1月12日消息，港股三大指数高开高走。截至收盘，恒生指数涨1.44%，报26608.48点，恒生科技指数涨 3.10%，国企指数涨1.90%。盘面上，科网股全线上涨，快手涨超7%，美团、哔哩哔哩涨6%，百度、阿 里巴巴涨超5%，网易、京东、小米涨超2%；AI概念股强势，智谱涨超31%；影视股涨幅居前，大麦娱 乐涨超6%；半导体板块震荡走高，豪威集团上市首日涨超16%。 AI概念股强势，智谱涨超31%。业内普遍认为，本轮国产AI大模型企业上市，或标志着行业从技术研发 阶段发展至技术和商业化同步落地、商业模式逐步清晰的阶段，也将为后续大模型企业融资及估值提供 依据。从更长周期看，人工智能仍处在高速扩张通道。根据弗若斯特沙利文报告，2024年中国大语言模 型市场规模已达到53亿元，估计到2030年中国大语言模型市场规模将增至1011亿元，2024年至2030年的 复合年增长率为63.5%。 影视股涨幅居前，大麦娱乐涨超6%。据灯塔专业版，截至1月9日，2026年1月总票房（含预售）已突破 10亿。光大证券指出，随着《飞驰人生3》率先定档，公众对春节档的关注与讨论持续升温。从目前已 释出的片单来看，2026年春节档整 ...

格隆汇1月12日｜上证指数高开高走十七连阳涨1.09%，报4165.29点，深证成指涨1.75%报14366.91点，指涨1.82%报3388.34点，北证50涨5.35%报1605.77 点。全市场成交额36445亿元，较上日成交额放量4922亿元，创下历史纪录。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的准确性、可靠性或完整性提供任何明 示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱：news_center@staff.hexun.com ETF方面，"20CM"的双创ETF普遍溢价上涨，科创创业人工智能ETF摩根、创业板人工智能ETF招商、创业板软件ETF富国、创业板软件ETF华夏分别涨 16.59%、13.19%、12.71%和11.29%，最新溢折率分别为10.18%、5.75%、2.96%和2.37%。 | 上证指数 | 深证成指 | 北证5( | | --- | --- | --- | | 4165.29 | 14366.91 | 1605.7 | | +44.86 +1.09% +246.76 +1.75% +81.51 ...

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 影视股午后上扬，截至发稿，大麦娱乐（01060）上涨4.65%，报0.90港元；猫眼娱乐（01896）上涨 3.58%，报7.24港元。 责任编辑：卢昱君 影视股午后上扬，截至发稿，大麦娱乐（01060）上涨4.65%，报0.90港元；猫眼娱乐（01896）上涨 3.58%，报7.24港元。 责任编辑：卢昱君 ...

Market Overview - The Hong Kong stock market indices opened higher, with the Hang Seng Index rising by 0.86% to 26,456.75 points, the Hang Seng Tech Index increasing by 2.08%, and the National Enterprises Index up by 1.08% [2][11]. AI Sector - AI concept stocks showed strong performance, with Zhihui rising over 31%. This surge is seen as a sign that domestic AI large model companies are transitioning from the research phase to a stage where technology and commercialization are aligning, providing a basis for future financing and valuation [4][13]. - According to Frost & Sullivan, the market size for China's large language models is projected to reach 5.3 billion yuan in 2024 and grow to 101.1 billion yuan by 2030, with a compound annual growth rate of 63.5% from 2024 to 2030 [4][13]. Entertainment Sector - The film sector saw significant gains, with Damai Entertainment increasing by over 6%. As of January 9, 2026, the total box office (including pre-sales) surpassed 1 billion yuan. Despite expectations that the 2026 Spring Festival box office may not reach the levels of 2025, the presence of popular directors and actors is expected to ensure a solid performance [5][14]. Commercial Aerospace Sector - The commercial aerospace sector continued to rise, with Asia Pacific Satellite increasing by 13%. Recent breakthroughs in China's reusable rocket technology are seen as a significant advancement, positioning the country closer to achieving low-cost and high-reusability in aerospace. This development is expected to benefit related industries such as aerospace manufacturing and satellite applications [6][15]. New Listings - Haowei Group debuted with a first-day increase of over 15%. The public offering was oversubscribed by 9.28 times, with 4.58 million shares allocated, representing about 10% of the total shares offered. The international placement was also oversubscribed by 9.73 times, with 41.22 million shares allocated, accounting for 90% of the total shares [7][17].

