港股午评|恒生指数早盘跌0.97% 光通信+PCB概念逆市走高

智通财经
Sep 07

智通财经APP获悉,港股恒生指数跌0.97%,跌248点,报25402点;恒生科技指数跌1%。港股早盘成交1230亿港元。

光通信概念股涨幅居前。GPT-6验证算力竞赛白热化,机构指光通信持续受益。剑桥科技(06166)涨超21%;中际旭创(03308)涨13%;长飞光纤光缆(06869)涨超7%。

PCB概念股全线走高。PCB厂商集体宣布提价,机构指三季度业绩斜率有望启动加速。广合科技(01989)涨13.69%;胜宏科技(02476)涨11%;建滔积层板(01888)涨7.7%。

GPT-6 Astra对算力产业意义重大。中际旭创(03308)涨超13%,粤港湾智算(01396)涨6.8%。

兑吧(01753)大涨26%,近12个交易日股价累涨逾400%,AI短剧商业化能力加速兑现。

今海医疗科技(02225)涨超19%,公司获纳入港股通名单,上半年收入结构显著优化。

剂泰科技-P(07666)涨超8%,领涨港股AI制药板块,AI4S商业化加速落地。

三环集团(06951)涨超10%,三星电机签订MLCC大单,验证MLCC行业景气度持续提升。

MINIMAX-W(00100)早盘涨超3%,H3模型上线三周下载量超2400万次。

中科闻歌(01956)涨超8%,正式进入港股通名单,上半年收入同比增超四成。

海昌海洋公园(02255)跌超15%,今起被剔除港股通名单,公司上半年亏损同比扩至3.32亿元。

狮腾控股(02562)跌超32%创新低,被剔除港股通名单,北水持仓仍高达四成。

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