| 中国人民保险集团 | 6.830 | 6.930 | 0.73% | | --- | --- | --- | --- | | (01339) | | | | | 晶苑国际(02232) | 6.900 | 6.980 | 0.72% | | ＧＸ中国小巨人(02815) | 60.400 | 59.600 | 0.68% | | 中国外运(00598) | 4.600 | 4.710 | 0.64% | | 中国食品(00506) | 3.460 | 3.470 | 0.58% | | 时代电气(03898) | 39.080 | 39.120 | 0.55% | | 国富量子(00290) | 1.780 | 1.830 | 0.55% | | ＧＸ中国全球领导 | 53.040 | 52.860 | 0.49% | | (03050) | | | | | ＰＰ科创５０－Ｒ | 7.705 | 7.440 | 0.40% | | (83151) | | | | | ＡＧＸ恒科备兑(03417) | 9.835 | 9.835 | 0.36% | | 中国旺旺(00151) | 5.720 | 5.860 ...

| 代码 | 名称 | | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | --- | | 00031 | 航天控股 | 0 | 0.580 | 5.45% | | 02357 | 中航科工 | | 4.700 | 3.98% | | 00317 | 中胎防务 | | 16.460 | 3.78% | | 00232 | 大陆航空科技控 | | 0.188 | 2.73% | 新能源车企股震荡走高，小鹏汽车涨超13%。小鹏汽车公告，公司联合创始人、执行董事、董事长、首 席执行官兼控股股东何小鹏于2025年8月20日至2025年8月21日通过全资拥有的Galaxy Dynasty Limited在 公开市场购买了310万股A类普通股，平均价为每股A类普通股80.49港元。 | 代码 | 名称 | 最新价 | 涨跌幅 V | | --- | --- | --- | --- | | 09868 | (0) 小鹏汽车-W | 91.900 | 13.60% | | 09866 | 蔚来-SW | 45.760 | 11.12% | | 01211 | HATTOBER | 114.30 ...

Market Overview - The three major indices continued to rise in the afternoon, with the Hang Seng Index leading with a significant increase of 2.71%, while the Hang Seng China Enterprises Index and the Hang Seng Index rose by 0.93% and 1.17% respectively, with the latter reclaiming the 9000-point mark [2] Stock Performance - Notable stock performances included: - IGG (01347) surged by 17.85% to a price of 56.000 - Jingmen Semiconductor (02878) increased by 10.64% to 0.520 - SMIC (00981) rose by 10.06% to 56.900 - Beike Micro (02149) climbed by 9.15% to 66.800 - Other significant gainers included English Base Technology (02577) up 7.09%, Shanghai Fuzhi (01385) up 6.36%, and Hard Egg Innovation (00400) up 5.26% [3] Sector Movements - Major technology stocks collectively rallied in the afternoon, with Kuaishou rising over 4%, Xiaomi up 2.34%, Alibaba increasing by 2%, and Tencent and Meituan both gaining over 1% [4] - Semiconductor stocks were particularly strong, with Huahong Semiconductor soaring nearly 18%, SMIC up 10%, Jingmen Semiconductor over 10%, and Beike Micro over 9% [4] - Other sectors such as military, robotics, automotive, stablecoin, restaurant, and paper industries also saw upward movements [4] Declines in Specific Sectors - Conversely, airline stocks faced a downturn, dropping over 5% despite a slight decrease in passenger load factor, indicating a marginal improvement in airline revenue levels [4] - Other sectors that performed poorly included copper, brain-computer interface, coal, photovoltaic, and gaming stocks, which mostly exhibited low performance [4]

港股三大指数午后持续走高，市场情绪高涨，本周呈现先抑后扬行情。恒生科技指数大幅上涨2.71%涨幅一马当先，恒生指数、国企指数分别上 涨0.93%及1.17%，高涨重回9000点关口。本周，恒指累涨027%，国指累涨0.45%，恒生科技指数累涨1.89%。 | 代码 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | 5日涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | 800000 | 恒生指数 | 0 | 25339.14 | +234.53 | 0.93% | 0.27% | | 800100 | 国企指数 | | 9079.93 | +105.16 | 1.17% | 0.45% | | 800700 | 恒生科技指数 | | 5647.68 | +149.18 | 2.71% | 1.89% | 盘面上，作为市场风向标的大型科技股午后集体拉升转涨；两则消息引爆半导体芯片股，华虹半导体大涨近18%表现最佳，中芯国际劲升10%； 军工股、机器人概念股、汽车股、稳定币概念股、餐饮股、纸业股纷纷上涨。另一方面，行业旺季客座率环比略降，反内卷助力航司收益水 ...

