科技、互联网、消费电子、锂电池板块领涨。成交额居前的个股中，美团涨近7%，紫金矿业涨5%，腾 讯控股、阿里巴巴涨3%。AI大模型概念股逆势下跌，智谱跌23%，Minimax跌10%。 2月23日，港股全线大涨！截至午间收盘，恒生指数涨2.29%，报27019.21点；恒生科技指数涨3.32%， 报5384.52点；国企指数涨2.41%，报9175.91点。市场情绪明显回暖。 0:00 ...

科技、互联网、消费电子、锂电池板块领涨。成交额居前的个股中，美团涨近7%，紫金矿业涨5%，腾 讯控股、阿里巴巴涨3%。AI大模型概念股逆势下跌，智谱跌23%，Minimax跌10%。 （文章来源：21世纪经济报道） 2月23日，港股全线大涨！截至午间收盘，恒生指数涨2.29%，报27019.21点；恒生科技指数涨3.32%， 报5384.52点；国企指数涨2.41%，报9175.91点。市场情绪明显回暖。 ...

春节假期落幕，A股市场即将迎来节后交易窗口。 A股休市期间，富时A50期指屡创新高，港股市场也表现亮眼。2月23日，恒生指数、恒生科技指数盘初 涨幅双双扩大至2%，科技、贵金属股走强，紫金矿业（02899.HK）涨逾5%，美团（03690.HK）、中 芯国际（00981.HK）均涨逾4%。 科技风格行情有望延续 人形机器人产业因春晚节目表演引发全民热议，也增强了市场对节后科技行情演绎的预期。 与此同时，资金面"弹药充足"，央行在春节前通过买断式逆回购等操作确保流动性平稳，1月金融数据 更是传来"开门红"，M2同比增长9.0%，社融存量增速达8.2%，为市场提供了宽裕的宏观环境。 回顾来看，近20年春节后5个交易日上证指数上涨概率达到75%，平均涨幅1.2%，节前避险资金回流与 政策利好叠加，有望推动节后交易活跃度快速回升。多份机构研报指出，在流动性宽裕、"日历效应"、 政策支持、产业趋势等多因素支撑下，科技有望成为A股春节后的行情主线。 春节"日历效应" 春节假期期间，A股外围市场的积极信号不容忽视。截至发稿，富时A50期指上涨1.48%，该指数在A股 休市期间延续升势，累计上涨超1.7%，反映出海外资金对中 ...

Group 1 - The A-share market is expected to see increased trading activity post-Spring Festival, supported by a favorable macro environment and liquidity conditions [1][3] - The M2 money supply grew by 9.0% year-on-year, and the social financing stock increased by 8.2% in January, indicating robust financial conditions [3] - Historical data shows a 75% probability of the Shanghai Composite Index rising in the first five trading days after the Spring Festival, with an average increase of 1.2% [1][2] Group 2 - The FTSE A50 index rose by 1.48% during the A-share market closure, reflecting positive sentiment from overseas investors towards Chinese core assets [2] - The Hang Seng Technology Index showed resilience, with sectors like robotics, semiconductors, and AI applications performing well, providing a positive outlook for the A-share technology sector [2][4] - The technology sector is expected to be the main focus post-Spring Festival, driven by policy support and industry trends, with historical performance favoring technology growth stocks [4][5] Group 3 - The recent performance of the robotics sector, particularly following a notable Spring Festival gala, has sparked investor interest and is anticipated to boost related A-share stocks [5] - Institutions are optimistic about the continuation of the technology growth narrative, supported by ample liquidity, accelerating commercialization, and clear policy direction [5] - Local government meetings have emphasized "domestic demand" and "industry" as key policy focuses, with significant attention on technology innovation and consumption stimulation [5]

Market Overview - The Hang Seng Index rose by 2.29% to 27,019.21, while the Hang Seng Tech Index increased by 3.32% to 5,384.52, indicating a significant recovery in market sentiment [2][8] - Technology, internet, consumer electronics, and lithium battery sectors led the gains, with strong performances from companies like Meituan, Tencent, and Alibaba [1][2] Sector Performance - The tech sector showed robust growth, with Meituan up nearly 7%, and JD.com, SMIC, and Hua Hong Semiconductor all rising over 5% [2][8] - Conversely, the AI large model sector experienced a downturn, with companies like Zhiyun and MINIMAX seeing declines of over 23% and 10%, respectively [4][10] Ant Group Developments - Ant Group reported that its core AI business saw significant growth during the Spring Festival, with the "AI Payment" user count surpassing 100 million, marking it as the first AI-native payment product to achieve over 100 million in both transaction volume and user count [4][9] - The Ant Group's health app, Aifuku, also crossed the 100 million user mark, with 52% of new users coming from third-tier cities and below [4][9] Commodity Market Insights - Precious metals saw a notable increase, with international spot silver rising by 3.8% to $87.82 per ounce, and gold increasing by 1.2% to $5,168 per ounce [7][14] - The chairman of the Hong Kong Gold Exchange indicated that geopolitical tensions, particularly between the US and Iran, have contributed to rising gold prices, which are expected to challenge $6,000 per ounce in the coming quarters [14] Zhiyun's Challenges - Zhiyun issued an apology regarding its GLM Coding Plan, acknowledging three main errors: insufficient transparency, slow rollout of GLM-5, and poor design of the upgrade mechanism for existing users [5][12] - The company is currently managing high demand and has opened the Max user tier fully, while Pro users may face limitations during peak times [12]

