2月26日消息,港股三大指数高开高走。截至午间收盘,恒生指数涨2.54%,报23619.24点,恒生科技指数涨3.69%,国企指数涨2.63%。盘面上,科网股全线上涨,京东大涨逾7%,美团涨逾6%,阿里巴巴、哔哩哔哩涨超4%,小米、腾讯涨超3%;内房股普遍上涨,世茂集团超13%领涨;CXO概念股震荡走高,昭衍新药涨超10%。
港股内房股普遍上涨,世茂集团超13%领涨。机构研报称内地房地产板块初现修复迹象,年内后续仍具备向上空间。中金表示,房地产目前市场对小阳春,包括2025全年市场的看法有一定分化,该行认为产业逐步走向产能修复的路径或许已经打开,原则上可以对地产股做一些前置性布局,维持覆盖标的获利预测和目标价不变。
CXO概念股震荡走高,昭衍新药涨超10%。华泰证券研报表示,近期,国内公立/民营医院在AI布局方面如火如荼(例如2月华为瑞金合作“瑞智病理大模型”,国际医学、固生堂等诸多中西医民营医院纷纷宣布接入DeepSeek等)。AI合作有望推动医院端全病程效率提升,医疗服务或成为最快从中兑现收入/利润的领域之一。叠加前期A/H医疗服务板块估值处于历史低位+有主营业务托底,看好后续该板块持续受益AI合作催化。
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