金十数据5月13日讯，港股今日低开低走，回吐昨日尾盘涨幅，恒指收跌1.87%，报23108.27点。恒生科 技指数收跌3.26%，报5269.66点。截至今日收盘，恒指大市成交额2198.45亿港元。盘面上，苹果概念 股领跌，汽车股、科技股下跌，光伏板块冲高回落，生物医药股逆市走高。个股方面，阿里巴巴 (09988.HK)跌3.9%，美团(03690.HK)跌4.9%，小鹏汽车(09868.HK)、蔚来汽车(09866.HK)跌超5%，比亚 迪电子(00285.HK)跌7.1%，舜宇光学科技(02382.HK)跌7.6%；优必选(09880.HK)涨5.68%，科济药业 (02171.HK)涨近15%，智数科技集团(01159.HK)收涨235.63%。 港股收评：恒指全天震荡走低 苹果概念股领跌 舜宇光学跌7.6% ...

【恒生指数收盘跌1.87%，恒生科技指数跌3.26%】科技股、汽车股跌幅居前，舜宇光学科技跌约8%， 小鹏汽车跌约5%，蔚来跌约5%，美团跌约5%。 ...

港股收盘，恒生指数跌1.87%，恒生科技指数跌3.26%。港股科技ETF(159751)收盘下跌0.30%，恒生港 股通ETF(159318)收盘下跌0.63%。苹果概念股领跌，高伟电子、舜宇光学科技、比亚迪（002594）电 子均跌超7%。 ...

智通财经5月13日电，香港恒生指数收跌1.87%，恒生科技指数跌3.26%。舜宇光学科技跌超7%，小鹏汽 车、蔚来跌超5%，美团、比亚迪股份跌近5%，中芯国际、华虹半导体跌超4%，小米集团、阿里巴巴跌 超3%；布鲁可涨超7%，赤峰黄金涨超5%。 香港恒生指数收跌1.87% 恒生科技指数跌3.26% ...

Investment Rating - The report provides an overall positive outlook for the technology hardware sector, indicating a recovery in valuations due to tariff easing between China and the U.S. [1] Core Insights - The easing of tariffs is expected to stabilize costs for key components in the consumer electronics supply chain, particularly benefiting companies in the Apple supply chain [2][8] - The semiconductor sector will experience short-term cost relief, but domestic replacements in China are anticipated to grow, impacting market shares of U.S. companies like Texas Instruments and Intel in the long run [2][9] - Data center hardware costs are projected to decrease, enhancing profit margins for companies involved in AI server production and data center construction [2][11] - The tariff policy is moving towards a more rational level, reducing the risk of further escalation, although long-term uncertainties remain [2][12] Consumer Electronics - Supply chain pressures are expected to ease, with most products under a 90-day tariff exemption, leading to a stabilization of costs for iPhone and other hardware components [2][8] - Companies such as Sunny Optical, Q Tech, and Luxshare are likely to see margins recover to pre-tariff levels, with stable order flows from assemblers [2][8] Semiconductors - U.S. semiconductor companies will benefit from reduced export costs due to tariff cuts, particularly Texas Instruments and Analog Devices, which have significant sales in China [2][9] - Despite short-term benefits, the market share of U.S. chipmakers is expected to decline as domestic Chinese manufacturers continue to grow [2][10] Data Centers - The reduction in tariffs on GPU servers and optical modules will lower BOM costs, positively impacting profit margins for AI server manufacturers [2][11] - The overall construction costs for data centers in the U.S. are expected to decrease, potentially accelerating the construction timeline [2][11] Policy Outlook - The report suggests that tariff policies are trending towards rationalization, with ongoing negotiations expected to address various trade issues [2][12] - Future discussions may include topics such as fentanyl control and export restrictions on advanced technologies [2][12]

