Market Overview - On January 2, the first trading day of the new year, the Hong Kong stock market opened slightly higher and continued to rise, with the Hang Seng Index increasing by 2.76%, the Hang Seng Tech Index rising by 4%, and the Hang Seng China Enterprises Index up by 2.86% [2][4]. Sector Performance - Technology stocks experienced a broad rally, with significant gains in sectors such as semiconductors, defense, software services, and consumer goods [4]. - Specific sector performance included: - Semiconductors: +7.87% - Defense: +7.78% - Software Services: +4.18% - Home Appliances: +3.99% - Steel: +3.59% - Consumer Discretionary: +3.53% [5]. Historical Context - Historical data indicates that in years when the Hang Seng Index rose on the first trading day, such as 2017, it ended the year with a significant increase of 35.99%. Conversely, years with a decline on the first trading day, like 2018 and 2022, saw annual declines of 13.61% and 15.46%, respectively [6]. Notable Stocks - Huahong Semiconductor surged over 9%, leading the gains among Hang Seng Tech Index constituents, with other notable performers including Wallen Technology and SMIC [7]. - Baidu Group also saw a significant increase of 9%, driven by news of its subsidiary Kunlun Chip's application for a public listing in Hong Kong [10]. IPO Highlights - Wallen Technology, one of the "Four Little Dragons" of domestic GPUs, debuted on the Hong Kong Stock Exchange, opening at HKD 35.7 and closing up 75.82% at HKD 34.46, with a market capitalization of HKD 826 billion [12]. - The company aims to allocate approximately 85% of its net fundraising to R&D for next-generation product iterations and technological innovation [12][14]. Future Outlook - Analysts express optimism for the market in 2026, highlighting technology innovation as a key investment theme. Factors such as monetary policy easing and increased foreign investment are expected to contribute to a favorable market environment [18]. - Institutions like Invesco and Galaxy Securities emphasize the importance of AI and semiconductor sectors, predicting continued growth and investment opportunities in these areas [19].

科创板日报 . 专注科创板和科技创新，上海报业集团主管主办，界面财联社出品。 今天是2026年港股首个交易日，"国产GPU四小龙"之一的壁仞科技（6082）正式登陆香港联交所主板挂牌上市，成为开年第一股。开盘报 35.7港元，涨幅82.14%。截至发稿， 涨幅最高超100% ，市值超900亿港元。 | HK 壁仍科技 8 7 Q | | | --- | --- | | 06082 L2 - | | | 37.800 今开 35.700 最高 42.880 最低 35.700 | | | 92.86% 18.200 换手 7.53% 总量 8715万股 金额 32.59亿 | | | 总值⊙905.7亿 市盈 ™ -37.08 市净 -9.18 更多 | | | 由名v 分时， 第目 日K 月K | | | 均价: 37.398 最新: 37.800 18.200 92.86% | | | 42.880 118.78% 卖8 37.960 | 600 (2) | | 57 37.940 | 400 (1) | | ST6 37.920 375 | 0 (0) 37.900 7200(22) | | 54 | 3 ...