智通财经APP获悉，港股恒生指数涨1.12%，报20149点；恒生科技指数涨2.49%。
芯片股延续近期涨势，大基金三期联手上海国资发力AI产业，半导体国产替代仍为长期趋势。中芯国际(00981)涨7.36%，华虹半导体（01347）涨3.38%；上海复旦(01385)涨3.22%。
内房股全线拉升，碧桂园(02007)复牌最高涨近30%，地产政策效果正持续显现。万科企业(02202)涨超12%；融创中国(01918)涨7.5%。
贝壳-W(02423)涨超6%，春节后或有新一轮政策密集出台，中国电建地产与贝好家达成战略合作。
万物云(02602)早盘涨超7%，万科宣布将支付利息，关联问题解决有望打开万物云估值空间。
TCL电子(01070)涨超7%，AI眼镜全球销量有望爆发，公司旗下雷鸟品牌智能眼镜业务快速扩张。
中兴通讯(00763)早盘涨超8%，公司受益国产算力大规模起量，自研芯片业务有望迎来价值重估。
诺诚健华(09969)涨近2.48%，和康诺亚就CD20xCD3双抗ICP-B02与Prolium达成授权许可合作。
新一轮以旧换新汽车补贴有望推进消费，汽车股继续走高，理想汽车-W(02015)涨5.6%；小鹏汽车-W(09868)涨4.53%；蔚来-SW(09866)涨2.20%。
中国软件国际(00354)涨4.89%，花旗指公司将受惠于HarmonyOS及AI应用的逐步复苏。
金力永磁(06680)跌5.45%，公司预计全年净利润同比下降42%-52%。
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