港股开盘：恒指涨0.82%、科指涨0.68%，芯片股高开，科网股、黄金股回暖，中资券商股表现活跃

Market Overview - The Hong Kong stock market opened higher on February 3, with the Hang Seng Index rising by 0.82% to 26,995.76 points, the Hang Seng Tech Index increasing by 0.68% to 5,563.79 points, the State-Owned Enterprises Index up by 0.59% to 9,133.88 points, and the Red Chip Index gaining 0.33% to 4,259.27 points [1] Company News - China Merchants Jinling (00978.HK) reported a contract sales total of approximately 32.308 billion yuan for 2025, a year-on-year decrease of 23.91% [2] - ZTE Corporation (00763.HK) plans to invest 117 million yuan to subscribe to shares of the Jianxing Zhanlu Fund, which will support a broader range of innovative businesses and upstream and downstream industry chain enterprises [2] - Cloud Factory (02512.HK) has won a bid for the second phase of an artificial intelligence industrial base project, with a contract value of 520 million yuan [3] - XPeng Motors-W (09868.HK) delivered 20,011 new vehicles in January [4] - La Jiao Network Entertainment (08172.HK) has received authorization from Ant Group to become the official service provider for "Ant Treasure Box" [5] - Jun Dong Holdings (08277.HK) has signed a timber harvesting and sales agreement with Jinda Forestry [6] - Global Medical (02666.HK) plans to issue corporate bonds with a total principal amount not exceeding 1 billion yuan [7] - Junsheng Tai Pharmaceutical (02511.HK) appointed Dr. Filip Surmont as Chief Medical Officer to strengthen its layout in cardiovascular and metabolic diseases [7] - Blue River Holdings (00498.HK) has entered into a cooperation framework agreement with Energy Storage Investment Company [8] Institutional Insights - Huatai Securities noted that the current market pullback is a technical correction due to the rapid rise in prices and the hawkish nomination of the Federal Reserve Chairman, suggesting that the core issues are the sustainability of volatility and whether it will end market performance [9] - Huaxi Securities highlighted that the low-altitude economy has officially become a national strategic layout, paralleling aerospace as a key cluster, reflecting the government's top-level design for airspace resource development and integrated industry collaboration [9] - CITIC Securities indicated that during the 14th Five-Year Plan period, power grid construction is expected to focus on interconnectivity and digital intelligence, with high investment prospects in areas like ultra-high voltage and flexible direct current [10]