纽约期银日内涨幅达1.00%，现报64.44美元/盎司。

CITIC Securities says the Hang Seng Composite Index has seen an earnings-expectations reversal over the past month; interim results beats and positive profit guidance have driven upward revisions to full-year earnings. The Hang Seng TECH index is lagging, hit by divergent passenger-car profitability and higher capex at leading internet platforms that compress near-term margins. Sector outlook: upgrades for healthcare (CXO and large-cap pharma), financials (broker asset management and insurers), utilities and cyclical transport; downgrades for consumer, property and information technology. Flow pattern is two-pronged: capital rotating into oversold low-base sectors while momentum trades target names with strong earnings trajectories. Against a dense earnings calendar and global macro volatility, the firm favors a dividend-defense plus growth-optionalilty barbell: defensive allocation to high-dividend, low-beta, bond-like stocks; offensive exposure to internet giants, robotics and biotech benefiting from two-way capital flows, and tech hardware/AI applications, with selective positions in innovative drugs and industrial metals for near-term catalysts.

A support document titled Using Qianwen with Apple Intelligence on Mac briefly appeared in Apple’s Mac Simplified Chinese user guide and said Apple Intelligence could work with Alibaba’s Qwen model. The page was removed on Aug. 9 and reverted to the prior Using ChatGPT with Apple Intelligence version. Apple customer support said staff were not notified of any such feature and that integration is not implemented; rollout will take additional time.