港股午评|恒生指数早盘涨1.78% 中资券商板块领涨

Group 1 - The Hang Seng Index rose by 1.78%, gaining 468 points to reach 26,815 points, while the Hang Seng Tech Index increased by 2.21% with a trading volume of 162.7 billion HKD in the morning session [1] - Goldman Sachs recommends overweighting Chinese stocks by 2026, leading to a collective rise in Chinese brokerage stocks, with Guotai Junan International up over 12%, Guolian Minsheng up over 6%, and Guotai Haitong up over 7% [1] - Zijin Mining reached a new high with a 5% increase, expecting a maximum annual net profit of 52 billion CNY, while Citigroup stated that concerns over the founder's resignation are misplaced [1] Group 2 - China Hongqiao rose over 6% to a new high as LME aluminum surpassed 3,000 USD [2] - Lithium carbonate futures surged, with Ganfeng Lithium up over 4% and Tianqi Lithium up over 3% [3] - Guofu Hydrogen Energy increased by over 7%, having completed the delivery of a total of 424 sets of vehicle-mounted high-pressure hydrogen supply systems to customers [4] Group 3 - Seres rose over 3% as its electric vehicle sales in December increased by over 60% year-on-year, fully covering the luxury segment [5] - Junda Co. increased by over 5% as the commercialization of the space photovoltaic industry accelerates, collaborating with Shangyi Optoelectronics to promote related industrialization [6] - Ganwan rose over 6% after successfully issuing convertible bonds to enhance its AI and gaming initiatives, with a new incentive policy for WeChat mini-games [7] Group 4 - Guoquan increased by over 5% as its small stir-fry restaurant began trial operations, with potential for growth driven by scene expansion [8] - Xiaoyu Yingtong surged over 23% as the domestic micro-short drama market rapidly expands, launching the AIGC creation platform "Hui Xiaoyu" [8] - Weigao Co. fell over 3% as Weigao Blood Purification plans to invest 8.5 billion CNY to acquire Weigao Purui [8]