停火進程又反轉！美伊同意停止互襲，週二重啓關鍵談判；俄羅斯考慮全面禁止柴油出口；SpaceX上市不到一個月就進納指100……當前金銀油呈現賣出信號，後市情緒如何？歡迎前往“數據庫-嘉盛市場晴雨表”查看並訂閱（數據每10分鐘更新1次）。

Hong Kong open: Hang Seng Index +0.69%, Hang Seng Tech Index +1.6% at the open. New listing Baige Online (02672.HK) opened up 291.67% on its debut; its grey-market session closed up 272.44% on the prior trading day.

Nomura reiterated a buy on Lenovo Group (00992.HK) and raised its target price to HK$35 from HK$16, based on 20x FY2027 EPS, implying about 46% upside. The broker said momentum in Lenovo’s general server business may exceed expectations; despite the stock rallying more than 100% since May, Nomura expects further upside because the market has not fully priced the server opportunity, its FY2027/28 earnings forecasts run roughly 10% above consensus, and Lenovo is in a re-rating phase with peers such as Dell trading near 30x one-year forward P/E. Nomura lifted its FY2027/28 EPS forecasts by 12%.