2月9日，港股市场迎来久违的"逼空"行情，三大指数高开高走，延续强势反弹势头，截止收盘，港股恒 生指数涨1.76%报27027.16点，恒生科技指数涨1.34%报5417.6点，国企指数涨1.52%报9168.33点，红筹 指数涨0.8%报4395.49点。 2. 资源与能源：供需缺口逻辑中广核矿业（01164）大涨超8%。华西证券指出，全球一次铀供应缺口将 依赖复产项目，而哈原工与关西电力的签约或加剧供需紧张，作为中广核集团海外唯一铀资源平台，其 龙头地位凸显。稀土永磁板块走强，金力永磁（06680）涨4.72%。受分离厂停产及大厂补库影响，氧 化镨钕价格跳涨至80.5万元/吨，市场看涨情绪升温。 3. 机器人与高端制造：全球龙头效应卧安机器人（06600）飙升近12%。作为2024年全球家庭机器人系 统零售额冠军（市占率11.9%），且有望在2026年3月纳入港股通，其稀缺性备受瞩目。迈富时 （02556）涨超7%，Agent需求的指数级爆发是其核心催化剂。 4. 消费与文娱：IP与新品驱动泡泡玛特（09992）涨5%，延续强势。心动公司（02400）涨4.23%，旗下 《心动小镇》凭借"小马宝莉"IP联 ...

日前，湖北省纪委监委网站发布消息，湖北开放大学党委副书记、校长陈志祥涉嫌严重违纪违法，目前 正接受湖北省纪委监委纪律审查和监察调查。 简历显示，2002年7月参加工作后，陈志祥在中国证监会湖北监管局任职，并先后担任上市公司监管一 处副处长、机构监管处副处长、信息调研处副处长等职位。 此后，陈志祥转入湖北国企系统，先后在湖北多个金融国企担任要职，包括湖北省农村信用社联合社副 主任、党委委员，武汉光谷联合产权交易所有限公司党委书记、董事长等。 2019年9月起，陈志祥进入省属大型国有资本投资运营平台，任湖北省宏泰国有资本投资运营集团有限 公司（后改组为湖北宏泰集团有限公司）党委副书记、总经理；2022年1月任湖北宏泰集团有限公司党 委副书记、总经理。 2023年4月，随着湖北宏泰掌控天风证券股权，陈志祥同时兼任天风证券党委书记。 2024年，陈志祥的职业生涯发生重要转向，由金融国企高管调任高等教育机构，出任湖北开放大学党委 书记、校长，直至此次被查。 据公开资料，湖北开放大学是湖北省人民政府举办的省属本科新型高等学校。学校前身为湖北广播电视 大学，创办于1979年1月。2005年5月，湖北冶金技术学校并入。201 ...

作者 |一财阿驴 11:31 A股午盘丨创业板指半日涨超3% 截至午盘，沪指涨1.17%，深成指涨2.07%，创业板指涨3.11%，科创综指涨2.22%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 1 | 4113.28 | 47.70 | 1.17% | | 399001 | 深证成指 | 7 | 14194.23 | 287.50 | 2.07% | | 399006 | 创业板指 | 3 | 3337.03 | 100.57 | 3.11% | | 000680 | 科创综指 | 5 | 1792.49 | 38.88 | 2.22% | 盘面上，算力硬件产业链爆发，CPO、存储器方向领涨；光伏产业链走强，太空光伏方向活跃；AI应 用、半导体、商业航天、消费电子题材涨幅靠前。 2026.02.06 沪指高开0.93%，深成指高开1.50%，创业板指高开1.95%，科创综指高开1.99%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- ...

