港股盘前分析

Market Performance - The Hang Seng Index closed at 18,868.71, down 1.7% for the day and 10.68% year-to-date[4] - The Shanghai Composite Index fell 1.33% to 3,116.39, with a year-to-date increase of 4.75%[4] - Northbound capital recorded a net sell of 3.266 billion yuan, while southbound capital saw a net buy of 3.51 billion HKD[3] Key Corporate Developments - Nvidia's stock surged by 9.3%, increasing its market capitalization by nearly $220 billion in one day, driven by strong earnings forecasts[6] - Alibaba invested approximately $800 million in AI startup Moonshot AI, acquiring about 36% equity, with the startup valued at $2.5 billion[7] - Segantii Capital Management announced it would close and return funds to investors amid insider trading allegations, pausing redemptions[7] Economic Indicators - The U.S. Composite PMI rose to 54.4, the highest in two years, indicating robust expansion in business activity[20] - Initial jobless claims in the U.S. recorded the largest two-week decline since September of the previous year, suggesting a strengthening labor market[3] Sector Insights - The technology sector, particularly AI-related companies, is experiencing significant investment and growth, as evidenced by Nvidia's performance and Alibaba's investment[6][7] - The energy and materials sectors are under pressure, with notable declines in commodity prices, including cobalt, as China plans to purchase a record amount for state reserves[7]