· 2026 年 1 月 29 日 国都港股操作导航 | 海外市场重要指数 | 收市 | 幅度 | | --- | --- | --- | | 道琼斯工业指数 | 49,015.60 | 0.02% | | 标普 500 指数 | 6,978.04 | -0.01% | | 纳斯达克综合指数 | 23,857.45 | 0.17% | | 英国富时 100 指数 | 10,154.43 | -0.52% | | 德国 DAX 指数 | 24,822.79 | -0.29% | | 日经 225 指数 | 54,057.00 | 1.31% | | 台湾加权指数 | 32,317.92 | 0.79% | | 内地股市 | | | | 上证指数 | 4,151.24 | 0.27% | | 深证成指 | 14,342.89 | 0.09% | | 香港股市 | | | | 恒生指数 | 27,826.91 | 2.58% | | 国企指数 | 9,512.24 | 2.89% | | 红筹指数 | 4,394.14 | 2.45% | | 恒生科技指数 | 5,900.16 | 2.53% | | AH 股溢价 ...

记者｜黎雨桐 见习记者林芊蔚 编辑｜金珊 北京时间21日晚，美股三大股指集体高开，截至22时55分，道指涨0.51%，纳指涨0.53%，标普500指数 涨0.6%。 中概股方面，纳斯达克中国金龙指数涨超2%。热门个股多数上涨，哔哩哔哩、百度集团涨超6%，爱奇 艺、金山云、名创优品涨超4%。消息面上，高盛再次发声看好中国资产，据中国基金报，1月20日，高 盛首席中国经济学家闪辉在媒体会上表示，2026年预计中国GDP增速为4.8%，出口保持强劲增长为经 济提供支撑。高盛首席中国股票策略师刘劲津预计MSCI中国指数年底目标点位为100点，沪深300指数 年底目标点位为5200点。2026年，南向资金净流入预计达2000亿美元（约1.4万亿元），再创新高。 | 14191911 | 32.230 | 6.48% | -0.19% | | --- | --- | --- | --- | | BILI.O | | | | | 万国数据 | 40.665 | 5.54% | 0.44% | | GDS.O | | | | | 世纪互联 | 9.990 | 5.38% | 0.05% | | VNET.O | | | | ...

1月12日，港股午间收盘，恒生指数涨0.86%，恒生科技指数涨2.08%。科网股走强，快手、阿里巴巴涨 超5%，百度集团涨超4%，京东集团、腾讯控股涨超2%。 1月12日，港股午间收盘，恒生指数涨0.86%，恒生科技指数涨2.08%。科网股走强，快手、阿里巴巴涨 超5%，百度集团涨超4%，京东集团、腾讯控股涨超2%。 ...

Group 1 - The AI mobile concept continues to show strong performance, with companies like Da Ming Optical achieving a four-day consecutive rise, and Fu Rong Technology seeing a two-day consecutive rise. Other companies such as Mei Xin Sheng, ZTE, Transsion Holdings, and Zhongshi Technology also opened high [1] - The A-share market opened with all three major indices declining slightly, with the Shanghai Composite Index down 0.14%, the Shenzhen Component Index down 0.13%, and the ChiNext Index down 0.04% [2][3] - In the market, sectors such as lithium battery electrolyte, superhard materials, photolithography machines, 6G, commercial aerospace, and CPO concept stocks weakened, while cross-strait integration and AI application themes strengthened [3] Group 2 - The Hong Kong stock market opened with the Hang Seng Index up 0.6% and the Hang Seng Tech Index up 0.76%. Tech stocks generally performed well, with Alibaba and Kuaishou rising over 3%, while new energy vehicle stocks weakened, with NIO falling over 6% [4] - The central bank conducted a 7-day reverse repurchase operation of 156.3 billion yuan at an interest rate of 1.4%, with 302.1 billion yuan of reverse repos maturing on the same day [5] - The central parity rate of the RMB against the US dollar was reported at 7.0794, depreciating by 35 basis points from the previous trading day's rate of 7.0759 [6]

