来源：第一财经 恒生指数收涨0.95%，恒生科技指数涨0.56%。新鸿基地产涨逾7%，药明生物涨逾5%，商汤涨近5%， 中国神华涨逾4%，长实集团、石药集团、药明康德涨逾3%。 ...

【导读】港股2月收官，三大指数集体收涨！ 值得注意的是，长飞光纤光缆2月涨幅接近80%。 | 06869 长飞光纤光缆 · | | | | | | --- | --- | --- | --- | --- | | 日收费 02/27 16:08:18 | | | ls 3 42 X | | | 148.800 + | 最 高 | | 149.700 今 开 | 129.000 | | +13.600 +10.06% | 最低 | | 123.400 昨 收 | 135.200 | | 成交额 | 91.01亿 市盈率TTM | | 196.31 总市值 → | 1231.92亿 | | A股 231.31 -4.89 -2.07% 溢价(H/A) -43.62% | | | | | | E MSCI中国指数调整今日盘后生效!新纳入长飞光纤光缆、小马智 ... | | | | | | 图层 | 轮证 评论 资讯 | | 分析 公司 | | | 1D ▼ 5日 日K 月K | | | 室K 年K 1分钟 ▼ | 음 | | 153.2 | | 13.28% 15:59 146.400 | | 1K ▲ | | | ...

来源：21世纪经济报道 2月27日，港股收盘，恒生指数收涨0.95%，恒生科技指数收涨0.56%，国企指数收涨0.51%。南向资金 净流入超140亿港元。 科技巨头方面，腾讯涨超1%，美团、京东、百度等齐涨，阿里一度涨超1.7%，但尾盘转跌。光通信、 钢铁、有色、稀土、创新药板块集体大涨。长飞光纤光缆涨近10%，马鞍山钢铁涨6.6%，金力永磁涨 6.7%，中国神华涨近6%，昭衍新药涨6%，康希诺生物涨7%，药明生物涨超3%。 | 1 | 长飞光纤光缆 | 148.800 +10.059% 91.01亿 | | --- | --- | --- | | -7 06869 | | | | 2 | 腾讯控股 | 518.000 +1.172% 167.76亿 | | ▼1 | 00700 | | | 3 | 小米集团-W | 34.900 -0.796% 47.64亿 | | ▼1 | 01810 | | | 4 | 阿里巴巴－W | 142.900 -0.070% 127.42亿 | | =1 09988 | | | | 5 | 微博-SW | 79.250 +1.668% 901.71万 | | | 09898 ...

Market Overview - The Hong Kong stock market rebounded with the Hang Seng Index rising by 0.95% to close at 26,630.54 points, with a total turnover of HKD 288.42 billion. The Hang Seng China Enterprises Index increased by 0.51%, while the Hang Seng Tech Index rose by 0.56%. However, for the month, the Hang Seng Index fell by 2.76%, the China Enterprises Index by 4.91%, and the Tech Index by 10.15% [1] Blue-Chip Stocks Performance - Sun Hung Kai Properties (00016) reached a new high, closing up 7.12% at HKD 146, contributing 22.72 points to the Hang Seng Index. Morgan Stanley reported a 17% year-on-year profit growth for the first half of 2026, significantly above their expected 4% increase, driven by better-than-expected profits from mainland property developments [2] - Other blue-chip stocks included WuXi Biologics (02269) up 5.07%, China Shenhua Energy (01088) up 4.03%, while China Biologic Products (01177) fell by 1.63%, and Budweiser APAC (01876) dropped by 1.39% [2] Sector Highlights Technology Sector - Major tech stocks showed recovery, with Tencent rising by 1.17% and Meituan by 0.87%. The prices of tungsten and rare earth metals increased significantly, with Jiaxin International Resources surging over 15% to a new high [3] - The demand for rare earths is reportedly increasing, with suppliers in the aerospace and semiconductor sectors facing shortages [3] Pharmaceutical Sector - The pharmaceutical sector saw most stocks rebound, with WuXi AppTec (02268) up 8.23% and Basilea Pharmaceutica (02616) up 7.05%. Recent earnings reports from several biotech firms showed strong performance, indicating a potential continuation of high growth in the sector [4] Power Sector - The power sector performed well, with Huaneng International (00902) rising by 6.54% and Datang International Power Generation (00991) up 6.43%. The recent announcement from the National Energy Administration regarding new power system construction capabilities has positively impacted this sector [5] Airline Sector - Major airlines experienced collective declines, with China Southern Airlines (01055) down 5.01% and China Eastern Airlines (00670) down 4.31%. The People's Bank of China announced a reduction in the foreign exchange risk reserve ratio, which may stabilize market expectations [6] MSCI Index Changes - The MSCI China Index will see changes post-market close, adding 37 new constituent stocks, including four Hong Kong stocks. This adjustment aims to enhance market representation and liquidity [7] Notable Stock Movements - JunDa Holdings (02865) surged by 23.69% due to its collaboration with a research institute on new battery technologies [8] - DCH Holdings (00179) rose by 17.4% as it enters the humanoid robot components market [9] - Lao Pu Gold (06181) saw a 3.58% increase following a successful promotional event [10] - Baidu Cloud (06608) issued a profit warning, predicting a significant decline in net profit due to increased investments in AI [11] - China Everbright Water (01857) fell by 12.5% after reporting a revenue decrease of 22% [12]

