恒生指数早盘跌0.18% 氢能板块大涨

Group 1 - The Hang Seng Index fell by 0.18%, down 47 points, closing at 26,860 points, while the Hang Seng Tech Index rose by 1.04% [1] - Hydrogen energy stocks surged, with Yihuatong (02402) rising over 84% at one point and closing up 33%, while other companies like Reshaping Energy (02570) and Beijing Machinery (00187) also saw significant gains [1] - Domestic computing chips are gradually replacing Nvidia, indicating a decoupling of China's AI development from the Western semiconductor ecosystem, with semiconductor stocks like Huahong Semiconductor (01347) and SMIC (00981) showing strong performance [1] - The intelligent driving sector is benefiting from the upcoming mandatory national standards for L2-level assisted driving, with stocks like Hezhima Intelligent (02533) and Horizon Robotics (09660) experiencing notable increases [1] - The wind power industry is showing significant improvement, with stocks like Goldwind Technology (002202) and Longyuan Power (001289) actively rising [1] Group 2 - Blue Moon Group (06993) rose over 6% after being included in the Hong Kong Stock Connect, indicating a strengthening brand moat [2] - Baidu Aishitu-B (02315) increased by over 10% as its Sci-Tech Innovation Board IPO is set to be reviewed, and it recently entered into an antibody licensing agreement with Merck [2] - Hong Kong Broadband (01310) surged over 54% as its share offer deadline approached, with China Mobile (600941) and its concert parties holding 78.08% of the shares [2] Group 3 - Shoucheng Holdings (00697) rose over 8% after its subsidiary Beijing Shouda Xingye Fund made additional investments in Weifen Zhifei [3] - The non-ferrous metals sector faced declines, with Jiangxi Copper (600362) and Luoyang Molybdenum (603993) experiencing drops of 2% and 1% respectively, following the Federal Reserve's hawkish rate cut of 25 basis points [3]