港股午评|恒生指数早盘跌0.89% 智谱逆市飙升24%领涨AI大模型

Market Overview - The Hang Seng Index fell by 0.89%, down 242 points, closing at 27,024 points, while the Hang Seng Tech Index dropped by 1.68% [1] - The trading volume in the Hong Kong stock market reached HKD 127.3 billion in the morning session [1] Company Highlights - Zhizhong (02513) saw its stock price increase by over 24% after its flagship model GLM-5 was adapted to several mainstream domestic chip platforms, including Huawei Ascend [1] - MiniMax (00100) experienced a rise of over 14% [1] - Optical communication stocks performed well, with Zhongji Xuchuang rising by 11%, Changfei Optical Fiber and Cable increasing by 11%, and Huiju Technology gaining over 6% [1] - Dongfang Electric (01072.HK) rose by over 11% due to expectations of new orders from Southeast Asian data centers or utility customers, as noted by Citigroup [1] - Harbin Electric (01133.HK) increased by 7.8% [1] - Tianyu Semiconductor (02658) rose by 4.9% after forming a strategic partnership with EYEQ Lab to focus on silicon carbide epitaxial wafer supply and applications [1] - Zhaoyi Innovation (03986) increased by over 7% following a surge in the U.S. memory sector, with strong demand expected to continue into next year [1] Sector Developments - The construction boom in U.S. data centers has led to an electricity shortage, with over 29 GW of natural gas power generation capacity under construction in the U.S. as of January 2026, more than doubling in one year [1] - CIMC Enric (03899) rose by 2.8% as JPMorgan expressed positive expectations for its Indonesian coke oven gas project, indicating the company's overseas expansion is moving into the execution phase [2] - COSCO Shipping Energy (01138) surged by over 10%, with an annual increase of over 80%, amid reports that the U.S. is considering seizing Iranian oil tankers to exert pressure [2] - China Nuclear International (02302) increased by over 6% due to a rise in uranium trade transaction volumes, significantly boosting annual revenue and profit [3] - Budweiser APAC (01876) fell by over 4%, dragging down the Hang Seng Index, as its fourth-quarter loss widened to USD 105 million [4]