每经AI快讯，兆易创新(03986.HK)涨超7%，截至发稿，涨7.41%，报414.8港元，成交额3.49亿港元。 ...

Core Viewpoint - The stock of Zhaoyi Innovation (03986) has risen over 7%, driven by strong demand from AI customers and limited supply in the memory market, leading to an expected increase in storage prices throughout the year [1] Group 1: Market Demand and Supply - Hynix reported that it is unable to meet all customer demands due to strong AI-related demand and limited supply, with DRAM and NAND inventory remaining at approximately 4 weeks [1] - Hynix anticipates that this inventory level will continue to decline throughout the year and is discussing long-term contracts with major customers [1] - The company has sold out its HBM (High Bandwidth Memory) for 2026, with production plans already allocated to meet customer needs [1] Group 2: Industry Outlook - Huajin Securities noted that the memory cycle is steadily improving, and Zhaoyi Innovation is expected to maintain its leading position as it continues to advance memory chip processes and product iterations [1] - The potential for customized DRAM is expected to open up new growth opportunities, especially as major DRAM manufacturers shift their production capacity [1] - The ongoing expansion of MCU (Microcontroller Unit) stores and the development of sensors and analog businesses are anticipated to drive continued growth in performance across consumer electronics, automotive electronics, and industrial sectors [1]

智通财经APP获悉，根据2026年2月23日披露数据，喜相逢集团（02473）、兆易创新（03986）、盈富 基金（02800）港股通持股占比增加值最大，分别增加4.32%、2.65%、2.54%；昭衍新药（06127）、 FORTIOR TECHNOLOGY (SHENZHEN) CO., LTD.（01304）、中金公司（03908）港股通持股占比减少 值最大，分别减少-0.73%、-0.57%、-0.38%。 在最近有统计数据的5个交易日内，喜相逢集团（02473）、钧达股份（02865）、兆易创新（03986）港 股通持股占比增加值最大，分别增加16.84%、11.07%、5.84%；国恩科技（02768）、中石化炼化工程 （02386）、亿华通（02402）港股通持股占比减少值最大，分别减少-4.14%、-3.60%、-1.77%。 具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新日占比增持榜（前20名） | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 喜相逢集团(02473) | +4.32% | 45.14% | | 兆易创新(0398 ...

马年春节的喜庆氛围尚未消散，港股IPO市场的热度已持续攀升。2026年开年不足两月，港股资本市场交出了一份亮眼的成绩单，截至2月23日，已有24家 企业成功登陆港交所，且创下了新股首日零破发的佳绩，乐欣户外（02720.HK）、海致科技集团（02706.HK）等个股首日更是实现翻倍上涨，赚钱效应凸 显。 在这轮上市热潮中，内地企业成为中坚力量，欣旺达（300207.SZ）、伊戈尔（002922.SZ）等A股公司纷纷开启港股闯关之旅，为市场注入了充足后劲，也 让港股IPO市场的发展前景更受期待。 开年超140家企业递表，科创成核心主线 市场的火热，直观体现在递表与排队企业的数量上。Wind数据显示，2026年以来，港交所已接获超140宗上市申请（含重复递表），港股IPO迎来新一轮申 报潮。 企业"科技"含量的持续提升，正是推动港股IPO市场活跃的关键力量，也成为港股市场结构转型的核心驱动力。Wind数据显示，2026年以来递表的140余家 企业中，软件服务、生物医药和硬件设备领域的企业数量位居前三，合计达66家，科创企业的集聚效应已然形成。 此外，香港财政司司长陈茂波近日发文指出，"2025年香港IPO市场领先 ...

根据2026年2月20日披露数据，喜相逢集团（02473）、兆易创新（03986）、招商恆生科技（03423）港 股通持股占比增加值最大，分别增加5.72%、2.30%、1.04%；国富氢能（02582）、万科企业 （02202）、山东墨龙（00568）港股通持股占比减少值最大，分别减少-1.28%、-1.14%、-1.05%。 在最近有统计数据的5个交易日内，喜相逢集团（02473）、钧达股份（02865）、狮腾控股（02562）港 股通持股占比增加值最大，分别增加14.03%、10.33%、3.60%；天齐鋰业（09696）、国恩科技 （02768）、中石化炼化工程（02386）港股通持股占比减少值最大，分别减 少-8.28%、-3.95%、-3.79%。 具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新日占比增持榜（前20名） | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 喜相逢集团(02473) | +5.72% | 40.82% | | 兆易创新(03986) | +2.30% | 4.00% | | 招商恆生科技(03423) | +1 ...

| 公司名称 | 持股额变动 | 持股数变动 | | --- | --- | --- | | 腾讯控股(00700) | +13.91亿元 | +266.49万股 | | 小米集团－Ｗ(01810) | +9.83亿元 | +2779.84万股 | | 美团-W(03690) | +9.31亿元 | +1152.98万股 | | 中国石油化工股份(00386) | +3.15亿元 | +5828.20万股 | | 兆易创新(03986) | +3.09亿元 | +76.66万股 | | 金山云(03896) | +2.77亿元 | +3853.80万股 | | 山东黄金(01787) | +2.59亿元 | +653.25万股 | | 联想集团(00992) | +2.31亿元 | +2509.00万股 | | 华虹半导体(01347) | +2.14亿元 | +227.72万股 | | 紫金黄金国际(02259) | +2.07亿元 | +96.45万股 | 备注：以上数据由智通机器人根据港交所数据，经过人工智能运算后自动生成，并不保证数据100%准 确；持股额变动=变动持股数*昨日收盘价。 3、港股通最近 ...