2月27日，港股三大指数止跌回暖，恒指涨0.95%报26630点，国指、恒科指数分别上涨0.51%及0.56%。 | 名称 | | 最新价 | 涨跌额 涨跌幅 ^ | | --- | --- | --- | --- | | 国企指数 | a profit | 8859.49 | +45.20 +0.51% | | 800100 | | | | | 恒生科技指数 | monutin | 5137.84 | +28.51 +0.56% | | 800700 | | | | | 恒生指数 | | 26630.54 | +249.52 +0.95% | | 800000 | ਲ | | | 具体盘面上，昨日领衔大市下跌的权重科技股、大金融股多数反弹上涨，煤炭股午后涨幅进一步加大，生物医药股、钢铁股、电力股、石油股、电信股、影 视股多数表现活跃。航空股全天低迷，三大航空股领跌；半导体存储概念股部分表现弱势，电力设备股下跌，军工股、苹果概念股、建材水泥股普跌。 | 行业热力图 × | 领涨板块 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | -- ...

Market Performance - The Hang Seng Index closed up 0.95%, the Hang Seng Tech Index rose 0.56%, and the State-Owned Enterprises Index increased by 0.51% on February 27 [1] - Southbound capital saw a net inflow exceeding 14 billion HKD [1] Stock Movements - Major tech companies such as Tencent rose over 1%, while Meituan, JD.com, and Baidu also experienced gains; Alibaba initially increased by over 1.7% but fell back towards the end of trading [1] - Specific sectors like optical communication, steel, non-ferrous metals, rare earths, and innovative pharmaceuticals saw significant increases, with Longi Green Energy rising nearly 10%, Maanshan Iron & Steel up 6.6%, and Kweichow Moutai increasing by 6% [1] IPO Market Outlook - Multiple institutions express optimism regarding the Hong Kong IPO market for 2026, with UBS predicting a financing scale exceeding 300 billion HKD and around 150-200 listings [3] - Huatai Securities estimates the main board IPO financing scale at approximately 310 billion HKD with about 100 new companies [3] - Deloitte forecasts around 160 new listings in the Hong Kong market with a financing amount not less than 300 billion HKD [3] - PwC anticipates about 150 new listings with total fundraising between 320 billion to 350 billion HKD, potentially ranking among the top three globally [3] Technology Sector Valuation - Analysts from China Merchants Securities indicate that the current valuation of the Hong Kong tech sector has dropped to historical lows, suggesting that the sector is significantly undervalued in the context of the AI development and technology-driven national strategy [3]

