（文章来源：每日经济新闻） 每经AI快讯，2月20日，恒生指数早盘收跌0.61%，恒生科技指数收跌2.28%。互联网科技股普跌，百 度、哔哩哔哩跌超5%，阿里巴巴跌超3%。机器人概念逆势上涨，越疆涨超19%，优必选涨超6%。 ...

2026年2月20日（农历大年初四），港股年后首日开市，恒生指数低开低走，一度跌超1%，现跌 0.76%。 "两桶油"领涨恒指，中国石油（00857.HK）和中海油（00883.HK）现分别涨4.68%和3.82%，因地缘风 险，油价上涨。另一方面，百度（09888.HK）领跌，现跌5.74%；京东健康（06618.HK）、阿里巴巴 （09988.HK）、泡泡玛特（09992.HK）等均跌超3%。 但与此同时，AI和机器人股却大幅攀升，春节前上市的"AI去幻"概念股海致科技（02706.HK）再涨 18.75%，现报142.50港元，已较其发售价27.06港元高出426.61%。 年前发布大模型的MiniMax（00100.HK）和智谱（02513.HK）现也分别上涨9.21%和16.54%，报925.00 港元和592港元。 另一方面，在春晚上大放异彩的机器人概念继续推动行情，机器人股越疆（02432.HK）、优必选 （09880.HK）和极智嘉（02590.HK）等都大涨。 在农历新年期间，全球资产怎么走？对港股有何影响？ 美股现分化，中概股走弱 年前因为对AI投资回报和AI颠覆传统软件业的担忧影响下，美 ...

Market Overview - The Hong Kong stock market indices experienced a collective decline, with the Hang Seng Index down by 0.61% to 26,544.12 points, the Hang Seng Tech Index down by 2.28%, and the National Enterprises Index down by 0.59% [1][2] Sector Performance - Technology stocks faced significant losses, with Baidu and Bilibili dropping over 5%, Alibaba and NetEase down over 3%, and Xiaomi and Kuaishou down over 2% [1] - Conversely, oil stocks showed resilience, with PetroChina rising over 4% amid geopolitical tensions in the Middle East [2] - The robotics sector saw a surge, particularly with Yujian rising over 19% following a strong performance during the Chinese New Year Gala [3][4] AI and Robotics Stocks - AI application stocks also experienced notable gains, with Zhiyu rising over 19% after announcing a "computing power partner" recruitment plan aimed at optimizing their GLM-5 model [4][5] - The sales of robotic products on Douyin e-commerce saw a significant increase, with GMV growing by 1680% and order volume increasing by 655% from February 16 to 18 [3]

Market Overview - On February 20, the Hong Kong stock market experienced a decline on its first trading day of the Year of the Horse, with the Hang Seng Index, Hang Seng Tech Index, and other indices showing weakness, particularly the Hang Seng Tech Index which fell over 2% [1][8] - The Hang Seng Index closed at 26,544.62, down 161.32 points or 0.60%, while the Hang Seng Tech Index was at 5,245.10, down 122.42 points or 2.28% [2][9] AI and Robotics Sector Performance - Despite the overall market decline, AI application stocks surged, with Haizhi Technology Group rising over 28% to a peak of 154.4 HKD per share, marking a new high since its listing. Other notable gains included Zhiyuan up nearly 20%, and Yujian up over 18% [2][9] - The Spring Festival Gala showcased humanoid robots from four companies, highlighting advancements in robotics and AI technology, which have garnered significant public interest [4][11] - Douyin e-commerce reported a substantial increase in sales of robot products during the Spring Festival, with GMV growing 1680% and order volume increasing 655% from February 16 to 18 [4][11] Industry Insights - Dongwu Securities emphasized that advancements in core robotic capabilities are crucial for the technology's transition from laboratory to factory settings [5][12] - According to a recent report by招商证券, the AI application sector is witnessing simultaneous technological breakthroughs and intensified commercial competition, supported by national strategies for long-term development [6][12] - The report also noted that while index valuations are slightly high, the dual drivers of industry trends and policy benefits suggest potential upward movement in the market [6][12] Storage Sector Developments - On the same day, storage concept stocks in Hong Kong showed slight gains, with companies like 澜起科技 rising over 8% and 兆易创新 nearly 4% [6][12] - Reports indicated that Samsung Electronics is negotiating pricing for its latest generation of AI storage chips, which could be up to 30% higher than the previous generation [6][12]

