智通财经APP获悉，港股恒生指数涨0.23%，报19264点；恒生科技指数涨0.21%。
光伏产业链延续反弹，光伏玻璃产能持续去化，节后产业链价格有望修复至现金成本以上。福莱特玻璃(06865)涨6.80%；协鑫科技(03800)涨6.36%；信义光能(00968)涨4.73%；新特能源(01799)涨4.5%。
国产芯片板块继续强势，中芯国际（00981）涨4.84%；华虹半导体（01347）涨0.22%。
阜博集团(03738)再涨超11%，公司近期发布面向生成式AI生态系统的版权保护服务。
知行汽车科技（01274）反弹17%，境内未上市股份转为H股“全流通”获中国证监会备案。
JS环球生活(01691)最高涨超9%，小家电有望受益微信送礼，机构看好未来SN亚太业务。
长飞光纤光缆(06869)再涨超3%，长芯盛和国内寒武纪和字节等公司在AEC领域有所合作。
丘钛科技(01478)涨4.72%，全年溢利最高同比预增2.8倍，印度应缴税获下调。
建滔积层板(01888)涨超3%，PCB景气度向上，公司为覆铜板行业龙头。
布鲁可(00325)盘中涨超4%，IP赋能成长，公司收入规模持续高增。
汽车股普遍承压，超30家品牌开年宣布降价，乘联会预警今年车市价格战更猛烈。长城汽车(02333)跌3.90%；理想汽车-W(02015)跌2.38%；小鹏汽车-W(09868)跌0.69%。
黄金股下跌，降息预期渐弱，高盛指美元未来有进一步走强风险。紫金矿业(02899)跌5.07%；山东黄金(01787)跌2.39%；中国黄金国际(02099)跌1.46%。
金沙中国(01928)跌超4%，澳门1月赌收或同比下滑，翻新工程对公司经营扰动在Q4达到顶峰。
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