异动盘点0310 | 存储概念股走高，迅策涨势延续；部分光通信股逆市拉升，Xenon制药飙升49.64%

Group 1: Storage Sector - Storage concept stocks rose, with 澜起科技 (06809) up 6.93% and 兆易创新 (03986) up 2.62%. Leveraged ETFs linked to South Korean chip leaders also surged, with two times long positions on 海力士 (07709) up 14.86% and two times long on 三星电子 (07747) up 10.7%. This was driven by a strong rebound in the Korean market on March 10, where both SK Hynix and Samsung Electronics saw their stock prices rise over 10% [1] - The global AI investment boom is driving a surge in storage demand, exacerbating the supply-demand imbalance in the NAND market [1] Group 2: Airport and Aviation Sector - 首都机场 (00694) saw a sharp decline of over 10%, with its total market value dropping below 10 billion HKD, down 9.33% as of the report. This was due to an announcement from the Shanghai Stock Exchange regarding adjustments to the Hong Kong Stock Connect, which removed Beijing Capital International Airport from the list effective March 9 [1] - After several days of decline, Hong Kong bank stocks rebounded, with 渣打集团 (02888) up 4.38% and 汇丰控股 (00005) up 3.23%. This rebound coincided with signs of de-escalation in the US-Iran conflict [3] Group 3: Pharmaceutical Sector - 复宏汉霖 (02696) rose over 5.5% after the Chinese National Medical Products Administration approved its Class 1 new drug HLX316 for clinical trials aimed at treating advanced/metastatic solid tumors [1] - 科济药业-B (02171) increased by over 10.6%, reporting annual revenue of 126 million RMB, a year-on-year increase of 218.7%, with a narrowed loss of 97.86 million RMB, down 87.7% year-on-year [4] Group 4: Technology Sector - 兆威机电 (02692) saw a rise of over 9% on its second day of trading, reaching a high of 84.55 HKD, following its inclusion in the Hong Kong Stock Connect list [2] - 迅策 (03317) continued its upward trend, with a peak increase of over 29%, reaching a historical high of 150 HKD, driven by the rapid popularity of the OpenClaw AI software [2] - 腾讯 (00700) rose nearly 6% after the launch of its AI product WorkBuddy, which is seen as Tencent's version of the popular OpenClaw software [4] Group 5: Communication Sector - 光通信 concept stocks strengthened, with 长飞光纤光缆 (06869) up 12.1%, 汇聚科技 (01729) up 8.21%, and 剑桥科技 (06166) up 7.93%. This was influenced by Applied Optoelectronics Inc. receiving its first mass production order for 1.6T data center optical transceivers worth over 200 million USD from a major long-term customer [2]