Group 1 - The Hong Kong stock market experienced a strong performance on February 23, with the Hang Seng Index rising by 2.53% and the Hang Seng Tech Index increasing by 3.34%, indicating a significant recovery in market sentiment [2][3] - There was a clear divergence in sector performance, with technology and semiconductor stocks generally rising, while the commodity sector, particularly gold and oil stocks, showed remarkable strength, with several gold stocks rising over 6% [2][3] - The recent surge in the commodity sector is attributed to strong international commodity prices, with gold futures increasing by 1.66% from February 16 to 20, and Brent crude oil futures rising by 5.62% during the same period [3][4] Group 2 - Analysts suggest that the fluctuations in commodity-related stocks during the Spring Festival are closely linked to recent geopolitical developments, particularly the tensions between the U.S. and Iran, which have historically led to better oil price performance [4] - The performance of the Hong Kong market may serve as a reference for the upcoming A-share market, as there is a close correlation in capital flow and market sentiment between the two markets [5][6] - Historical data indicates a significant "Spring Festival effect" in the A-share market, with an 80% probability of the Shanghai Composite Index rising in the five trading days before the festival and a 75% probability in the five days after [5] Group 3 - From a funding perspective, the market shows support, with a net inflow into existing equity ETFs and a potential halt in major fund reductions, suggesting that the current market trend may continue [6][7] - Analysts expect that sectors such as technology manufacturing, resource products, and infrastructure chains will perform well post-Spring Festival, driven by increased risk appetite and seasonal demand [7] - The market may see a blend of growth and dividend strategies post-festival, rather than a simple switch in investment style, as both growth and high-dividend assets remain attractive [7]

1月非银存款同比多增2.56万亿元 央行发布的1月金融统计数据显示，1月住户存款增加2.13万亿元，非金融企业存款增加2.61万亿元，非 银行业金融机构存款增加1.45万亿元。相对2025年同期，非银存款同比多增2.56万亿元，而住户存款同 比少增3.39万亿元。综合券商分析师观点，这背后除受春节错月影响外，也反映了居民存款搬家正在加 速。 高市早苗当选日本第105任首相 日本自民党总裁高市早苗2月18日经国会众议院和参议院首相指名选举当选日本第105任首相。高市早苗 18日晚组建新内阁，上一届高市内阁的阁僚全部留任。高市于去年10月4日当选自民党总裁，10月21日 当选日本第104任首相。今年1月23日，高市和全体阁僚举行内阁会议，通过众议院解散决议书，随后众 议院解散。 苏翊鸣夺得米兰冬奥会中国代表团首金 意大利当地时间2月18日，米兰冬奥会男子单板滑雪坡面障碍技巧决赛在利维尼奥雪上公园展开，中国 队选手苏翊鸣凭借第一轮比赛得到的82.41分获得金牌，这也是中国体育代表团在本届冬奥会上获得的 第一枚金牌。 美联储官员对货币政策走向分歧明显 美联储2月18日公布的1月货币政策会议纪要显示，尽管几乎所有美联储 ...

We were being ripped off by almost every single country in the world. Had massive some massive surpluses. China had hundreds of billions of dollars in surpluses with the United States.They rebuilt China. They rebuilt the army. We built China's army by allowing that to happen.I have a great relationship with President Xi, but he respects our country. Now >> that's President Trump reacting after the Supreme Court struck down his emergency use of tariffs on Friday. He announced initially a 10% global tariff wh ...

一、宏观政策：美联储"加息放缓"预期，是港股流动性的最大催化剂。 如果你今天刷盘面，看到恒指一路往上冲，科技股更是集体起飞，估计第一反应都是：行情又起飞了？ 别急，这波上涨不是"心血来潮"，而是宏观政策、资金流向、板块轮动三股力量一起发力的结果。尤其是半导体板块的爆发，背后有更深层的逻辑。 下面我带你把这三条线捋顺，看懂这波行情到底在涨什么。 港股的命门是什么？流动性。 而流动性的总闸门在美国手里。 过去两年美联储持续高利率，让全球资金都缩着头。但最近市场普遍预期——美联储加息周期接近尾声，甚至可能在年内进入降息窗口。 这对港股意味着什么？ 美联储松口气，港股就能喘大气。 而恒指本身估值已经压到历史低位，一旦流动性改善，反弹力度往往比其他市场更猛。 - 美元强势减弱，资金压力缓解。 - 港元利率下行空间打开。 - 风险偏好回升，资金更愿意流向低估值市场。 一句话： 二、资金流向：南向资金稳定加仓，外资态度从"观望"转向"试探性回流" 从公开市场评论与资金流向趋势可以看到： 过去三个月，南向资金持续净流入，而外资持仓从低位开始回升。 这说明两件事： 1. 南向资金：越跌越买的坚定派。 南向资金对港股的态度一直很 ...

