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越秀证券每日晨报-20260223
越秀证券· 2026-02-23 14:04
Market Performance - The Hang Seng Index closed at 26,413, down 1.10% for the day but up 3.05% year-to-date [1] - The Hang Seng Tech Index fell 2.91% to 5,211, with a year-to-date decline of 5.52% [1] - The Dow Jones Index increased by 0.47% to 49,625, with a year-to-date gain of 3.25% [1] Currency Trends - The Renminbi Index stands at 98.340, showing a 1M increase of 0.36% and a 6M increase of 1.44% [2] - The USD/JPY exchange rate is at 155.570, with a 1M increase of 1.66% but a 6M decrease of 5.30% [2] Commodity Prices - Brent crude oil is priced at $71.460 per barrel, up 11.37% over the last month and 9.20% over the last six months [3] - Gold is trading at $5,038.03 per ounce, reflecting a significant increase of 50.48% over the last six months [3] Economic News - The U.S. GDP growth for Q4 last year was estimated at 1.4%, significantly below the expected 3% [5][14] - The unemployment rate in Hong Kong has risen to 3.9%, an increase of 0.1 percentage points [20] Company Updates - JD.com reported a 150% increase in robot order volume during the Spring Festival, driven by a significant rise in search and inquiry volumes [22][23] - Xuan Bamboo Biotechnology has been included in the Hang Seng Composite Index, effective March 9, 2026 [25] Sector Performance - The technology sector has shown a decline, with the Hang Seng Tech Index down nearly 3% [6] - The financial and real estate sectors remained stable, with notable increases in certain real estate stocks [6]
明天A股开盘,港股今天全线大涨!腾讯、阿里涨超3%,黄金股大爆发,智谱大跌近23%;A50期指大幅拉升
Mei Ri Jing Ji Xin Wen· 2026-02-23 09:26
| 恒生指数 | 恒生科技 | 恒生生物科技 | | --- | --- | --- | | 27081.91 | 5385.35 | 16195.61 | | +668.56 +2.53% | +173.85 +3.34% | +246.44 +1.55% | | 港股通消费 | 港股红利 | 港股现金流 | | 1726.92 | 2321.52 | 2597.06 | | +26.93 +1.58% | +25.10 +1.09% | +57.49 +2.26% | | 恒生综合指数 | 恒指期货 | 恒生科指期货 | | 4148.74 | 27076 | 5381 | | +97.21 +2.40% | +664 +2.51% | +172 +3.30% | 每经记者|杜宇 每经编辑|何小桃 宋思艰 记者|杜宇 编辑|何小桃 宋思艰 校对|魏文艺 2月23日,港股大涨。截至收盘,恒指涨2.53%,恒生科技指数涨3.34%。 港股主板1192只个股上涨,537只个股下跌。 AI应用概念股回调,智谱大跌近23%,市值蒸发736亿港元。另外,海致科技集团跌超21%,MINIMAX-WP跌超13%。 值得注 ...