Group 1 - The Hang Seng Index (HSI) is currently at 26,011.06, with a slight increase of 65.13 points or 0.25% [1] - The Hang Seng Technology Index (HSTECH) is at 5,622.36, rising by 24.31 points or 0.43% [1] - Semiconductor, electrical equipment, non-ferrous metals, and defense sectors are leading in gains, while home appliances and chemicals sectors are declining [1] Group 2 - Semiconductor stocks such as SMIC are up nearly 2%, while Bilibili and Hua Hong Semiconductor have increased by nearly 1% [1] - New stock Haiwei shares opened down over 5% [3]

Core Viewpoint - The article highlights a general upward trend in various industry sectors, particularly in technology and biotechnology stocks, with significant gains observed in major companies like Baidu, Xiaomi, and Alibaba [1][2]. Industry Performance - The Hang Seng Index (HSI) rose by 232.40 points, or 0.90%, closing at 25,948.90 [1]. - The Hang Seng Technology Index (HSTECH) increased by 79.05 points, or 1.43%, reaching 5,624.61 [1]. - The Hang Seng Biotechnology Index (HSBIO) saw a modest rise of 23.89 points, or 0.15%, to 15,556.59 [1]. - The Hang Seng China Enterprises Index (HSCEI) gained 78.18 points, or 0.86%, closing at 9,157.60 [1]. - The Hang Seng Composite Index (HSCI) increased by 35.91 points, or 0.91%, to 3,975.41 [1]. - Notable sectors with strong performance included metals, semiconductors, media, and chemicals [1]. Company Highlights - Baidu Group's stock rose by over 3.85% [2][3]. - Xiaomi Group's stock increased by 2.95% [2][3]. - Alibaba's stock saw a rise of 2.91% [2][3]. - Other companies like Bilibili and NIO experienced gains exceeding 2%, while Tencent and SenseTime saw increases of over 1% [2]. - Additional notable stocks included Kuaishou, ASMPT, and NetEase, all showing positive movements around 1.4% to 1.6% [4].

Market Overview - The Hong Kong stock market opened higher today, with the Hang Seng Index at 25,452.87 points, up 232.85 points, a rise of 0.92% [1] - The Hang Seng Tech Index reached 5,456.61 points, increasing by 61.12 points, or 1.13% [3] Company Updates - The Shenzhen Stock Exchange announced adjustments to the Hong Kong Stock Connect eligible securities list, effective from November 24, 2025, adding SANY Heavy Industry (HK06031) and Cambridge Technology (HK06166), both of which listed on the Hong Kong Stock Exchange on October 28 [5] - SANY Heavy Industry saw a slight increase of nearly 1%, while Cambridge Technology experienced a rise of over 6% during the morning session [6] Sector Performance - Technology stocks generally rose, with NetEase up over 3% and Baidu up over 2%. Major companies like Alibaba, Tencent, JD.com, Lenovo, Kuaishou, and Xiaomi all saw increases of over 1% [8] - Gold stocks were active, with China Gold International opening up 4%. The innovative drug sector also saw gains, with Hengrui Medicine rising over 3% [8] - Lithium battery stocks opened higher, with CATL increasing by over 3%. Automotive stocks were broadly up, with GAC Group rising over 9% [8] Future Outlook - Huatai Securities indicated that the sentiment indicator for Hong Kong stocks remains in a pessimistic range, suggesting that the market is entering a "layout zone" where left-side investors can gradually build positions [9] - The outlook for Hong Kong companies' fundamentals is not pessimistic, with a forecasted increase in non-financial profit growth for overseas Chinese stocks from 10% this year to around 15% by 2026 [9] - CITIC Securities noted that A-shares and Hong Kong stocks may experience a pattern similar to U.S. stocks, with "sharp declines followed by slow recoveries," presenting an opportunity for investors to reallocate towards A-shares and Hong Kong stocks as they prepare for 2026 [9]

