港股速报 | 港股两连涨 半导体板块集体大涨

Market Overview - The Hong Kong stock market rebounded for the second consecutive day, with the Hang Seng Index closing at 26,166.03 points, up 198.05 points, a gain of 0.74% [1] - The Hang Seng Tech Index closed at 6,059.89 points, increasing by 108.44 points, a rise of 1.82% [2] Sector Performance - The semiconductor sector saw significant gains, with Huahong Semiconductor (01347.HK) rising over 13%, SMIC (00981.HK) and ASMPT (00522.HK) up over 8%, and InnoCare Pharma (02577.HK) and Fudan University (01385.HK) increasing over 5% [3] - The Apple-related stocks performed well, with Weishi Jiajie (00856.HK) rising over 6% as Apple plans to launch an AI glasses product by the end of 2026 [6] Policy and Industry Insights - The "14th Five-Year Plan" emphasizes enhancing technological self-reliance and innovation, which is expected to drive growth in domestic semiconductor manufacturing and related sectors [5] - Morgan Stanley predicts a "super cycle" for the storage chip industry driven by the AI boom, with strong policy support for domestic storage chip development [5] Investment Trends - Southbound funds net bought over 3.4 billion HKD in Hong Kong stocks by the end of the trading day [8] - Goldman Sachs highlighted Tencent's unique advantage in AI technology and raised its target price, while also indicating that Alibaba's stock price dip presents a buying opportunity [9] Future Outlook - Analysts from various institutions believe AI remains a clear main theme in the Hong Kong market, with the internet sector expected to continue benefiting [10] - The technology sector is currently viewed as historically undervalued, with expectations for significant growth driven by advancements in AI and increased capital expenditure [10]