港股开盘：恒指涨0.29%、科指涨0.14%，黄金股、芯片股延续强势，锂电池及汽车股活跃

Market Overview - The Hong Kong stock market opened slightly higher on December 23, with the Hang Seng Index rising by 0.29% to 25,875.85 points, the Hang Seng Tech Index increasing by 0.14% to 5,534.54 points, the National Enterprises Index up by 0.29% to 8,966 points, and the Red Chip Index gaining 0.45% to 4,093.81 points [1] Sector Performance - Large technology stocks showed mixed performance, with Alibaba up by 0.2%, Tencent down by 0.16%, JD.com up by 0.36%, Xiaomi down by 0.25%, NetEase up by 0.84%, Meituan up by 0.88%, and Bilibili up by 0.26% [1] - The lithium battery sector was active, with Tianqi Lithium rising over 2% [1] - Automotive stocks saw some gains, with Geely Auto increasing by over 1% [1] - Gold and chip stocks have been strong in recent days, while consumer electronics, shipping, and power stocks declined [1] Notable Company News - Country Garden Holdings (万科企业) extended the grace period for the repayment of its 2022 fourth phase medium-term notes (total principal of 2 billion yuan) to 30 trading days [2] - Cathay Pacific (国泰航空) reported 2.5304 million passengers in November, a year-on-year increase of 26% [3] - Shan Gao New Energy (山高新能源) signed an EPC contract worth 405.5 million yuan with China Railway 17th Bureau [3] - China General Nuclear Power (中广核电力) adjusted the expected operational dates for its Huizhou Units 1 and 2 to the first and second halves of 2026, respectively [3] - Lehua Entertainment (乐华娱乐) entered a business cooperation framework agreement with Youku Information Technology [4] - Dipu Technology (滴普科技) signed a strategic cooperation agreement with Muxi Co., focusing on AI applications in key industries [4] - Nanshan Aluminum International (南山铝业国际) increased its annual production capacity for alumina to 4 million tons [7] Analyst Insights - Huatai Securities noted that the market is still in a left-side layout phase, with the right-side turning point not yet clear. There is strong consensus on an early spring rally, but year-end supply and demand pressures create uncertainty for a "Santa rally" [10] - China International Capital Corporation highlighted the significant operational needs in China's infrastructure market, with drones reshaping engineering operation services [11] - CITIC Securities emphasized the rapid upgrades in GPU and ASIC technology, leading to increased demand for higher bandwidth network hardware in AI data centers [11]