港股午评|恒生指数早盘跌0.98% 智谱逆市大涨市值破万亿

智通财经
Jun 22

智通财经APP获悉,港股恒生指数跌0.98%,跌234点,报23690点;恒生科技指数跌1.35%。港股早盘成交2003亿港元。

智谱(02513)盘中一度涨超40%创新高,市值突破万亿港元,CEO看好中国模型追赶速度。午盘涨超17%。

长飞光纤光缆(06869)涨超27%,光纤供应商藤仓上调业绩指引,光纤涨价或成行业共识。

PCB涨价受关注。建滔集团(00148)涨超8%,股价再创上市新高,年内累计涨幅近400%。

中资券商股午前走高。陆家嘴论坛释放多项政策红利,券商中报有望延续高景气。广发证券(01776)涨6.49%;中信证券(06030)涨6.4%。

新股海清智元(01392)首挂上市,早盘涨250%,市场份额在中国多光谱AI行业中排名第一。

兆易创新(03986)涨11%再创新高,旺盛需求和供应商退出有望驱动NOR/NAND增长。

龙蟠科技(02465)涨超11%,磷酸铁锂价格翻倍需求依然旺盛。

稀有金属材料碲化铋受市场关注,东江环保A涨停,东江环保(00895)港股大涨37%。

中远海能(01138)涨7.9%,美伊和谈海峡恢复预期提升,主要航线即期运价大涨。

汽车股全线走低,多股跌幅超4%,欧盟计划加征中系进口插混车关税。长城汽车(02333)跌超3%;理想汽车-W(02015)跌3%。

黄金股跌幅居前。美联储年内降息无望,高盛大幅下调黄金目标价。灵宝黄金(03330)跌10%;赤峰黄金(06693)跌6.47%。

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