港股午评|恒生指数早盘涨1.45% 黄金及有色资源板块强势

Group 1: Market Overview - The Hang Seng Index rose by 1.45%, gaining 390 points to close at 27,245 points, while the Hang Seng Tech Index increased by 2.66% [1] - The early trading volume in Hong Kong stocks reached HKD 124 billion [1] Group 2: Gold and Lithium Stocks - Gold stocks surged due to rising safe-haven demand and interest rate cut expectations, with China Silver Group increasing over 30% and Zijin Mining International rising over 12% [1] - Lithium stocks also performed well, with Tianqi Lithium rising over 13% and Ganfeng Lithium increasing over 10%. The U.S. government announced it would hold a small stake in Lithium Americas, causing its stock to spike over 40% in after-hours trading [1] Group 3: Biotechnology and Solar Stocks - The Hang Seng Biotechnology Index rose over 2%, with Kintor Pharmaceutical increasing over 7% and Innovent Biologics rising over 4% [1] - In September, prices for polysilicon, silicon wafers, batteries, and photovoltaic modules increased, with upstream prices rising more than downstream prices. Solar stocks generally rose, with Xinyi Solar increasing over 10% and Fuyao Glass rising over 6% [1] Group 4: Semiconductor and AI Stocks - Chip stocks continued to rise, with institutions stating that a new era for domestic AI chips has begun. SMIC rose over 9% to reach a new high, while Shanghai Fudan and Huahong Semiconductor increased by 4.39% and 5.56%, respectively [2] Group 5: Company-Specific Developments - Kuaishou-W rose over 7% due to recent upgrades in its AI capabilities [3] - Gaming company Goldin Financial Holdings increased over 7%, reporting a 29.6% year-on-year increase in total gaming revenue for the first three quarters [4] - Sanofi Biologics-B surged over 21% after announcing the initiation of Phase I clinical trials for its respiratory combined vaccine candidate [5] - New Ming China experienced a significant drop of over 83% in early trading, following multiple large-scale stock transfer records in September [6]