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港股午评|恒生指数早盘涨0.06% AI应用板块走高
智通财经网·2025-08-27 04:07

Group 1: Market Overview - The Hang Seng Index rose by 0.06%, gaining 16 points to close at 25,541 points, while the Hang Seng Tech Index increased by 0.57% [1] - The early trading volume in the Hong Kong stock market reached HKD 161.9 billion [1] Group 2: AI Sector Performance - AI concept stocks generally saw gains following the release of the "Artificial Intelligence +" action plan by the State Council, which is expected to boost AI applications [1] - SenseTime (00020) surged by 11%, Fourth Paradigm (06682) rose by 8.17%, and Meituan Technology (01860) increased by 5.93% [1] Group 3: Semiconductor Sector Performance - Semiconductor stocks continued their upward trend, supported by the binding of domestic models to domestic chips, with institutions optimistic about the ongoing growth of the domestic chip market [1] - SMIC (00981) increased by 6.4%, Fudan Semiconductor (01385) surged by 14%, and Hua Hong Semiconductor (01347) rose by 4.14% [1] Group 4: Notable Company Performances - Fubo Group (03738) rose over 2.39% following a significant document proposing improvements to data property and copyright systems for AI development [1] - Cao Cao Travel (02643) increased by over 4.86% after reporting a more than 50% year-on-year revenue growth in the first half of the year, with significant improvements in gross margin [1] - Linklogis Technology (09959) surged over 20%, driven by the "AI + industrial finance" dual engine, with plans to repurchase no less than USD 80 million in the next 12 months [1] - Weisheng Holdings (03393) rose nearly 6.4% as its first-half performance exceeded expectations, with growth opportunities in overseas markets and data centers [1] - NIO Inc. (09866) increased by over 5%, with a cumulative rise of over 50% in stock price this month, supported by strong ES8 order demand according to Morgan Stanley [1] Group 5: Healthcare Sector Performance - Xianruida Medical-B (06669) rose over 11% after reporting a more than 20% increase in revenue and a 121% year-on-year growth in net profit for the first half [2] - Hema Medical (03309) increased by over 6%, with a 62.4% year-on-year growth in net profit and the acquisition of a "Hong Kong Endoscopy Center" [2] - Tongrentang Technology (01666) fell over 5% after reporting a net profit of 339 million yuan, a year-on-year decrease of 21.01% [2] - Beijing Automotive (01958) dropped over 6% due to a price war impacting revenue, with a year-on-year decline of 81.8% in net profit for the period [2]