编辑|陈柯名 魏文艺宋思艰 继抖音、B站之后，快手也加入了抢夺2026年总台春晚流量的"战局"之中。 2月9日，快手宣布与中央广播电视总台《2026年春节联欢晚会》达成合作。用户打开快手搜索"春晚"， 即可提前预约马年央视春晚直播。 据悉，春晚期间，快手将通过直播、点播及短视频等呈现2026年央视春晚全程内容。同时，春节期间， 快手还将上线红包互动活动，摇一摇即可领红包。 《每日经济新闻》记者注意到，此前，抖音、B站已分别宣布成为2026年总台新媒体《竖屏看春晚》独 家合作伙伴、《2026年春节联欢晚会》独家弹幕视频平台。 据不完全统计，2026年总台春晚的合作阵营堪称"豪华"，除抖音、快手、B站等互联网视频平台之外， 还有宇树科技、火山引擎等AI科技公司，以及五粮液、洋河、郎酒等传统酒企，各领域"玩家"摩拳擦 掌，纷纷试图"大手笔"抓住这块流量大蛋糕。 记者|温梦华 据悉，春晚期间，快手将通过直播、点播及短视频等呈现2026年央视春晚全程内容。同时，春节期间， 快手还将上线红包互动活动，摇一摇即可领红包。 《每日经济新闻》记者注意到，此前，抖音、B站已分别宣布成为2026年总台新媒体《竖屏看春晚》独 家合作 ...

Group 1 - The Hong Kong stock market is experiencing a mixed trend, with the Hang Seng Index opening at 26,982.49 points, up 1.6%, and the Hang Seng Tech Index rising by 1.9% [1] - Notable stock performances include Hua Hong Semiconductor surging over 4%, Tencent Music, Xpeng Motors, Baidu, and Bilibili each increasing by over 3%, while SMIC and Alibaba rose nearly 3% [1] - Southbound funds have been actively buying, with net purchases exceeding HKD 100 billion for three consecutive trading days, totaling over HKD 500 billion [1] Group 2 - Recent market adjustments in Hong Kong are attributed to increased risk aversion due to the hawkish stance of Fed nominee Walsh, rather than fundamental policy changes [2] - Analysts suggest focusing on companies with strong competitive advantages and healthy cash flows, particularly those positioned favorably in the AI technology wave, for long-term investments [2] - The valuation of the Hang Seng Index is currently at a low point, with a PE ratio of 12 times, while the Hang Seng Tech Index has a PE of 25 times, at the 19.1% historical percentile [1][2] Group 3 - The latest scale of the Hang Seng Tech ETF is HKD 12.622 billion, with a record high of 19.877 billion shares [3] - The ETF has seen continuous net inflows over the past six days, with a peak single-day inflow of HKD 274 million, totaling HKD 738 million [3] - The ETF tracks a low valuation for the Hang Seng Tech Index, with a PB ratio of 2.89 times, below the index's valuation for over 88.26% of the past year [3]

Market Overview - On February 9, A-shares opened higher across the board, with the three major indices rising collectively. The media, CPO, photovoltaic, and non-ferrous metals sectors led the gains [1][16] - The Shenzhen Component Index reached 14,080.26, up 1.25%, while the Shanghai Composite Index was at 4,101.21, up 0.88%. The ChiNext Index stood at 3,282.86, up 1.43% [2][17] - Hong Kong stocks also opened higher, with the Hang Seng Index at 26,923.22, up 1.37%, and the Hang Seng Tech Index at 5,401.67, up 1.04% [3][18] Sector Performance - AI applications and computing power leasing concepts continued to show strong performance, with significant gains in the media and short drama sectors. Companies such as Zhongwen Online, Haikan Co., and Zhangyue Technology saw their stocks hit the daily limit [4][18] - The report from Open Source Securities highlighted ByteDance's launch of the Seedance 2.0 video generation model on its platform, which has garnered widespread attention in the AI industry due to its impressive capabilities [7][20] Notable Stocks - Kailong High-Tech (300912) experienced a four-day limit-up streak, with a cumulative increase of 107%, reaching a price of 41.16 yuan and a total market value of 4.7 billion yuan [10][23] - The company announced plans to acquire 70% of Jinwangda's equity, which specializes in precision transmission components, indicating a strategic move into high-end manufacturing sectors [11][24] Regulatory Developments - The Ministry of Industry and Information Technology issued a notice regarding the construction of national computing power interconnection nodes, aimed at establishing a national system for computing power connectivity [9][22]

