智通财经APP获悉,港股恒生指数涨0.24%,报19826点;恒生科技指数涨0.10%。
内险股全线走高,六部门发文推动中长期资金入市,机构称资产端改善预期大幅增强。新华保险(01336)涨3.18%;中国人寿(02628)涨4.53%;中国太保(02601)涨4%;中国平安(02318)涨2.62%。
中资券商股涨幅居前,政策引导中长期资金入市,机构看好券商板块估值和业绩双提升。招商证券(06099)涨3.36%;中信证券(06030)涨2.87%。
上市银行近期密集分红,机构指板块估值仍有上行空间。内银股悉数上扬,邮储银行(01658)涨2.86%;工商银行(01398)涨2.41%;中信银行(00998)涨2.23%。
哈尔滨电气(01133)盈喜后大涨超26%,预期年度净利润约17亿元。
长飞光纤光缆(06869)涨超16%,AI发展推动高速铜缆需求增长, 野村看好其业绩迎来转折点。
微创机器人-B(02252)早盘涨超14%,综合订单量累计突破100台,国际化业务实现较快增长。
上海电气(02727)涨超10%,与国地中心签约共建人形机器人具身智能训练场。
丘钛科技(01478)再涨3.5%,全年纯利增长最多2.8倍,手机摄像模组盈利改善有望延续。
毛戈平(01318)再涨超3%,较招股价已涨1.4倍,公司在高端美妆领域处于行业领先地位。
金力永磁(06680)涨3.45%,拟再扩张高性能稀土永磁材料产能,机构指大矿发现强化战略地位。
康耐特光学(02276)涨2.77%,预计全年纯利增超30%,公司积极布局智能眼镜领域。
乐普生物-B(02157)涨超7%,临床前ADC新药MRG007授权ArriVent,总交易额高达12亿美元。
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