Editor’s Note:This Week’s Strong Stocks in Hong Kong and U.S.The column closely follows market trends every week, reviewing the weekly performance of Hong Kong and US stock markets, helping mooers to sort out the week’s hot sectors, strong stocks, and significant news, looking for investment themes with profit potential.
On Thursday local time, the U.S. House of Representatives voted overwhelmingly to pass three major Cryptos bills, with the White House stating that Trump will sign on Friday. The stablecoin regulation-related “GENIUS” received 308 votes in favor, 2.5 times the 122 votes against. Over 100 Democratic lawmakers, including Senate Democratic leader Hakeem Jeffries, switched sides to join the Republican camp and voted in favor.
Additionally, U.S. retail sales in June increased by 0.6% month-on-month, exceeding expectations and reversing the decline trend of the previous two months. Although Trump’s tariff policy has started to have an impact, American consumers still seem to be spending actively.
As of Thursday’s close,$Dow Jones Industrial Average (.DJI.US)$Up by 0.25%, reporting 44,484.49 points; during the same period.$S&P 500 Index (.SPX.US)$A cumulative increase of 0.6%, closing at 6297.36 points; $Nasdaq Composite Index (.IXIC.US)$ A cumulative increase of 1.46% during the same period, closing at 20885.65 points. The Nasdaq Composite Index and the S&P 500 Index continue to set historical highs.
Specifically for individual stocks, as the week for Cryptos approaches its end, all three major bills have passed a vote in the U.S. House of Representatives, with the ‘first stock of stablecoin.’ $Circle (CRCL.US)$ Weekly gains exceed 25%, and it has risen over six times since its listing.
Focusing on Cryptos this week, on Tuesday local time, several cryptocurrency-related bills supported by U.S. President Trump failed to pass a key procedural vote in the U.S. House of Representatives. The final vote result was 196 votes in favor, 223 votes against, with 13 Republicans joining Democrats in opposing the procedural motion.
That evening, Trump announced through his ‘Truth Social’ platform: ‘I am meeting with 11 out of 12 lawmakers in the Oval Office, who will collectively promote the passage of the Genius Act. After a brief discussion, they all agreed to vote in support of the bill tomorrow morning.’
On Wednesday local time, the chairman of the U.S. House Financial Services Committee, Hill, stated: ‘We have enough votes to push the stablecoin bill. The House has the votes necessary to advance three measures related to Cryptos.’ In a subsequent procedural vote, the Crypto bill narrowly passed in the U.S. House of Representatives with a vote of 215-211.
On Thursday local time, the U.S. House of Representatives unanimously passed three pieces of crypto-related legislation: the CLARITY Act, the GENIUS Act, and the anti-CBDC Bill. Among them, the GENIUS Act is expected to be officially signed into law by Trump on Friday local time.
‘Space rocket manufacturer’ $Rocket Lab (RKLB.US)$ This week, stocks rose over 31%, doubling in price within the year and reaching a historic high! Institutions are Bullish on the Sector, expecting strong recovery.
According to the latest report released by the venture capital firm Seraphim Space, investments in the global space technology sector surged to 3.1 billion USD in the second quarter of 2025, marking the second-highest quarterly record in history, indicating that the industry is experiencing a robust recovery. In comparison, the investment amount in the first quarter of this year was only 2 billion USD, reflecting a rapid improvement in market sentiment in the short term.
Rocket Lab engages in space, rocket, and spacecraft manufacturing. The company offers end-to-end mission services, providing frequent and reliable access to space for civil, defense, and commercial markets. The company designs and manufactures electron and neutron launch vehicles, as well as photon satellite platforms. Rocket Lab’s electron launch vehicles have enabled private and public sector organizations to launch multiple satellites into orbit, making operations related to National Security, scientific research, space debris mitigation, Earth observation, climate monitoring, and communications possible.
$BeiGene (ONC.US)$ The stock price increased by 16% over the week, reaching a new high for the year! The marketing application for the DLL3/CD3 bispecific antibody tarlatamab has been accepted.
On July 16th, the National Medical Products Administration (NMPA) Drug Evaluation Center (CDE) website shows that $BeiGene (ONC.US)$ the injection of tarlatamab has received acceptance for marketing application. Previously, this drug was included in the priority review process, intended for the treatment of adult patients with extensive stage small cell lung cancer (ES-SCLC) who have failed at least second-line treatment (including platinum-based chemotherapy). As a first-in-class DLL3/CD3 bispecific antibody, tarlatamab may bring breakthrough progress for the salvage treatment of small cell lung cancer (SCLC) patients.
Nomura issued a report, predicting that BEIGENE’s revenue for the second quarter will rise by 33% year-on-year to $1.2 billion, in line with market expectations. The bank forecasts that Baiyue will maintain its market leadership, with second-quarter sales expected to rise 39% year-on-year to $0.884 billion, of which sales in the US and Europe will increase by 35% and 80% year-on-year, to $0.647 billion and $0.14 billion, respectively. Sales of Baizean in the mainland market are expected to rise 15% year-on-year to $0.182 billion. The bank has raised its forecast for the company’s revenue and profit this year by 2.1% and 2%, respectively.
Both internal and external factors are bullish for the company. $Li Auto (LI.US)$ The index has risen over 13% this week, and the State Council meeting mentioned promoting the high-quality development of the New energy Fund industry.
At the State Council executive meeting held on July 16, relevant departments reported on the regulation of the competitive order in the new energy vehicle industry. The meeting proposed to focus on promoting high-quality development of the new energy vehicle industry, addressing various irrational competition phenomena that have emerged in this sector, insisting on a combination of long-term and short-term strategies, and effectively regulating the competitive order in the new energy vehicle industry.
$Li Auto (LI.US)$ On July 17, it was announced that the Li Auto i8 would start taking reservations, with an expected price of 0.35 million to 0.4 million yuan. The official price will be announced on July 29, and deliveries will begin in late August. As the first pure electric SUV from Li Auto, the new car has attracted significant market attention. In addition, Li Auto announced that after 2 years and 3 months, the core sections of the ‘Nine Vertical and Nine Horizontal’ high-speed supercharging network have officially been connected.
On the other hand, the stocks that performed weakly this week are as follows:
Editor/Hao