Market Performance - The Hong Kong stock market indices continued to rise in the afternoon, with a notable increase in market sentiment, showing a rebound after an initial decline this week [1] - The Hang Seng Tech Index surged by 2.71%, leading the gains, while the Hang Seng Index and the National Enterprises Index rose by 0.93% and 1.17% respectively, with the National Index returning above the 9000-point mark [1] Sector Performance - Major technology stocks experienced a collective rally in the afternoon, with Kuaishou rising over 4%, Xiaomi increasing by 2.34%, Alibaba up by 2%, and Tencent and Meituan both gaining over 1% [1] - Semiconductor stocks were significantly boosted by two news items, with Huahong Semiconductor soaring nearly 18%, SMIC rising by 10%, and Jingmen Semiconductor and Beike Micro both increasing by over 10% [1] - Other sectors such as military, robotics, automotive, stablecoin, dining, paper, and various others also saw upward movements [1] Underperforming Sectors - Despite the overall market gains, certain sectors faced declines, particularly in the airline industry where the occupancy rate slightly decreased month-on-month, leading to a marginal improvement in airline revenue levels [1] - China National Airlines experienced a significant drop of over 5%, while sectors such as copper, brain-computer interface, coal, photovoltaic, gambling, and home appliances mostly performed poorly [1]

金融界8月22日消息 截至收盘，港股恒生指数涨0.93%，报25339.14点，恒生科技指数涨2.71%，报 5647.68点，国企指数涨1.17%，报9079.93点，红筹指数跌0.33%，报4345.52点。半导体股涨势强劲，华 虹半导体涨超17%，中芯国际涨超10%；汽车股走强，蔚来涨超11%，小鹏汽车涨超13%。大型科技股 中，阿里巴巴-W涨1.99%，腾讯控股涨1.18%，京东集团-SW涨0.25%，小米集团-W涨2.34%，网易-S涨 0.39%，美团-W涨1.11%，快手-W涨4.39%，哔哩哔哩-W跌6.15%。 企业新闻 机构观点 华泰证券认为，当下，市场处于交易主线相对缺乏、海外及国内重要事件等待验证的关键阶段，也正是 仓位调整的窗口期，对后续行情并不悲观。瑞银投资银行中国股票策略研究主管王宗豪指，H 股风险回 报的吸引力减弱，因为 H 股市场由机构驱动，由于每股收益预测下修、HIBOR 上升以及 Deepseek 新模 型的推出进一步延迟，H 股短期可能会盘整。 中国石油化工股份：上半年收入为14090.5亿元，同比减少10.6%；净利润为214.83亿元，同比减少 39.8%。 快手： ...

转自：智通财经 【香港恒生科技指数收涨2.71% 华虹半导体涨超17%】智通财经8月22日电，香港恒生指数收涨0.93%， 本周累涨0.27%；恒生科技指数涨2.71%，本周累涨1.89%。半导体概念股、汽车板块领涨，华虹半导体 涨超17%，中兴通讯涨超15%，小鹏汽车涨超13%，蔚来涨超11%，中芯国际涨超10%。 ...

今日港股市场情绪明显回暖，恒生指数收涨0.93%，恒生科技指数收涨2.71%。半导体股涨势强劲，华 虹半导体涨超17%，中芯国际涨超10%；汽车股走强，蔚来涨超11%，小鹏汽车涨超13%，何小鹏增持 310万股港股。 ...

Group 1 - Semiconductor stocks have seen significant gains, with Huahong Semiconductor rising by 17.53% to HKD 55.85, ZTE Corporation increasing by 14.69% to HKD 35.92, SMIC up by 10.06% to HKD 56.9, and Innosilicon rising by 8.81% to HKD 82.1 [1] - DeepSeek has released DeepSeek-V3.1, marking a step towards the Agent era, utilizing UE8M0 FP8 Scale parameter precision designed for the upcoming generation of domestic chips [1] - Caixin Securities believes that DeepSeek's design of UE8M0 FP8 Scale parameters for the next generation of domestic chips is expected to promote the autonomy of domestic computing power [1] Group 2 - Dongwu Securities has indicated that the limitations on H20 create market opportunities for domestic computing power, as U.S. export licenses and revenue sharing mechanisms restrict its competitiveness in China [2] - The firm maintains that the restrictions on H20 open up market space for domestic computing power, which serves as the foundation for the current domestic GPU market trend [2] - It is recommended to closely monitor the expansion pace of domestic advanced process capacity and the demand guidance from internet companies, which may enhance expectations for domestic computing power chips [2]

消息面上，DeepSeek发布DeepSeek-V3.1，并称此次升级是迈向Agent时代的第一步。DeepSeek称， DeepSeek-V3.1使用了UE8M0 FP8 Scale参数精度，并表示UE8M0 FP8是针对即将发布的下一代国产芯片 而设计。财信证券认为，DeepSeek 针对下一代国产芯片设计 UE8M0 FP8 Scale 的参数精度，有望推动 国产算力自主化进程。 东吴证券此前指出，H20生存空间压缩为国产算力打开市场空间。一方面，美国的出口许可伴随营收分 成与"后门"机制，限制其在华竞争力；另一方面，中国政策与舆论环境明确指向H20安全审查与性能不 足的局限性。该行认为H20限售为国产算力打开市场空间，是本轮国产GPU行情的"底座"，维持对国产 算力板块的推荐观点不变。建议后续密切关注：国内先进制程产能扩产节奏、互联网厂商算力需求指引 带动国产算力芯片预期提升。看好本轮国产算力持续性行情。 智通财经APP获悉，芯片股涨幅进一步扩大，截至发稿，华虹半导体(01347)涨17.53%，报55.85港元； 中兴通讯(00763)涨14.69%，报35.92港元；中芯国际(00981)涨10. ...