港股午评|恒生指数早盘涨0.73% 稳定币概念板块活跃

Group 1: Market Overview - The Hang Seng Index rose by 0.73%, gaining 177 points to close at 24,676 points, while the Hang Seng Tech Index increased by 0.76% [1] - The early trading volume in the Hong Kong stock market reached HKD 136.1 billion [1] Group 2: Cryptocurrency and Stablecoin Developments - The approval of the stablecoin bill by the U.S. Congress has led to increased activity in cryptocurrency and stablecoin concepts, with global regulatory policies becoming more refined [1] - Companies such as Blue Ocean Interactive (涨4%), OSL Group (涨7.7%), New Fire Technology Holdings (涨2.76%), Yike (涨5.87%), and Zhong An Online (涨2.12%) experienced significant stock price increases [1] Group 3: Company Performance Highlights - Meitu Inc. saw a 3.7% increase in stock price, with institutions optimistic about the company's performance potential due to its AI Agent validation product [1] - Yidu Tech (医渡科技) rose by 5.75%, driven by the ongoing implementation of AI solutions in the healthcare sector, indicating robust growth prospects [2] - Dongfang Zhenxuan (东方甄选) surged over 11% with the upcoming launch of a second sanitary napkin product, suggesting further development potential for its self-operated products [3] - Jinli Permanent Magnet (金力永磁) increased by 3.64%, with a projected net profit increase of up to 180% year-on-year for the first half of the year, as institutions anticipate a revaluation of rare earth strategic metals [4] - October Rice Field (十月稻田) saw an over 8% rise following a profit warning, expecting adjusted net profit growth of no less than 90% year-on-year [5] - NIO Inc. (蔚来-SW) rose by 4.3%, with the pre-sale price of the L90 model exceeding expectations, and Morgan Stanley forecasting monthly sales to surpass 5,000 units [6] - Huajian Medical (华检医疗) increased by 8.98%, actively advancing its Web3 exchange ecosystem and preparing to apply for a stablecoin license [7] - Guoquan (锅圈) rose over 10%, with significant year-on-year growth in net profit and core operating profit, validating its community central kitchen strategy [8] Group 4: Negative Performance Indicators - Yancoal Australia (兖煤澳大利亚) fell over 7%, despite a 15% year-on-year increase in coal production, due to port closures affecting sales during the period [9] - Jiantao Laminated Board (建滔积层板) dropped over 10% after its major shareholder, Jiantao Group, raised HKD 785 million through a placement [10]