港股午评 恒生指数早盘跌0.84% 光通信概念股再度上扬

Group 1: Market Overview - The Hang Seng Index fell by 0.84%, down 215 points, closing at 25,549 points, while the Hang Seng Tech Index dropped by 1.32% [1] - The early trading volume in the Hong Kong stock market reached HKD 107.8 billion [1] Group 2: Optical Communication Sector - Optical communication stocks surged again, driven by the demand for high-speed optical transceiver modules due to AIDC development, with institutions predicting a significant increase in shipment volume next year [1] - Notable stock performances include: - Hong Teng Precision (06088) up 7.95% - Changfei Optical Fiber (06869) up 4.57% - Cambridge Technology (06166) up 3.06% - Huiju Technology (01729) up 0.53% [1] Group 3: New Listings and Innovations - Zhuoyue Ruixin (02687) saw a rise of over 16% on its second day of trading, with its price increasing 120% from the IPO price, approaching a total market value of HKD 10 billion; the company specializes in digital solutions for higher education institutions [1] - Bai Ao Sai Tu-B (02315) increased by over 8%, reaching a new high, as it prepares to enter the A-share Sci-Tech Innovation Board [1] - Zhaoyan New Drug (06127) rose by over 8% due to a surge in the price of experimental monkeys, with institutions indicating a potential widening supply-demand gap [1] Group 4: Oil Sector Performance - Oil stocks collectively declined as geopolitical events weakened support for oil prices, although institutions remain optimistic about the long-term investment value of the three major oil companies [1] - Notable declines include: - PetroChina (00857) down 3% - Sinopec (00386) down 2.21% - CNOOC (00883) down 2.32% [1] Group 5: Non-Ferrous Metals Sector - Non-ferrous metal stocks experienced significant declines, influenced by market focus on the future interest rate policies of various central banks [2] - Key stock performances include: - Jiangxi Copper (00358) down 5.96% - Luoyang Molybdenum (03993) down 6.27% - China Aluminum (02600) down 5.34% [2] Group 6: Other Notable Declines - Silver Noble Pharmaceutical-B (02591) fell by over 14%, with a cumulative decline of 25% since entering the market [2] - Ocean Park Hong Kong (02255) dropped by 9%, hitting a new low for the year amid financial product repayment issues faced by its controlling shareholder [3]