近20年春节后5个交易日上证指数上涨概率达到75%。 多家机构表示，在流动性宽裕、"日历效应"、政 策支持、产业趋势等多因素支撑下，科技有望成为A股春节后的行情主线。 春节假期落幕，A股市场即将迎来节后交易窗口。 A股休市期间，富时A50期指屡创新高，港股市场也表现亮眼。2月23日，恒生指数、恒生科技指数盘初 涨幅双双扩大至2%，科技、贵金属股走强，紫金矿业（02899.HK）涨逾5%，美团（03690.HK）、中 芯国际（00981.HK）均涨逾4%。 与此同时，资金面"弹药充足"，央行在春节前通过买断式逆回购等操作确保流动性平稳，1月金融数据 更是传来"开门红"，M2同比增长9.0%，社融存量增速达8.2%，为市场提供了宽裕的宏观环境。 回顾来看，近20年春节后5个交易日上证指数上涨概率达到75%，平均涨幅1.2%，节前避险资金回流与 政策利好叠加，有望推动节后交易活跃度快速回升。多份机构研报指出，在流动性宽裕、"日历效应"、 政策支持、产业趋势等多因素支撑下，科技有望成为A股春节后的行情主线。 春节"日历效应" 春节假期期间，A股外围市场的积极信号不容忽视。截至发稿，富时A50期指上涨1.48%，该指数 ...

智通财经APP获悉，万国黄金集团(03939)早盘涨超7%，高见17.8港元，股价再创历史新高。截至发 稿，涨7.3%，报17.78港元，成交额8354.25万港元。 公开资料显示，陈景河为紫金矿业集团股份有限公司创始人、原董事长。环球富盛此前发布研报称，与 紫金矿业的合作不仅提可以供资金加快发展集团位于所罗门群岛的金岭项目，还有助于经验共享，并在 海外采矿技术及矿山营运方面提供支持。 消息面上，万国黄金集团此前公告，预期2025年度公司拥有人应占溢利约14亿至15亿元，同比增长约 143%至161%。值得注意的是，陈景河先生已获委任为万国黄金集团首席顾问，自2026年2月2日起生 效。万国黄金集团已成立战略发展委员会，为集团现有业务的发展策略及未来潜在项目提供建议。 ...

港股高开高走。 科网股普涨，网易涨超4%，京东、快手、美团涨3%，阿里巴巴、小米集团涨逾2%。芯片股走强，华虹 半导体涨4%，中芯国际涨逾3%。 现货黄金向上突破5100美元，日内涨超1%。COMEX白银涨6%，升破87美元。 比特币向下触及65000美元，日内下跌近4%。 美国股指期货走低，此前美国总统特朗普表示，他计划对全球实施15%的关税，因其在最高法院遭遇挫 败后急于维护其贸易议程。截至当地时间周日下午6时50分，标普500指数期货在纽约下跌0.3%，纳斯 达克100指数期货下跌0.4%。 港股今日高开，截至发稿，恒生指数涨2.39%，恒生科技指数涨3.52%。 光通讯概念港股走强。截至发稿，长飞光纤光缆(06869.HK)涨17%，汇聚科技(01729.HK)涨6%，剑桥科 技(06166.HK)涨4%。 有色金属概念港股走强，截至发稿，五矿资源和灵宝黄金涨7%，中国黄金国际涨超5%，山东黄金、紫 金黄金国际和紫金矿业涨超4%，老铺黄金涨3%。消息面上，金银现货和期货价格大涨，其中金价已站 上5100美元。 截至发稿，智谱(02513.HK)跌13%，早盘一度跌21%；MINIMAX-WP(0010 ...

Core Insights - The current spot and futures prices of gold and silver have risen, with gold prices surpassing $5,100 [1][2][3] Group 1: Gold Industry Chain - Shandong Gold engages in geological exploration, mining, smelting, refining, and sales of gold, covering the entire process of gold resource development and product [1] - Zijin Mining focuses on exploration and development of gold and other mineral resources, participating in the full industry chain operation of gold [2] - Chifeng Gold specializes in gold mining and processing, producing quality gold for external sales [2] Group 2: Silver Industry Chain - Shengda Resources is involved in the mining, selection, and sales of silver, with a complete business chain for silver resource development [3] - Xingye Mining operates in the underground mining and sales of silver and copper, covering the entire process from ore extraction to silver concentrate production [3] - Yintai Gold engages in the mining, processing, and sales of precious metals, relying on its own mineral resources for silver extraction [3] Group 3: Non-ferrous Metal Futures Service Industry Chain - Nanhua Futures provides brokerage services for commodity and financial futures, including gold and silver [4] - Yong'an Futures offers futures brokerage and asset management services, involving trading services for gold and silver [4]

| | | 恒生指数[H2I] 2026-02-23 09:49 | | | 价格 | ■ 均线 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 27068.61 | | | | | | | | 2.48 % | | 26904.79 | A / - | | | | | | | 1.86 % | | 26740.98 | | | | | | | | 1.24 % | | 26577.16 | | | | | | | | 0.62 % | | 26413.35 | | | | | | | | 0.00 % | | 26249.54 | | | | | | | | 0.62 % | | 26085.72 | | | | | | | | 1.24 % | | 25921.91 | | | | | | | | 1.86 % | | 25758.09 | | | | | | | | 2.48 % | | 09:30 | | 11:00 | 13:30 | 14:30 | | | 16:00 | | | 2.20亿 | | | | | | | ...