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国信证券(香港)·资讯日报:股票市场概览-20251028
Guoxin Securities Hongkong· 2025-10-28 11:12
Market Overview - The Hang Seng Index closed at 26,434, up 1.05% for the day and 31.77% year-to-date[3] - The Hang Seng Tech Index rose 1.83% to 6,171, with a year-to-date increase of 38.11%[3] - The Shanghai Composite Index increased by 1.18% to 3,997, with a year-to-date gain of 19.25%[3] Sector Performance - Semiconductor stocks showed strong performance, with notable gains: Brainhole Technology and InnoCare both surged over 13%[9] - WuXi AppTec's Q3 revenue reached 12.057 billion yuan, a 15.26% year-on-year increase, with net profit rising 53.27% to 3.515 billion yuan[9] - Copper stocks led the market, with China Daye Non-Ferrous Metals up over 11%[9] Economic Indicators - The CBOE Volatility Index (VIX) fell below 16, indicating reduced market risk aversion[9] - China's industrial enterprises reported a total profit of 53.732 billion yuan from January to September, a 3.2% year-on-year increase[14] Global Market Sentiment - U.S. major indices collectively rose, driven by easing U.S.-China trade tensions and expectations of a Federal Reserve rate cut[9] - The Nikkei 225 index surged 2.46%, breaking the 50,000-point mark for the first time, supported by strong U.S. tech stocks and improved market sentiment[12]
中国资产猛拉,芯片巨头大消息!
天天基金网· 2025-10-28 01:35
牛市来了还没上车?上天天基金APP搜索777注册即可领500元券包,优选基金10元起投!限 量发放!先到先得! 北京时间10月28日早盘,国际黄金、白银市场稍有回暖。截至发稿,伦敦现货黄金小幅上扬,重 新站上4000美元/盎司关口;伦敦现货白银也小幅上涨,重返47美元/盎司上方。而就在隔夜,国 际金银价格暴跌,伦敦现货黄金一度下逼至3970美元/盎司;伦敦现货白银跌幅扩大至5%,离跌 破46美元/盎司仅一步之遥。 | ( W | | | | 伦敦银现 | | | | | Q | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | SPTAGUSDOZ.IDC | | | | | | | 47.019 | | 昨结 | | 46.819 | | 总量 | | | 0 | | +0.200 | | +0.43% 开盘 | | 46.992 | | 现手 | | | 0 | | 最高价 | 47.102 | 持 | 仓 | | 0 | や 물 | | | 0 | | 最低价 | 46.788 | 福 | 仓 | | 0 | ...
高通大涨,苹果、谷歌再创新高!
Shang Hai Zheng Quan Bao· 2025-10-28 00:48
Market Overview - International gold and silver markets showed slight recovery, with London spot gold rising above $4000 per ounce and silver above $47 per ounce after a significant drop [1] - U.S. stock markets performed strongly, with all three major indices reaching new highs: Dow Jones up 0.71% to 47544.59 points, Nasdaq up 1.86% to 23637.46 points, and S&P 500 up 1.23% to 6875.16 points [3][7] Technology Sector Performance - Major tech stocks saw gains, with Apple and Google reaching new highs; Apple's market capitalization approached $4 trillion [12][13] - Qualcomm's stock surged over 11% after announcing its entry into the data center market with new AI chips, AI200 and AI250, expected to launch in 2026 and 2027 [8][11] Chinese Stocks - Nasdaq China Golden Dragon Index rose by 1.59%, with significant gains in popular Chinese stocks: XPeng and Pony.ai up over 6%, Baidu nearly 5%, and Kingsoft Cloud over 4% [5] Federal Reserve Expectations - Increased expectations for Federal Reserve rate cuts contributed to the bullish market sentiment, with a 97.3% probability of a 25 basis point cut in October and a 95.3% chance of a total 50 basis point cut by December [7]