Market Overview - The Hong Kong stock market has rebounded, with the Hang Seng Index closing at 27,081.91 points, up 2.53% or 668.56 points, and a total trading volume of 172.96 billion HKD [1] - The technology sector is experiencing increased scrutiny and differentiation, with domestic technology valuations remaining relatively low compared to the U.S. [1] Blue-Chip Performance - Zijin Mining (02899) saw a significant increase of 5.35%, closing at 44.95 HKD, contributing 22.03 points to the Hang Seng Index [2] - Other notable blue-chip stocks include Meituan-W (03690) up 5.26%, SMIC (00981) up 5.02%, while New Oriental Energy (02688) and Chow Tai Fook (01929) experienced slight declines [2] Sector Highlights - Large technology stocks showed a strong recovery, with Meituan-W rising over 5% and other major players like JD, Alibaba, Xiaomi, and Baidu increasing by over 3% [3] - The precious metals sector, particularly gold and copper, performed well, with Zijin Gold International (02099) rising 6.82% [5] - The AI sector is expected to see significant advancements, with Alibaba Cloud launching a new model at competitive pricing, indicating a potential shift in the global AI landscape by 2026 [4] Lithium and Battery Sector - The lithium and battery sectors are experiencing strong growth, with companies like Ruipu Lanjun (00666) increasing by 15.42% and CATL (03750) up 3.14% [7] - UBS has raised its price forecasts for lithium products, indicating a third super cycle for lithium prices and predicting a significant increase in China's market share in the global electric vehicle sector by 2030 [8] Optical Communication Sector - The optical communication sector is seeing notable gains, with companies like Yangtze Optical Fibre and Cable (06869) rising 14.43% due to strong production and demand for high-speed optical modules [6]

(本文来自第一财经) 恒指强势震荡收涨2.53%，恒生科技指数涨3.34%。科技龙头、半导体、有色、新能源汽车股表现亮 眼，紫金矿业、美团、中芯国际涨超5%。大模型概念股回落，智谱跌23%，MINIMAX跌超13%。 来源：第一财经 ...

紫金矿业涨5.347%，蔚来-SW涨5.290%，美团-W涨5.263%，中芯国际涨5.022%，申洲国际涨4.921%， 比亚迪股份涨4.872%，信义光能涨4.816%。 来源：滚动播报 ...

Group 1 - Semiconductor stocks in Hong Kong showed strong performance in the afternoon, with notable gains in several companies [1] - SMIC (Semiconductor Manufacturing International Corporation) rose nearly 6% [1] - Hua Hong Semiconductor increased by over 5% [1] - Nexperia saw an increase of nearly 5% [1] - Tensilica gained over 4% [1]

2月23日，港股在马年第二个交易日迎来全线上涨。截至早盘收盘，恒生指数涨2.29%，恒生科技指数涨3.32%，恒生国企指数涨2.50%。 港股科网股普涨，截至早盘收盘，美团涨6.93%、阿里巴巴涨3.60%、腾讯涨3.35%、百度涨3.02%；半导体概念股走强，华虹半导体涨4.83%，科技、互联 网、消费电子、锂电池板块领涨。 智谱称，这次改版主要犯了三个错：规则透明度不够、GLM-5灰度节奏太慢、老用户升级机制设计粗糙。智谱介绍，GLM-5发布后，流量超出预期，公 司扩容节奏没有跟上，不得已将GLM-5按照Max、Pro、Lite的顺序逐步开放。 目前Max对用户已经全面开放，对Pro用户虽已开放，但高峰期可能会因集群负载较高遇到限流，Lite用户将会在节后非高峰期逐步灰度开放。针对受到影 响的Lite和Pro用户，公司支持自主申请退款，如不选择退款，那包括Max在内的所有用户统一延期15天。 | 名称 | 最新 | 涨幅↓ | | --- | --- | --- | | 美团-W | 86.350 | 6.93% | | 03690 | | | | 华虹米导体 | 98.700 | 4.83% | | 0 ...

春节假期落幕，A股市场即将迎来节后交易窗口。 A股休市期间，富时A50期指屡创新高，港股市场也表现亮眼。2月23日，恒生指数、恒生科技指数盘初 涨幅双双扩大至2%，科技、贵金属股走强，紫金矿业（02899.HK）涨逾5%，美团（03690.HK）、中 芯国际（00981.HK）均涨逾4%。 科技风格行情有望延续 人形机器人产业因春晚节目表演引发全民热议，也增强了市场对节后科技行情演绎的预期。 与此同时，资金面"弹药充足"，央行在春节前通过买断式逆回购等操作确保流动性平稳，1月金融数据 更是传来"开门红"，M2同比增长9.0%，社融存量增速达8.2%，为市场提供了宽裕的宏观环境。 回顾来看，近20年春节后5个交易日上证指数上涨概率达到75%，平均涨幅1.2%，节前避险资金回流与 政策利好叠加，有望推动节后交易活跃度快速回升。多份机构研报指出，在流动性宽裕、"日历效应"、 政策支持、产业趋势等多因素支撑下，科技有望成为A股春节后的行情主线。 春节"日历效应" 春节假期期间，A股外围市场的积极信号不容忽视。截至发稿，富时A50期指上涨1.48%，该指数在A股 休市期间延续升势，累计上涨超1.7%，反映出海外资金对中 ...

