Market Overview - The Hang Seng Index experienced a decline, closing down 0.54% at 27,140.92 points, with the Hang Seng Technology Index down 0.90% and the Hang Seng China Enterprises Index down 0.68% [1] - The total market turnover for the day was 134.8 billion HKD [1] Nuclear Power Sector - Nuclear power stocks saw significant gains, with China National Nuclear Power rising over 21% [3] - Other notable increases included China General Nuclear Power, which rose 6.23%, and China General Nuclear Power New Energy, which increased by 4.48% [3] - The rise in nuclear stocks is attributed to a structural change in the global energy market driven by explosive growth in AI and computing power demand [3] - Recent U.S. government actions under the Trump administration aimed at accelerating nuclear reactor approvals and supporting next-generation reactor technologies have also contributed to the positive sentiment in the nuclear sector [3] Electric Vehicle Sector - Li Auto's stock price fell by 2.35%, closing at 99.6 HKD per share [5] - HSBC maintained a "Buy" rating for Li Auto, citing strong performance of the newly launched Li Xiang i6 electric SUV, but lowered the target price from 142 HKD to 118 HKD due to pressure on sales and pricing of the EREV lineup [5] Digital Entertainment Sector - Kuaishou's stock dropped 3.43%, giving back some of the previous day's gains where it rose 8.57% [7] - JPMorgan reiterated Kuaishou as a top pick in the Chinese digital entertainment sector, highlighting the acceleration of its core advertising business and the untapped value of AI technology in advertising [7] E-commerce Sector - Alibaba's stock rose 1.09%, with a trading volume of 10.471 billion HKD [9] - Cathie Wood's Ark Investment Management increased its stake in Alibaba, purchasing 14,453 shares, totaling approximately 2.74 million USD, following previous purchases worth 5.5 million USD and 4.1 million USD [10] Healthcare Sector - Health 160 saw a significant increase, closing up 12.62% with a turnover of 39.0283 million HKD [11] - The platform has connected over 44,600 healthcare institutions since its inception, including over 14,400 hospitals and more than 30,200 grassroots healthcare facilities [11]

2 、 恒生指数公司：紫金黄金国际有限公司符合恒生综合指数的快速纳入规则要求， 将于 2025 年 10 月 15 日 ( 星期三 ) 收市后被纳入以下指数，并于 2025 年 10 月 16 日 ( 星期四 ) 起生效。 3 、 Wind 数据显示，今年 1 月 1 日至 9 月 30 日，合计有 231 家港股上市公司累计回购了 56.57 亿股，回购金额达到 1367 亿港元。 从行业来看，互联网 科技行业与金融行业主导回购趋势，腾讯、汇丰控股、友邦保险三家企业回购金额均在百亿港元以上。 4 、 中金公司表示， " 并购六条 " 落地一年以来，产业并购成为主流，半导体等战略性新兴产业的并购案例显著增多， 同时创新方案层出不穷，交易灵 活性大幅提升。根据当前并购市场已公告交易总规模数据推算， 2025 年全年交易规模有望接近过去 10 年历史高点。 5 、 外资机构大举到访科技股。据统计，有 23 家公司 9 月份吸引了 10 家及以上外资机构 " 登门拜访 " 。 这些公司大多为高科技企业，去年研发投入占 比均超 5% 。汇川技术以 176 家海外机构调研的数据独占鳌头。埃斯顿和深南电路分别以 58 家 ...

此外，阿里巴巴-W收涨3.45%，股价突破183港元/股，创下2021年8月以来新高。近期，多家券商研报 对阿里巴巴-W表达看好预期，并上调其目标价。 据悉，摩根大通研报称，上调阿里巴巴-W目标价，从165港元/股升至240港元/股，同时上调其美股目标 价，从170美元/股升至245美元/股。摩根大通认为，云计算和电商业务的增长料支撑其更高估值，看好 阿里云在生成式AI领域的增长潜力。机构报告预计，中国生成式AI的普及速度可能会超过此前的软体 即服务（SaaS）浪潮，因可提升效率的空间更广泛且部署门槛更低。 其中，行业龙头中芯国际高开高走，全天大涨12.7%，最终报收于89.65港元/股，创历史新高，单日市 值增加超200亿港元。同时，华虹半导体大涨7.13%，报收85.7港元/股，同样创下历史新高。据悉，华 虹半导体受益于Fab9产能爬坡及AI服务器电源管理芯片需求激增。 科网股集体走高，快手-W表现亮眼，收盘大涨8.57%，盘中股价突破92港元/股，创下近三年来新高。 此前，快手可灵推出2.5Turbo模型，在文本响应、动态效果、风格保持、美学效果等维度，保持全球领 先。10月2日，全球知名AI基准测试机 ...

10月2日，港股迎四季度开门红，恒指收涨1.61%，恒生科技指数涨3.36%，国企指数涨1.77%。 | 代码 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 800700 | 恒生科技指数 | (.) | 6682.86 | +217.20 | 3.36% | | 800000 | 恒生指数 | | 27287.12 | +431.56 | 1.61% | | 800100 | 国企指数 | | 9724.38 | +169.05 | 1.77% | 盘面上，大型科技股集体走高，快手大涨超8%，百度涨超4%，阿里巴巴、小米、京东涨超3%；半导体、芯片股走强，中芯国际涨超12%；黄金股延续涨 势，中国白银集团大涨超30%；苹果概念股活跃，蓝思科技涨近9%；锂电股走强，天齐锂业涨近13%；汽车股走高，蔚来涨超6%；生物医药股、稀土概 念、机器人概念股、有色金属股等上涨。 另一方面，内房股低迷，龙湖集团跌超5%；中资券商股下挫，申万宏源跌超3%；影视股、航空股、军工股、餐饮股等走低。 | | | 电讯服务 | 消费性电讯设备 | ...