Focus on CHK and US stocks

Hong Kong Stock Opportunity Tracking | Alibaba: Voluntarily converted to dual primary listings on the Hong Kong Stock Exchange; Baidu's subsidiary, Luobo Kuaipao, received approximately 0.899 million orders for Q2 autonomous driving, a 26% year-on-year in

Futu News · Aug 23 08:22

港股要闻

1）公司要闻

$阿里巴巴-SW (09988.HK)$ ：自愿转换为于港交所双重主要上市。

阿里巴巴港交所公告，于2024年8月28日，本公司自愿将本公司于香港联交所第二上市变更为主要上市的转换将生效。于生效日期，本公司将于香港联交所及纽交所双重主要上市，且股票标记「S」将自本公司于香港联交所港币及人民币柜台的股票简称中删除。此次自愿转换为双重主要上市，并不涉及本公司的新股发行和/或融资。

$建发国际集团 (01908.HK)$：上半年收入327.53亿元，同比增加34.46%；净利润8.17亿元，同比减少36.37%。

$碧桂园服务 (06098.HK)$：上半年收入210.46亿元，同比增长1.5%，净利润14.4亿元。

$百度集团-SW (09888.HK)$：二季度总收入339.31亿元，同比持平，环比增加8%；净利润54.88亿元，同比增加5%

自2024年第二季度起，百度股份回购金额为3.01亿美元，2023年股份回购计划项下的累计回购金额达约12亿美元。
截至2024年6月，百度APP的月活跃用户达到7.03亿，同比增长4%；百度飞桨及文心生态已凝聚1470万开发者；自动驾驶服务萝卜快跑供应的自动驾驶订单约89.9万单，同比增长26%。

$微博-SW (09898.HK)$：上半年净收入为约8.33亿美元，同比减少2.42；净利润约1.61亿美元，同比减少11.28%。截至2024年6月的月活跃用户数为5.83亿，日均活跃用户数为2.56亿。

$网易-S (09999.HK)$：上半年净收入523.38亿元，同比增加6.69%；净利润143.93亿元。其中，二季度净收入254.86亿元，同比增加6.1%。

截至2024年6月30日，公司已购买约1190万股美国存托股，共计约11亿美元。

$云音乐 (09899.HK)$：上半年收入约40.7亿元，同比增长4.1%；净利润约8.1亿元，同比增长175.69%。

其中，在线音乐服务收入同比增加26.6%至25.6亿元；会员订阅销售收入增加至21.44亿元，受益于在线音乐服务月付费用户增加。

$丽珠医药 (01513.HK)$：上半年营业收入约62.82亿元，同比减少6.09%；净利润约11.71亿元，同比增长3.21%。

$哔哩哔哩-W (09626.HK)$ ：第二季度公司净营业额总额为61.27亿元，同比增加16%；实现毛利润18.33亿元，同比增加49%；公司净亏损为6.08亿元，同比收窄61%；经调整净亏损为2.71亿元，同比收窄72%。

$三生制药 (01530.HK)$：上半年收入约43.89亿元，同比增长16%；净利润10.9亿元，同比增长11.1%。

期内收入增加乃主要由于特比澳及蔓迪的强劲销售增长。特比澳销售额增加约22.6%至24.76亿元，蔓迪销售额同比增长10%至5.5亿元。

$晶门半导体 (02878.HK)$：上半年销售额6191.5万美元，同比减少27.44%；净利润747.1万美元，同比减少43.25%。

$中国再保险 (01508.HK)$：前7月子公司大地财险原保费收入319.01亿元，同比增长2.1%。

$先声药业 (02096.HK)$：自主研发的抗肿瘤候选药物-DNA聚合酶θ(Polθ)小分子抑制剂SIM0508已获得中国国家药品监督管理局(NMPA)签发的药物临床试验批准通知书，拟开展SIM0508用于晚期实体瘤的临床试验。

2）回购动态

$欧康维视生物-B (01477.HK)$：拟以不超过2亿港元于公开市场上购回股份。

$腾讯控股 (00700.HK)$：斥资10.004亿港元回购267万股，回购价371.2-377.8港元。

$快手-W (01024.HK)$：斥资约9998.75万港元回购股份251.56万股，回购价39.15-39.95港元。

$友邦保险 (01299.HK)$：斥资6493.38万港元回购121.18万股，回购价51.40-54.35港元。

$石药集团 (01093.HK)$：斥资2981.57万港元回购607万股，回购价4.83-4.99港元。

热点聚焦

美股三大指数集体收跌，大型科技股普跌

美股三大指数集体收跌，市场聚焦杰克逊霍尔全球央行年会。截至收盘，道指跌0.43%，报40712.78点；纳指跌1.67%，报17619.35点；标普500指数跌0.89%，报5570.64点。

