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港股风向标|科技权重止跌恒指放量反弹 机构看好顺周期涨价机会
Sou Hu Cai Jing· 2026-02-27 14:36
| 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 4 > | 总市值 | | --- | --- | --- | --- | --- | --- | | 800700 | 恒生科技指数 | 5137.84 | +28.51 | +0.56% | 0 | | 09999 | 网易-S | 179.200 | +4.200 | +2.40% | 5673.5亿 | | 09626 | 哔哩哔哩-W | 221.200 | +3.000 | +1.37% | 917.36亿 | | 00992 | 联想集团 | 9.730 | +0.120 | +1.25% | 1207亿 | | 00700 | 腾讯控股 | 518.000 | +6.000 | | +1.17% 4.717万亿 | | 03690 | 美团-W | 81.150 | +0.700 | +0.87% | 4959.9亿 | | 09618 | 京东集团-SW | 104.400 | +0.400 | +0.38% | 2962.9亿 | | 09888 | 百度集团-SW | 123.700 | +0.300 | +0.24% | 3402 ...
港股复盘|恒生科技指数跌超2% 重要成分股全线下挫 港交所公布财报后逆市飘红
Mei Ri Jing Ji Xin Wen· 2026-02-26 09:54
今日(2月26日),港股市场高开低走,最终主要指数显著回落。 截至收盘,恒生指数报26381.02点,回落384.70点,跌幅1.44%。 恒生科技指数高开低走,最终收盘报5109.33点,下跌151.17点,跌幅2.87%,创下去年6月24日以来新 低。 恒生科技指数成分股中,小鹏汽车-W(HK09868)跌超5%,华虹半导体、哔哩哔哩、理想汽车、百度 集团、快手、地平线机器人跌超4%。权重较大的个股中,中芯国际、比亚迪股份、阿里巴巴跌超3%, 腾讯跌超2%。 受业绩利好刺激,香港交易所股价今日逆势飘红,最终上涨0.78%。 其他方面,盘面上,风电股强势领涨,东方电气大涨15%;建材水泥股集体弱势,海螺水泥跌超6%。 港股创新药集体回落,百济神州跌超9%,药明合联跌超8%,先声药业、药明生物跌超7%。 资金方面,南向资金大规模净卖出。截至收盘,南向资金净卖出港股超73亿港元。 展望后市: 焦点方面,香港交易所(HK00388)公布2025年全年业绩。公告显示,香港交易所2025年收入及其他收 益为291.61亿港元,较2024年上升30%,股东应占溢利为177.54亿港元,较2024年上升36%。2025年 ...
港股建材水泥股下跌,海螺水泥跌近6%
Ge Long Hui· 2026-02-26 01:45
Group 1 - The Hong Kong stock market saw a collective decline in the building materials and cement sector, with Conch Cement falling nearly 6% [1] - China National Building Material experienced a decline of nearly 4% [1] - China Resources Cement Technology dropped by 2% [1] - Jinju Group saw a decline of over 1% [1]
港股收评:恒指涨0.66%,科技股部分回暖,房地产拉升,有色金属股齐涨
Ge Long Hui· 2026-02-25 08:23
Market Performance - The Hong Kong stock market indices experienced a decline in the afternoon, with the Hang Seng Tech Index falling by 0.19%, while the Hang Seng Index and the National Enterprises Index rose by 0.66% and 0.3% respectively, halting the previous day's significant drop [1] Sector Performance - Major technology stocks showed signs of recovery, with Meituan increasing by 1.6%, and Alibaba, Tencent, and JD.com also experiencing slight gains. Tencent hit a recent low during the