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港股收评:三大指数齐跌,科技金融低迷,半导体活跃,中芯国际涨超5%再创新高,蓝思科技、高伟电子、丘钛科技涨超10%
Ge Long Hui· 2025-09-22 08:54
| 名称 | | 最新价 | 涨跌幅 | | --- | --- | --- | --- | | 恒生指数 | warrange | 26344.14 | -0.76% | | 800000 | | | | | 国企指数 | mannov | 9370.73 | -1.07% | | 800100 | | | | | 恒生科技指数 | WANN | 6257.91 | -0.58% | | 800700 | | | | 格隆汇9月22日|港股三大指数集体收跌,全天呈现弱势震荡行情,继上周四刷新阶段新高以来走势趋 弱。截止收盘,恒生指数跌0.76%报26344点,国企指数跌1.07%报9370点,恒生科技指数跌0.58%报 6257点。 | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 02268 | 药明合联 | 76.250 | 8.31% | | 02228 | 晶泰控股 | 11.400 | 8.06% | | 01672 | 歌礼制药-B | 11.510 | 7.77% | | 09969 | 诺诚健华 | 17.560 | 6.81% | ...
四年新高,集体大涨!
中国基金报· 2025-09-12 11:09
阿里巴巴 -W 放量大涨 阿里巴巴 -W 盘中涨幅一度达 6% ,收涨 5.44% ,成交额达 259.32 亿港元。 【导读】恒指创 4 年新高,港股生物医药板块集体大涨 中国基金报记者 格林 9 月 12 日,恒指高开后震荡。截至收盘,恒生指数涨 1.16% ,报 26388.16 点,创 2021 年 9 月以来新高;恒生科技指数涨 1.71% ,报 5989.27 点;恒生国企指数涨 1.13% ,报 9364.94 点。全日大市成交额达 3207.34 亿港元,较上一交易日略微缩量。南向资金净 买入 73.31 亿港元。 | 序号 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | 成交额 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | HSI | 恒生指数 | 26388.16c | 301.84 | 1.16% | 3207亿 | 31.55% | | 2 | HSTECH | 恒生科技 | 5989.27c | 100.50 | 1.71% | 1016亿 | 34.04% | | 3 | HSHKBIO | ...
港股早盘反弹 这个板块迎来政策利好
Mei Ri Jing Ji Xin Wen· 2025-09-05 02:04
Group 1 - The Hong Kong stock market experienced a slight rebound after three consecutive days of decline, with the Hang Seng Index rising 0.35% to 25,145 points and the Hang Seng Tech Index increasing 0.52% to 5,608 points [1] - The textile and apparel sector showed overall strength, with notable gains from companies such as Li Ning (up over 3.5%), Anta Sports, and others [1] - The State Council issued an opinion aimed at enhancing sports consumption potential and promoting high-quality development in the sports industry, targeting a total scale exceeding 7 trillion yuan by 2030 [1] Group 2 - Goldman Sachs raised its target price for Hong Kong Exchanges and Clearing (HKEX) from 509 HKD to 524 HKD, maintaining a "Buy" rating, reflecting confidence in the company's strategic direction and long-term growth potential [2] - Despite a recent weak performance in the Hong Kong stock market, analysts believe that the market remains undervalued globally, with significant inflows from southbound funds exceeding 112.1 billion HKD in August [2] - Analysts from Guotai Junan Securities (Hong Kong) and Guoyuan Hong Kong express optimism about the structural opportunities in the Hong Kong market, particularly in the technology, consumer, and pharmaceutical sectors [2]
港股将迎超级长牛?
