港股午评|恒生指数早盘跌0.08% PCB板块领涨科技股

智通财经
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智通财经APP获悉,港股恒生指数跌0.08%,跌20点,报23952点;恒生科技指数涨0.27%。港股早盘成交546亿港元。

AI强劲需求带动PCB价量齐升。建滔积层板(01888)涨超9%,建滔集团(00148)涨超7%。

联想集团(00992)涨4.9%,领涨蓝筹。AI业务高速增长且订单充沛,里昂重申公司为首选中国科技股。

隔夜美股光通信等科技股联袂大涨,光通信概念股多数走高。海光芯正(01191)涨超5%,剑桥科技(06166)涨超5%。

订单爆满,天岳先进(02631)涨5%。2027年衬底或继续涨价。

江波龙(09976)涨2.5%,公司将于10月8日起入通,存储紧缺或延续到2028年。

智谱(02513)涨超5%,公司变现路径更为清晰,高盛认为估值已具吸引力。

金斯瑞生物科技(01548)再涨3.8%,逼近历史新高。近期与礼来TuneLab达成合作AI制药。

三环集团(06951)涨超5%,MLCC年内掀涨价潮,行业从价格周期走向结构性缺货。

致丰工业电子(01710)复牌跌超14%,立讯精密拟购公司75%股权或触发全面要约。

金界控股(03918)跌超12%,前三季度博彩总收入同比减少21.5%。

百威亚太(01876)跌1.94%,内部重组及计提拨备将影响三季度利润。

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