恒生指数早盘跌0.39% 电力设备逆市走高

Group 1 - The Hang Seng Index fell by 0.39%, down 104 points, closing at 26,661 points, while the Hang Seng Tech Index dropped by 1.65%. The early trading volume in Hong Kong stocks was HKD 130.9 billion [1] - Electric equipment stocks surged due to explosive growth in AI data centers, with Dongfang Electric (600875) rising over 17% and Harbin Electric (01133) increasing by over 6% [1] Group 2 - Chongqing Machinery (02722) rose over 11% as a US tech giant committed to self-supplying power, driving demand for high-power engines [2] Group 3 - Goldwind Technology (002202) (02208) increased by 7%, with annual wind power installations in China reaching 130 GW, and wind turbine prices expected to continue a slight recovery [3] - Optical communication concept stocks rose, with institutions predicting new growth in the industry by 2026. Hongteng Precision (06088) surged by 15%, and Changfei Optical Fiber (601869) increased by 4% [3] Group 4 - MINIMAX (00100) rose over 3% after launching the MaxClaw model, with Goldman Sachs indicating it is in a high-growth phase [4] - Stablecoin concept stocks were active, with US firm Circle surging 35% post-earnings, and Hong Kong set to issue its first batch of licenses next month. Guofu Quantum (00290) rose by 6%, and Lianlian Digital (02598) increased by 2% [4] Group 5 - Wanka Yilian (01762) surged over 10%, expecting an annual profit increase of up to approximately 795.7%, with its AI commercialization service platform achieving precise targeting [5] - Gaming stocks continued to decline, with Macau's gambling revenue during the Spring Festival holiday falling short of expectations, leading Morgan Stanley to slightly lower its February revenue forecast. Melco International Development (00200) fell by 5.2%, and Galaxy Entertainment (00027) dropped by 4.7% [5] Group 6 - Contemporary Amperex Technology (300750) (03750) fell by 5.5% as Zimbabwe tightened lithium concentrate exports, potentially raising lithium prices and increasing costs for downstream battery manufacturers [6]