previous trading session [1] - The real estate sector saw a boost following Shanghai's new housing policy "沪七条," which further relaxed housing purchase restrictions, leading to a rally in domestic property stocks. Notably, Chongqing Steel surged by 27% at one point, ultimately closing up by 8.7% [1] - The non-ferrous metal sector, including copper, aluminum, and gold stocks, was notably active, with Lingbao Gold reaching a historical high. Major players like WISCO Resources, China Aluminum, and China Hongqiao all saw significant increases [1] - The restaurant sector performed well during the Spring Festival, with Haidilao leading the gains among restaurant stocks [1] Weak Performers - Semiconductor storage concept stocks, which had led the market in the previous day, mostly retreated, with Langqi Technology dropping over 7% and Zhaoyi Innovation falling by 4.5% [1] - Other sectors such as paper, automotive dealerships, electric power, water utilities, and automotive stocks showed weak performance [1]
股票市场概览:资讯日报:美国非农就业创造一年最大增长-20260212
Guoxin Securities Hongkong· 2026-02-12 03:48
资讯日报:美国非农就业创逾一年最大增长 股票市场概览 港股市场表现 美股市场表现 2026 年 2 月 12 日 资讯日报 海外市场主要股市上日表现 | 指数 | 收盘价 | 日常缺 | 間常失 | 年初至今 | | --- | --- | --- | --- | --- | | | | (%) | (%) | 湖铁 | | | | | | (%) | | 恒生指数 | 27,266 | 0.31 | 2.66 | 6.38 | | 恒生科技 | 5.500 | 0.90 | 2.88 | (0.29) | | 恒生国企 | 9.268 | 0.28 | 2.62 | 3.98 | | 上证指数 | 4.132 | 10.09 | 1.63 | 4.11 | | 日经225 | 57.651 | 0.00 | 6.26 | 14.52 | | 新加坡海峡 | 4.985 | 0.41 | 1.02 | 0.00 | | 标普500 | 6.941 | : (0.00) | 0.13 | 1.40 | | 纳斯达克 | 23,066 | (0.16) | 0.15 | (0.76) | | 道琼斯工业 | 50 ...
恒指站稳27000点盘整向上 短线活跃资金离场观望
Xin Lang Cai Jing· 2026-02-11 13:36
整体上看,恒指站稳27000点关口后再度进入盘整模式。今日全天成交2172.18亿港元,延续缩量态势,临近长假部分资金开始提前离场观望。 沽空方面,今日总沽空金额288.24亿港元,相当于恒指成交额的13.27%,空头继续活跃,但尚未对大市走向产生影响。 智通财经2月11日讯(编辑 冯轶)今日港股延续向上势头,三大指数短线均连续3日收涨。截至收盘,恒生指数、国企指数分别上涨0.31%及0.28%,恒生科 技指数一度冲高至1.3%,最终收涨0.9%。 【恒指站稳27000点盘整向上 节前资金面缩量观望】 盘面上,今日大型科网股进一步回暖,小米盘中一度大涨至5.4%,网易、快手、百度、美团小幅上涨。 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | | 800700 | 恒生科技指数 | 5499.99 | +48.96 | +0.90 | | 09626 | 哔哩哔哩-W | 252.800 | +12.400 | +5.16 | | 01810 | 小米集团-W | 37.100 | +1.520 | +4.27 | | 099999 ...