大型科技股普跌，特斯拉跌5.65%，英伟达跌3.7%，亚马逊跌2.21%，微软跌2.03%，谷歌A跌1.24%，苹果跌0.83%，Meta跌0.6%。

热门中概股多数下跌，纳斯达克中国金龙指数跌1.52%。爱奇艺跌超15%，网易跌超11%，哔哩哔哩跌超7%，百度跌超4%，小鹏汽车跌超2%。

两位美联储官员力推尽早降息，但主张后续行动要“稳步前行”

波士顿联储主席苏珊·柯林斯和费城联储主席帕特里克·哈克分别表示，该行尽早开始放松货币政策是恰当的，但后续降息的步伐应该是“渐进的”和“有条理的”。截至发稿，芝商所的“美联储观察”工具显示，市场预计该行年内最可能的降息幅度在75个基点至100个基点之间，预测中位数认为“25基点+25基点+50基点”是该行年内最可能的降息路径。

黄金创本月最大单日跌幅

周四，黄金价格下跌，主要受美国美元走强和国债收益率上升的影响，这是黄金一个月来最大的一日跌幅。就在两天前，金价还创下了新的历史高点。尽管如此，Altavest的执行合伙人Michael Armbruster表示，“黄金牛市的基本面依然强劲，我们认为在进一步回调时可以做多或增加现有的多头仓位。”

创新产品频出，人形机器人落地应用提速

8月21日至25日举办的2024世界机器人大会期间，27款人形机器人集中亮相，数量创历届之最。《经济参考报》记者从会场获悉，多方正瞄准人形机器人新赛道，着力突破一批关键技术，面向汽车制造、医疗、家政等领域，加快人形机器人落地应用。

“抖音搜索”独立App上线

近日，继头条搜索、悟空搜索、闪电搜索后，抖音推出了第4款搜索类独立App“抖音搜索”。目前，抖音搜索已上线华为应用商店等平台。在登陆方式上，用户可直接关联抖音账号进行登陆，登陆后抖音上的好友关系可直接导入抖音搜索内部。

阿里巴巴国际站上半年支付买家数同比涨30%

平台上半年的数据显示，海外支付买家数同比增长超过30%；上半年线上交易额增速最高的10个行业中，一半都与机械设备、施工建材有关，挖掘机、装载机、钻机等产品在站内的线上交易额增速均超过50%。在美国、德国、法国等欧美主流市场上，阿里国际站的下载量排名跃升至第四位。

恒指夜期收盘

截至8月23日， $恒指当月期货 (HSIcurrent.HK)$ 收报17490点，下跌171点或0.968%，低水151点，未平仓合约总数为120475张。

恒指牛熊证

截至8月23日，恒指最新的牛熊街货比例为56:44。

恒指牛熊证街货分布图中的数据显示，熊证街货重货区和最多新增都在18000-18099区间，该区间最新熊证数量为1057张，较上一交易日增加246张。

牛证街货重货区和最多新增都在17100-17199区间，该区间最新牛证数量为1102张，较上一交易日增加237张。

编辑/emily

Hong Kong Stock Market News:

1) Company News

$BABA-SW (09988.HK)$ voluntarily switches to dual primary listing on the Hong Kong Stock Exchange.

Alibaba HKEX announcement, on August 28, 2024, the Company voluntarily changed its secondary listing on the Hong Kong Stock Exchange to a primary listing, which will take effect. On the effective date, the Company will have dual primary listing on the Hong Kong Stock Exchange and NYSE, and the stock symbol 'S' will be removed from the Company's stock abbreviation on the Hong Kong Stock Exchange's Hong Kong dollar and RMB counters. This voluntary conversion to dual primary listing does not involve the Company's issuance of new shares and/or financing.

$C&D INTL GROUP (01908.HK)$Revenue in the first half of the year was 32.753 billion yuan, a year-on-year increase of 34.46%; net income was 0.817 billion yuan, a year-on-year decrease of 36.37%.

$CG SERVICES (06098.HK)$: In the first half of the year, the revenue was 21.046 billion yuan, a year-on-year increase of 1.5%, and the net income was 1.44 billion yuan.

