港股午评|恒生指数早盘涨2.08% 科网股集体走高

Group 1 - The Hang Seng Index rose by 2.08%, gaining 527 points to close at 25,866 points, while the Hang Seng Tech Index increased by 3.1% [1] - Internet platform price behavior rules consultation led to a collective rise in tech stocks, with Baidu Group up 6%, Alibaba up 5.85%, Kuaishou up 4.94%, Meituan up 3.2%, and Tencent up 3% [1] - Property stocks saw significant gains, with Vanke Enterprises up 13%, Sunac China up 7.8%, and Longfor Group up 6.72%, as institutions noted potential policy space in the real estate sector [1] - Changfei Fiber Optic Cable surged over 24% to a new high following Nvidia's announcement of Scale-across networking [1] - Huya Technology rose over 6%, expecting mid-term net profit to increase to approximately $30 million to $38 million [1] - Tokyo Central Auction increased nearly 6% and will be renamed to Shangshan Gold, expanding into gold and smart device-related businesses [1] - China Foods rose over 17% after being included in the Hang Seng Composite Index, with institutions anticipating further growth [1] - Fubo Group saw an early gain of over 9% ahead of its mid-term earnings report, actively expanding in the content industry RWA sector [1] Group 2 - Dongfang Zhenxuan's stock fell over 14% post-earnings, with a projected 99.67% decrease in net profit for the fiscal year 2025 [2] - China Tobacco Hong Kong's stock dropped over 5% after reporting a nearly 9.8% increase in net profit for the first half of the year, impacted by rising leaf costs [2] - Blukoo's stock fell over 13% post-earnings, with a 28% increase in revenue but slower adjusted net profit growth compared to revenue [2]