各大券商分析师春节"连轴转" 每经记者｜王海慜 每经编辑｜何小桃 赵云 宋思艰 2026年马年春节假期，虽然A股休市，但资本市场却热度不减。 各大券商的分析师们开启"加班模式"，以高频路演、专题研报填补假期信息真空。从兴业证券策略团队的连续七天新春专题路演，到中信证券聚焦AI大模 型的系列电话会，再到多家机构跟踪春节消费动态，头部与中小券商均紧抓假期窗口输出市场观点。 《每日经济新闻》记者注意到，今年春节加班路演已经成为各券商研究所的常态，无论是中小券商还是头部券商都在假期中继续"营业"，"加更"观点。 港股马年开市两天呈现结构性行情，2月20日开市首日AI大模型、机器人板块逆势大涨，创新药、氢能概念股表现亮眼。2月20日和23日，恒生科技指数 走势先抑后扬，迎来马年"开门红"。 同时业内预计，美国此次关税裁定落地利好非美市场资产，叠加A股春节效应的历史正向表现，市场对马年节后"红包行情"的延续抱有较高期待。 截图来源：网络 最近，兴业证券策略首席张启尧的春节路演计划表在圈内刷屏：从大年初一至初七，他和团队同事一起每天15:00准时与投资者连线。 这场名为"新春专题系列"的直播，内容涵盖港股情绪研究框架、20 ...

Group 1 - The U.S. government is considering a military strike against Iran if diplomatic efforts fail, with a potential first strike planned in the coming days [1][3] - Trump has indicated that if initial precision strikes do not compel Iran to abandon its nuclear program, a larger military action may be considered later this year [1][3] - U.S. and Iranian representatives are set to meet in Geneva for what appears to be the final round of negotiations to avoid military conflict [1][3] Group 2 - Iran's Foreign Minister has stated that diplomatic solutions to the nuclear issue are still viable and emphasized the importance of negotiations over military actions [4][12] - Iran is preparing a proposal to submit to the U.S. and believes that an agreement could be reached soon, potentially better than the 2015 nuclear deal [4][12] Group 3 - The U.S. Supreme Court ruled that the government's imposition of tariffs under the International Emergency Economic Powers Act was unlawful, prompting a response from the Chinese government [2][10] - China opposes unilateral tariff measures and emphasizes that trade wars have no winners, urging the U.S. to eliminate such tariffs [2][10] Group 4 - The Hong Kong stock market saw significant movements, with the Hang Seng Index rising by 2.531% and the Hang Seng Tech Index increasing by 3.336% [5][14] - Notable stock performances included Zijin Mining up by 5.347% and NIO-SW up by 5.290% [6][14] Group 5 - The AI model company Kimi has achieved rapid growth, becoming the fastest domestic company to reach a valuation of over $10 billion, with significant revenue growth driven by international users [7][15] - Kimi's recent funding rounds have exceeded $1.2 billion, and its revenue in the last 20 days surpassed its total revenue for the previous year [7][15] Group 6 - The AI sector experienced volatility, with significant declines in stock prices for companies like Zhiyu and Haizhi Technology, attributed to a recent apology letter addressing user concerns [8][16] - Zhiyu's market value dropped by over 700 billion HKD following the announcement, despite previous strong performance [8][16]

