor sector [1]. Cryptocurrency Market - Bitcoin reached a new all-time high, while cryptocurrency-related stocks saw mixed performance, with OK Group Chain closing up 1.3% after an intraday surge of over 18% [1]. Company Performance - In the Hong Kong Stock Connect, Jihong Co. saw an increase of 8.77%, with a reported profit growth of up to 65% in the first three quarters. MicroPort Medical gained 6.62% following the announcement of a restructuring of its cardiac management business, and Four Seasons Pharmaceutical rose 6.7% after its "Frozen Preservation" product received approval for listing [1]. - In Macau, the gaming sector showed a year-on-year revenue growth of 6%, falling short of Morgan Stanley's expected 16% growth, leading to declines in major gaming stocks such as Melco International Development down over 6% and Galaxy Entertainment down nearly 3% [2]. Consumer Sector - The consumer sector showed overall weakness, with Mengniu Dairy down 2.77%. Concerns over slowing automotive demand negatively impacted the performance of new energy vehicle stocks, with Li Auto down over 3%, XPeng down 1.84%, and NIO down 0.17% [2].

Market Overview - The Asia-Pacific stock markets showed mixed results, with Japan's Nikkei 225 index rising by 1.9% to 45,769 points, while Hong Kong's Hang Seng Index fell by 0.54% to 27,140 points[3][15]. - In the U.S., the Dow Jones increased by 0.51% to 46,758 points, while the Nasdaq Composite dropped by 0.28% to 22,780 points, ending a five-day upward trend[8][7]. Economic Indicators - The U.S. ISM non-manufacturing PMI for September was reported at 50, the weakest since 2020, indicating potential economic slowdown[5][8]. - The M1 money supply is expected to show resilience, suggesting a likely confirmation of the PPI turning point, with improved liquidity in certain sectors[5]. Commodity and Currency Movements - Gold prices reached a new high of $3,920 per ounce, reflecting a 0.87% increase, while WTI crude oil prices rose nearly 1%[20][4]. - The USD/JPY exchange rate surged by 1.27% to 149.31, influenced by political changes in Japan[20][21]. Sector Performance - In the U.S. stock market, seven out of eleven S&P sectors rose, with utilities and healthcare leading gains, both up over 1.1%[8]. - In Hong Kong, the technology sector faced declines, contributing to the overall market downturn, with the Hang Seng Tech Index falling by 0.90%[10]. Key Corporate Developments - Nvidia's AI chip deal with the UAE faces delays, impacting its stock performance, which fell by 0.70%[7][10]. - Macau's visitor numbers during the National Day holiday are expected to increase by 5.9% year-on-year, with projected gaming revenue growth of 9% to MOP 22.6 billion[13].

Market Overview - The Hong Kong stock market experienced a decline on October 6, with the Hang Seng Index closing at 26,976.52 points, down 0.61% [1] - The Hang Seng Tech Index also followed a similar trend, closing down 1.2% [1] Individual Stock Performance - Notable declines were observed in major tech stocks: NetEase down 2.28%, Alibaba down 2.27%, and JD.com down 2% [4] - In the electric vehicle sector, companies like Li Auto and CATL fell by 2.86% and 2.78% respectively, while other firms like Geely, Xpeng, BYD, and NIO also saw declines exceeding 1% [2] - The gaming sector faced a significant drop of 2.95%, with companies like Melco Resorts and Sands China experiencing declines over 4% [3] Sector Highlights - The precious metals sector showed resilience, with an increase of 2.39%. Notably, China Silver Group surged by 18.57%, and other companies like Tanshan Gold and Zefeng Gold also saw substantial gains [3] - Despite the overall market adjustment, some stocks like Huahong Semiconductor rose over 5%, reaching a new historical high due to positive analyst ratings [6] Market Sentiment - Analysts remain optimistic about the future of the Hong Kong stock market, indicating that despite short-term adjustments, the market is in a trend of gradual upward movement [8] - The long-term bull market for Hong Kong stocks, established since the fourth quarter of last year, is believed to be in its mid-stage, driven by liquidity and valuation cycles [9]

每经AI快讯，10月6日，港股博彩股全线重挫，截至发稿，新濠国际发展(00200.HK)跌6.51%，报5.46港 元；美高梅中国(02282.HK)跌5%，报15.58港元；金沙中国(01928.HK)跌4.42%，报20.34港元；银河娱 乐(00027.HK)跌3.65%，报40.6港元。 ...