Market Performance - The Hang Seng Index (HSI) closed at 26,384.28, down by 188.18 points or 0.71% [2] - The Hang Seng Technology Index (HSTECH) fell to 5,756.88, decreasing by 55.92 points or 0.96% [2] - The Hang Seng Biotech Index (HSBIO) dropped by 321.53 points, closing at 15,959.29, a decline of 1.97% [2] - The Hang Seng China Enterprises Index (HSCEI) decreased by 69.56 points to 9,328.40, down 0.74% [2] - The Hang Seng Composite Index (HSCI) fell by 27.69 points, closing at 4,052.36, a decrease of 0.68% [2] Sector Performance - Electric equipment, pharmaceutical biotechnology, non-ferrous metals, chemicals, and banking sectors showed weak performance [2] - Software services, consumer goods, coal, and real estate sectors performed strongly [2] Company Performance - Major tech stocks declined, with Lenovo Group and Trip.com Group both dropping over 3% [2] - Baidu Group and Li Auto fell by more than 2% [2] - Bilibili, Tongcheng Travel, and JD Group saw declines exceeding 1% [2] - Semiconductor Manufacturing International Corporation (SMIC) and Tencent Holdings experienced slight decreases [2] Individual Stock Movements - Horizon Robotics (7.910) decreased by 4.12% [3] - Lenovo Group (10.090) fell by 3.90% [3] - Trip.com Group (555.500) dropped by 3.56% [3] - Baidu Group (113.600) decreased by 2.99% [3] - Xpeng Motors (96.000) fell by 2.74% [3] - Sunny Optical Technology (67.300) decreased by 2.53% [3] - Li Auto (75.100) saw a decline of 2.74% [4] - Bilibili (205.000) dropped by 1.91% [4] - BYD Electronics (34.000) decreased by 1.79% [4] - Tongcheng Travel (22.240) fell by 1.59% [4] - Midea Group (87.550) decreased by 1.46% [4] - JD Group (115.400) saw a decline of 1.28% [4]

Group 1 - The Hang Seng Index fell over 1% [1] - The Hang Seng Tech Index declined nearly 2% [1] - Technology stocks collectively experienced a downturn [1]

Market Overview - The Shanghai Composite Index fell by 1.30%, the Shenzhen Component Index dropped by 2.56%, and the ChiNext Index decreased by 3% [2] - The total trading volume in the Shanghai and Shenzhen markets reached 1.58 trillion yuan, a decrease of 659 billion yuan compared to the previous trading day, with over 4,500 stocks declining [3] Sector Performance - The rare earth permanent magnet sector saw a significant increase of 5.22%, with stocks like Galaxy Magnetic and Baotou Steel hitting their daily limit [4][8] - The semiconductor sector rebounded, with companies like Luxshare Precision and Zhaoyi Innovation showing strong performance [6] - The banking sector experienced gains, with Shanghai Pudong Development Bank rising over 5% [4] - The consumer electronics and robotics sectors faced notable declines, with significant drops in stocks related to these industries [2][4] Notable Stocks - Kingsoft Software's stock surged over 17% in Hong Kong, while Kingsoft Office rose nearly 18% in the A-share market [6][14] - The stock of *ST Yushun reached its daily limit, trading at 35.34 yuan, marking a 4.99% increase [4] - Bluefeng Biochemical also hit its daily limit after a significant price increase, recovering from previous declines [4] Bond Market - Government bond futures saw an overall increase, with the 30-year main contract rising by 0.68% and the 10-year main contract increasing by 0.20% [8][9] Commodity Market - The main contract for coking coal saw a daily decline of 3%, trading at 1,129 yuan per ton [15] - The copper futures market showed a slight recovery, with the main contract trading at 85,040 yuan per ton, down 2.07% [16]