Group 1 - The Hong Kong stock market experienced a significant rise on February 23, with the Hang Seng Index increasing by 2.53%, the Hang Seng China Enterprises Index by 2.65%, and the Hang Seng Tech Index by 3.34% [1] - Major stocks such as Zijin Mining, Meituan, and SMIC led the gains, each rising over 5%, while Tencent and Alibaba increased by more than 3% [1] - During the Chinese New Year holiday, the Hang Seng Index saw a cumulative increase of 1.94%, with the China Enterprises Index up by 1.82% and the Tech Index by 0.47% [1] Group 2 - The AH share premium index fell by 2.34% to 113.68 points, marking the lowest level since July 2, 2018, influenced by the strong performance of the Hong Kong market [1] - As of February 23, there were nine stocks with H shares trading at a premium to their A shares, including CATL with a premium exceeding 31% and others like China Merchants Bank and WuXi AppTec with premiums over 10% [1] - Market analysts believe that the positive performance of the Hong Kong market during the holiday may provide a boost to the A-share market post-holiday, with several brokerage firms optimistic about A-share performance [1]

（来源：经济日报） 转自：经济日报 存储芯片进入卖方市场！ 近日，SK海力士在高盛的电话会上发布对存储行业及公司经营的最新观点。该公司认为，全球存储器 产业已彻底转向卖方市场，2026年价格涨势将贯穿全年。 目前，能够直接参与SK海力士、三星电子等存储龙头投资的公募基金并不多见。华泰柏瑞中证韩交所 中韩半导体ETF是目前市场上少数实现跨境布局的产品，开年以来涨幅达25.65％。 此外，A股市场上聚焦半导体投资的相关基金近期反复活跃。有公募表示，以半导体高端设备、关键零 部件、高价值耗材等为核心的存储扩产链，可能是2026年A股半导体投资能见度最高的方向之一，有更 多机会为市场贡献确定性和韧性。 存储价格涨势将贯穿2026年全年 近日，SK海力士在高盛的电话会上发布对存储行业及公司经营的最新观点。SK海力士认为，全球存储 器产业已彻底转向卖方市场，2026年价格涨势将贯穿全年。 公司透露目前DRAM及NAND库存仅剩约4周，且没有任何客户能完全满足需求。更为严峻的是，2026 年高频宽存储器（HBM）产能已提前售罄，标准型DRAM的极度短缺正大幅提升供应商议价权，产业 链已启动长期合约谈判以锁定未来供应。 SK ...

转自：新华财经 新华财经香港2月23日电（记者林迎楠）23日港股主要指数收涨，截至收盘，恒生指数上涨2.53%至 27081.91点，恒生科技指数上涨3.34%至5385.35点，国企指数上涨2.65%至9197.38点。 当日恒指开盘拉高向上，午前稍有回落，午后开市延续上涨态势，主板成交超1729亿港元。 成交额前三的个股中，腾讯控股涨3.07%，成交超118亿港元；阿里巴巴涨3.47%，成交超68亿港元；美 团涨5.26%，成交55亿港元。 编辑：郭洲洋 上个马年沪指涨近60%！新年新福利来了，炒股排面要拉满，新号启幸运>> 整体来看，多数板块上涨，新消费、黄金、有色金属、商业航天、新能源车企、科网、银行、券商等股 多为上涨，生物医药、石油与天然气、影视等股有涨有跌，奶制品、纸业等股多有下跌。 个股方面，智谱跌22.76%，携程集团-S涨1.73%，友邦保险涨4.07%，比亚迪股份涨4.87%，MINIMAX- WP跌13.35%，紫金矿业涨5.35%，长飞光纤光缆涨14.43%，宁德时代涨3.14%，老铺黄金涨2.66%，工 商银行涨2.34%，中国太平涨2.06%，华虹半导体涨4.51%，国泰君安国际 ...

据智通财经消息，研微半导体，研微（江苏）半导体科技有限公司完成A轮融资，总融资额近7亿元。 新引入石溪资本、金石投资、高瓴资本、安芯资本、冯源资本、芯辰资本、中证投资、泰达科投、金圆 资本、合肥产投、典实资本、永鑫方舟等多家投资方；老股东湖杉资本、襄禾资本、毅达资本、欣柯资 本、春华资本等持续加码。此次募集资金将重点用于核心产品迭代、产能建设及研发扩容。 转自：智通财经 ...