11月21日，恒生指数收跌2.38%，恒生科技指数跌3.21%。能源、制药、汽车、半导体等板块跌幅居前。 编辑 ｜心一 | 名称 | 现价 | 涨跌幅 | 成交额 | | --- | --- | --- | --- | | 恒生指数 | 25220.02 c | -2.38% | 2857亿 | | 恒生科技 | 5395.49 c | -3.21% | 938亿 | | 恒生生物科技 | 15018.79 с | -4.77% | 128亿 | | 恒生中国企业指数 | 8919.78 c | -2.45% | 1155亿 | | 恒生综合指数 | 3861.12 c | -2.63% | 2005亿 | 科网股、半导体股多数下跌。京东健康跌逾8%，中芯国际、华虹半导体跌逾6%，腾讯音乐、百度集团跌逾5%，阿里 巴巴跌逾4%。 | 名称 | 现价 | 涨跌幅 ▲ | | --- | --- | --- | | 京东健康 | 62.150 | -8.60% | | 中芯国际 | 68.800 | -6.39% | | ASMPT | 71.200 | -6.13% | | 华虹半导体 | 73.250 | - ...

智通财经11月21日讯（编辑 胡家荣）本周港股三大指数集体下挫。截至收盘，恒生指数累计下跌5.09%，报25220.02点；恒生科技指数累计下跌7.18%，报 5395.49点；国企指数累计下跌5.09%，报8919.78点。 电力相关板块：涵盖可控核聚变主题、电力设备、电力运营及公用事业。随着AI发展对电力需求呈指数级增长，该板块在短、中、长期均具备投资机会。 本周港股市场受美联储政策预期调整、地缘政治局势等多重因素影响，呈现较大波动。市场中部分个股显著回调，其中小鹏汽车-W(09868.HK)、宁德时代 (03750.HK)、理想汽车-W(02015.HK)等个股领跌市场。 小鹏汽车与理想汽车的下跌主要因为新势力车企普遍面临行业竞争加剧的挑战，同时传统车企加速电动化转型进程，进一步挤压了新势力品牌的市场份额。 宁德时代的回调则与股份解禁有关。据市场消息，宁德时代近50%的H股IPO基石投资者锁定股份于11月20日正式解禁，涉及股份约7750万股。 机构观点 招商证券在近日发布的研报中指出，市场前期预期的多项边际利好正逐步兑现，但尚未被市场充分定价，这构成了推动市场情绪转向乐观的核心动力。该机 构建议投资者 ...

11月21日，港股市场早盘大幅低开。 打开百度APP畅享高清图片 恒生科技指数报5451.51点，下跌123.08点，跌幅2.21%。 昨晚，纳斯达克指数在一度涨超2%的大好局面下突然变盘，最终收盘大跌超2%。美股的大跌，对今日 中国港股市场产生明显不利影响。 截至发稿，恒生指数报25460.42点，下跌375.15点，跌幅1.45%。 六福集团（HK00590）公告，预计截至9月30日止六个月收入较去年同期升约20%至30%；净利润预计 同比涨约40%至50%。主要由于定价首饰产品的销售大幅增长。 其他方面，盘面上，科网股普跌，百度跌超6%，联想、哔哩哔哩跌超4%，阿里巴巴跌超3%，腾讯、京 东跌超2%；芯片股低开，中芯国际跌超3%；汽车股继续下跌，蔚来跌超5%；创新药概念普跌，药明生 物跌超3%。 后市展望： 华夏基金认为，近期恒生科技指数从高位回落，跌幅较大。但当前港股科技板块正处在资金面、政策 面、基本面三重利好交汇的关键时点。尽管市场波动难免，但AI产业方向未变，流动性环境改善，估 值仍处低位，或许是定投布局的较好时机。华夏基金还表示，随着AI产业链持续发展，互联网龙头、 AI硬件、高端制造等新经济 ...

