港股午後升幅曾擴至近400點 阿里(09988.HK)大成交漲近9% 中芯(00981.HK)華虹(01347.HK)齊破頂
「樺加沙」襲港,港股今早(24日)十號波「打風不停市」下低開85點後轉勢倒升,午後升幅擴至最多395點,高見26,554,最新報26,502,升343點或1.3%,成交2,421.89億元。
阿里-W(09988.HK)午後升8.85%,最新報173.5元,屢創逾四年高領漲大市,成交激增至370.68億元,屬成交最活躍港股。阿里2025雲棲大會今日(24日)至周五(26日)在杭州召開,集團首席執行官吳泳銘表示,阿里正積極推進3,800億億人民幣的AI基礎設施建設規劃,預料會在預算上追加更多投資,以迎接人工超級智能(ASI)時代的到來。阿里正式推出其迄今為止規模最大、能力最強的AI模型Qwen3-Max。另有「科技女股神」之稱、方舟投資行政總裁Cathie Wood重新開倉買入阿里,為四年來首次。
國產晶片股持續走強,中芯(00981.HK)最高見78.25元創H股紀錄高。現報76.45元,升5.3%,成交105.34億元。華虹(01347.HK)高見66.4元同創H股紀錄高,現報63.3元,升3.94%,成交35.94億元。
信義系造好,信義光能(00968.HK)及信義玻璃(00868.HK)各升4%至5.2%。
權重科技股表現較佳,騰訊(00700.HK)、快手-W(01024.HK)、京東-SW(09618.HK)、小米-W(01810.HK)各升1.8%至3.7%。
內需股有支持,農夫山泉(09633.HK)、百威亞太(01876.HK)、海爾智家(06690.HK)、李寧(02331.HK)升1.3%至1.6%。另銀娛(00027.HK)及金沙中國(01928.HK)分別升2.1%及1.1%。
權重金融股表現略遜,匯控(00005.HK)及友邦(01299.HK)各跌逾1%、港交所(00388.HK)微跌不足0.1%。另泡泡瑪特(09992.HK)最新報258.6元,跌2.05%屬藍籌股表現最差,成交24.22億元。
金山雲(03896.HK)盤中曾跌逾11%,低見8.06元,現報8.64元,跌4.95%,成交20.85億元。該公司配售3.38億股股份,相當於擴大後股本7.46%,每股配售價8.29元,較昨日(23日)收市價9.09元折讓8.8%,集資28.02億元,淨籌27.6億元。所得淨額約80%擬用於支持人工智能業務,包括擴充基礎設施及提升雲服務能力;餘額用於補充營運資金。
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