异动盘点0303 | 石油股延续昨日涨势，锂矿股早盘下挫；加密货币概念股走强，国防板块普涨

Group 1 - Haizhi Technology Group (02706) saw a mid-day increase of over 4.1% following the announcement of a strategic cooperation framework agreement with Zhipu, focusing on model training and application scenarios [1] - NetEase-S (09999) rose nearly 3% after receiving a notification from the Hong Kong Stock Exchange indicating that over 55% of its global transaction volume for the fiscal year 2025 will be completed on the Hong Kong Stock Exchange [1] - Oil stocks continued their upward trend, with China Petroleum (00857) up 3.73%, CNOOC Services (02883) up 3.43%, and CNOOC (00883) up 2.32%, amid reports of the Strait of Hormuz being closed by Iran [1] Group 2 - CNOOC Chemical (03983) increased nearly 5% after signing a management agreement with CNOOC Refining and Fudao Chemical for daily operations from March 1, 2026, to February 28, 2029 [2] - Tianlun Gas (01600) surged nearly 8% after Qatar Energy announced a suspension of LNG production due to drone attacks from Iran, causing European natural gas futures to rise over 50% [2] - Guotai Junan International (01788) rose over 4% after receiving approval from the SFC to use the ISDA Standard Initial Margin Model for OTC derivatives trading starting February 12, 2026 [3] Group 3 - Xpeng Motors (09868) fell over 4.5% after announcing the launch of its second-generation VLA, with February deliveries dropping to 15,256 units, a 49.9% year-on-year decline [4] - China Duty Free Group (01880) dropped nearly 5%, with a cumulative decline of over 30% post-holiday, attributed to losing some operating rights at Shanghai Airport [4] - Lithium mining stocks fell, with Ganfeng Lithium (01772) down 6.93% and Tianqi Lithium (09696) down 3.75%, as lithium carbonate futures hit a limit down of 13% [5] Group 4 - U.S. stocks in the storage sector fell, with Seagate Technology (STX.US) down 6.94% and Western Digital (WDC.US) down 3.44% [6] - Cryptocurrency stocks surged, with Circle (CRCL.US) up 15.22% and Coinbase (COIN.US) up 5.34% [6] - Corning (GLW.US) rose 4.97% after launching a new generation of Gorilla Glass with enhanced drop resistance [6] Group 5 - Nokia (NOK.US) increased by 6.99% after announcing an expanded partnership with TIM Brasil and Deutsche Telekom to utilize NVIDIA's AI-RAN platform [7] - Oil and gas stocks generally rose, with Occidental Petroleum (OXY.US) up 2.13% as oil prices surged due to escalating Middle East conflicts [7] - Airline stocks fell, with United Airlines (UAL.US) down 2.91% as rising oil prices impact profitability [7] Group 6 - Optical communication stocks rose significantly, with Applied Optoelectronics (AAOI.US) up 21.7% following a strategic agreement between NVIDIA and Lumentum [8] - The defense sector saw gains, with Raytheon Technologies (RTX.US) up 4.71% as geopolitical tensions increase demand for defense technologies [8]