Group 1 - The Hong Kong stock market experienced a decline, with tech stocks falling and certain robotics and biopharmaceutical stocks showing recovery [1] - Major companies are accelerating their investments in humanoid robotics, including Huawei's partnership with UBTECH and Midea's deployment of humanoid robots in manufacturing [1] - BYD has invested over 100 million in Pasini Perception Technology, becoming its largest external shareholder, focusing on sensors and dexterous hands for humanoid robots [1] Group 2 - Domestic humanoid robot technology and commercialization are making significant progress, with a positive outlook for automotive manufacturers with strong AI capabilities in the robotics sector [2] - The Hong Kong Stock Connect Automotive ETF (159323) is heavily focused on the Hong Kong vehicle sector, with leading companies like XPeng, BYD, and Li Auto making up nearly 70% of its weight [2] - The ETF also covers the automotive parts sector and the automotive intelligence field, positioning it to benefit from the robotics technology wave [2]

Market Overview - On May 13, the A-share market experienced fluctuations, with the Shanghai Composite Index slightly up by 0.08% and the Shenzhen Component Index down by 0.24% [2] - The total market turnover reached 907.21 billion yuan, an increase of 43.4 billion yuan from the previous day, with 1,714 stocks rising and 3,475 falling [3] Sector Performance - The beauty care, banking, coal, and home furnishing sectors showed positive performance, while the military industry sector experienced a notable pullback [4] - The banking sector saw a rise of 1.15%, with significant gains in individual bank stocks [5] Banking Sector Highlights - Major banks such as Chongqing Bank and Shanghai Bank saw their stock prices increase by over 3%, with several banks reaching historical highs [7] - The A-share banking sector's dividend yield reached 6.69% over the past 12 months, making it attractive to institutional investors seeking high dividends and stability [8] Consumer Sector Activity - The consumer sector was active, particularly in the beauty care segment, with stocks like Qingdao Kingking and Lafang Home reaching their daily limit [9] - In the textile and apparel sector, stocks such as Kute Intelligent and Shengtai Group also hit their daily limit [11] Military Industry Sector - Following a previous surge, the military industry sector collectively retreated, with significant declines in stocks like Aopu Optoelectronics and Guobang Electronics [13] New Listing: Tiangong Co., Ltd. - Tiangong Co., Ltd. (N Tiangong) debuted on the Beijing Stock Exchange, with its stock price peaking at 23.6 yuan, reflecting a rise of 498.98% at one point [15] - The company specializes in the production and sales of titanium and titanium alloy materials, with a total market capitalization of 13.236 billion yuan at midday [15]

Market Overview - The Hong Kong stock market opened lower and continued to decline, with the Hang Seng Index down by 1.67% to 23,155.46 points and the Tech Index down by 2.99% to 5,284.25 points [1] Sector Performance - Apple-related stocks led the decline, with significant drops in the electronic components sector, automotive stocks, and technology stocks [1] - The innovative drug sector showed signs of recovery, while the banking sector experienced gains [1] Individual Stock Movements - Sunny Optical Technology (02382.HK) fell by 6.76% - NIO Inc. (09866.HK) and BYD Electronic (00285.HK) both dropped by 5.6% - Xpeng Motors (09868.HK) decreased by 4.57% - Semiconductor Manufacturing International Corporation (00981.HK), Xiaomi Group (01810.HK), Li Auto (02015.HK), and Meituan (03690.HK) all fell over 4% - Alibaba Group (09988.HK) declined by 3.66% - SF Holding (09699.HK) surged nearly 15% - BeiGene (06160.HK) rose by 4% - Industrial and Commercial Bank of China (01398.HK) increased by 1% [1]

港股午间收盘，恒生指数跌1.67%，恒生科技指数跌2.99%。苹果概念股领跌，高伟电子跌超7%，舜宇 光学科技跌超6%，比亚迪（002594）电子跌超5%。 ...

恒生科技指数跌3%。舜宇光学科技跌近7%，比亚迪电子跌近6%。 ...