来源：北京日报客户端 港股马年首个交易日，港股三大指数集体收跌。截至收盘，恒生指数跌1.10%，报26413.35点，恒生科 技指数跌2.91%，报5211.50点。 消息面上，Seedance 2.0大模型以春晚为首个公开应用场景完成首秀，深度参与多项节目视觉制作。本 届春晚中，"AI生成影像+实景舞台扩展"的创新模式引发全网热议，而Seedance 2.0正是这一模式的核心 技术支撑。 与此同时，曙光SothisAI近日升级，实现智谱GLM-5、阿里Qwen3.5大模型全面接入，并进一步简化和 优化企业AI平台构建与运营流程。近期国产AI芯片企业太初（无锡）电子科技有限公司也已完成多款 国产主流开源大模型的深度适配工作，其中包括智谱GLM-5.0、阿里千问Qwen3.5-397B-A17B。 中新经纬综自央视新闻客户端、e公司 来源：中新经纬 盘面上，港股石油股逆势走强，中国石油股份涨3.70%，中国海洋石油涨2.23%。美国总统特朗普19日 再划"最后期限"，称美伊会否达成协议，"接下来十天左右"即可见分晓。谈还是打，前景依然悬而未 决。 在中央广播电视总台2026年春晚，多家公司机器人的"炸场"表演， ...

Market Overview - The Hong Kong stock market faced significant pressure on the first trading day of the Year of the Horse, closing with the Hang Seng Index down 1.1% at 26,413 points, the Hang Seng Tech Index down 2.91%, and the National Enterprises Index down 1.22% with a total market turnover of HKD 165.4 billion [1][2]. Sector Performance - Technology stocks experienced widespread declines, with major players like JD Health and Baidu dropping over 6%. Other notable declines included Huahong Semiconductor, Kingdee International, Tencent Music, and Bilibili, all falling over 5%. Alibaba and NetEase dropped over 4%, while Xiaomi and SMIC fell over 3% [2][4]. - In contrast, oil and gas producers saw gains, with PetroChina and Henderson Land rising over 3%, and Midea Group, CSPC Pharmaceutical, CNOOC, Li Ning, and Hang Lung Properties increasing over 2% [2][4]. Specific Stock Movements - JD Health closed at HKD 56.85, down 6.27%, while Baidu fell 6.25% to HKD 129.00. Huahong Semiconductor and Kingdee International also saw significant declines of 5.76% and 5.65%, respectively [5]. - In the oil sector, companies like Yanchang Petroleum International led the gains, with shares rising 3.75% to HKD 0.415, and PetroChina increasing 3.70% to HKD 9.520 [10]. Emerging Trends - The robotics sector gained attention, with companies like Yujian rising 15.61% to HKD 70, driven by the popularity of robotics showcased during the Spring Festival Gala. Analysts predict significant growth in the robotics industry from 2021 to 2025, with large-scale production expected to begin in 2026 [14]. - The semiconductor sector is also highlighted, with a focus on storage solutions as a key area for investment, particularly in light of ongoing global inflation trends and improving domestic PPI [16].

GE Vernova Inc. (NYSE:GEV) ranks among billionaire Stanley Druckenmiller’s 10 best stock picks. Baird upgraded GE Vernova Inc. (NYSE:GEV) to Outperform on February 4, stating that the firm is well-positioned to be among the largest beneficiaries of a growing energy-infrastructure cycle and that the market had misjudged the timing and magnitude of a potential surplus in gas power. According to analyst Ben Kallo, earlier worries over industry overcapacity “will not materialize in the near- to intermediate- ...

Energy Transfer LP (NYSE:ET) is among the Best Affordable Stocks Under $40 to Buy. Energy Transfer LP (NYSE:ET) released fiscal Q4 2025 earnings on February 17. The company topped revenue estimates by $1.28 billion, but the EPS fell short by $0.11. Revenue for the quarter grew 29.57% year-over-year to reach $25.32 billion, while the EPS came in at $0.25. ​Despite the EPS miss, the company continued to grow its volumes in the fourth quarter. NGL and refined product terminals volumes were up 12%, while NGL ...

