智通财经APP获悉，港股恒生指数涨1.81%，报20057点；恒生科技指数涨2.78%。
手机产业链走强，国补刺激消费电子线上订单大增，机构指今年行业已步入新的正周期。丘钛科技(01478)涨超11%；舜宇光学(02382)涨8%；比亚迪电子(00285)涨3%。
芯片股全线回暖，半导体企业密集披露业绩预喜，机构称国产化仍为核心成长逻辑。中芯国际(00981)涨4%；华虹半导体(01347)涨2.54%。
CRO概念股早盘普涨，创新药出海持续推进，全球降息背景有助CXO海外业务改善。药明康德(02359)涨3.5%；药明生物(02269)涨4.33%；康龙化成(03759)涨3.80%。
微创机器人-B(02252)再涨超21%，综合订单量累计突破100台，公司国际化进程将加速。
长飞光纤光缆(06869)再涨超25%，机构称字节研发投入领先同行，AI发展推动高速铜缆需求增长。
安踏体育(02020)涨近5%，24Q4安踏及FILA零售表现较优，品牌多渠道店型协同发力。
携程集团-S(09961)涨超4%，春节出行预计消费量增确定性高，入境游业务或为公司强劲催化剂。
鸿腾精密(06088)涨超5%，AI发展带动算力基础设施建设，机构看好公司盈利提升。
地平线机器人-B(09660)再涨超9%，与知行汽车科技达成战略合作，征程6系列平台即将贡献收入。
中国三江化工(02198)盈喜高开逾12%，预计年度股东应占纯利约4.5亿元至5.5亿元。
东方甄选(01797)盘中跌近3%，业务调整拖累短期业绩表现，上半财年盈转亏近1亿元。
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