Group 1: Market Overview - The Hang Seng Index fell by 0.61%, down 161 points, closing at 26,544 points, while the Hang Seng Tech Index dropped by 2.28% [1] - The Hong Kong stock market saw a morning trading volume of HKD 91.7 billion [1] Group 2: Robotics Sector - The robotics sector performed well, with First Journey Holdings (00697) rising over 11% as three invested robotics companies were featured in the 2026 Spring Festival Gala [1] - SUTENG (02498) saw a morning increase of over 9%, achieving its first quarterly profit in Q4 due to strong growth in its robotics business [1] - Hesai Technology (02525) rose by 6.7%, with two humanoid robots featured in the Spring Festival Gala equipped with Hesai's JT128 lidar [1] - Yuejiang (02432) surged by 19%, and UBTECH (09880) increased by 6.9% [1] Group 3: Oil Sector - Oil stocks were among the top gainers, driven by concerns over the Middle East situation potentially disrupting shipping in the Strait of Hormuz, with international oil prices reaching a six-month high [1] - PetroChina (00857) rose by 4.58%, CNOOC (00883) increased by 3.34%, and CNOOC Services (02883) gained 3.92% [1][2] Group 4: Semiconductor Sector - The semiconductor sector faced declines, with Hua Hong Semiconductor (01347) falling by 3.8% and SMIC dropping over 1.65% [7] Group 5: AI and Technology Sector - Zhiyuan (02513) surged by 19% after SothisAI, a subsidiary of Zhongke Shuguang, integrated with Zhiyuan's GLM-5 [3] - Aixin Yuanzhi (00600) rose over 19%, being the world's largest provider of high-end visual edge AI inference chips [4] - MiniMax (00100) increased by over 10% [3] - Extreme Intelligence (02590) saw a reverse market trend, rising over 3% after Zhao Hao, one of Tsinghua's "Five Outstanding Figures," was appointed as Chief Scientist [5] Group 6: Other Notable Movements - Stone Pharmaceutical Group (02005) fell by 5.96%, with an expected profit decline of approximately 45% to 60% year-on-year for the fiscal year 2025 [6]

本文源自：金融界AI电报 港股机器人概念股集体上涨，越疆(02432.HK)上涨18%，速腾聚创(02498.HK)涨超9%，优必选 (09880.HK)涨6.3%，云迹(02670.HK)涨5.78%。 ...

港股市场机器人概念股集体走强，其中，越疆涨超18%，速腾聚创涨超11%，首程控股涨9%，优必选涨 近9%，云迹、 三花智控、极智嘉-W涨超6%，微创机器人-B、力劲科技涨超5%。 消息面上，马年春晚 再次将 人形机器人推向舞台中央。多家中国新兴人形机器人初创企业——宇树科技、银河通用、松延 动力和魔法原子在春晚上展示了各自的产品。 春晚期间，抖音电商同步推出"春晚同款"供给，带动相 关话题持续发酵、同款商品稳步热销。抖音电商数据显示，2月16日-18日，抖音电商机器人产品GMV 同比增长1680%，订单量同比增长655%。（格隆汇） ...

