港股午评|恒生指数早盘涨0.36% 腾讯大涨超6%

智通财经
Yesterday

智通财经APP获悉,港股恒生指数涨0.36%,涨89点,报25131点;恒生科技指数涨0.99%。港股早盘成交1461亿港元。

腾讯(00700)涨6.6%领跑蓝筹,AI助手Muse验证消费级Agent,机构看好“小微”生态壁垒。

阿里巴巴-W(09988)涨2.9%,将全力投入AI基础设施建设,发布新一代AI芯片真武V900。

澜起科技(06809)涨9%,AI智能体Muse点燃CPU行情,内存互连芯片需求量有望提升。

康耐特光学(02276)涨超7%创四个月新高,江苏基地锚定智能眼镜赛道 公司业务持续升级。

晶泰控股(02228)涨超4%,XtalPi Science多项药物发现任务表现优于Claude。

汇量科技(01860)涨超5%,新一代AI Infra预计10月上线,有望打开中重度游戏预算空间。

海致科技集团(02706)涨超8%,公司智能体业务半年激增135.6%,产业路线维持高景气。

博雅互动(00434)再涨超11%,比特币涨破8.5万美元,公司共持有约4468枚比特币。

新股纳真科技(09856)首挂上市,早盘涨超12%,公司在全球所有专业光模块厂商中排名第五。

黄金股再度走低。紫金黄金国际(02259)跌4.8%,美联储又有官员“放鹰”。

BOSS直聘-W(02076)跌超3.7%,市前再现两宗大手成交,近期遭腾讯减持超22亿港元。

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