Mei Ri Jing Ji Xin Wen· 2025-09-04 02:34
Group 1 - The Hong Kong stock market opened slightly higher, with the Hang Seng Index at 25,489.13 points, up 0.57%, and the Hang Seng Tech Index at 5,725 points, up 0.74% [1] - Southbound funds net bought over 5.5 billion HKD in Hong Kong stocks, with Alibaba, Xiaomi, and Meituan being the most favored, receiving net purchases of 2.489 billion HKD, 699 million HKD, and 570 million HKD respectively [3] - Technology stocks showed a mixed performance, with Lenovo, Baidu, Tencent, Kuaishou, and JD.com rising over 1%, while Bilibili fell nearly 0.5% [4] Group 2 - The robotics sector saw strong performance, with UBTECH rising over 6%, reaching a new high [5] - The innovative drug concept continued its upward trend, with WuXi AppTec opening 2% higher [6] - Apple-related stocks generally rose, with AAC Technologies up 3%, GoerTek up over 6%, and BYD Electronics up over 4% [7] Group 3 - Gold stocks were active, with Zhaojin Mining rising nearly 2% [8] - The outlook for the market suggests a potential long-term bull market for both A-shares and Hong Kong stocks, driven by a unique financial development path in China [8] - The expectation of a long bull market is supported by the positive feedback between the Chinese stock market, economy, and policy expectations, aligning with high-quality economic development and modernization strategies [8] Group 4 - The September market outlook indicates accumulated momentum for Hong Kong stocks to catch up, with a slow upward trend expected to continue [9] - Despite potential volatility in September, the overall direction is upward, with recommendations to focus on technology stocks and innovative pharmaceuticals [9] - Other sectors worth attention include new consumption, banking, non-banking financials, metals, and chemicals [9]
港股收评:恒指跌0.24%,苹果概念股走弱,基建医药板块大涨
Ge Long Hui· 2025-08-21 08:36
Market Overview - The Hong Kong stock market indices collectively closed lower, with the Hang Seng Technology Index dropping by 0.77%, while the Hang Seng Index and the Hang Seng China Enterprises Index fell by 0.24% and 0.43%, respectively, indicating a slight weakening in market sentiment in the afternoon [1][2]. Sector Performance - Large technology stocks mostly performed poorly, with significant declines in Apple-related stocks, including AAC Technologies, which plummeted over 13%. Other sectors such as lithium battery stocks, new consumption concepts, automotive stocks, gold stocks, and copper stocks also saw declines, with new consumption stocks like Lao Pu Gold dropping nearly 4% [2][4]. - Conversely, pharmaceutical stocks surged due to favorable industry news, with internet healthcare stocks showing substantial gains, particularly Dingdang Health, which soared nearly 24% [2][11]. - Infrastructure stocks were active, with companies like Renhe Technology and Taisheng Group rising over 7%, indicating strong performance in this sector [13]. Individual Stock Movements - Ctrip Group fell over 4%, while Meituan and Sunny Optical Technology dropped more than 3%. Other notable declines included Bilibili, Tencent Music, and Baidu Group [4][5]. - The gold and precious metals sector experienced volatility, with Shenglong International dropping over 4% and other gold-related stocks following suit [7]. - Lithium battery stocks also showed weakness, with companies like Hongqiao Group and BYD Electronics declining [8]. - Advertising and promotion stocks faced significant losses, with Huoliang Technology down over 15% and Tianping Daohua down over 14% [9]. Positive Trends - Stablecoin-related stocks saw a rise, with Zhong'an Online increasing over 6%, supported by positive comments from U.S. Treasury Secretary and Goldman Sachs regarding the potential market size for stablecoins [10]. - Internet healthcare stocks collectively strengthened, with Dingdang Health leading the charge with a 23% increase, followed by Ping An Good Doctor and others [11][12]. Future Outlook - According to a report from China Merchants Securities, there remains an optimistic outlook for the Hong Kong stock market, with improving earnings and a high performance rate for interim reports. The report suggests focusing on sectors with differentiation from A-shares, particularly innovative drugs and internet sectors [19].