| < W | 恒生科技(HSTECH) 5451.51 -123.08 -2.21% | | | --- | --- | --- | | 京版 成分 | 资讯 相关基金 | 月度收益 | | 名称 | 现价 | 涨跌幅 = | | 蔚来-SW | 42.840 | -5.10% | | 9866.HK | | | | 联想集团 | 9.240 | -4.94% | | 0992.HK | | | | 百度集团-SW | 108.500 | -4.74% | | 9888.HK | | | | 腾讯音乐-SW | 70.150 | -4.69% | | 1698.HK | | | | 哔哩哔哩-W | 188.600 | -4.07% | | 9626.HK | | | | 小鹏汽车-W | 78 850 | -3 67% | | 9868.HK | | | | --- | --- | --- | | 地平线机器人-W | 7.200 | -3.49% | | 9660.HK | | | | 中芯国际 | 71.100 | -3.27% | | 0981.HK | | | | 华虹未曾体 | 75.450 | ...

Market Overview - The Hong Kong stock market opened significantly higher on November 20, with the Hang Seng Index at 25,999.78 points, up 169.13 points, a rise of 0.65% [2] - The Hang Seng Tech Index reported 5,646.28 points, increasing by 39.38 points, a gain of 0.70% [4] Company News - China International Capital Corporation (CICC), Xinda Securities, and Dongxing Securities announced a suspension of trading due to a major asset restructuring plan, which involves CICC issuing A-shares to acquire Dongxing and Xinda Securities [6] - Following this news, brokerage stocks collectively surged, with Shenwan Hongyuan Hong Kong (00218.HK) rising over 9%, and other firms like Dongfang Securities (03958.HK) and CITIC Securities (06030.HK) increasing by over 3% [6] Sector Performance - The technology sector saw more gainers than losers, with Baidu up over 3%, Kuaishou and Lenovo rising over 2%, and Alibaba increasing by over 1% [8] - Semiconductor stocks opened higher, with Huahong Semiconductor gaining over 3% [8] - The innovative drug sector mostly rose, with Gilead Sciences up over 3% [8] - Apple-related stocks experienced broad gains, with Hongteng Precision rising over 5% [8] Future Outlook - CITIC Securities' latest report suggests that the Hong Kong market is expected to experience a second round of valuation recovery and performance revival by 2026, driven by a rebound in fundamentals and significant valuation discounts [8] - Investors are advised to focus on five long-term directions: 1) Technology sector, including AI and consumer electronics; 2) Healthcare, particularly biotechnology; 3) Resource commodities benefiting from rising inflation expectations and de-dollarization; 4) Consumer sectors with low valuations expected to recover; 5) Paper and aviation sectors benefiting from RMB appreciation [8]

Market Overview - The Hong Kong stock market experienced a four-day decline, with the Hang Seng Index closing at 25,830.65 points, down 99.38 points, a decrease of 0.38% [1] - The Hang Seng Technology Index closed at 5,606.90 points, down 38.83 points, a decline of 0.69% [4] Sector Performance - Gold stocks emerged as a primary safe haven, with major gold stocks showing strong performance. China Gold International rose over 8%, Zhaojin Mining increased over 6%, Shandong Gold gained over 7%, Zijin Mining rose over 2%, and Luoyang Molybdenum increased over 1% [3] - Jewelry concept stocks also strengthened, with Luk Fook Holdings rising nearly 3% and Lao Poo Gold increasing over 1% [3] - Technology stocks generally declined, with Xiaomi dropping over 4% and Kuaishou down over 1%, while Alibaba rose over 1% [6] - Defense stocks were strong, with China Shipbuilding Industry rising over 9%, and oil stocks also performed well, with Sinopec increasing over 2% [6] - New energy vehicle companies weakened, with Li Auto and NIO both down over 2% [6] Investment Outlook - Recent adjustments in the Hong Kong market have led to a divergence in institutional views, but there is a general consensus that the market holds medium to long-term allocation value [8] - Current market sentiment is influenced by external market fluctuations, particularly in the US, and an internal policy vacuum. However, the valuation attractiveness of the Hong Kong market has become evident after recent adjustments [9] - The Hang Seng Technology Index's price-to-earnings ratio is at a relatively low level since its inception, positioning it as a "value pit" in the global market [9] - The technology sector is still in an adjustment phase, with a lack of new catalysts for H-shares in AI technology stocks, despite renewed market interest in US AI stocks [9] - Historically, dividend stocks tend to perform better during November and December, and the current market appears to be following this trend [9]