Core Viewpoint - The entertainment stocks have seen an upward trend, with significant gains for companies like Damai Entertainment and Maoyan Entertainment, driven by a strong box office performance and upcoming film releases [1] Group 1: Stock Performance - Damai Entertainment (01060) increased by 6.98%, reaching HKD 0.92 [1] - Maoyan Entertainment (01896) rose by 4.29%, reaching HKD 7.29 [1] Group 2: Box Office Performance - As of January 9, 2026, the total box office (including pre-sales) has surpassed 1 billion [1] - Recent film releases across various genres, including comedy, action, suspense, and romance, have contributed to a diverse viewing experience for audiences [1] Group 3: Upcoming Film Releases - The anticipation for the Spring Festival film season is increasing, particularly with the early announcement of "Fast Life 3" [1] - "Boon Year" is confirmed to have the highest certainty of release, along with several other highly anticipated films expected to compete in the Spring Festival box office [1] - The overall heat of the 2026 Spring Festival box office may not reach the levels of 2025, but the presence of marketable directors and star-studded casts provides a level of assurance for box office performance [1]

其次要看到，这10亿元票房不是靠某一部电影单点爆发，而是多部影片齐头并进。最后，更重要的是， 这10亿元票房背后，是大街小巷里的"烟火气"。电影院早已不仅是放映空间，一次观影往往能顺势串起 一整条消费链。开年10亿元票房是一个鲜明信号：2026中国消费市场活力涌动、潜力巨大，而电影已率 先按下了加速向未来的启动键。 | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 09857 | 柠萌影视 | 3.790 | 4.70% | | 08220 | 比高集团 | 3.890 | 4.29% | | 01896 | 猫眼娱乐 | 7.240 | 3.58% | | 01060 | 大麦娱乐 | 0.900 | 4.65% | | 01003 | 欢喜传媒 | 0.305 | 3.39% | | 02125 | 稻草能娱乐 | 0.465 | 3.33% | | 01970 | IMAX CHINA | 8.500 | 0.59% | 港股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 港股影视股普遍上涨，其中，柠萌影视涨近5%领衔，比高集团、大麦娱 ...

（文章来源：每日经济新闻） 每经AI快讯，1月12日，港股影视股普遍上涨。其中，柠萌影视涨近5%领衔，比高集团、大麦娱乐涨超 4%，猫眼娱乐涨3.6%，欢喜传媒、稻草熊娱乐涨超3%。 ...

本文源自：金融界AI电报 港股影视股普遍上涨，其中，柠萌影视涨近5%领衔，比高集团、大麦娱乐涨超4%，猫眼娱乐涨3.6%， 欢喜传媒、稻草熊娱乐涨超3%。 ...

港股影视股普遍上涨，其中，柠萌影视涨近5%领衔，比高集团、大麦娱乐涨超4%，猫眼娱乐涨3.6%， 欢喜传媒、稻草熊娱乐涨超3%。 其次要看到，这10亿元票房不是靠某一部电影单点爆发，而是多部影片齐头并进。最后，更重要的是， 这10亿元票房背后，是大街小巷里的"烟火气"。电影院早已不仅是放映空间，一次观影往往能顺势串起 一整条消费链。 开年10亿元票房是一个鲜明信号：2026中国消费市场活力涌动、潜力巨大，而电影已率先按下了加速向 未来的启动键。 消息上，2026年刚刚开启，中国电影市场就迎来开门红。10天之内，年度票房就突破10亿元，和去年同 期相比增长超过了10%。 首先，这离不开创作内容的给力供给。新片密集上映，类型丰富，悬疑、现实题材、经典IP、合家欢轮 番登场。尤其是元旦假期期间，越来越多人把走进电影院当成跨年的一种仪式感。 | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 09857 | 柠萌影视 | 3.790 | 4.70% | | 08220 | 比高集团 | 3.890 | 4.29% | | 01896 | 猫眼娱乐 | 7.240 ...

Market Overview - The market sentiment is significantly active, with the Wind All A Index rising by 5.11% in the first week of 2026, indicating a potential main upward wave of spring excitement[8] - The A-share market has surpassed the 30 trillion yuan mark in trading volume for the fifth time in history, after 73 trading days[8] Economic Indicators - In December, the Consumer Price Index (CPI) increased by 0.8% year-on-year, marking the highest level since March 2023, with a month-on-month increase of 0.1 percentage points[9] - The Producer Price Index (PPI) shows a significant upward trend since June 2025, indicating a recovery in the manufacturing sector[9] Sector Performance - Key sectors such as defense, electric power equipment, communication, and biomedicine have shown continuous improvement in revenue and net profit over the past two quarters, reflecting high-quality fundamental recovery[17] - The technology sector, particularly commercial aerospace, AI applications, and humanoid robotics, continues to lead market performance[8] Investment Strategy - The report suggests focusing on sectors with improving profitability, including beauty care, communication, basic chemicals, automotive, electric power equipment, biomedicine, electronics, and machinery[19] - The investment ratings for companies are categorized as "Buy" for expected growth of 5%-10%, "Hold" for -10% to +5%, and "Sell" for declines over 10%[25] Risk Factors - The report highlights potential risks associated with market volatility and regulatory changes impacting various sectors[24]