港股收盘 | 恒指收涨0.17% 市场热捧绩优股 泡泡玛特大涨12%再创历史新高
Zhi Tong Cai Jing· 2025-08-20 08:49
Market Overview - Hong Kong stocks opened lower but rebounded, with the Hang Seng Index closing up 0.17% at 25,165.94 points and a total turnover of HKD 285.29 billion [1] - The market is currently focused on mid-year performance reports and value propositions, with potential volatility from US-China trade negotiations and fluctuations in US markets [1] Blue Chip Performance - Sunny Optical Technology (02382) led blue-chip stocks, rising 9.74% to HKD 82.25, contributing 8.07 points to the Hang Seng Index [2] - Semiconductor Manufacturing International Corporation (00981) increased by 3.4%, while WuXi Biologics (02269) rose by 2.82% [2] - Hansoh Pharmaceutical (03692) fell by 7.37%, negatively impacting the index by 5.37 points [2] Sector Highlights - New consumption concept stocks performed well, with Pop Mart (09992) surging 12% to a record high, and Lao Pu Gold (06181) rising over 10% [3] - Apple-related stocks saw a general increase as iPhone 17 entered mass production, with Sunny Optical and other suppliers benefiting [4][5] - Chip stocks also saw gains, with SMIC rising over 3% [5] Financial Results - Pop Mart reported a 204.4% year-on-year revenue increase to RMB 13.88 billion, with adjusted net profit up 362.8% to RMB 4.71 billion [4] - Lao Pu Gold's revenue increased by 251% to RMB 12.35 billion, with a profit increase of 285.8% [4] Pharmaceutical Sector - The pharmaceutical sector faced pressure, with notable declines in stocks like Singlera Genomics (01672) and Hansoh Pharmaceutical [7] - Hansoh announced a placement of 108 million shares at a discount, raising approximately HKD 3.897 billion for R&D and production [7] Notable Stock Movements - Several high-performing stocks attracted capital, including Chow Sang Sang (00116) up 27.51% and Fuyao Glass (03606) up 15.19% [8] - Dongfang Zhenxuan (01797) rebounded by 8.22% after refuting market rumors regarding its CEO [9] - Tianyue Advanced (02631) debuted with a 6.4% increase, focusing on silicon carbide substrate manufacturing [10] - Yancoal Australia (03668) fell 10.06% after reporting a 14.75% revenue decline [11]
港股午评:恒指微涨0.09% 半导体股拉升 苹果概念股继续强势 创新药高开低走
Ge Long Hui· 2025-08-12 04:08
Market Overview - The Hong Kong stock market showed mixed performance in the morning session, with the Hang Seng Index rising by 0.09% around the 25,000-point level, the Hang Seng China Enterprises Index increasing by 0.17%, while the Hang Seng Tech Index fell by 0.39% [1] Technology Sector - Major technology stocks exhibited weakness, with Kuaishou dropping nearly 7% and Alibaba declining by 1.35%. Baidu, Meituan, and Tencent also showed negative performance, while Xiaomi and JD.com experienced slight gains [1] - The demand for computing power driven by generative AI technology is surging, making semiconductor manufacturing a key focus within the industry. Semiconductor stocks saw an uptick, with SMIC rising over 3% [1] Apple Supply Chain - Institutions are optimistic about Apple's additional investments in the U.S., which is expected to positively impact the valuation of the Apple supply chain. Apple-related stocks continued to perform strongly, with BYD Electronics and Hon Teng Precision reaching new highs [1] Commodity and Other Sectors - Futures for coking coal continued to rise, leading to increased activity in coal stocks, supported by favorable industry news. Dairy stocks collectively rose, while gambling, real estate, insurance, and oil stocks also saw gains [1] Underperforming Sectors - Conversely, rare earth stocks declined, and the biopharmaceutical sector remained sluggish, with innovative drug stocks showing a pattern of high opening and low closing. Other sectors such as application software, military, paper, photovoltaic, education, and steel stocks mostly underperformed [1]
A股午评:指数涨跌不一,沪指涨0.12%创业板指跌0.52%,北证50指数涨0.43%,半导体板块领涨,医药股普跌!超2200股上涨,成交1.2万亿放量1327亿
Ge Long Hui· 2025-08-07 04:29
Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index up by 0.12% to 3638.4 points, while the Shenzhen Component Index and the ChiNext Index fell by 0.13% and 0.52% respectively [1] - The total trading volume in the Shanghai and Shenzhen markets reached 120.62 billion yuan, an increase of 132.7 billion yuan compared to the previous day, with over 2200 stocks rising across the market [1] Sector Performance - The semiconductor sector performed strongly, with stocks like Jinghua Micro and Fuman Micro hitting the 20% daily limit up [2] - The medical device sector also saw gains, with companies such as Lide Man and Sainuo Medical reaching the 20% limit up, coinciding with the launch of the 11th batch of national drug procurement [2] - Dairy stocks rose, with Beiyinmei increasing nearly 6% and Qishi Dairy up nearly 3% [2] - Apple concept stocks experienced a broad rally, with Changlian Co. and Chaoyang Technology hitting the daily limit up, and Ningbo Yunsheng rising over 8% [2] Declining Sectors - The pharmaceutical sector faced significant declines, with Qianhong Pharmaceutical hitting the daily limit down, and companies like Borui Pharmaceutical and Huahai Pharmaceutical dropping over 6% [2] - The small metals and steel sectors also saw losses, with Xining Special Steel falling over 9% and Western Materials down over 7% [2]
港股开盘 | 恒指高开0.29% 科网股活跃 阿里巴巴(09988)涨超2%
Zhi Tong Cai Jing· 2025-08-07 02:00
Group 1 - The Hang Seng Index opened up 0.29%, with the Hang Seng Tech Index rising 0.27%, indicating a positive market sentiment [1] - Technology stocks were active, with Alibaba rising over 2%, while new energy vehicle stocks showed weakness, exemplified by Xpeng Motors falling nearly 2% [1] - Apple-related stocks performed well, with Hawei Electronics increasing over 5% [1] Group 2 - Huatai Securities reported that the recent pullback in Hong Kong stocks is primarily due to adjustments in internal and external expectations, but the medium-term liquidity easing logic remains unchanged [2] - The report suggests focusing on sectors with improving sentiment and low valuations, particularly emphasizing technology stocks [2] - Short-term trading should revolve around interim report performances, with a focus on gaming and e-commerce leaders that have attractive valuations and improving sentiment [2] Group 3 - Guotai Junan noted that despite a relatively volatile market since late June, Hong Kong technology stocks are still more closely related to current trends in AI applications and new consumption, maintaining their attractiveness [3] - It is expected that major internet companies in Hong Kong will increase capital investment in AI infrastructure in the second half of the year, which may accelerate the progress of large model iterations and AI applications [3] - CITIC Securities highlighted that the behavior of funds determines the structure and mode of rising industries, with a focus on high consensus varieties rather than low-position varieties [3] Group 4 - Ping An Securities (Hong Kong) pointed out that the current Hong Kong market still has low valuations and increasing trading activity under the "profit-making effect," maintaining an optimistic medium to long-term outlook [4] - The report recommends continued attention to technology sectors such as artificial intelligence, robotics, semiconductors, and industrial software, as well as innovative pharmaceutical sectors supported by policy [4]
A股开盘速递 | A股窄幅震荡!苹果概念股走强 军工产业链回调
智通财经网· 2025-08-07 01:56
Core Viewpoint - The A-share market is experiencing a slight upward trend, with specific sectors such as Apple-related stocks showing strong performance due to Apple's announcement of a $600 billion investment in the U.S. over the next four years, which has positively impacted related stocks [1]. Group 1: Market Performance - As of August 7, the A-share market showed minor fluctuations, with the Shanghai Composite Index up by 0.10%, the Shenzhen Component Index up by 0.20%, and the ChiNext Index up by 0.13% [1]. - The Apple concept stocks have gained momentum, with Chaoyang Technology hitting the daily limit, and other stocks like Industrial Fulian, Qiangrui Technology, and Lens Technology also seeing increases [1]. Group 2: Sector Analysis - The Apple-related sector is particularly strong, driven by Apple's commitment to increase production in the U.S., which has led to a significant rise in its stock price by over 5% [1]. - Other sectors such as military industry chains, steel, coal, and tourism have experienced declines, indicating a mixed performance across different industries [1]. Group 3: Institutional Insights - Huatai Securities expresses optimism for the August market, suggesting that there are opportunities in self-controlled and defense military sectors, especially with the upcoming military parade on September 3 as a key event [5]. - Galaxy Securities anticipates a market characterized by local hot spots and rotation, focusing on sectors with strong earnings certainty during the reporting period [4]. - Huaxi Securities maintains that the A-share market is in a "slow bull" trend, supported by ample liquidity and a broadening participation from public and private funds [3].