港股午评|恒生指数早盘跌0.95% PCB概念逆市走高

智通财经
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智通财经APP获悉,港股恒生指数跌0.95%,跌229点,报23956点,恒生科技指数跌1.21%。港股早盘成交1021亿港元。

PCB概念股涨幅居前。PCB产业链三季报预告批量落地,顺价逻辑有望得到验证。胜宏科技(02476)涨7%;建滔积层板(01888)涨4%;广合科技(01989)涨2%。

药明生物(02269)涨5%,无锡马山基地顺利通过美国FDA GMP现场核查。

多重利好引爆物理AI赛道,五一视界(06651)暴涨超26%。

豪威集团(00501)涨超7%,拟回购不超过5亿元A股股份,公司模拟与显示业务延续增长。

瀚森制药(03692)涨超7%,与罗氏再签ADC大单,潜在里程碑付款超150亿美元。

乐动机器人(01236)涨超6%,公司收购欧洲高端园林装备品牌SABO 欧洲市场布局提速。

优必选(09880)涨超8%,牵头起草及参编首批六项人形机器人国标,公司全尺寸具身人形放量。

领益智造(01688)涨逾5%,iPhone Duo首销迅速售罄,公司物理AI进入发展快车道。

仙工智能(06106)涨超12%,Open AI布局机器人研发,公司机器人大脑业务优势显著。

劲方医药-B(02595)再涨超7%,GFH375已进入经治KRAS G12D的两项单药注册性Ⅲ期。

长光辰芯(03277)一度跌超20%创上市新低,午盘跌14%。超3000万股限售股迎来解禁。

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