半导体板块反弹，澜起科技上市首日高开57%，兆易创新、纳芯微涨超4%。 | 名称 | 现价 | 涨跌幅, | | --- | --- | --- | | 澜起科技 | 168.000 | 57.17% | | QPL INT'L | 0.430 | 7.50% | | 华虹米导体 | 103.800 | 4.58% | | 兆易创新 | 294.000 | 4.33% | | 纳芯微 | 142.000 | 4.26% | | 英诺赛科 | 55.700 | 3.15% | | 中芯国际 | 69.600 | 2.96% | | 天数智芯 | 170.000 | 2.91% | | 中电华大科技 | 1.330 | 2.31% | | 豪威集团 | 107.000 | 2.10% | | 天岳先进 | 58.500 | 2.09% | | 峰昭科技 | 133.000 | 1.76% | | 壁仞科技 | 32.280 | 1.57% | 有色金属板块回暖，中国白银集团、中广核矿业、紫金黄金国际、万国黄金集团均涨超4%。 | | | 2月9日，香港恒生指数高开1.59%，恒生科技指数涨1.9%。 | 代码 | ...

Market Overview - The A-share market opened with all three major indices rising: Shanghai Composite Index up 0.93%, Shenzhen Component Index up 1.50%, ChiNext Index up 1.95%, and STAR Market Index up 1.99% [2][3] - The market saw strength in sectors such as photovoltaic, computing hardware, semiconductors, AI applications, commercial aerospace, nuclear fusion, and gold, while oil and gas, banking, and traditional Chinese medicine sectors weakened [3] Company Highlights - Longyun Co., Ltd. resumed trading with a limit-up increase of 10.03%, as the company plans to acquire a 58% stake in Yuheng Film and Television [4] - Jihua Group also resumed trading with a limit-up increase of 10.08%, following the announcement that its controlling shareholder will change to Tonglu Junheng [5] Hong Kong Market - The Hong Kong stock market opened with the Hang Seng Technology Index rising by 1.59% and the Hang Seng Technology Index up 1.9% [6][7] - Notable gains were observed in companies such as Huahong Semiconductor, which rose over 4%, and other major players like XPeng Motors, Bilibili, Baidu, Ping An Insurance, and China Life, all increasing by over 3% [6]

Market Overview - The Hong Kong stock market opened higher on February 9, with the Hang Seng Index rising by 1.59% to 26,982.49 points, the Hang Seng Tech Index up by 1.9% to 5,447.63 points, and the National Enterprises Index increasing by 1.54% to 9,170.57 points. The Red Chip Index rose by 0.89% to 4,399.55 points [1] - Last week, the Hang Seng Index recorded a significant decline of 3.02%, while the National Enterprises Index fell by 3.07%, and the Hang Seng Tech Index dropped by 6.51% [1] Company Performance and Dynamics - Beijing Capital International Airport Co. (00694.HK) issued a profit warning, expecting a net loss of 600 million to 760 million yuan for 2025, which represents a year-on-year reduction in losses of approximately 45.3% to 56.8%. This improvement is attributed to the recovery in aviation market demand and enhanced cost control [2] - Times Electric (03898.HK) reported preliminary results indicating total revenue of approximately 28.761 billion yuan for 2025, a year-on-year increase of 15.46%, with a net profit of about 4.105 billion yuan, up by 10.88% [2] - Power sector stocks saw a general increase, with Datang Environment (01272.HK) expecting a pre-tax profit of 700 million to 710 million yuan for 2025. Datang New Energy (01798.HK) reported a power generation of 3.272 million MWh in January, a year-on-year increase of 6.69%, while Longyuan Power (00916.HK) generated 7.1627 million MWh, up by 12.05%, with solar power generation increasing by 42.25% [2] Real Estate Sales - Yuexiu Property (00123.HK) reported a contract sales amount of 4.201 billion yuan in January, a year-on-year decrease of 36.4%. Poly Real Estate (01238.HK) had sales of 470 million yuan, down by 31.98%. In contrast, Greenland Hong Kong (00337.HK) saw a significant increase in sales to 508 million yuan, up by 287.79% year-on-year [3] Pharmaceutical and Technology Developments - CloudTop New Medicine (01952) received approval for a new drug application for the treatment of ulcerative colitis. Kelun-Biotech (06990.HK) received approval for the fourth indication of its core product TROP2 ADC. Heng Rui Medicine (01276.HK) had its HRS-4642 injection included in the breakthrough therapy list [4] - ZTE Corporation (00763.HK) plans to invest 200 million yuan to subscribe to shares of the Guangdong-Hong Kong-Macao fund, focusing on hard technology sectors [4] Stock Buybacks and Financing - Kingsoft (03888.HK) repurchased 1.1142 million shares for approximately 29.9994 million HKD. Geely Automobile (00175.HK) repurchased 166.5 million shares for about 27.1612 million HKD. October Rice Field (09676.HK) repurchased 78 million shares for approximately 7.3357 million HKD. China Galaxy (06881.HK) completed the issuance of 6 billion yuan in corporate bonds [5] Institutional Perspectives - According to浦银国际, the market is expected to maintain a volatile trend in the short term, with a rotation of style. The inflow of incremental funds is slowing before the Spring Festival, and external liquidity is affected by geopolitical uncertainties and Trump’s policies, limiting the expansion space for Hong Kong stock valuations [6] - 广发证券 noted that historical data shows an 82% probability of the Hang Seng Index rising in the three days before the Spring Festival, although there is no significant calendar effect afterward. The current situation differs due to changes in Hong Kong stock pricing logic and increased correlation with A-shares, suggesting a potential passive follow-up increase in Hong Kong stocks [7]

