港股午评|恒生指数早盘跌0.70% 创新药板块全线回撤

Group 1 - The Hang Seng Index fell by 0.70%, down 168 points, closing at 23,866 points, while the Hang Seng Tech Index dropped by 2.08% [1] - International gold prices reached new highs due to rising geopolitical tensions in the Middle East, benefiting companies like Zhaojin Mining, which rose over 4%, and Chifeng Jilong Gold, which increased by 13% [1] - Shipping stocks rose amid ongoing crises in the Red Sea, with COSCO Shipping Energy Transportation gaining over 11% [1] - United Energy Group surged over 21%, focusing its oil and gas operations in Pakistan, Iraq, and Egypt [1] - Dalipe Holdings saw a mid-session increase of over 14%, as it is a manufacturer of oil-specific pipes with potential in the MENA market [1] - Shandong Molong experienced a significant rise of over 71%, driven by a surge in oil prices exceeding 10% due to safe-haven demand [1] - AVIC Aircraft rose by 4.96%, as geopolitical tensions catalyzed a reevaluation of the military industry, with the company positioned in both military and civilian aviation markets [1] - Beihai Kangcheng-B surged over 36% after receiving approval for the market launch of injectable Vilazodone [1] - Dongfang Electric increased by over 4%, showcasing multiple solar storage achievements at SNEC and signing agreements for further collaboration on solar storage projects [1] Group 2 - Sunny Optical fell by 3.82%, with May smartphone lens shipments declining by 5.2% year-on-year, as institutions predict a slowdown in smartphone sales growth [2] - Innovative drug concept stocks retreated across the board, with biotech companies facing a wave of equity placements, as institutions suggest that the initial phase of valuation recovery is largely complete [2] - Connoisseur-B dropped by 8%, while BGI Genomics fell by 10.7%, and China National Pharmaceutical Group decreased by 5.27% [2]