Group 1 - The Hang Seng Index opened at 25,766 points, reaching a new high for the current rally, but closed at 25,598 points, down 0.06% [1] - Tencent Holdings reported better-than-expected half-year results, which contributed to the market's positive sentiment [1] - Analysts expect resistance around 26,000 points in the short term, but the medium-term upward trend remains intact [1] Group 2 - The mainland's economic performance in the first half of the year was stable, and the easing of trade tensions between the US and other countries has positively impacted market sentiment [2] - The current earnings season is expected to inject momentum into the market, particularly for technology stocks [2] - Despite the Hang Seng Index reaching a new high, there are concerns about significant resistance above 26,000 points, and profit-taking pressures may increase [2]

港股恒生指数涨0.95%，涨229点，报24392点；恒生科技指数涨1.18%。港股早盘成交1321亿港元。 知行科技(01274)涨5.95%，近期获某头部品牌商业物流车平台化定点，机器人构筑第二成长曲线。 康诺亚-B(02162)跌超3%，拟先旧后新折让6.5%配股，净筹8.54亿港元。 金力永磁（300748）(06680)涨超7%，稀土出口有望迎积极信号，机构看好公司发展空间。 中国稀土（000831）(00769)再涨超12%，近三日股价实现翻倍，稀土出口放松预期升温。 创维集团(00751)再涨近4%，本周累涨近18%，现金要约回购收到约3.41亿股接纳要约。 佑驾创新(02431)涨超10%，公司受惠大湾区企业AH双重上市政策，机构看好其业绩弹性释放。 4月人身险保费强势复苏，险企投资端弹性有望加速释放。内险股延续近期涨势，新华保险（601336） (01336)涨4.36%；中国人寿（601628）(02628)涨4.23%；中国太保（601601）(02601)涨2%；中国平安 （601318）(02318)涨2.42%。 券商行业频传利好，券商中报有望延续一季报较好的增长态势。中资券商股继 ...