编辑 ｜ 钉钉 11月19日，港股震荡走低，恒生指数收跌0.38%，恒生科技指数下跌0.69%。 新能源汽车股延续昨日跌势，小米集团跌超4%，理想汽车、蔚来等跌超2%。 科网股涨跌互现， 快手，中芯国际等跌超1%，京东集团、美团等小幅下跌；阿里巴巴涨超1%，腾讯音 乐、京东健康等小幅上涨。 ...

智通财经11月19日讯（编辑 胡家荣）港股三大指数延续调整。截至收盘，恒生指数跌0.38%，报25830.65点；科技指数跌0.69%，报5606.90点；国企指数跌 0.26%，报9151.04点。 尽管港股市场呈现调整，但是多家外资机构指出，中国资产对全球资金的吸引力正显著提升，并对2026年中国股票的表现给出积极展望。 比如瑞银投资银行中国股票策略研究主管王宗豪在最新报告中表示，预计明年中国股市将迎来又一个表现较好的年份，因创新领域发展等多重有利因素将继 续为市场提供支撑。 与此同时，摩根士丹利最新报告也预计，2026年中国股市有望延续今年强势，进一步上行。在盈利温和增长、估值趋于稳定的背景下，中国在全球科技竞争 中重新站稳脚跟，叠加贸易紧张局势有所缓和，主要指数整体仍具备温和上涨空间。 今日市场 从市场表现来看，科网、半导体等板块走势疲软，锂电池、黄金、石油等少数板块逆势上涨。 科网股呈现调整 截至收盘，小米集团-W(01810.HK)跌4.81%、快手-W(01024.HK)跌1.78%、京东集团-W(09618.HK)跌0.70%。 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 * | ...

今日（11月18日），港股市场遭遇连续第三天下跌。 截至收盘，恒生指数跌破26000点整数关，最终报收于25930.03点，下跌454.25点，跌幅1.72%。 | | | Wind香港二级行业指数 | | | | --- | --- | --- | --- | --- | | 学导体 0.93% | 电信服务 -0.24% | -0.57% | 可选消费零售房地产投资信托 -0.76% | 造纸与包装 -1.07% | | 石油石化 | 公用事亦!! | 医药生物 | 消费者服务 | 家庭用品 | | -1.10% | -1.10% | -1.12% | -1.19% | -1.23% | | 日常消费零售 | 建材川 | 工业贸易与综合 | 化工 | 煤炭II | | -2.66% | -2.69% | -2.86% | -3.15% | -3.54% | | 国防空工 | 汽车与零配件 | 电气设备 | 有色金属 | 钢铁Ⅱ | | -3.57% | -3.59% | -3.99% | -4.67% | -5.43% | 资金方面，截至收盘，南向资金累计净买入港股超74亿港元。 后市展望： 多数机构认为 ...

盘面上，科网股跌多涨少，联想跌幅超过3%，百度跌幅超过2%，哔哩哔哩、京东跌幅超过1%；军工股 涨幅居前，中船防务涨幅超过3%；黄金股普跌，赤峰黄金跌幅超过3%；创新药概念股回调，联邦制药 跌幅超过6%；中伟新材上市首日破发。 来源：青岛财经日报 11月17日，港股三大指数低开低走。截至收盘，恒生指数跌0.71%，报26384.28点，恒生科技指数跌 0.96%，国企指数跌0.74%。 ...