港股午评|恒生指数早盘跌0.09% 苹果概念股跌幅居前

Group 1 - The Hang Seng Index fell by 0.09%, down 24 points, closing at 25,757 points, while the Hang Seng Tech Index dropped by 0.81% [1] - The trading volume in Hong Kong stocks reached HKD 134.8 billion in the morning session [1] - Chinese banks continued their recent upward trend, with Postal Savings Bank (01658) rising over 3%, supported by multiple catalysts for bank revaluation according to Morgan Stanley [1] - China Hongqiao (01378) increased by 3.07%, demonstrating confidence through large-scale continuous buybacks amid emerging disruptions in the aluminum industry [1] - China National Heavy Duty Truck Group (03808) rose by 1.49%, with September heavy truck exports reaching a record high of 15,000 units, and annual exports expected to exceed 150,000 units [1] - Giant Bio (02367) rebounded over 5% after the controlling shareholder increased holdings by 500,000 shares, with Citigroup stating that the market overreacted to pre-sale performance [1] Group 2 - Chip stocks continued to decline, with the U.S. planning to restrict key software exports, while institutions are optimistic about the acceleration of domestic self-sufficiency. Hua Hong Semiconductor (01347) fell by 6%, and Shanghai Fudan (01385) dropped by 6.43% [1] - The Hang Seng Innovation Drug Index plummeted by 4%, with constituents such as Jiajian Pharmaceutical-B (02617) and CSPC Pharmaceutical Group (01093) both declining over 5% [1] - Apple-related stocks experienced significant declines, with Q Technology (01478) dropping nearly 4% and GoerTek (01415) falling by 3.3%. Notably, renowned Apple analyst Ming-Chi Kuo indicated that iPhone Air demand is below expectations, leading the supply chain to reduce shipments and production capacity [1] - China Aluminum International (02068) fell over 8%, as the market focused on potential transactions involving China Aluminum and Rio Tinto, given the company's extensive overseas operational experience [1] Group 3 - Guanghetong (00638) saw a decline of over 8% on its second day of trading, having dropped nearly 20% from its IPO price [2]