$BIDU-SW (09888.HK)$: The total revenue in the second quarter was 33.931 billion yuan, flat year-on-year, and an increase of 8% quarter-on-quarter; the net profit was 5.488 billion yuan, an increase of 5% year-on-year.

Since the second quarter of 2024, Baidu has repurchased shares amounting to USD 0.301 billion, and the cumulative repurchase amount under the 2023 share repurchase plan has reached approximately USD 1.2 billion.
As of June 2024, Baidu APP's monthly active users reached 0.703 billion, a year-on-year growth of 4%; Baidu PaddlePaddle and Wenxin ecosystem have attracted 14.7 million developers; RoboTaxi, the autonomous driving service provided by Baidu, received approximately 0.899 million self-driving orders, a year-on-year increase of 26%.

$WB-SW (09898.HK)$: The net income in the first half of the year was about 0.833 billion US dollars, a decrease of 2.42% year-on-year; the net profit was about 0.161 billion US dollars, a decrease of 11.28% year-on-year. As of June 2024, the number of monthly active users was 0.583 billion, and the number of daily active users was 0.256 billion.

$NTES-S (09999.HK)$In the first half of the year, the net income was 52.338 billion yuan, an increase of 6.69% year-on-year; the net profit was 14.393 billion yuan. Among them, the net income in the second quarter was 25.486 billion yuan, an increase of 6.1% year-on-year.

As of June 30, 2024, the company has purchased approximately 11.9 million American depositary shares, totaling approximately $1.1 billion.

$CLOUD MUSIC (09899.HK)$In the first half of the year, the revenue was approximately 4.07 billion yuan, a year-on-year increase of 4.1%; the net profit was approximately 0.81 billion yuan, a year-on-year increase of 175.69%.

Among them, online music service revenue increased by 26.6% to 2.56 billion yuan; subscription sales revenue increased to 2.144 billion yuan, benefiting from an increase in monthly paying users for online music services.

$LIVZON PHARMA (01513.HK)$In the first half of the year, the operating income was approximately 6.282 billion yuan, a year-on-year decrease of 6.09%; the net profit was approximately 1.171 billion yuan, a year-on-year increase of 3.21%.

$BILIBILI-W (09626.HK)$ In the second quarter, the company's total net revenue was 6.127 billion yuan, a 16% year-on-year increase; achieving a gross profit of 1.833 billion yuan, a 49% year-on-year increase; the company's net loss was 0.608 billion yuan, narrowing down by 61% year-on-year; adjusted net loss was 0.271 billion yuan, shrinking by 72% year-on-year.

$3SBIO (01530.HK)$For the first half of the year, revenue was approximately 4.389 billion yuan, a 16% year-on-year increase; net income was 1.09 billion yuan, an 11.1% year-on-year growth.

The increase in revenue during the period was mainly due to strong sales growth from Tebiao and Mandi. Tebiao's sales increased by approximately 22.6% to 2.476 billion yuan, while Mandi's sales increased by 10% to 0.55 billion yuan year-on-year.

$SOLOMON SYSTECH (02878.HK)$For the first half of the year, sales were 61.915 million USD, a 27.44% year-on-year decrease; net income was 7.471 million USD, a 43.25% year-on-year decrease.

$CHINA RE (01508.HK)$For the first 7 months, the subsidiary, Dadi Property Insurance, had an original premium income of 31.901 billion yuan, a 2.1% increase year-on-year.

$SIMCERE PHARMA (02096.HK)$The independently developed anti-tumor candidate drug-DNA polymerase θ (Polθ) small molecule inhibitor SIM0508 has obtained the drug clinical trial approval notice issued by the National Medical Products Administration (NMPA) of China, and intends to conduct clinical trials of SIM0508 for advanced solid tumors.

2) Repurchase Dynamics

$OCUMENSION-B (01477.HK)$It is planned to repurchase shares on the open market with a maximum value of 0.2 billion Hong Kong dollars.

$TENCENT (00700.HK)$Investing 1.0004 billion Hong Kong dollars to repurchase 2.67 million shares at a repurchase price of 371.2-377.8 Hong Kong dollars.

$KUAISHOU-W (01024.HK)$: Invested approximately HKD 99.9875 million to repurchase 2.5156 million shares at a repurchase price of HKD 39.15-39.95.

