腾讯、阿里齐涨！大模型大牛股涨超36%，市值达1234亿港元；澜起科技港股上市首日大涨63.7%丨港股收盘

Group 1: Market Performance - The Hang Seng Index closed up 1.76%, while the Hang Seng Tech Index rose by 1.34% [1] - Leading sectors included optical communication, with notable gains from companies such as 澜起科技 (Lanke Technology) up over 63% and 长飞光纤光缆 (Changfei Optical Fiber) up 15.3% [1] - Consumer stocks showed continued recovery, with 中国中免 (China Duty Free) rising 8.3% and 泡泡玛特 (Pop Mart) increasing by 5.7% [1] Group 2: Company Highlights - 澜起科技 (Lanke Technology) officially listed on the Hong Kong stock market, opening with a gain of over 50% from its issue price, and its market capitalization quickly surpassed 200 billion HKD, closing at 175 HKD, up 63.72% [3] - 智谱 (Zhiyu) saw its stock price increase by 36.22% after the public listing of its large model, reaching a market value of 123.4 billion HKD [2] Group 3: Industry Trends - The rapid growth in demand for AI large model training and inference is driving a recovery in the storage industry, with high-performance storage products experiencing explosive demand [6] - A new wave of price increases in the semiconductor industry is expected starting in 2026, affecting various segments including storage and CPU, with major companies announcing price hikes [7] - Major cloud service providers like Amazon, Google, Microsoft, and Meta are projected to have a combined capital expenditure of 660 billion USD in 2026, a significant 60% increase year-on-year, primarily directed towards AI computing infrastructure [7] Group 4: Market Outlook - 海通国际 (Haitong International) is optimistic about the market's performance leading up to the Chinese New Year, predicting a potential rebound in both A-shares and Hong Kong stocks [8] - The current low-risk yield in mainland China makes the stock market more attractive compared to the bond and real estate markets [8] - Upcoming political and economic events, including local and national meetings, are expected to catalyze market movements and attract new capital [8]