港股市场周三强势收高，恒生指数收盘上涨1.6%至24590.12点，恒生科技指数表现更为亮眼，大幅收高2.8%。市场情绪受到英伟达最新消息的显著提振，该公司宣布已获得特朗普政府许可，可继续向中国市场销售H20人工智能芯片。
科技板块集体走强： - 阿里巴巴股价飙升7.0%，成为领涨龙头 - 腾讯控股稳健上扬3.5% - 美团录得4.4%可观涨幅 - 百度同步攀升4.2%
光伏板块逆市承压： - 信义玻璃下挫4.4% - 信义光能跟跌3.0%
芯片巨头英伟达获准继续在华销售人工智能芯片的消息，有效缓解了投资者对科技行业供应链的担忧，成为推动科技板块强势反弹的关键催化剂。市场资金明显向科技龙头股聚集，而光伏材料板块则遭遇获利回吐压力。
（道琼斯公司版权所有） 2025年7月15日 北京时间16:50
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