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 [1] Technology Sector - The Hang Seng Tech Index recorded a nearly 7% increase, reaching its highest level since November 2021 during the week [2] - Notable tech stocks such as Kuaishou-W (01024.HK), Alibaba-W (09988.HK), and Bilibili-W (09626.HK) saw significant gains of 13.50%, 7.62%, and 7.10% respectively [2] Investment Outlook - According to Everbright Securities, the Hong Kong market is expected to continue its upward trend due to the ongoing AI industry momentum and the anticipated interest rate cuts by the Federal Reserve [3] - CITIC Securities highlighted a focus on the technology sector, particularly the semiconductor industry, as the second half of the year typically sees a surge in technology releases and product iterations [3] Gold Stocks - Gold stocks have shown strong performance, with Zijin Mining International (02259.HK) and China Silver Group (00815.HK) rising by 89.97% and 41.41% respectively, driven by expectations of interest rate cuts and geopolitical uncertainties [6] - The international gold price surpassed $3,900 per ounce, with a significant inflow into gold ETFs, which saw an increase of over 15 tons in a week [6] Nuclear Power Sector - Nuclear power stocks like China Nuclear International (02302.HK) and China Nuclear Technology (00611.HK) rose by 53.04% and 34.69% respectively, following the approval of new nuclear power units and an increase in the nuclear power installation target to 120 million kilowatts by 2025 [8] Pharmaceutical Sector - Pharmaceutical stocks such as Yiming Oncology and Clover Biopharmaceuticals saw increases of 36.72% and 39.44% respectively, benefiting from improved financing conditions in the market [9] Semiconductor Sector - Semiconductor stocks like Hua Hong Semiconductor (01347.HK) and SMIC (00981.HK) experienced gains of 2.10% and 1.39% respectively, supported by the ongoing AI wave and new product releases [11] Electric Power Sector - Harbin Electric (01133.HK) led the electric power sector with a rise of 7.42%, following a positive report from UBS that raised its target price and earnings forecasts for the company [16] Automotive Sector - Automotive stocks generally declined, with BYD (01211.HK), Xpeng Motors-W (09868.HK), and Li Auto-W (02015.HK) falling by 3.95%, 2.84%, and 2.35% respectively, despite positive sales growth projections for Chinese brands overseas [17] Recent Developments - Shanghai Electric (02727.HK) rose by over 14% following the signing of a major photovoltaic project in Romania [21]