Core Insights - The report emphasizes the potential of the AI industry and high-growth segments like gaming, suggesting that recent market corrections present better entry opportunities [10][13][17]. E-commerce Sector - The e-commerce sector remains constrained by market sentiment and macroeconomic weakness, with low growth and profit expectations for Q4 [10][13]. - Alibaba's Qianwen App launched a 3 billion yuan subsidy campaign, achieving over 10 million orders in 9 hours, indicating a competitive AI agent market [10][13]. - Meituan's acquisition of Dingdong Maicai for approximately 50 billion yuan reflects a strategic move to strengthen its position in instant retail [10][14]. Social Entertainment Media - Bilibili and Tencent show strong advertising momentum, with Tencent's gaming fundamentals improving, particularly with the anticipated success of "Delta Action" [10][13][15]. - Bilibili's self-developed game "Shining! Luming" is set to release new products gradually in 2026, enhancing its product pipeline [10][15]. Internet Healthcare - JD Health and Alibaba Health leverage their leading platform advantages to deepen collaborations with upstream pharmaceutical manufacturers, resulting in strong revenue and profit growth [10][15]. Short Video Sector - Kuaishou's main business remains stable, with its AI technology leading in commercialization, optimizing user engagement and conversion data [10][15]. Trendy Play + IP Sector - Pop Mart announced the establishment of its European headquarters in London, planning to open 27 new stores in Europe, which will create over 150 jobs [10][15]. Long Video Sector - Multiple platforms are releasing quality series, with a focus on investment opportunities in iQIYI and Mango Excellent Media, which are currently at low valuations [10][15]. Music Streaming - Tencent Music and NetEase Cloud Music reported stable performance, although concerns about competition have led to valuation adjustments [10][16]. Gaming Sector - The gaming sector is expected to maintain its performance driven by fundamentals, with continued recommendations for leading companies like Tencent and NetEase [10][17]. - New game reserves from companies like Perfect World and 37 Interactive Entertainment are anticipated to boost performance through product launches [10][17]. Advertising Sector - The adjustment of Shuhua will not affect the operational trends of Focus Media, with increased advertising investments expected from internet advertisers in 2026 [10][18]. AI Sector - AI is driving accelerated growth in overseas CSP cloud revenues and orders, with a new round of AI model and product iterations emerging [10][19]. - Recommendations include focusing on major cloud players like Google and Amazon, as well as domestic giants like Alibaba and Tencent [10][19].