港股频道更多独家策划、专家专栏，免费查阅>> 2月20日，港股市场存储概念股集体走强，其中，南方两倍做多海力涨近6%，南方两倍做多三星涨近4%，澜起科 技、兆易创新涨近2%。有消息称三星电子正就新一代HBM4芯片展开价格谈判，报价较上代产品高出最多30%，达 到约700美元。 | 代码 | 名称 | | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | --- | | 07709 | 南方两倍做多海力 | | 5.91% | 30.100 | 122.06亿 | 86.38% | | 07747 | 南方两倍做多三星 | | 3.94% | 78.580 | 33.79亿 | 134.57% | | 06809 | 澜起科技 | | 1.90% | 215.000 | 2627.73亿 | 101.14% | | 03986 | 兆易创新 | (0) | 1.87% | 413.800 | 2901.16亿 | 155.43% | 责任编辑：安东 ...

港股存储概念股走强，澜起科技(06809.HK)上涨8%，兆易创新(03986.HK)涨3.45%。 本文源自：金融界AI电报 ...

后市展望： 招商证券指出，近期以恒生科技为代表的港股科技方向整体跌幅较大，而弱势的行情往往是各类悲观叙事滋生的温床。该券商认为，当前位置的恒生科技 指数有极大的配置价值。首先，近期行情波动只是剧烈的流动性冲击；其次，天底下没有新鲜事，当前市场的大幅波动，本质上和2025年11月没有太大差 异。向后看去，利好的因素在不断聚集，建议逢低买入、持股过节。 （免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。） 编辑|段炼 宋思艰 校对|魏官红 2月16日除夕，港股开市半天，三大指数集体上涨。截至收盘，恒生指数涨0.523%，报26705.939点，恒生科技指数涨0.132%，国企指数涨0.416%。 科网股涨跌不一，腾讯、百度、网易上涨，阿里、美团、京东微跌。AI应用概念，MINIMAX-WP涨24%，智谱涨4%；黄金股大涨，老铺黄金涨超6%，紫 金矿业、灵宝黄金涨逾4%；半导体板块走强，澜起科技涨逾14%，兆易创新涨逾9%。 | 1 | 小米集团－W | 36.660 -0.489% 14.5亿 | | | --- | --- | --- | --- | | | 01810 | ...

Market Overview - The Hong Kong stock market experienced a half-day trading session on February 16, with all three major indices opening lower but recovering. The Hang Seng Index closed up 0.52% at 26,705.94 points, with a total turnover of 849.97 billion HKD. The Hang Seng Tech Index rose 0.13%, while the Hang Seng China Enterprises Index increased by 0.42% [1] - For the year of the Snake, the Hang Seng Index has gained over 32%, the Hang Seng Tech Index has risen over 13%, and the China Enterprises Index has increased by over 23% [1] Blue Chip Performance - Zijin Mining (02899) led the blue-chip stocks, rising 4.67% to 43.52 HKD, contributing 18.71 points to the Hang Seng Index. Citigroup raised its target prices for Zijin's A-shares and H-shares by over 30% due to increased gold and lithium price forecasts and higher gold sales [2] - Other notable blue-chip performers included China Hongqiao (01378) up 3.92%, CNOOC (00883) up 3.71%, while HSBC Holdings (00005) fell 1.11% [2] Sector Highlights - The technology sector showed mixed results, with Alibaba down 0.45%, Baidu up over 1%, and Tencent up 0.19%. The storage chip sector saw significant price increases, with companies like Lianqi Technology and Zhaoyi Innovation reaching new highs [3] - The storage chip price surge is expected to improve profitability across the NAND industry, with Kioxia projecting a 50% increase in average selling prices starting Q1 2026. Morgan Stanley estimates Kioxia's adjusted gross margin will reach 66% in Q1 [3] - The large model AI sector also saw significant gains, with MINIMAX (00100) up 24.56% and Zhipu AI (02513) up 4.74%. MINIMAX launched a new flagship programming model, while Zhipu announced a price increase for its AI programming subscription [4] Commodity and Energy Stocks - The non-ferrous metals sector experienced broad gains, with Luoyang Molybdenum (03993) up 6.35%, China Nonferrous Mining (01258) up 5.55%, and Zijin Mining (02899) also contributing to the sector's performance [4] - The oil and shipping sectors remained active, with rising sentiments among shipowners due to geopolitical tensions, leading to higher freight rates [10] Recent Developments - The Hang Seng Index Company announced its quarterly review results, with companies like CATL, Luoyang Molybdenum, and Laopuhuang being added to the Hang Seng Index, increasing the number of constituent stocks from 88 to 90 [7] - Haizhi Technology Group (02706) saw a significant rise of 29.59% on its second day of trading, attributed to its focus on AI solutions and rapid revenue growth [8] - Fubo Group (03738) also experienced an 8.22% increase, driven by the popularity of its new copyright management platform [9]