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港股收盘(09.30) | 恒指收涨0.87% AI应用、芯片股强势 三只新股首挂飙升
智通财经网· 2025-09-30 09:00
Market Overview - The Hong Kong stock market experienced a rebound, with the Hang Seng Index rising by 0.87% to close at 26,855.56 points, and a total trading volume of HKD 314.93 billion [1] - The Hang Seng Index increased by 7.09% for the month, while the Hang Seng China Enterprises Index and the Hang Seng Tech Index rose by 6.79% and 13.95%, respectively [1] Investment Insights - According to China Merchants Securities International, the short-term volatility in the Hong Kong market is expected, but the long-term upward trend remains intact, with a focus on AI technology and non-ferrous metals as key investment themes [1] - Everbright Securities noted that despite the continuous rise in the Hong Kong market over recent months, overall valuations remain low, indicating a high cost-performance ratio for long-term investments [1] Blue-Chip Performance - Kuaishou Technology (01024) reached a three-year high, closing up 7.22% at HKD 84.6, contributing 26.93 points to the Hang Seng Index [2] - WuXi AppTec (02359) rose by 8.11% to HKD 118.7, contributing 6.26 points, while Sunny Optical Technology (02382) increased by 5.6% to HKD 90.45, contributing 5.37 points [2] Sector Performance - Technology stocks saw a collective rise, with Kuaishou up over 7%, Bilibili up over 6%, and Alibaba and NetEase both up over 2% [3] - Semiconductor stocks performed strongly, with Hua Hong Semiconductor rising nearly 11% to HKD 80 [3] - The pharmaceutical sector continued its upward trend, with WuXi AppTec up over 8% [3] AI and Technology Developments - DeepSeek announced the release of its new language model, DeepSeek-V3.2-Exp, which significantly reduces service costs by over 50% for developers [4][5] - The AI application sector is gaining traction, with companies like Huya Technology (01860) rising by 10.25% [4] Pharmaceutical Sector Insights - The pharmaceutical sector remains strong, with WuXi AppTec and other companies like HAPO (02142) and Zai Lab (09688) showing significant gains [5] - The impact of potential tariffs on patented drugs by the U.S. is considered limited for China's innovative drug industry [6] Non-Ferrous Metals Sector - The non-ferrous metals sector is active, with Jiangxi Copper (00358) rising by 8.85% to HKD 30.5, and Ganfeng Lithium (01772) up by 8.66% to HKD 43.14 [5] - The Ministry of Industry and Information Technology's plan for the non-ferrous metals industry aims for an average annual growth of around 5% from 2025 to 2026 [7] Airline Sector Performance - Major airlines saw collective gains, with China Eastern Airlines (00670) up 6.73% to HKD 3.33 [7] - The domestic flight ticket bookings for the upcoming National Day and Mid-Autumn Festival have surpassed 10.19 million, indicating strong demand [8] Notable Stock Movements - MicroPort Medical (00853) rose by 5.27% following the announcement of a restructuring in its cardiac management business [9] - Sanhua Intelligent Controls (02050) increased by 6.62% as Tesla plans to expand its humanoid robot production [10] - UBTECH Robotics (09880) saw an 8.98% rise, attributed to significant new orders and a positive outlook from Morgan Stanley [11] New IPO Highlights - Xipuni (02583) surged by 258.11% on its debut, closing at HKD 106, focusing on gold watch design and manufacturing [12] - Zijin Gold International (02259) rose by 68.46% to HKD 120.6, marking the second-largest IPO in Hong Kong this year [14]
星展:恢复覆盖快手-W予“买入”评级 AI解锁下一阶段增长
Zhi Tong Cai Jing· 2025-09-25 06:00
Core Viewpoint - DBS Bank predicts Kuaishou-W (01024) will see adjusted profit growth of 16%, 20%, and 18% for the fiscal years 2025 to 2027, reflecting higher-than-industry growth in advertising and e-commerce [1] Group 1: Financial Projections - Advertising revenue for Kuaishou is expected to grow by 12%, 12%, and 11% from 2025 to 2027, which is above industry growth [2] - E-commerce GMV is projected to increase by 14%, 11%, and 9% during the same period, also surpassing industry growth [2] - Live streaming revenue is forecasted to grow by 6%, 4%, and 3% from 2025 to 2027 [2] - E-commerce revenue is anticipated to rise by 23%, 12%, and 10% over the same fiscal years [2] Group 2: Strategic Insights - Kuaishou has over 700 million monthly active users and stands out due to its decentralized distribution and strong community-driven ecosystem [1] - The company leverages proprietary data to train advanced AI models, enhancing user engagement and creating new revenue streams [1] - The AI image and video generation tools are seen as having significant global monetization potential, with projected revenue reaching 2.7 billion RMB by the fiscal year 2027 [1]