智通财经APP获悉，港股恒生指数涨0.83%，报19445点；恒生科技指数涨0.86%。
家电股早盘普涨，商务部发布家电以旧换新相关通知，消费潜力有望持续释放。TCL电子(01070)涨5.51%；海信家电(00921)涨4.3%；海尔智家(06690)涨2%；美的集团(00300)涨1.34%。
铝业股涨幅居前，“新三样”需求仍对铝价有较强支撑，关注年内产业链成本端变化。中国宏桥(01378)涨4.20%；中国铝业(02600)涨4.76%。
餐饮股早盘回暖，多地启动新一轮消费券发放工作，餐饮板块受益直接且修复弹性较大。九毛九(09922)涨2.17%；海伦司(09869)涨3%。
芯片股延续近期涨势，海外半导体管制措施密集出台，持续倒逼芯片产业链国产替代。华虹半导体(01347)涨4.92%。
老铺黄金(06181)盘中涨超9%，机构继续看好25年高端古法黄金增长前景。
金山云(03896)涨2.65%，公司宣布升级智算服务体系，有望受惠小米及金山生态需求放量。
速腾聚创(02498)涨超6%，近期发布多款机器人新品，机构看好海外市场成长空间。
科济药业-B(02171)早盘涨近14%，KJC-2219启动临床试验，CT041治疗胃癌上半年有望递交NDA。
永达汽车(03669)再涨超10%，公司连续两日回购，近年发力新能源汽车销售。
部分海运股早盘走低，加沙达成停火集运价格承压，大和称船司难以立即重返红海。海丰国际(01308)跌3.23%；东方海外国际(00316)跌1.01%；中远海控(01919)跌0.50%。
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