Market Overview - The Hong Kong stock market experienced a slight decline, with the Hang Seng Index down 0.61% to 26,976.52 points, the Hang Seng Tech Index down 1.20% to 6,543.62 points, and the Hang Seng China Enterprises Index down 0.85% to 9,576.22 points, with a half-day trading volume of HKD 72.338 billion [1] Sector Performance - The metals sector led the gains, with cobalt, mining, and precious metals stocks showing significant increases. Notably, spot gold and international gold prices reached new highs, with Chinese silver stocks soaring by 18% and Zijin Mining up over 5% [3] - Technology stocks faced declines, with Alibaba Health down over 3%, and other major tech companies like Li Auto, Bilibili, Alibaba, JD.com, and Baidu all falling more than 2% [6] Company Highlights - Huahong Semiconductor (01347.HK) saw its stock rise over 5% to a new high of HKD 92.5, benefiting from rising storage chip prices and a recent announcement regarding a restructuring with Huahong Micro to address IPO competition issues. Goldman Sachs raised the target prices for both SMIC and Huahong Semiconductor, citing opportunities in China's expanding AI ecosystem [7] - Beijing University Blue Sky (08095) experienced a surge of over 50% after news of a significant breakthrough in AR display technology in collaboration with Applied Materials and Thunderbird Innovation [7] Gold Market - International gold prices continued to hit new highs, surpassing USD 3,920 per ounce. Domestic gold jewelry prices followed suit, with brands like Lao Miao Gold and Chow Sang Sang increasing their prices to RMB 1,148 and RMB 1,141 per gram, respectively [7] Japanese Market Reaction - The Japanese stock market saw a significant rise, with the Nikkei Index up 4.5% to 47,835.36 points, gaining 2,065.86 points compared to the previous trading day. The yen fell below the 150 mark against the dollar, and the euro-yen exchange rate hit a historical low [8]

Market Overview - The Hong Kong stock market experienced a decline on October 6, with the Hang Seng Index down by 0.73%, the Hang Seng Tech Index down by 1.47%, and the Hang Seng China Enterprises Index down by 0.99% [1][2] - The trading volume reached 68.745 billion HKD, with net inflows of 15.48 billion HKD from southbound trading [2] Sector Performance - The metals sector led the gains, with cobalt, mining, and precious metals stocks showing significant increases; gold stocks surged as international gold prices hit new highs, with Chinese silver prices soaring by 20% [2] - Technology stocks faced widespread declines, with notable drops in Alibaba Health, Li Auto, Bilibili, Alibaba, JD.com, and Baidu, all falling over 2% [4] Notable Stocks - Huahong Semiconductor (01347.HK) saw a rise of over 5%, reaching a new high of 92.5 HKD, benefiting from rising storage chip prices [5][6] - Gold prices continued to reach new highs, with international gold prices surpassing 3920 USD per ounce, leading to increases in domestic gold jewelry prices [8] Japanese Market Reaction - The Japanese stock market saw a significant increase, with the Nikkei Index rising by 4.5%, up 2065.86 points [10] - The Japanese yen weakened, falling below the 150 mark against the USD, while the euro to yen exchange rate hit a historical low [10]

消息面上，根据JBD显耀显示公众号，2025年9月22日，上海显耀显示科技有限公司(JBD)宣布，联合应 用材料公司(AMAT)与雷鸟创新共同在全彩光波导AR眼镜显示画质方面取得实质性突破，相关成果率先 落地于雷鸟X3Pro中，全面提升了消费级光波导AR眼镜的视觉表现力。公开资料显示，上海显耀显示科 技有限公司成立于2015年，北大青鸟环宇为JBD的早期投资方之一，并参与了其多轮融资。 北大青鸟环宇(08095)盘中飙升逾50%，截至发稿，涨44.44%，报1.17港元，成交额2655.21万港元。 ...

在最新的市场行情中，应用材料公司（AMAT）的一股股价在9月22日迎来了5.48%的增长，实现了连续 六天的上涨。近六天的累积涨幅达到了令人印象深刻的19.50%。值得注意的是，此次的盘中最高价创 下了自2024年10月以来的新高，这充分显示了市场对其的高度关注和认可。 来源：市场资讯 （来源：美股情报站） 第一代采用LCoS/DLP光引擎搭配多层光波导时，由于背光源及设计架构的限制，显示质量欠佳。而第 二代方案引入了更小的MicroLED光引擎，在尺寸、功耗、对比度和解析度等方面表现优异。但纳米压 印工艺仍未能解决显示性能的瓶颈问题。 应用材料公司最近成为了业界关注的焦点，与上海显耀显示科技有限公司（JBD）和雷鸟创新 （RayNeo）的合作取得了显著成效，特别是在全彩光波导AR眼镜显示画质上取得了实质性突破。这项 技术合作的成果已经在雷鸟X3 Pro眼镜中得以应用，大幅提升了消费级光波导AR眼镜的视觉表现力。 传统上，全彩光波导AR眼镜常常面临色彩失真、亮度不均和低画质等技术瓶颈，严重影响了用户体验 和市场发展。然而，此次三方的联合，通过整合MicroLED微显示、画质校正、光波导制造及整机设计 等领域的 ...