港股V形反弹!AI、半导体爆发,最牛新股5分钟飙涨32%
21世纪经济报道·2026-02-16 05:15

Market Overview - The Hong Kong stock market experienced a V-shaped rebound on the last trading day before the Spring Festival, with the Hang Seng Index rising by 0.5% and the Hang Seng Tech Index increasing by 0.1% despite a drop of nearly 2% during the session [1][3]. Gold and Silver Market - Gold and silver stocks saw a collective rise, with Luoyang Molybdenum up over 6% and Zijin Mining and Ganfeng Lithium both rising over 4%. However, spot gold and silver prices fell sharply, with spot silver dropping over 3% and spot gold falling below $5,000 to touch $4,980 per ounce [3][6]. AI and Semiconductor Sector - AI concept stocks surged, with MINIMAX-WP soaring by 24.6% and Zhizhu rising by 4.74%, both reaching new highs since their listings. Douyin concept stock Duoxiangyun saw a peak increase of 40%. The "first AI stock to eliminate illusions," Chenghai Technology Group, experienced a dramatic rise of 32% within the first five minutes of trading, closing up 29.6% with a market value of HKD 48.1 billion. On February 13, Chenghai Technology Group's stock price increased by over 200% on its first trading day, marking it as the best-performing new stock of the year [3][4]. Institutional Insights - Institutions indicate that the Hong Kong stock market has the potential for short-term rebound momentum. Foreign capital is increasingly allocating to Chinese assets, particularly in the tech sector, with notable IPOs such as Wolong Nuclear Materials scheduled for February 13. The IPO of Lanke Technology attracted significant long-term investments from major firms like UBS Asset Management and JPMorgan Asset Management. According to Industrial Securities, the current market sentiment is at a relatively low point, with short-selling transactions accounting for approximately 19.2%, indicating potential for a short-term rebound [4][5].