另一方面，构看好国产芯片替代加速，半导体芯片股涨势最大且午后加速走高，英诺赛科大涨超15%领 衔，权重股中芯国际大涨近11%刷新上市高价，机器人概念股、脑机接口概念股、保险股、石油股、军 工股表现活跃。(格隆汇) (责任编辑：宋政 HN002) 【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 格隆汇8月28日｜港股三大指数集体收跌，并且录得3连跌行情！截止收盘，恒生指数跌0.81%失守 25000点关口，国企指数、恒生科技指数分别下跌1.15%及0.94%。值得注意的是，南下资金净卖出港股 超200亿港元。 | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 02577 | 英语基科 | 93.500 | 15.43% | | 01335 | 顺泰控股 | 0.150 | 14.50% | | 00981 | 中芯国际 | 62.300 | 10.7 ...

Market Performance - The Hong Kong stock market indices collectively declined, marking a three-day losing streak, with the Hang Seng Index falling by 0.81% and closing below the 25,000-point mark [1] - The Hang Seng China Enterprises Index and the Hang Seng Tech Index dropped by 1.15% and 0.94%, respectively [1] - Notably, southbound capital recorded a net sell-off exceeding 20 billion HKD [1] Sector Performance - Major technology stocks exhibited poor performance, with Meituan experiencing the largest drop of 12.55% post-earnings, followed by JD.com down 5%, Alibaba down 4.69%, and Baidu down over 1% [1] - Infrastructure-related stocks, including heavy machinery, high-speed rail construction, steel, and building materials, also saw significant declines [1] - Popular sectors such as stablecoin concepts, automotive stocks, innovative pharmaceuticals, and new consumption concepts faced downward pressure [1] Semiconductor Sector - There is a positive outlook for the accelerated replacement of domestic chips, leading to significant gains in semiconductor stocks, with InnoCare Pharma surging over 15% [1] - Semiconductor heavyweight SMIC rose nearly 11%, reaching a new high since its listing [1] - Other active sectors included robotics, brain-computer interface concepts, insurance, oil, and military stocks [1]

另一方面，构看好国产芯片替代加速，半导体芯片股涨势最大且午后加速走高，英诺赛科大涨超15%领 衔，权重股中芯国际大涨近11%刷新上市高价，机器人概念股、脑机接口概念股、保险股、石油股、军 工股表现活跃。(格隆汇) 盘面上，大型科技股表现低迷，尤其是美团绩后大跌12.55%表现最差，京东跌5%，阿里巴巴跌4.69%， 百度跌超1%，腾讯、小米走低；重型机械股、高铁基建股、钢铁股、建材水泥股等基建类股下跌明 显，稳定币概念股、汽车股、创新药概念股、新消费概念股等热门板块皆走低。 港股三大指数集体收跌，并且录得3连跌行情！截止收盘，恒生指数跌0.81%失守25000点关口，国企指 数、恒生科技指数分别下跌1.15%及0.94%。值得注意的是，南下资金净卖出港股超200亿港元。 ...

另一方面，消费电子概念股普遍下跌，电子烟巨头思摩尔国际逆势下跌4.6%，生物医药B类股、职业教 育股多数走低，遭剔除恒生综合指数，上半年净亏损1.32亿元，欧康维视生物-B跌超15%。(格隆汇) 盘面上，权重科技股拉升领涨大市，其中，百度、网易涨超6%，阿里巴巴涨5.5%，快手涨超5%，京东 涨超4%，美团涨超3%，腾讯、小米皆走强；供改正式落地叠加多点催化，板块迎戴维斯双击，稀土概 念股涨幅明显，金力永磁涨超14%，铜、黄金等有色金属股齐涨；高盛指稳定币淘金热刚开始，稳定币 概念股集体上涨；上海优化房地产政策，内房股全天表现强势，万科企业涨近10%领衔；濠赌股、脑机 接口概念股、钢铁股、家电股、餐饮股、高铁基建股、光伏股、煤炭股、半导体芯片股纷纷上涨。 港股三大指数强势收涨，恒生科技指数一马当先，最终上涨3.01%再度突破5800点整数关口，且刷新阶 段新高，恒生指数涨1.94%上扬近500点逼近26000点大关，国企指数涨1.85%，市场做多情况高涨。 ...

