刚刚，全线大涨！

Core Viewpoint - The Hong Kong stock market experienced a strong opening on the first trading day of 2026, with significant gains in various sectors, particularly in technology, home appliances, and automotive, driven by favorable policies and market dynamics [1][2]. Semiconductor Sector - The semiconductor sector saw a collective surge, with notable increases in stock prices: Huahong Semiconductor rose over 10%, SMIC increased by over 5%, and Shanghai Fudan gained over 4% [2]. - Huahong Semiconductor announced plans to acquire a 97.4988% stake in Huahong Micro for a transaction price of 8.268 billion, aiming to enhance its 12-inch wafer foundry capacity [2]. - The semiconductor industry is benefiting from a price surge in the supply chain, sustained AI demand, and a strengthened domestic substitution logic, indicating a structural market trend [3]. Internet, Home Appliances, and Automotive Sectors - Major internet companies like Baidu, NetEase, Tencent, and Alibaba saw significant stock price increases, with Baidu rising over 8% following its announcement to spin off Kunlun Chip for independent listing on the Hong Kong Stock Exchange [4]. - The home appliance sector is expected to benefit from the continuation of the "old-for-new" policy, which includes subsidies for replacing old appliances, thus stabilizing domestic consumption [5]. - The automotive sector is also poised for recovery due to supportive policies, with a focus on high-end, intelligent, and export-oriented vehicles, as well as components related to automotive technology [5].