港股速报｜港股小幅低开 金价重回5000美元 黄金股继续反弹

Market Overview - The Hong Kong stock market opened slightly lower on February 4, with the Hang Seng Index starting at 26,797.05 points, down 37.72 points, a decline of 0.14% [1] - The Hang Seng Technology Index opened at 5,419.93 points, decreasing by 47.33 points, a drop of 0.87% [2] Gold Market - International spot gold prices have returned to $5,000 per ounce, leading to a rebound in gold stocks. Notable gains include China Gold International (HK02099) up over 5%, Jiangxi Copper (HK00358) up over 4%, and Luoyang Molybdenum (HK03993) up over 3% [4] - UBS forecasts a bullish scenario target price for gold at $7,200 per ounce and a bearish scenario target price at $4,600 per ounce. The firm maintains a bullish stance on gold in global asset allocation [6] New Listings - Guoen Technology (HK02768) debuted on the Hong Kong Stock Exchange, opening 25% higher and later increasing to a 34% gain. The company specializes in chemical new materials and collagen products and is also listed on the A-share market [6] Sector Performance - The technology sector saw widespread declines, with Meitu down over 9% and other major companies like Baidu, Bilibili, Tencent, Kuaishou, and Meituan all falling over 1% [7] - Oil stocks were active, with CNOOC rising over 1%. However, some property stocks weakened, with Xuhui Holdings Group dropping over 2% [7] Future Outlook - CITIC Securities anticipates that the "New Four Bulls" concept for A-shares and Hong Kong stocks will continue to drive the market upward through 2026. This includes "capital inflow bull," "technology innovation bull," "system reform bull," and "consumption upgrade bull" [8]