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"description": "恒指收报24280点升1%,成交约983亿元,港股连续2日不足千亿。 AI、手机零件、生物科技及物流股跑赢大市,舜宇光学涨逾3%。 DeepSeek据报筹组新一轮融资至少800亿元人民币,宁德时代和腾讯领投。",
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"content": "<p>今日推介 - 舜宇光学(2382, $64.1), 目标价$70.5, 止损价$61.0</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6623186/l/844ff1bd32df23458b9fe23ea4f2f085.jpg\" alt=\"【袁志峰专栏】港股成交薄弱,静待A股复市\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>1) 股市前景</p>\n\n<p>周二港股上扬,成交连续2日不足千亿元。港股估值偏低,建议长线投资者适量增加仓位,高息股将继续跑赢大市。</p>\n\n<p>2) 上日中港股市况总结</p>\n\n<p>周二恒指高开239点,早段最多曾涨314点,其后偏软,午后涨幅一度收窄至139点,收报24280点,升240点或1.0%。成交额按日持平约983亿元,9月份日均成交额2016亿元。港股通南向交易暂停。</p>\n\n<p>恒指升1.0%,成份股69升22跌5持平。极兔速递(1519)及比亚迪电子(285)涨逾5%,为升幅最大蓝筹。药明生物(2269)及中生制药(1177)涨逾4%。药明康德(2359)、信达生物(1801)及京东物流(2618)升逾2%。汇丰(5)升近2%。工商银行(1398)、建设银行(939)、中国银行(3988)、中银香港(2388)、中石油(857)、翰森制药(3692)、石药集团(1093)、紫金矿业(2899)、中国海外(688)及港铁(66)升逾1%。安踏体育(2020)跌逾2%,为跌幅最大蓝筹。农夫山泉(9633)跌逾1%。</p>\n\n<p>恒生科指升0.9%,收报4223点,成份股24升5跌1持平。大型科技股普涨,腾讯(700)、京东(9618)及小米(1810)涨逾1%,阿里(9988)及快手(1024)涨逾2%,百度(9888)涨逾3%。智谱(2513)及比亚迪电子(285)涨逾7%及5%,为升幅最大成份股。舜宇光学(2382)涨逾3%。小鹏集团(9868)、零跑汽车(9863)及Minimax (100)升逾2%。比亚迪(1211)及腾讯音乐(1698)升逾1%。天数智芯(9903)、华虹宏力(1347)及联想(992)跌逾1%,为跌幅最大成份股。</p>\n\n<p>板块方面,人工智能、手机零件、生物科技及物流股跑赢大市,涨幅居前。智谱(2513)及Minimax(100)升逾7%及2%。比亚迪电子(285)及舜宇光学(2382)升逾5%及3%。药明生物(2269)及中生制药(1177)升逾4%。极兔速递(1519)及京东物流(2618)升逾5%及2%。</p>\n\n<p>国庆假期,A股周一至周三休市。</p>\n\n<p>3) 个股讯息</p>\n\n<p>内地人工智能(AI)企业DeepSeek据报将接近完成筹组新一轮融资,涉及至少800亿元人民币,宁德时代(3750)和腾讯(700)领投。(信报)</p>\n\n<p>有关选股表现,欢迎阅覧本公司的港股模拟交易组合: <a data-auth=\"NotApplicable\" data-linkindex=\"0\" data-outlook-id=\"a071582a-828d-4cfe-bf88-204115703341\" href=\"http://www.anuesec.com/zh-HK/Page/dt-model\" id=\"x_ms-outlook-mobile-sharing-link-anchor-7f60a2bf-f86c-4ab8-ba34-c55434c979d5\" rel=\"noopener noreferrer\" target=\"_blank\" title=\"http://www.anuesec.com/zh-HK/Page/dt-model\">www.anuesec.com/zh-HK/Page/dt-model</a></p>\n\n<p><a data-auth=\"NotApplicable\" data-linkindex=\"1\" data-outlook-id=\"1d8d7948-ec8b-4f00-8ee2-b5029aa4274b\" href=\"https://www.anuesec.com/zh-HK\" rel=\"noreferrer noopener\" target=\"_blank\" title=\"https://www.anuesec.com/zh-HK\">https://www.anuesec.com/zh-HK</a> </p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/hk/article-359.html\" title=\"〈港股盘后〉科技与石油股午后发力 恒指涨0.48% 终止三连跌\">〈港股盘后〉科技与石油股午后发力 恒指涨0.48% 终止三连跌</a></li>\n <li><a href=\"/new/hk/article-8642.html\" title=\"盘中速报 - 恒生科技指数上涨143.68点至4874.29点,涨幅3.04%\">盘中速报 - 恒生科技指数上涨143.68点至4874.29点,涨幅3.04%</a></li>\n <li><a href=\"/new/hk/article-535.html\" title=\"【袁志峰专栏】恒指年底目标27000-28000点之间\">【袁志峰专栏】恒指年底目标27000-28000点之间</a></li>\n <li><a href=\"/new/hk/article-4728.html\" title=\"比亚迪又出手!第二座欧洲工厂近期拍板\">比亚迪又出手!第二座欧洲工厂近期拍板</a></li>\n <li><a href=\"/new/hk/article-2298.html\" title=\"盘中速报 - 恒生指数下跌-485.41点至23826.75点,跌幅2%\">盘中速报 - 恒生指数下跌-485.41点至23826.75点,跌幅2%</a></li>\n <li><a href=\"/new/hk/article-12189.html\" title=\"投资人不买单?Shein港股上市推迟至9月1日 估值缩水逾七成\">投资人不买单?Shein港股上市推迟至9月1日 估值缩水逾七成</a></li>\n </ul>\n</div>",
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"createdAt": "2026-10-06T20:50:03.000Z",
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