$AIA (01299.HK)$: Invested approximately HKD 64.9338 million to repurchase 1.2118 million shares at a repurchase price of HKD 51.40-54.35.

$CSPC PHARMA (01093.HK)$: Invested approximately HKD 29.8157 million to repurchase 6.07 million shares at a repurchase price of HKD 4.83-4.99.

Focus on hotspots:

The three major U.S. indices collectively closed lower, and large-cap technology stocks fell across the board.

The three major U.S. indices collectively closed lower, focusing on the Jackson Hole global central bank symposium. As of the close, the Dow Jones Industrial Average fell 0.43% to 40,712.78 points; the Nasdaq Composite Index fell 1.67% to 17,619.35 points; the S&P 500 Index fell 0.89% to 5,570.64 points.

Large technology stocks generally fell, with Tesla down 5.65%, Nvidia down 3.7%, Amazon down 2.21%, Microsoft down 2.03%, Google Class A down 1.24%, Apple down 0.83%, and Meta down 0.6%.

Most popular Chinese concept stocks declined, with the Nasdaq Golden Dragon China Index down 1.52%. iQiyi fell over 15%, Netease fell over 11%, Bilibili fell over 7%, Baidu fell over 4%, and Xpeng fell over 2%.

Two Federal Reserve officials advocate for an early rate cut but suggest that future actions should proceed cautiously.

Boston Fed President Susan Collins and Philadelphia Fed President Patrick Harker have expressed that it is appropriate for the bank to start easing monetary policy early, but the pace of subsequent rate cuts should be 'gradual' and 'methodical'. As of the time of writing, the CME Group's 'FedWatch' tool shows that the market expects the most likely rate cut range by the bank within the year to be between 75 and 100 basis points, with the median forecast indicating a path of '25 basis points + 25 basis points + 50 basis points' as the most likely rate cut trajectory for the year.

Gold experiences the largest single-day decline of the month.

On Thursday, the price of gold fell, mainly due to the strengthening of the US dollar and rising bond yields, marking the largest one-day decline in a month. Just two days ago, the price of gold hit a new all-time high. Nevertheless, Michael Armbruster, Managing Partner at Altavest, stated, 'The fundamentals of the gold bull market remain strong, and we believe in buying or increasing long positions further on any further pullback.'

Innovation in new products is frequent, and the practical application of humanoid robots is accelerating.

During the 2024 World Robotics Conference held from August 21st to 25th, 27 humanoid robots were showcased, the highest number ever seen. Reporters from the 'Economic Reference News' obtained information at the venue that various parties are focusing on the new track of humanoid robots, actively breaking through key technologies, and promoting the practical application of humanoid robots in sectors such as auto manufacturing, medical, and home services.

The independent app "Douyin Search" has been launched.

Recently, following Toutiao Search, Wukong Search, and Flash Search, Douyin has introduced its 4th independent search app, "Douyin Search". Currently, Douyin Search is available on platforms such as the Huawei AppGallery. In terms of login method, users can directly link their Douyin account for login, and after logging in, the friend relationships on Douyin can be directly imported into Douyin Search.

Alibaba's international site saw a 30% year-on-year increase in the number of paying buyers in the first half of the year.

The data for the first half of the year on the platform shows that the number of overseas paying buyers has grown by over 30% year-on-year; among the top 10 industries with the highest growth in online transaction volume in the first half of the year, half are related to machinery equipment and construction materials. Products such as excavators, loaders, and drilling rigs saw online transaction volume growth rates on the platform of over 50%. In mainstream markets like the USA, Germany, and France, Alibaba's international site has risen to fourth place in terms of downloads.

At the close of the night session of July 27th,

As of August 23rd, $HSI Futures Current Contract (HSIcurrent.HK)$ Closing at 17490 points, a decrease of 171 points or 0.968%, with a low of 151 points. The total number of outstanding contracts was 120,475.

Hang Seng Index Bull & Bear Certificates

As of August 23, the latest bull-bear street ratio of the Hang Seng Index is 56:44.

The data in the bull-bear street distribution chart of the Hang Seng Index shows that the heavy bear area and the most new additions are in the range of 18,000-18,099, and the latest number of bear warrants in this range is 1,057, an increase of 246 from the previous trading day.

The heavy bull area and the most new additions of the bull warrants are in the range of 17,100-17,199, and the latest number of bull warrants in this range is 1,102, an increase of 237 from the previous trading day.

Editor/Emily

The translation is provided by third-party software.

The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.