港股收盘 | 恒指收涨0.31% 黄金等有色金属股走强 汽车股普遍上扬
Zhi Tong Cai Jing· 2026-02-11 09:07
Market Overview - The Hong Kong stock market indices collectively rose, with the Hang Seng Index increasing by 0.31% to close at 27,266.38 points, with a total turnover of HKD 217.218 billion [1] - The Hang Seng Tech Index rose by 0.9% to 5,499.99 points, indicating a positive sentiment in the technology sector [1] Blue-Chip Performance - Xiaomi Group-W (01810) saw a significant increase of 4.27%, closing at HKD 37.1, contributing 44.59 points to the Hang Seng Index [2] - Other notable blue-chip stocks included Techtronic Industries (00669) up 4.9% and Link REIT (00823) up 3.83%, while China Life (601628) fell by 3.94% [2] Sector Highlights - Large technology stocks showed mixed results, with Tencent down 0.54% and Alibaba down 0.25%, while Xiaomi surged over 4% [3] - Precious metals stocks performed strongly, with Zijin Mining International rising over 9% due to significant cuts in nickel mining quotas by Indonesia [3][4] - The construction and cement sector saw gains, with China National Building Material rising over 11% [3] Stablecoin and Regulatory Developments - The Hong Kong government is enhancing its position as a global center for Web3 and cryptocurrency innovation, with the issuance of stablecoin licenses expected next month [5] - The MSCI index adjustments led to active trading in related stocks, with notable increases in shares like Hesai Technology (02525) and SenseTime (00020) [5] Notable Stock Movements - Lexin Outdoor (02720) surged by 53.35%, closing at HKD 38, recognized as a leading global manufacturer in the fishing equipment industry [6] - Television Broadcasts (00511) announced a positive earnings forecast, leading to a 7.8% increase in stock price [7] - Conversely, Yuanyuan Group (00551) saw a decline of 7.13% after reporting a 12.5% drop in net operating income [8] - Semiconductor company SMIC (00981) faced pressure post-earnings, with a slight decline of 2.17% amid cautious revenue guidance [9]
港股收评:恒指涨0.31%,黄金板块涨幅居前,建材股拉升,中芯国际绩后跌超2%
Ge Long Hui A P P· 2026-02-11 08:20
Core Viewpoint - The Hong Kong stock market continues its rebound, with major indices showing positive performance, particularly in technology and gold sectors [1] Group 1: Market Performance - The Hang Seng Technology Index rose by 1.3% at one point, ultimately closing up by 0.9% [1] - The Hang Seng Index and the China Enterprises Index increased by 0.31% and 0.28% respectively, marking a six-day rally for all three indices [1] Group 2: Sector Highlights - Large technology stocks are recovering, with Xiaomi experiencing a peak increase of 5.4% during trading [1] - The gold sector saw significant gains, with January gold jewelry prices rising by 77.4% year-on-year, leading to a notable increase in gold stocks; Zijin Mining surged by 9% and Lingbao Gold rose nearly 8% for three consecutive days [1] - The construction materials sector is expected to see a moderate recovery in profitability, with China National Building Material rising by 11.46%, leading gains in the building materials and cement stocks [1] Group 3: Company-Specific Movements - BYD Company saw a 3.5% increase, leading the automotive sector in sales in Australia for January [1] - AI application concept stocks mostly rose, with Kingsoft Cloud and Bilibili leading the gains [1] Group 4: Weak Performers - Film stocks, which had previously outperformed, collectively retreated, while semiconductor stocks showed weakness, with SMIC falling over 2% due to Q4 earnings falling short of expectations [1] - Insurance, aviation, and restaurant stocks are collectively stabilizing at lower levels [1]
港股建材水泥股午后继续走高,中国建材涨超12%
Xin Lang Cai Jing· 2026-02-11 05:05
Group 1 - The core viewpoint of the article highlights that Hong Kong's construction materials and cement stocks continued to rise in the afternoon, with China National Building Material increasing by over 12% [1] - Other companies that experienced gains include China Resources Cement Technology, Anhui Conch Cement, China Energy Engineering, and Jinju Group [1]
港股午评:恒指涨0.43%录得3连升,科技股普涨,黄金股继续反弹,建材水泥股拉升
Ge Long Hui· 2026-02-11 04:08
港股上午盘三大指数集体上涨,大市录得3连升行情。恒生指数涨0.43%,国企指数涨0.41%,恒生科技 指数涨1.1%。大型科技股集体上涨,其中,小米涨约5%表现较强,现货黄金升破5060美元,黄金股持 续反弹,灵宝黄金涨超7%有望再度挑战新高!反内卷下行业盈利能力有望温和回升,中国建材大涨超 11%领衔建材水泥股上涨。另外,昨日大幅上涨影视娱乐股集体走低,半导体低迷,中芯国际绩后跌 3.6%。(格隆汇) ...