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港股收盘(06.18) | 恒指收跌1.12% 科网股全天走软 油气、黄金股逆市上涨
智通财经网· 2025-06-18 08:42
Market Overview - Hong Kong stocks faced downward pressure with all three major indices falling over 1%, closing with the Hang Seng Index down 1.12% at 23,710.69 points and a total trading volume of HKD 181.93 billion [1] - Huatai Securities noted that despite rising interest in Chinese assets and a favorable environment for Hong Kong stock expansion, the market's significant decline presents relatively controllable risks, emphasizing the importance of sector rotation [1] - Guotai Junan International suggested that high-quality dividend sectors remain a stabilizing force in investment portfolios in the short term, while technological innovation is seen as a new driving force for economic growth and stock market increases in the medium to long term [1] Blue Chip Performance - Li Auto (02015) led the blue-chip decline, falling 4.14% to HKD 104.1, with a trading volume of HKD 1.561 billion, impacting the Hang Seng Index by 9.84 points [2] - Meituan's CEO Wang Xing reduced his stake in Li Auto, selling 5.737 million shares for over HKD 600 million, decreasing his holding from 20.94% to 20.61% [2] - Other notable blue-chip movements included China Hongqiao (01378) rising 3.39% and contributing 2.44 points to the index, while Alibaba Health (00241) fell 3.18%, impacting the index by 1.53 points [2] Sector Performance - Large technology stocks generally declined, with Alibaba down 2.26% and Tencent down 1.07% [3] - The pharmaceutical sector saw gains, with notable increases in stocks like Ascentage Pharma-B (06855) up 12.04% and Kintor Pharmaceutical-B (02171) up 11.47% [5][6] - Oil and gas stocks surged due to rising oil prices driven by Middle Eastern tensions, with Jixing New Energy (03395) skyrocketing 343.18% [3][4] - Gold stocks also saw afternoon gains, with Tongguan Gold (00340) up 7.47% as geopolitical tensions continued to influence market sentiment [4] Real Estate Sector - The real estate sector continued to face pressure, with companies like R&F Properties (02777) down 4.17% and Xincheng Development (01030) down 5.83% [6][7] - National statistics indicated a 10.7% year-on-year decline in real estate development investment for the first five months of 2025, with new housing sales also down [7] - Guosen Securities highlighted the ongoing weakness in real estate fundamentals, suggesting that future policy measures could provide opportunities for speculation in real estate stocks [7] Notable Stock Movements - Beijing Construction (00925) surged 220% after announcing a privatization offer at a premium of 250% [8] - Lehua Entertainment (02306) rose 16.42% due to market recognition of its new product WAKUKU [9] - SF Express (09699) reached a new high, increasing 4.59% after revising its delivery service agreements to reflect higher demand [10] - Perfect Medical (01830) issued a profit warning, with expected earnings down 33.5% to 35.1% year-on-year due to weak consumer confidence [11]
油价狂飙,金价大涨!美股三大指数集体下跌
21世纪经济报道· 2025-06-13 15:07
Group 1: Market Reactions - The US stock market opened lower, with the Dow Jones down 1.14%, Nasdaq down 1.07%, and S&P 500 down 0.83% as of 22:45 [1] - Major tech stocks mostly declined, with Apple up 0.21%, while Amazon, Tesla, Nvidia, and Google fell over 1% [2] Group 2: Geopolitical Tensions - Israel's air force conducted multiple strikes in Iran, resulting in significant casualties, with 329 injured and 78 dead [3] - Israel announced the closure of all its embassies globally and the suspension of consular services [4] - Iran's civil aviation organization suspended all domestic and international flights until further notice [5] - Iran officially withdrew from nuclear negotiations with the US [6] Group 3: Gold Market Dynamics - International gold prices surged past $3,400 per ounce due to rising geopolitical tensions [7][8] - The World Gold Council noted that increased geopolitical risks typically drive investors towards safe-haven assets like gold, leading to heightened market activity [10] - Geopolitical risk is a significant driver of gold prices, contributing to an 8% increase in 2024 and 5.7% in the first five months of 2025 [11] Group 4: Oil Market Impact - Following the Israeli strikes, concerns over potential disruptions to Middle Eastern oil supplies led to a spike in oil prices, with WTI crude rising over 14% at one point [12] - Iran's oil production has significantly recovered, reaching approximately 3.3 million barrels per day, close to pre-sanction levels [12] - The potential for military action raises concerns about supply disruptions, but OPEC+ has sufficient spare capacity to offset potential losses from Iran [13] - Long-term oil price trends will depend on global growth prospects and supply-demand dynamics, with caution advised against chasing oil investments at current price levels [14]