港股午评：恒指跌0.15%，恒生科指涨0.14%，半导体板块涨幅居前，黄金股普涨，内房股普跌

Market Performance - The Hang Seng Index decreased by 0.15% to 26,449.1 points, while the Hang Seng Tech Index increased by 0.14% to 5,691.65 points [1] - The National Enterprises Index fell by 0.26% to 9,071.33 points, and the Red Chip Index dropped by 0.44% to 4,170.27 points [1] Technology Sector - Among major tech stocks, Alibaba rose by 1.06%, Tencent fell by 0.17%, JD.com increased by 0.27%, Xiaomi dropped by 2.31%, NetEase fell by 3.43%, Meituan decreased by 0.77%, Kuaishou rose by 0.66%, and Bilibili fell by 0.08% [2] - The semiconductor sector saw significant gains, with Hua Hong Semiconductor rising over 4% [2] - Micron Technology indicated that the slow expansion of wafer fabs and complex customer certification processes will likely prolong the current memory shortage until 2028 [2] Gold and Silver Market - Gold stocks experienced a broad increase, with Lingbao Gold rising over 7% due to heightened demand for safe-haven assets amid escalating geopolitical tensions [3] - Spot silver reached a historical high of $95.89 per ounce, while spot gold surpassed $4,830 per ounce, also setting a new record [3] Real Estate Sector - Domestic property stocks generally declined, with Sunac China falling over 3% [3] - CICC's report suggested that despite weak demand, there are signs of positive changes on the supply side in the real estate sector, recommending increased attention to the sector in the short term [3] Consumer Sector - The new consumption concept saw a pullback, with Hu Shang A Yi dropping over 6% [3] - China Galaxy emphasized the importance of the "14th Five-Year Plan" for medium- to long-term consumption goals and the rollout of specific policies by 2026 [3]