港股午评：恒指涨1.78% 科指涨2.21% 中资券商股普涨 有色金属板块涨强势

Market Overview - The Hong Kong stock market indices opened higher and continued to rise, with the Hang Seng Index up by 1.78% to 26,815.69 points, the Hang Seng Tech Index up by 2.21%, and the National Enterprises Index up by 1.61% [1][8] Technology Sector - In the technology sector, most stocks saw gains, with NetEase rising over 4%, Bilibili and Kuaishou up over 3%, and JD, Baidu, and Tencent increasing by over 2%. Xiaomi, however, experienced a decline of over 1% [1][8] Brokerage Sector - Chinese brokerage stocks showed strong performance, with Guotai Junan rising over 7%. Guojin Securities recommended focusing on undervalued brokerages for potential gains during the spring market rally, particularly those with high AH premium rates and M&A themes [4][11] Metals Sector - The metals sector led the gains, with Zhaojin Mining increasing over 7%. Bank of America’s metals research head, Michael Widmer, indicated that gold will remain a key hedging tool in investment portfolios, predicting an average gold price of $4,538 per ounce by 2026. Historical data suggests silver prices could soar to a range of $135 to $309 per ounce [5][12] Insurance Sector - The insurance sector was active, with Prudential rising over 5%. Data from the National Financial Regulatory Administration showed that the insurance industry achieved a total premium income of 57,629 billion yuan, a year-on-year increase of 7.6%. Life insurance companies reported a premium income of 41,472 billion yuan, up 9.1%, while property insurance companies saw a 3.9% increase to 16,157 billion yuan. Dongwu Securities expressed optimism for 2026, citing strong market demand and attractive insurance product rates compared to bank deposits [6][12]