本周（2月23日-2月27日）多家能源领域上市公司披露业绩快报；光伏行业再现重磅并购，硅料龙头通 威股份拟收购丽豪清能100%股权。 一、政策要闻 国家能源局：将发布实施新型能源体系和系列分领域能源规划 据国家能源局官微2月23日消息，国家能源局规划司司长任育之表示，2026年是"十五五"规划开局之 年，我们将发布实施新型能源体系和系列分领域能源规划，深入践行能源安全新战略，加快建设新型能 源体系，推进能源强国建设，为基本实现社会主义现代化取得决定性进展提供坚强能源支撑。 其中，工程项目是规划实施的重要抓手，要强化"项目跟着规划走"。一方面，扎实推进战略性标志性重 大工程建设，安全有序推进雅下水电工程建设，布局建设"三北"风电光伏基地、西南水风光一体化基 地、沿海核电基地、海上风电基地，优化建设电力、油气等骨干通道。另一方面，加快建设一批"小而 美"项目，实施电动汽车充电网络提升工程，布局建设若干个风光氢氨醇一体化基地，建设一批光热发 电工程，建成一批零碳园区，推动热力系统绿色转型。 国家能源局公布新型电力系统建设能力提升试点第一批名单 2月26日，为加快建设新型能源体系、构建新型电力系统，国家能源局发布《关 ...

每经AI快讯，2月27日，港股收盘，恒生指数收涨0.95%，恒生科技指数收涨0.56%，光通信、钢铁、有 色、稀土、创新药板块集体大涨。长飞光纤光缆涨近10%，马鞍山钢铁涨6.6%，金力永磁涨6.7%，中国 神华涨近6%，昭衍新药涨6%，康希诺生物涨7%，药明生物涨超3%。 ...

长春高新产品调价第四季预亏10亿 年投超20亿研发欲摆脱生长激素依赖 独家深度推荐： 小米起诉自媒体获赔500万 侵权账号实控人是蔚来李斌？ 海南瑞泽5年亏25.6亿 张海林家族质押率超60%存平仓风险 中国中免跌停单日市值蒸发190亿 回应证实失去上海机场部分经营权 294家A股公司发"春节红包"3898亿 五粮液分红额居前十近五年累派768亿 资本大佬李兆廷被拘留已罚款5.9亿 东旭系"独苗"嘉麟杰10年仅分红988万 因欣旺达产品质量问题 极氪召回超3.8万辆汽车 福石控股四年亏1.9亿 控股股东质押率100%未补偿业绩被罚 西南证券拟定增60亿国资认购25亿 盈利最高预增57% 亚辉龙蹭脑机热点遭警示后又被立案 主业和"炒股"双失利 容百科技1200亿订单变950万罚单 信披失真董事长白厚善被罚300万 中国出口汽车超700万辆全球三连冠 比亚迪力争2026年海外售车130万辆 海昌智能应收账款4.5亿占营收56% 涉专利诉讼或赔1083万 智己2025年卖车8.1万辆三年未达标 刘涛就断言特斯拉存安全隐患致歉 中国神华1336亿重组审核仅6天过关 打包收购12家公司 ...

港股通央企红利ETF天弘（159281）现任基金经理为贺雨轩。贺雨轩自2025年8月20日管理（或拟管 理）该基金，任职期内收益2.96%。 来源：新浪基金∞工作室 2月27日，天弘中证港股通央企红利ETF（159281）收盘涨0.00%，成交额6122.32万元。 港股通央企红利ETF天弘（159281）成立于2025年8月20日，基金全称为天弘中证港股通央企红利交易 型开放式指数证券投资基金，基金简称为天弘中证港股通央企红利ETF。该基金管理费率每年0.50%， 托管费率每年0.10%。港股通央企红利ETF天弘（159281）业绩比较基准为中证港股通央企红利指数收 益率(经估值汇率调整)。 规模方面，截止2月26日，港股通央企红利ETF天弘（159281）最新份额为3.47亿份，最新规模为3.62亿 元。回顾2025年12月31日，港股通央企红利ETF天弘（159281）份额为3.54亿份，规模为3.50亿元。即 该基金今年以来份额减少1.98%，规模增加3.29%。 流动性方面，截止2月27日，港股通央企红利ETF天弘（159281）近20个交易日累计成交金额13.11亿 元，日均成交金额6556.88 ...