港股午评：恒指涨0.25% 高铁基建股临近午盘大幅拉升

Core Viewpoint - The Hong Kong stock market showed a slight recovery after an early dip, with the Hang Seng Index rising by 0.25% and reaching a new high since early April, driven by significant gains in infrastructure and high-speed rail stocks [1] Group 1: Market Performance - The Hang Seng Index increased by 0.25%, peaking at 25,120 points, marking a new high since early April [1] - The National Enterprises Index and Hang Seng Technology Index saw minor increases of 0.01% and 0.07% respectively, both reaching new highs during the session [1] Group 2: Sector Performance - Infrastructure stocks, particularly in the high-speed rail sector, experienced notable gains, with China Communications Construction rising by 8.6%, and China Railway Construction and CRRC Corporation both increasing by over 5% [1] - Gold prices returned to $3,400, leading to a general rise in gold stocks amid increasing risk aversion [1] - The semiconductor sector remained active with continuous catalysts, while hydroelectric power concepts and related stocks also saw upward movement [1] Group 3: Individual Stock Movements - Kuaishou rose by 1.5%, while Baidu and Tencent saw slight increases; Meituan fell nearly 2%, and JD.com and Alibaba had declines of less than 1% [1] - China Longgong experienced a dramatic surge of 48% at one point, while cement stocks showed mixed results, with Huaxin Cement dropping over 11% after a previous rise of 85.6% [1] - Apple-related stocks, domestic banks, and airline stocks generally declined [1]