港股收盘(02.23) | 恒指收涨2.53% 科网股全线回暖 有色概念股走强
Zhi Tong Cai Jing· 2026-02-23 09:01
Market Overview - The Hong Kong stock market has rebounded, with the Hang Seng Index closing at 27,081.91 points, up 2.53% or 668.56 points, and a total trading volume of 172.96 billion HKD [1] - The technology sector is experiencing increased scrutiny and differentiation, with domestic technology valuations remaining relatively low compared to the U.S. [1] Blue-Chip Performance - Zijin Mining (02899) saw a significant increase of 5.35%, closing at 44.95 HKD, contributing 22.03 points to the Hang Seng Index [2] - Other notable blue-chip stocks include Meituan-W (03690) up 5.26%, SMIC (00981) up 5.02%, while New Oriental Energy (02688) and Chow Tai Fook (01929) experienced slight declines [2] Sector Highlights - Large technology stocks showed a strong recovery, with Meituan-W rising over 5% and other major players like JD, Alibaba, Xiaomi, and Baidu increasing by over 3% [3] - The precious metals sector, particularly gold and copper, performed well, with Zijin Gold International (02099) rising 6.82% [5] - The AI sector is expected to see significant advancements, with Alibaba Cloud launching a new model at competitive pricing, indicating a potential shift in the global AI landscape by 2026 [4] Lithium and Battery Sector - The lithium and battery sectors are experiencing strong growth, with companies like Ruipu Lanjun (00666) increasing by 15.42% and CATL (03750) up 3.14% [7] - UBS has raised its price forecasts for lithium products, indicating a third super cycle for lithium prices and predicting a significant increase in China's market share in the global electric vehicle sector by 2030 [8] Optical Communication Sector - The optical communication sector is seeing notable gains, with companies like Yangtze Optical Fibre and Cable (06869) rising 14.43% due to strong production and demand for high-speed optical modules [6]
港股大涨,科网股集体走高,半导体、贵金属板块走强;大模型概念股续跌 智谱跌近24%、MINIMAX跌超10% | 港股早盘
Mei Ri Jing Ji Xin Wen· 2026-02-23 05:07
2月23日,港股在马年第二个交易日迎来全线上涨。截至早盘收盘,恒生指数涨2.29%,恒生科技指数涨3.32%,恒生国企指数涨2.50%。 港股科网股普涨,截至早盘收盘,美团涨6.93%、阿里巴巴涨3.60%、腾讯涨3.35%、百度涨3.02%;半导体概念股走强,华虹半导体涨4.83%,科技、互联 网、消费电子、锂电池板块领涨。 智谱称,这次改版主要犯了三个错:规则透明度不够、GLM-5灰度节奏太慢、老用户升级机制设计粗糙。智谱介绍,GLM-5发布后,流量超出预期,公 司扩容节奏没有跟上,不得已将GLM-5按照Max、Pro、Lite的顺序逐步开放。 目前Max对用户已经全面开放,对Pro用户虽已开放,但高峰期可能会因集群负载较高遇到限流,Lite用户将会在节后非高峰期逐步灰度开放。针对受到影 响的Lite和Pro用户,公司支持自主申请退款,如不选择退款,那包括Max在内的所有用户统一延期15天。 | 名称 | 最新 | 涨幅↓ | | --- | --- | --- | | 美团-W | 86.350 | 6.93% | | 03690 | | | | 华虹米导体 | 98.700 | 4.83% | | 0 ...
港股大涨,科网股集体走高,半导体、贵金属板块走强;大模型概念股续跌,智谱跌近24%、MINIMAX跌超10% | 港股早盘
Mei Ri Jing Ji Xin Wen· 2026-02-23 04:38
每经记者|杜宇 每经编辑|许绍航 宋思艰 记者|杜宇 编辑|许绍航 宋思艰 校对|文多 | 名称 | 现价 | 涨跌幅 ▼ | 成交量 | 换手率 | 市智率 | 总市值 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | --- | | 中国大冶有色金属 | 0.185 | 9.47% | 1588万 | 0.09% | -64.0 | 33亿 | 79.61% | | 赤峰黄金 | 39.980 | 8.23% | 74万 | 0.31% | 25.6 | 7941乙 | 34.34% | | 灵宝黄金 | 25.960 | 7.90% | 354万 | 0.32% | 25.2 | 334亿 | 44.95% | | 五矿资源 | 10.570 | 7.86% | 948万 | 0.08% | | 34.0 1283亿 | 20.52% | | 中国黄金国际 | 204.400 | 7.30% | 16万 | 0.04% | 25.5 | 810亿 | 30.27% | | 潼关黄金 | 3.410 | 7.23% | 492万 | 0.09% | ...
港股午评:恒指涨2.29%重返27000点 科指涨3.32% 科网股、黄金股普涨 光通讯概念走...
