港股开盘 | 恒指高开0.47% 油气股活跃 科网股涨跌不一

Group 1 - The Hang Seng Index opened up by 0.47%, while the Hang Seng Tech Index rose by 0.38%. Oil and gas stocks were active, with China Petroleum & Chemical Corporation increasing by nearly 2%. Tech stocks showed mixed performance, with Alibaba rising over 3%. AI model company MiniMax saw a first-day surge of over 42% [1] - Guolian Securities maintains a positive outlook on the revaluation of AI in China, recommending focus on platform-based internet companies with advantages in computing resources, model capabilities, and application scenarios, as well as AI ecosystem companies with model or application capabilities [1] - Yuanta International believes that the Hong Kong stock market is currently in a relatively flat period, with market sentiment awaiting further catalysts. The expectation of interest rate cuts by the new Federal Reserve Chairman in January could bring new incremental funds to the Hong Kong market, while expectations of U.S. rate cuts may lead to further appreciation of the Renminbi against the U.S. dollar, enhancing the attractiveness of Chinese assets, including Hong Kong stocks, to overseas investors [1] Group 2 - Qianhai Kaiyuan predicts that by 2026, the Hong Kong stock market (including the Hang Seng Index and Hang Seng Tech Index) is expected to regain upward momentum driven by capital inflows. As the market deepens and expands, investment opportunities will significantly increase, enhancing investor sentiment. More investors are expected to recognize this as a potential slow bull market lasting 2-3 years, or even longer, which could effectively stimulate consumption and promote economic recovery [1] - China Merchants Securities suggests that the market has experienced a valuation pullback, and with macro domestic demand constraints limiting the index's upward ceiling, it will enter a phase of structural differentiation driven by quality. The firm recommends a dual approach: focusing on the rebound of the Hang Seng Tech Index (AI internet leaders) and enhancing a "barbell" strategy with offensive sectors like non-ferrous metals and insurance, while defensive sectors should include high-dividend assets as a stabilizing force [2]