27000点！MINIMAX-WP涨近27%

Market Overview - The Hong Kong stock market showed signs of recovery, with the Hang Seng Index rising back above 27,000 points, closing at 27,126.95, up 1.35% [2] - The Hang Seng Technology Index increased by 0.50%, while the Hang Seng China Enterprises Index rose by 1.07% [2] - The banking and insurance sectors were particularly active, contributing to the overall market strength, while large tech stocks exhibited mixed performance [2] AI Application Stocks - MINIMAX-WP led the AI application sector with a significant increase of 26.48%, closing at 488.20 [4][5] - The launch of MINIMAX's AI-native workbench, Agent2.0, is a key driver, featuring components like Desktop App for task execution and Expert Agents for business scenario understanding [4] Semiconductor Sector - The semiconductor sector experienced strong performance, with notable gains from companies such as 纳芯微 (up 5.61%) and 上海复旦 (up 5.12%) [7][9] - Reports indicate that rising prices in wafer foundry and packaging services may lead to price adjustments in chip design, with MediaTek planning to strategically adjust prices due to increasing manufacturing costs [8] Insurance Sector - The insurance sector showed robust activity, with 中国人寿 rising nearly 6% and other major players like 新华保险 and 中国人民保险集团 also recording gains [11][12] - Analysts predict a clear performance growth for the insurance sector by 2025, driven by improvements in investment returns and a recovery in the liability side [11] Notable Corporate Actions - 安踏体育 announced the acquisition of a 29.06% stake in PUMA for €1.5 billion (approximately 12.278 billion RMB), resulting in a 2.03% increase in its stock price [13][14] - 紫金矿业 reported a 2.89% increase in stock price after announcing a deal to acquire Allied Gold Corporation for approximately 5.5 billion CAD (around 28 billion RMB), which operates gold mines in Africa [16][17]