港股收盘 | 科技指数本周累计涨近7% 黄金股领跑市场

Market Performance - The Hong Kong stock market showed strong performance during the week, with the Hang Seng Index rising by 3.88% to close at 27,140.92 points, the Tech Index increasing by 6.90% to 6,622.85 points, and the National Enterprises Index up by 3.82% to 9,658.34 points [2] - The Hang Seng Tech Index reached its highest level since November 2021, with notable gains from stocks like Kuaishou-W (up 13.50%), Alibaba-W (up 7.62%), and Bilibili-W (up 7.10%) [2] Sector Insights - The semiconductor sector is expected to continue its upward trend, driven by the AI industry and a potential interest rate cut by the Federal Reserve. The second half of the year typically sees a surge in technology releases from Chinese companies, particularly in semiconductors and AI applications [2] - Gold stocks are gaining traction due to heightened demand for safe-haven assets amid geopolitical uncertainties and expectations of interest rate cuts. Notable performers include Zijin Mining International (up 89.97%) and China Silver Group (up 41.41%) [3] - Nuclear power stocks are also on the rise, with China Nuclear International and China Nuclear Technology seeing increases of 53.04% and 34.69%, respectively, following the approval of new nuclear power units [4] Investment Opportunities - The pharmaceutical sector is benefiting from improved financing conditions, with stocks like Yiming Anke and Clover Biopharma rising by 36.72% and 39.44%, respectively, as the market for innovative drugs shows signs of recovery [5] - The electric power sector is led by Harbin Electric, which saw a rise of 7.42%, supported by positive analyst ratings and expectations of strong revenue growth [7][8] - The automotive sector is experiencing a downturn, with major players like BYD and Xpeng Motors seeing declines of 3.95% and 2.84%, respectively, despite positive long-term sales forecasts for Chinese brands [9][10] Notable Company Developments - Empire Technology Group surged by 59.05% after announcing a share placement to raise funds for AI development [13] - Shanghai Electric rose by 14.19% following the signing of a significant photovoltaic project in Romania [14]