Actualités & sentiment

Oil prices rise, stock futures flat as fighting between U.S. and Iran intensifies - MarketWatch

美伊冲突升级，油价上涨但股指期货持平，市场反应平淡

Futures Mixed Amid Iran News; Big Earnings Due - Investor's Business Daily

期货涨跌互现，伊朗局势与财报在即。

HK Stock Market Movement | SenseTime-W (00020.HK) Rises Over 4% in Early Trading, Officially Launches SenseNova U1 Pro at WAIC - Moomoo

<a href="https://news.google.com/rss/articles/CBMinwFBVV95cUxPOGtnR2ZRRzNjU09pT0pIalYtSHJKb2I1VGxpNkQ3TGR5NVo1ZHNkcGVZWUc1dlZWbDRHS1FhaFhSQ1N4MUJ4UzNSbWZXVVM4ZEZSZUpWU0E2QmxMVjI1aUNYalc3NDRKV0JVTm5HdkpGY2x2WXVmN0JvMlQ2alBKR2xEYzVFZzN5bzVPdlVXRWhFY1U5cFd5T09ka1R1Y2M?oc=5" target="_blank">HK Stock Market Movement | SenseTime-W (00020.HK) Rises Over 4% in Early Trading, Officially Launches SenseNova U1 Pro at WAIC</a>&nbsp;&nbsp;<font color="#6f6f6f">Moomoo</font>

当今最强大的模型之一，Qwen3.8 Max将发布，阿里巴巴涨超4%！低位港股互联网ETF华宝（513770）涨超3% - 新浪网

<a href="https://news.google.com/rss/articles/CBMihAFBVV95cUxNbHBycTdWY1BqX2xNd3h2M0dhTGp0VHZ4dHdENUFqeGdabXFQYXp2Y2NxNTVrUlZlUDFNOGNaX3piaVhyTV9fZFJmdzk5TXI2MFFnOVlkRHVGSFRNeFVkU1Uwb3EyUklrUGl0aFBwdG9xTVF0YzhVZlFvN3lpLWxGc0FJbl8?oc=5" target="_blank">当今最强大的模型之一，Qwen3.8 Max将发布，阿里巴巴涨超4%！低位港股互联网ETF华宝（513770）涨超3%</a>&nbsp;&nbsp;<font color="#6f6f6f">新浪网</font>

Hong Kong Stock Market Movement | Chip stocks lead gains as Taiwan Semiconductor reports record profits for the fifth consecutive quarter, with significant capital expenditure increases planned over the next three years - Moomoo

<a href="https://news.google.com/rss/articles/CBMioAFBVV95cUxONUh3SlVjeUdhYlNZMkJORGphYmFvZ2dkbnUwM25GaEhCR044RjBFbk5Pc0JoakUyQmRXdDAybDdIUHdfNmtzNzdISWpnd3hsUXZrWUR4aVpBNFZPUGdsSWhQOXc4RzdvdTQ5a3dtNGs2NHpaU0t5LWRTUTJhSnVuaWxvVU5sWFoyZ09xRzFRdGJ1ZFhSSEZiN19FVHRiWURW?oc=5" target="_blank">Hong Kong Stock Market Movement | Chip stocks lead gains as Taiwan Semiconductor reports record profits for the fifth consecutive quarter, with significant capital expenditure increases planned over the next thr

刘涛江出任华兴资本港股投资银行业务负责人 - 东方财富

华兴资本任命新港股投行业务负责人，属常规人事变动

Hong Kong Stock Market Update | Lithium Battery-Related Stocks Show Divergence in Early Trading; Three Government Departments Reinstate Consumption Tax on Certain Batteries; Analysts Note Limited Impact on Lithium Batteries - Moomoo

港股锂电池股早盘分歧，政府恢复部分电池消费税但分析师称影响有限

港股核心赛道周度策略 - 新浪网

周度策略报告发布，市场中性。

港股核心赛道周度策略 - 手机新浪网

港股核心赛道周度策略发布，中性

港股科技创新药上周回调，估值进一步收敛，南方基金旗下港股ETF配置窗口渐显 - 手机网易网

<a href="https://news.google.com/rss/articles/CBMiYkFVX3lxTE9tcWxZMVFHYXVMOEE5ZVNNc1p5YTFMVUU5WDd4R0U0MVZqem51cVVKcjlwZFYyOXpDZkVXMW5tNzhQTFlKOTZ1ZTF3VGJLMkZqdjF2SzgtaEQwX0FfSVhqX3ln?oc=5" target="_blank">港股科技创新药上周回调，估值进一步收敛，南方基金旗下港股ETF配置窗口渐显</a>&nbsp;&nbsp;<font color="#6f6f6f">手机网易网</font>