​Regions Financial Corporation (NYSE:RF) is among the Best Affordable Stocks Under $40 to Buy. On February 9, Vivek Juneja from J.P. Morgan raised the firm’s price target from $29 to $31.5, while maintaining a Hold rating on the stock. Earlier, on February 4, UBS also raised the price target from $29 to $30, while maintaining a Hold rating on the stock. ​Analysts at J.P. Morgan noted that investors anticipate only two rate cuts in 2026, and the long-term interest rates are expected to stay elevated along ...

​Huntington Bancshares Incorporated (NASDAQ:HBAN) is among the Best Affordable Stocks Under $40 to Buy. Wall Street has an overall positive opinion on Huntington Bancshares Incorporated (NASDAQ:HBAN), with analysts’ 12-month price target reflecting more than 21% upside from the current level. ​Recently, on February 12, Brian Foran from Truist Financial reiterated a Buy rating on the stock with a $21 price target. Earlier on February 11, Manan Gosalia from Morgan Stanley also reiterated a Buy rating on the ...

​Ford Motor Company (NYSE:F) is among the Best Affordable Stocks Under $40 to Buy. Wall Street maintains a cautious stance on Ford Motor Company (NYSE:F) after the company posted mixed results for fiscal Q4 2025. Recently, on February 16, Elizabella Pang from DBS reiterated a Hold rating on the stock with a $13 price target. However, on February 11, Alexander Potter from Piper Sandler maintained a Buy rating on the stock with a price target of $16. ​The company reported quarterly revenue of $42.45 billi ...

​Hewlett Packard Enterprise Company (NYSE:HPE) is among the Best Affordable Stocks Under $40 to Buy. On February 17, Asiya Merchant from Citi lowered the price target on the stock from $28 to $26, while keeping a Buy rating. Earlier on January 13, Goldman Sachs upgraded Hewlett Packard Enterprise Company (NYSE:HPE) from Hold to Buy and raised the price target from $28 to $31. ​Asiya Merchant from Citi noted that the lowered price target reflects the firm’s adjustment of the broader hardware and storage s ...

对于港股后续走势，中国银河证券建议关注以下板块：第一美联储降息预期不确定性较高，地缘政治局 势反复无常，贵金属、能源等板块有望震荡上行。第二科技板块仍是中长期投资主线，经历近期的回调 后，估值压力下降，在AI大模型更新加快、AI应用加速推进的背景下，相关板块有望反弹回升。 港股马年首个交易日震荡走低，恒生指数收跌1.10%，恒生科技指数收跌2.91%。AI应用、机器人、石 油股等逆势上涨，互联网科技股普跌，百度跌超6%，阿里巴巴跌近5%。半导体股走弱，华虹半导体跌 近6%，中芯国际跌超3%。国产AI大模型板块逆势收涨，智谱涨近43%，MiniMax涨超14%，两者市值 双双冲破3000亿港元。越疆涨超21%，中国石油股份涨超3%。 香港立法会议员吴杰庄表示，香港预计将于今年3月发放首批稳定币发行人牌照，建议在牌照发放后 以"稳定币空投/消费券"方式向合资格市民发放，用于本地中小企消费（如餐饮、娱乐等），以推动采 用并带动经济，相关行政费用可由获牌公司承担。 中信证券认为，从金融逻辑看，锚定法币的稳定币或将成为最具接受性和安全性的主流稳定币形态。从 底层逻辑看，法币稳定币能够延续法币的价值计量、价值转移、价值贮 ...

Group 1 - The Hang Seng Index closed down 1.10%, while the Hang Seng Tech Index fell by 2.91% [1] - Internet technology stocks experienced a broad decline, with Baidu dropping over 6% and Alibaba falling nearly 5% [1] - Semiconductor stocks weakened, with Hua Hong Semiconductor down nearly 6% and SMIC declining over 3% [1] Group 2 - The domestic AI large model sector rose against the trend, with both Zhipu and MiniMax's market capitalization surpassing 300 billion HKD [1]