Market Overview - On February 20, Hong Kong stocks resumed trading after the holiday, with major indices opening lower and subsequently widening their losses. The Hang Seng Index fell approximately 1%, while the Hang Seng Tech Index dropped over 2% [1][12]. Stock Performance - The current performance of key indices is as follows: - Hang Seng Index (HSI): 26,420.63, down 285.31, -1.07% [2][13] - Hang Seng Tech Index (HSTECH): 5,228.51, down 139.01, -2.59% [2][13] - Hang Seng China Enterprises Index (HSCEI): 8,971.94, down 98.38, -1.08% [2][13] - Hang Seng Biotechnology Index (HSBIO): 15,851.11, up 53.47, +0.34% [2][13] Robotics and AI Sector - The humanoid robot sector saw significant gains, with notable stock performances: - Yujian (越疆): up nearly 20% [2][12] - Sutonju (速腾聚创): up nearly 11% [2][12] - UBTECH (优必选): up over 9% [2][12] - Micron Robotics (微创机器人): up over 5% [2][12] Spring Festival Impact - The 2026 CCTV Spring Festival Gala featured the highest density of robot appearances, marking a significant milestone in the industry. Companies like Yushutech, Magic Atom, Galaxy General, and Songyan Power showcased their robots [4][14]. - During the gala, JD's robot search volume surged over 300%, customer inquiries increased by 460%, and order volume rose by 150%, indicating strong market interest [4][15]. AI Applications - AI application stocks also performed well, with Haizhi Technology Group initially rising over 28%, later stabilizing around a 14% increase [5][15]. - Zhipu's stock saw a peak increase of 25%, later adjusting to approximately 13%. The company launched its new flagship model GLM-5, which has expanded its parameter scale from 355 billion to 744 billion [7][17]. Additional Notable Stocks - MiniMax experienced an initial rise of over 15%, which later narrowed to about 3% [10][20]. - Other companies like SenseTime and Baifeng Cloud also saw upward movement in their stock prices [10][20].

Core Viewpoint - The article highlights a significant rise in robotics and AI concept stocks despite a general market downturn, indicating strong investor interest and potential growth in these sectors [1][2]. Group 1: Market Performance - On February 20, the Hong Kong stock market opened lower, with the Hang Seng Index down approximately 1% and the Hang Seng Tech Index down over 2% [2]. - Despite the overall market decline, AI applications and humanoid robotics stocks experienced notable gains, with companies like 越疆 (Yuejiang) rising nearly 20% and 速腾聚创 (Suteng) increasing by nearly 11% [3][4]. Group 2: Individual Stock Highlights - 越疆 (Yuejiang) saw a price increase to 47.860, marking a rise of 19.95% [4]. - 速腾聚创 (Suteng) reached a price of 38.100, with a gain of 10.76% [4]. - 优必选 (UBTECH) increased to 150.500, reflecting a rise of 9.06% [4]. - 微创机器人 (MicroPort) rose to 30.140, with a gain of 5.02% [4]. - AI application stocks also performed well, with 海致科技集团 (Haizhi Technology Group) initially rising over 28% before settling at approximately 14% [6]. Group 3: Industry Insights - The 2026 CCTV Spring Festival Gala featured a record number of humanoid robots, showcasing the industry's advancements and increasing public interest [5]. - A report from 赛迪顾问 (CCID Consulting) noted that the humanoid robotics industry is transitioning from concept to viable technology, driven by breakthroughs in key technologies such as embodied large models and multi-modal perception [5]. - 智谱 (Zhipu) launched its new flagship model GLM-5, which has expanded its parameter scale significantly, indicating ongoing innovation in AI capabilities [8].

春晚期间，抖音电商同步推出"春晚同款"供给，带动相关话题持续发酵、同款商品稳步热销。抖音电商 数据显示，2月16日-18日，抖音电商机器人产品GMV同比增长1680%，订单量同比增长655%。 责任编辑：郝欣煜 消息面上，今年马年央视春晚，被不少观众称为"科技春晚"。在四个多小时的直播里，机器人几乎从头 登场到尾场。多家中国新兴人形机器人初创企业——宇树科技、银河通用、松延动力和魔法原子在春晚 上展示了各自的产品。 春晚期间，抖音电商同步推出"春晚同款"供给，带动相关话题持续发酵、同款商品稳步热销。抖音电商 数据显示，2月16日-18日，抖音电商机器人产品GMV同比增长1680%，订单量同比增长655%。 责任编辑：郝欣煜 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 2月20日消息，港股机器人概念股集体走强，其中，越疆涨超19%，速腾聚创涨超10%，首程控股涨超 9%，优必选涨超8%，云迹、三花智控涨超6%，微创机器人、力劲科技涨超5%。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 2月20日消息，港股机器人概念股集体走强，其中，越疆涨超19%，速腾聚创涨超10%， ...