港股收盘 | 3大指数涨跌互现 半导体与核电股领涨

Market Performance - The Hang Seng Index closed up 0.13% at 25,808.9 points, while the Technology Index rose 0.14% to 5,496.52 points, and the National Enterprises Index fell 0.03% to 8,911.15 points [2][4]. Semiconductor Sector - Semiconductor stocks saw strong gains, with notable increases from companies such as Naixin Micro (up 4.38%), Jingmen Semiconductor (up 3.53%), and SMIC (up 2.54%) [4][5]. - SMIC has implemented a price increase of approximately 10% on certain wafer foundry capacities, which is expected to be fully realized in the short term [5][6]. Light Communication Sector - Light communication stocks also rose, benefiting from accelerated infrastructure development for computing power, with Cambridge Technology increasing by 5.54% and Changfei Optical Fiber and Cable by 3.11% [8][9]. Nuclear Power Sector - Nuclear power stocks were boosted by expectations of rising uranium prices, with China General Nuclear Power Group's mining subsidiary up 5.33% and China Nuclear International up 2.99% [10][11]. - Goldman Sachs projects that uranium prices will rise to $91 per pound by the end of 2026, up nearly 20% from the current level of about $76 [11]. Lithium Battery Sector - Lithium battery stocks rebounded, with Hongqiao Group rising 3.23% and Caike New Energy up 2.56%, supported by stabilizing lithium prices and optimistic market sentiment regarding future demand [12][13]. Aviation Sector - The aviation sector continued to face pressure, with major airlines like China National Aviation and China Eastern Airlines experiencing declines of 1.73% and 1.16%, respectively, due to a significant number of flight cancellations on routes between China and Japan [14][15]. Individual Stock Movements - Baiaosaitu saw a significant increase of 22.23% after being included in the Hong Kong Stock Connect [16]. - Color Star Technology dropped 14.71% following the announcement that its licensing agreement for the "Teenage Mutant Ninja Turtles" franchise will not be renewed after 2027 [17].