港股午评|恒生指数早盘跌0.80% 锂矿板块逆市大涨

Group 1: Market Overview - The Hang Seng Index fell by 0.8%, down 213 points, closing at 26,359 points; the Hang Seng Tech Index dropped by 1.19%, with early trading volume at 118.5 billion HKD [1] Group 2: Lithium Industry - Ganfeng Lithium's chairman Li Liangbin predicts a 30% increase in lithium carbonate demand by 2026, reaching 1.9 million tons; lithium carbonate prices have surged past 90,000 CNY, leading to a rise in lithium stocks [1] - Ganfeng Lithium (01772) rose over 7%, and Tianqi Lithium (09696) increased by over 6% [1] Group 3: AI and Technology Sector - Fubo Group (03738) saw a rise of over 5%, with Q3 total revenue increasing by approximately 27%, benefiting from the demand for AI-generated content copyrights [2] - Weichai Power (02338) rose over 4% due to global AI infrastructure expansion, with a significant increase in AIDC large-diameter cylinder shipments [2] - Kangnex Optical (02276) increased by over 2%, driven by strong sales of smart glasses during the Double 11 shopping festival, with institutions maintaining a positive outlook on the company's supply chain positioning [3] Group 4: Strategic Partnerships and Market Adjustments - Zhonghuan New Energy (01735) rose by 5% after forming a global strategic partnership with the Hemingway family fund [4] - Zhenjiu Lidong (06979) fell over 3% as it temporarily paused regional recruitment, indicating ongoing adjustments in the liquor industry [4] Group 5: Entertainment and Media - Maoyan Entertainment (01896) dropped over 5%, with a cumulative decline of over 12% in the past two days; the film "Demon Slayer" has nearly reached a box office of 400 million CNY [5] Group 6: Shareholder Actions - Contemporary Amperex Technology Co. (03750) fell over 3% as shareholder Huang Shilin plans to transfer 1% of shares through an inquiry [6] - Kanglong Chemical (03759) dropped over 5%, with a cumulative decline of 15% this month, as two shareholders plan to reduce their holdings by up to 1.5% [7]