【导读】港股承压，老铺黄金业绩亮眼，盘中却大跌 8月21日，港股三大指数集体下跌。 截至收盘，恒生指数跌0.24%，恒生科技指数跌0.77%，恒生国企指数跌0.43%。尽管大市承压，但南向资金依然呈现净流入态势，净买入约75亿港元。 盘面上，新消费概念股回调，老铺黄金中期业绩亮眼但跌超3%。科网股涨少跌多，时值相关公司财报披露高峰期，部分公司业绩承受压力。 基建板块中，高铁基建走强。医药板块中，互联网医疗和创新药概念股涨幅居前。 老铺黄金盘中跌近8% 今日早盘，老铺黄金跌近8%，截至收盘，下跌3.96%。 日前，老铺黄金发布2025年中期业绩。财报显示，公司实现收入123.5亿元，同比增长251%；净利润为22.7亿元，同比增长285.8%。内地和境外分别实现 营收107.6亿元、16.0亿元，分别同比增长232.8%、455.2%，分别占总营收的87.1%、12.9%。 公司还宣布了股东回报计划，每股派发9.59元人民币的中期股息；同时，确定未来高比例、常态化的分红政策，即每年进行两次分红，派息总额不低于累 计收益的50%。 二季度，百度广告收入同比大幅下降15%，为三年多来最严重的季度收入下滑。财报显示， ...

Overall Market Performance - The Hong Kong stock market faced pressure with all three major indices declining: Hang Seng Index down 0.24%, Hang Seng China Enterprises Index down 0.43%, and Hang Seng Tech Index down 0.77% [2][4] - Despite the market downturn, southbound funds showed a net inflow of approximately 7.5 billion HKD [2][4] Company Performance - Lao Pu Gold reported impressive mid-year results with revenue of 12.35 billion RMB, a year-on-year increase of 251%, and net profit of 2.27 billion RMB, up 285.8% [6] - The company achieved revenue of 10.76 billion RMB from mainland China and 1.6 billion RMB from overseas, with respective growth rates of 232.8% and 455.2% [6] - Lao Pu Gold announced a shareholder return plan with a mid-term dividend of 9.59 RMB per share and a commitment to a high and regular dividend policy, distributing no less than 50% of cumulative profits annually [6] Sector Highlights - The infrastructure sector, particularly high-speed rail construction, showed strength with notable stock increases for China CRRC, Times Electric, and China Railway [12][13] - The cement sector is expected to see profitability improvements due to industry consolidation and supply optimization, with a projected overall increase of 53% by 2027 [17] - The issuance of special bonds for infrastructure projects reached 2.78 trillion RMB from January to July, a 56.5% year-on-year increase, providing ongoing financial support for major projects [17] Technology and Healthcare - Internet healthcare and innovative drug sectors experienced positive momentum, with Dingdang Health leading gains in internet healthcare, rising over 20% [19] - Ping An Good Doctor reported a revenue of 2.5 billion RMB for the first half of the year, a 19.5% increase, and a net profit of 134 million RMB, up 136.8% [20] - AI cloud services at Baidu saw a 34% year-on-year revenue growth, surpassing 10 billion RMB, while traditional advertising revenue faced a significant decline of 15% [10][11] Notable Stock Movements - Major tech stocks like Meituan, Baidu, and Alibaba experienced declines, while Tencent Holdings saw a slight increase of 0.42% [8][9] - Cement stocks, particularly China Tianrui Cement, surged over 20% [15]

华润电力(00836)领跌蓝筹。截至收盘，跌5.9%，报18.51港元，成交额16.85亿港元，拖累恒指3.86点。 华润电力午间发布2025年中期业绩，营业额502.67亿港元，同比减少1.67%；公司拥有人应占利润78.72 亿港元，同比减少15.92%；拟派发中期股息每股0.356港元，上年同期中期息每股0.455港元。 其他蓝筹股方面，中国生物制药(01177)涨3.49%，报7.72港元，贡献恒指4.21点；中国联通(00762 )涨 3.39%，报10.36港元，贡献恒指3.24点；舜宇光学科技(02382)跌3.65%，报79.25港元，拖累恒指3.4点； 中升控股(00881)跌3.64%，报14.3港元，拖累恒指0.64点。 智通财经APP获悉，港股三大指数今日震荡走低，午后跌幅曾进一步扩大。其中，恒生科技指数表现最 差，盘中一度跌超1%。截止收盘，恒生指数跌0.24%或61.33点，报25104.61点，全日成交额为2394.87 亿港元；恒生国企指数跌0.43%，报8974.77点；恒生科技指数跌0.77%，报5498.5点。 华泰证券认为，当下，市场处于交易主线相对缺乏、海外及国内重要 ...