Xin Lang Cai Jing· 2026-02-23 04:15
黄金股大涨,潼关黄金涨超11%。由于美国最高法院限制了美国总统特朗普的关税权力,使得与美国谈 判的贸易协定前景充满不确定性,这令市场感到不安,黄金价格走高。与此同时,美伊核谈判前景正影 响原油市场。 | 名称 | 最新价 | 涨跌额 | 涨跌幅 √ | | --- | --- | --- | --- | | 恒生科技指数 | 5384.52 | +173.02 | +3.32% | | 800700 | | | | | 国企指数 | 9183.23 | +223.67 | +2.50% | | 800100 | | | | | 恒生指数 | 27017.88 | +604.53 | +2.29% | | 800000 | | | | 来源:新浪港股 2月23日消息,港股三大指数集体上涨。截至午间收盘,恒生指数涨2.29%,报27017.88点,恒生科技指 数涨3.32%,国企指数涨2.50%。盘面上,科网股普涨,美团涨超6%,京东涨超4%,阿里巴巴、腾讯、 快手、百度涨超3%;黄金股大涨,潼关黄金涨超11%;汽车股活跃,蔚来涨超3%;光通讯概念走强, 长飞光纤光缆涨超15%。 | 代码 | 名称 | 最新价 ...
京东:春节期间机器人产品访问用户量同比提升超4倍
Xin Lang Cai Jing· 2026-02-23 04:15
Group 1 - During the Spring Festival, the user visits for robot products increased by over 4 times year-on-year [1] - The number of users searching for the keyword "robot" grew 25 times [1] - The popularity of humanoid robots featured in the Spring Festival Gala saw user interest surge by over 100 times, while quadruped and exoskeleton robots also experienced multiple times increase in browsing volume [1] Group 2 - AI-related product sales doubled year-on-year during the same period [1] - Categories such as smartphones, laptops, toys, and smart glasses attracted the most consumer attention [1]
恒生科技指数涨幅达4%




Xin Lang Cai Jing· 2026-02-23 03:01
(来源:科创100ETF基金) 港股恒生科技指数涨幅扩大至4%,恒生指数现涨2.80%。美团(03690.HK)涨幅扩大至8.1%、舜宇光学科 技(02382.HK)涨4.5%、京东(09618.HK)涨5.2%、比亚迪(002594)股份(01211.HK)涨4.9%。 来源:市场资讯 ...
恒生科技指数涨超4%、恒指现涨2.8%
Mei Ri Jing Ji Xin Wen· 2026-02-23 02:55
每经AI快讯,恒生科技指数涨超4%、恒指现涨2.8%。美团(03690.HK)涨幅扩大至8.1%、舜宇光学科技 (02382.HK)涨4.5%、京东(09618.HK)涨5.2%、比亚迪股份(01211.HK)涨4.9%。 (文章来源:每日经济新闻) ...
春节后第二个交易日 港股高开高走 科网股集体上涨 智谱盘中跌超20%、MINIMAX跌超10%|开盘播报
Mei Ri Jing Ji Xin Wen· 2026-02-23 02:07
Market Performance - The Hang Seng Index and Hang Seng Tech Index opened high, with the Hang Seng Index rising by 1.46% and the Hang Seng Tech Index increasing by 1.77% [1] - As of the report, the Hang Seng Tech Index had risen over 3%, currently at 5368.750 points, while the Hang Seng Index was up by 2% [1] Stock Movements - Technology stocks collectively opened higher, with notable increases: NetEase up 3%, Meituan up 2%, Alibaba nearly 2%, Tencent up 1%, and Kuaishou over 3% [3] - Semiconductor stocks also showed strength, with Hua Hong Semiconductor rising by 4% and SMIC increasing by over 3% [3] - Gold stocks performed well, with China Gold International up nearly 7% and Shandong Gold up over 5% [3] Individual Stock Performance - Specific stock performances included: - NetEase-S at 186.000, up 3.74% - JD Health at 58.750, up 3.34% - Kuaishou-W at 68.500, up 3.01% - JD Group-SW at 106.500, up 2.60% - Meituan-W at 82.750, up 2.48% - Ctrip Group-S at 424.400, up 2.07% - Tencent Music-SW at 59.650, up 2.05% - Alibaba-W at 149.900, up 1.90% [4] Declines in Specific Stocks - Zhipu experienced a significant decline, dropping over 20% at one point, and MINIMAX also fell over 10%, with Zhipu's decline narrowing to nearly 13% by the time of reporting [4][5] - Zhipu issued an apology letter addressing issues related to the GLM-5 release, including transparency concerns and slow upgrade mechanisms for existing users, and proposed compensation measures [5]