每经记者｜杜宇 每经编辑｜许绍航 宋思艰 记者|杜宇 编辑|许绍航 宋思艰 校对|文多 | 名称 | 现价 | 涨跌幅 ▼ | 成交量 | 换手率 | 市智率 | 总市值 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | --- | | 中国大冶有色金属 | 0.185 | 9.47% | 1588万 | 0.09% | -64.0 | 33亿 | 79.61% | | 赤峰黄金 | 39.980 | 8.23% | 74万 | 0.31% | 25.6 | 7941乙 | 34.34% | | 灵宝黄金 | 25.960 | 7.90% | 354万 | 0.32% | 25.2 | 334亿 | 44.95% | | 五矿资源 | 10.570 | 7.86% | 948万 | 0.08% | | 34.0 1283亿 | 20.52% | | 中国黄金国际 | 204.400 | 7.30% | 16万 | 0.04% | 25.5 | 810亿 | 30.27% | | 潼关黄金 | 3.410 | 7.23% | 492万 | 0.09% | ...

近20年春节后5个交易日上证指数上涨概率达到75%。 多家机构表示，在流动性宽裕、"日历效应"、政 策支持、产业趋势等多因素支撑下，科技有望成为A股春节后的行情主线。 春节假期落幕，A股市场即将迎来节后交易窗口。 A股休市期间，富时A50期指屡创新高，港股市场也表现亮眼。2月23日，恒生指数、恒生科技指数盘初 涨幅双双扩大至2%，科技、贵金属股走强，紫金矿业（02899.HK）涨逾5%，美团（03690.HK）、中 芯国际（00981.HK）均涨逾4%。 与此同时，资金面"弹药充足"，央行在春节前通过买断式逆回购等操作确保流动性平稳，1月金融数据 更是传来"开门红"，M2同比增长9.0%，社融存量增速达8.2%，为市场提供了宽裕的宏观环境。 回顾来看，近20年春节后5个交易日上证指数上涨概率达到75%，平均涨幅1.2%，节前避险资金回流与 政策利好叠加，有望推动节后交易活跃度快速回升。多份机构研报指出，在流动性宽裕、"日历效应"、 政策支持、产业趋势等多因素支撑下，科技有望成为A股春节后的行情主线。 春节"日历效应" 春节假期期间，A股外围市场的积极信号不容忽视。截至发稿，富时A50期指上涨1.48%，该指数 ...

Market Overview - The Hong Kong stock market opened higher on the 23rd, with the Hang Seng Index rising by 2.27% to 27,012.61 points, and the Hang Seng Tech Index increasing by 3.37% to 5,387.00 points [2] - The overall trading volume reached 25.3 billion HKD, with net inflows of 20.2 billion HKD from southbound trading [2] Sector Performance - Technology stocks saw significant gains, with Meituan up over 5%, JD.com nearly 4%, and NetEase and Kuaishou both rising over 3% [2] - The semiconductor sector also opened strong, with SMIC and Hua Hong Semiconductor both increasing by over 4% [2] - Gold stocks generally rose, with China Gold International gaining over 3% [2] - Automotive stocks were active, with Geely increasing by over 1% [2] Company-Specific News - Zhizhu (智谱) experienced a significant drop of over 10% following the release of an apology letter regarding its GLM Coding Plan, which acknowledged three main errors: lack of transparency, slow update pace, and poor upgrade mechanism for existing users [3][6] - Despite the recent decline, Zhizhu's stock had previously surged by 42.72% on February 20, reaching a market capitalization of 323.2 billion HKD, with a total increase of 524% since its IPO price of 116.2 HKD [6]

Core Viewpoint - The Hang Seng Tech Index increased by over 3%, indicating a positive trend in the technology sector in Hong Kong [1] Group 1: Company Performance - Hua Hong Semiconductor (01347.HK) rose by 5%, reflecting strong investor interest and potential growth in the semiconductor industry [1] - Meituan (03690.HK) saw a 4.5% increase, suggesting positive market sentiment towards its business model and operational performance [1] - SMIC (00981.HK) experienced a 4.3% rise, indicating confidence in its market position and future prospects within the semiconductor sector [1]