港股收盘 | 恒指收跌2.23%失守两万七 有色股再遭重创 三大运营商全天承压

Group 1: Market Overview - The nomination of Kevin Warsh as the Federal Reserve Chairman has triggered hawkish expectations, leading to significant volatility in global assets, with Hong Kong's Hang Seng Index falling below the 20,000 mark [1] - The Hang Seng Index closed down 2.23% at 26,775.57 points, with a total turnover of HKD 34.79 billion [1] - The market correction is viewed as a technical pullback due to the rapid previous gains, with ongoing concerns about the sustainability of market volatility [1] Group 2: Blue-Chip Stocks Performance - Sands China (01928) rose 4.05% to HKD 17.72, contributing 2.66 points to the Hang Seng Index, driven by better-than-expected gaming revenue in Macau [2] - Other blue-chip stocks like Lenovo Group (00992) and Galaxy Entertainment (00027) also saw gains, while China Unicom (00762) and Zijin Mining (02899) faced declines, dragging the index down [2] Group 3: Sector Performance - Large technology stocks experienced declines, with Alibaba dropping over 3% and Tencent over 1%, while gold and other precious metals faced significant sell-offs [3] - The automotive sector showed mixed results, with major players like XPeng and Great Wall Motors declining, while NIO reported a 96.1% year-on-year increase in deliveries [7] - Semiconductor stocks fell sharply, with Huahong Semiconductor down over 11% and other major players also experiencing significant losses [6] Group 4: Commodity Market Impact - The precious metals market saw a sharp decline, with gold prices dropping below USD 4,450 per ounce, marking a new low since January 8 [4] - The recent hawkish stance from the Federal Reserve is expected to influence commodity prices and the performance of the non-ferrous metals sector [4] Group 5: Telecommunications Sector - Major telecom operators, including China Unicom and China Telecom, faced pressure following the announcement of an increase in the VAT rate from 6% to 9%, which is expected to impact their revenues and profits [5] - The adjustment is seen as a clarification of the tax policy rather than an additional burden, potentially leading to improved operational efficiency in the industry [5] Group 6: Notable Stock Movements - MINIMAX (00100) showed strong performance, rising 10.68% to HKD 523.5, attributed to its unique technological capabilities [9] - China National Building Material (03323) issued a profit warning, predicting a loss of RMB 2.3 billion to RMB 4 billion for the year ending December 31, 2025 [10] - China Shenhua (601088) reported an expected profit decline of 10.6% to 18.6% for the fiscal year 2025, reflecting a weak industry outlook [11]