格隆汇8月21日｜港股上午盘三大指数集体收跌，恒生指数跌0.1%，国企指数跌0.32%，恒生科技指数 跌0.51%，市场未能延续昨日午后拉升回暖行情。 盘面上，大型科技股多数走低，其中，小米、百度跌2.4%，美团跌1.49%，阿里巴巴、京东小幅下跌， 腾讯、快手飘红；再迎行业利好消息，医药类股全线拉升，互联网医疗股方向涨幅较大，叮当健康大涨 超21%领衔，平安好医生涨12%；券商指为完成全年预算，基建支出需加速，基建类股亦走强明显，尤 其是高铁基建股涨幅领先，其中，中国中车涨超5%；家电股、石油股、稀土概念股、电力股多数活 跃。 | 名称 | 最新价 | 涨跌幅 | | --- | --- | --- | | 恒生指数 | 25140.96 | -0.10% | | 800000 | | | | 国企指数 | 8984.22 | -0.32% | | 800100 | | | | 恒生科技指数 | 5513.04 | -0.51% | | 800700 | | | (责任编辑：宋政 HN002) 【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、 ...

Market Overview - The Hong Kong stock market experienced a narrow downward trend, with the Hang Seng Index down 0.1% at 25,140.96 points, the Hang Seng Tech Index down 0.51% at 5,513.04 points, and the National Enterprises Index down 0.32% at 8,984.22 points [1] - Major technology stocks mostly declined, with Xiaomi and Baidu dropping over 2%, and Meituan down 1.4% [1] - Pharmaceutical stocks surged, particularly internet healthcare stocks, with Dingdang Health rising over 22% and Ping An Good Doctor up over 10% [1] - Infrastructure stocks strengthened, especially high-speed rail stocks, with China CNR Corporation increasing over 5% [1] - Other sectors such as home appliances, oil, rare earths, and electricity were active, while entertainment, lithium battery, automotive, robotics, and gold stocks mostly weakened [1] Company News - Baidu Group reported Q2 revenue of 32.7 billion yuan, a year-on-year decrease of 4%, while net profit increased by 33% to 7.322 billion yuan [2] - Wynn Macau's revenue for the first half was approximately 13.63 billion HKD, down 7.5%, with net profit falling 85.5% to about 231 million HKD [3] - Huazhu Group's revenue for the first half was approximately 11.8 billion HKD, up 3.5%, with net profit increasing by 41.3% to about 2.4 billion HKD [4] - China Evergrande's listing status will be canceled on August 25, while China State Construction International reported a revenue of approximately 566.43 billion HKD, up 0.1%, and a net profit of about 52.59 billion HKD, up 5.1% [5] - Hong Kong and China Gas reported a revenue of 27.514 billion HKD for the first half, up 0.07%, with net profit decreasing by 2.5% to 2.964 billion HKD [5] Institutional Insights - CITIC Securities indicated that the half-year report performance period will be a crucial point for the continuation of the Hong Kong stock market, with a shift from liquidity-driven to performance-driven and policy validation phases expected [6] - Zhongtai Securities noted that the Hong Kong market is likely to benefit from the acceleration of AI commercialization and continued inflow of southbound funds, with significant growth potential in AI technology and new consumption sectors [6] - Industrial Securities highlighted that the Hong Kong market is experiencing a phase of volatility and differentiation, with a focus on mid-year performance and cost-effectiveness [6] - Zhongtai International reported a record net inflow for the Hong Kong Stock Connect, with 6.03 billion USD flowing into the Chinese stock market in July, indicating strong domestic investor sentiment [7]

Market Overview - The Hong Kong stock market saw all three major indices decline in the morning session, with the Hang Seng Index down by 0.1%, the Hang Seng China Enterprises Index down by 0.32%, and the Hang Seng Tech Index down by 0.51% [1] Technology Sector - Major technology stocks mostly fell, with Xiaomi and Baidu down by 2.4%, Meituan down by 1.49%, and Alibaba and JD.com experiencing slight declines. However, Tencent and Kuaishou managed to remain in the green [1] Healthcare Sector - The healthcare sector received positive news, leading to a significant rally, particularly in internet healthcare stocks. Dingdang Health surged over 21%, while Ping An Good Doctor rose by 12% [1] Infrastructure and Construction - Brokerages indicated that to meet annual budgets, infrastructure spending needs to accelerate, resulting in a noticeable strength in infrastructure stocks, especially high-speed rail construction stocks, with China CNR Corporation rising over 5% [1] Other Sectors - Various sectors such as home appliances, oil, rare earths, and electricity stocks were mostly active. Conversely, sectors like film and entertainment, lithium batteries, automotive, robotics, and gold stocks generally weakened [1] Notable Stock Movements - Longi Green Energy, which recently hit a historical high, saw a significant drop of over 12%, while the "king of stocks," Laopu Gold, fell by 5.69% [1]