US stock futures steady as investors weigh Iran conflict, earnings week By Investing.com - Investing.com

美股期货稳定，市场权衡伊朗冲突与财报周影响。

09:43:30【港股科技创新药本周回调，估值进一步收敛，南方基金旗下港股ETF配置窗口渐显】 - 财联社

<a href="https://news.google.com/rss/articles/CBMiSEFVX3lxTE82WjhLVkdqUGtNYXNQeEM0OHIyM2trSVl1M2VrSDRuWHhpcEs3Sk1OVGhEOGc0N1ZBaElOaV9PUldjNk5ELWNMbQ?oc=5" target="_blank">09:43:30【港股科技创新药本周回调，估值进一步收敛，南方基金旗下港股ETF配置窗口渐显】</a>&nbsp;&nbsp;<font color="#6f6f6f">财联社</font>

港股周观点 | 基本面能否支撑港股再平衡交易进阶 - 新浪网

讨论港股基本面能否支撑再平衡交易。

Japanese logistics company eyes JPYC stablecoin to pay drivers

日本物流公司考虑用JPYC稳定币支付司机。

中国置业投资、结好控股等四只港股今日9时恢复交易 - 搜狐网

四只港股恢复交易，停牌原因不明，中性。

中金：年内二次买点或已到来 - 华尔街见闻

<a href="https://news.google.com/rss/articles/CBMiU0FVX3lxTFBRM09rRi1SR29Gd2g2T0JUbE5wWkhaZWVBTGZqWmNGRXZTQVRGMjFNbzVMVGQ4QVBEejlQTFA3LUFxVnVfSnY4RXpkYmNwWkZPRlNR?oc=5" target="_blank">中金：年内二次买点或已到来</a>&nbsp;&nbsp;<font color="#6f6f6f">华尔街见闻</font>

Oil prices surge, stock futures inch higher as fighting between U.S. and Iran intensifies - MarketWatch

美伊冲突加剧，油价飙升，美股期货小幅上涨

Chinese Stocks Rebound After National Team Reveals Buying - Bloomberg.com

<a href="https://news.google.com/rss/articles/CBMisAFBVV95cUxOdml0UkJLZEthNlpuR0VSRkZCaEN3U3BPMXJ3WEtlWkhKaXRSVFZGdWxzdHNxU2xQOUtJNXozT3ZfYy1OZWdLQXNsc21Hczd4MEZNTkdYTkNKSC02Z0dBM3JyWTh2QVpMN0xBaV8zbVB5WVliZl9KVHlvUDRsU3dLNUZFN0RMMnJPZTNlSEdxR1Z5NW0tNU1aWUNNX0xubHVfUC1WbjM2TjFuNmt5V1dSeg?oc=5" target="_blank">Chinese Stocks Rebound After National Team Reveals Buying</a>&nbsp;&nbsp;<font color="#6f6f6f">Bloomberg.com</font>

投资界24h | Kimi有望最快6个月内港股上市；任泽平回应解散VIP群；中际旭创又要IPO了 - 投资界

Kimi港股上市传闻及任泽平回应，影响中性

Plenty of stocks are working in this market — you just have to look beyond tech - CNBC

<a href="https://news.google.com/rss/articles/CBMipAFBVV95cUxPYlBEcjFIWGhhNTAtaTJ1RGhXS2hXcnAtUk94Y1JXc1JzeDVINC1UR3pVZ3lTblk2bFRjZjVtVENhSFk1ZUhnaS1ZTC1xY1ZXa0pnM0hOWWM4X2lnbl9KaFc3cWJ0MUZPV1lhdzNZekhRd2xmSW52NkhnRVlJanl6TllGU1BtcHRNMV9DNTUtOGV3UjAzUFRWU1J0UkpXcUFuSTVEeQ?oc=5" target="_blank">Plenty of stocks are working in this market — you just have to look beyond tech</a>&nbsp;&nbsp;<font color="#6f6f6f">CNBC</font>