天天财经-提供金融入门知识-投资理财技巧-港股

通用型医学影像AI模型登上《Science》正刊并已开源阿里巴巴合作研发
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DAMO RADAR由阿里巴巴达摩院与浙大一院等研发，2026年9月登《Science》正刊可单次识别腹部18种解剖结构及146种病症，已完整开源多中心验证AUC达0.913；AI辅助使敏感度升约10%、阅片时间缩短30%以上
〈港股盘后〉AI与晶片股领涨科指劲升2.2% MINIMAX飙近19%
2026-09-18 网络阅读（16）
港股周五(18日)开高走高、全线上扬。截至收盘，恒生指数收涨0.60%，报24,750点；国企指数升0.61%，报8,225点；恒生科技指数劲升2.20%，收报4,405点。盘面上，半导体与AI概念股成为推动市场上扬的核心引擎。AI大模型概念强势冲高，MINIMAX-W暴涨近19%，智谱涨超5%；AI医疗板块全线走高，晶泰控股大涨超16%，英矽智能劲升逾13%。AI硬件龙头联想集团大涨9.50%刷新阶段新高，成为表现最佳的恒指成分股。半导体板块普遍走强，爱芯元智涨超16%，兆易创新与宏光半导
香港首份「五年规划」发布长实「楼神」赵国雄表态全力支持
2026-09-18 网络阅读（15）
香港特区政府于9月16日正式发布首份「五年规划」（2026－2030年），对当地经济与社会发展进行整体性的顶层设计。长江实业集团执行董事、有香港「楼神」之称的赵国雄代表集团公开表态支持。赵国雄强调，长实全力支持行政长官发表的「施政报告」与「五年计划」政策，并将配合国家发展大局，贯彻实施「一国两制」，积极巩固及提升香港国际金融中心的地位。赵国雄深耕房地产领域三十余载，其精准的市场预判长期被业界视为房市走向的重要指标。面对这项重大政策发表，赵国雄代表长实发声，展现出商界主流力量对政府顶层设计的认
【袁志峰专栏】港股欠缺利好催化剂
2026-09-18 网络阅读（21）
今日推介 - 快手(1024, $29.94), 目标价$33.0, 止损价$28.5 1) 股市前景周四港股下跌，成交偏低，南向资金维持净买入。港股现价估值吸引，建议投资者长线买入。 2) 上日中港股市况总结周四恒指低开233点，早段最多曾跌356点至24358点，随后辗转上扬至收盘，以接近全日高位收市，收报24604点，跌109点或0.4%。成交额按日增2%至1856亿元，8月份日均成交额2530亿元。港股通南向资金净买入约34亿元。智谱(2513)、建滔积层板(1888)及腾讯(70
高盛评香港「五年计划」：助推港交所多元化发展维持房市上升周期看法
2026-09-17 网络阅读（26）
高盛评估香港五年规划能巩固金融中心定位，支持港交所发展多元资产生态系并吸引企业上市。扩大固定收益及货币产品为港交所核心成长引擎，高盛给予「买入」评级与 532 港元目标价。尽管施政报告房市政策刺激有限，高盛仍预计香港房市未来三至四年因供需失衡进入上升周期。
〈港股盘后〉指数集体收跌恒指跌0.44% AI医疗与汽车股逆势走强
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恒指跌0.44%报24604点，科指跌0.34%，美团与腾讯等科技股多数走低。美元走强压制商品价格，带动黄金股与石油股板块同步下挫。金斯瑞因合作暴涨超14%，广汽集团因筹划重大重组大升超7%。
华为调整合作模式！股价年跌7成的赛力斯能让问界顺利「单飞」？是利空出尽还是预期落空？
2026-09-17 网络阅读（21）
赛力斯今(17)日在港股早盘反弹逾5%，截至中午休市暂收涨5.13%至每股35.22港元，但在一年前，赛力斯股价还在170多元的高位，如今已跌70%。此前，华为鸿蒙智行与问界联合发布合作模式说明，确认问界在鸿蒙智行框架下探索新机制：产品定义、产品设计、品牌行销、通路零售、服务体系改为赛力斯主导，华为终端由过去全流程操盘转为「参与赋能」。赛力斯与华为周二(15日)一纸公告，把问界车主和准备下单的人，推到犹豫关口，疑问集中在三点：售后服务是否缩水、OTA是否变慢、脱离华为门市与余承东式行销后车辆是
【袁志峰专栏】美国加息0.25厘符合预期
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今日推介 - 携程(9961, $323.2), 目标价$355, 止损价$310
〈港股盘后〉恒指探底回升涨0.19% AI硬体与半导体股全线走强
2026-09-16 网络阅读（24）
港股周三(16日)走出探底回升行情，全线收涨。截至收盘，恒生指数涨0.19%，报24713.78点；恒生科技指数涨0.79%，报4325.45点，表现最强
聚焦AI下世代光通讯布局鸿腾董座卢松青：未来十年进入大规模部署
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鸿腾科技日聚焦AI下世代光通讯布局董座卢松青：未来十年进入大规模部署

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扩大固定收益及货币产品为港交所核心成长引擎，高盛给予「买入」评级与 532 港元目标价。
尽管施政报告房市政策刺激有限，高盛仍预计香港房市未来三至四年因供需失衡进入上升周期。", "createdAt": "2026-09-17T09:30:09.000Z", "author": "网络", "pv": 26, "pinyin": "hk", "name": "港股", "path": "/new/hk", "tags": [] }, { "id": 16306, "title": "〈港股盘后〉指数集体收跌恒指跌0.44% AI医疗与汽车股逆势走强", "shortTitle": "〈港股盘后〉指数集体收跌恒指跌0.44% AI医疗与汽车股", "img": "https://cimg.cnyes.cool/prod/news/6609106/l/e4f6447f44db76f7f85afa5d4af7689e.jpg", "description": "恒指跌0.44%报24604点，科指跌0.34%，美团与腾讯等科技股多数走低。
美元走强压制商品价格，带动黄金股与石油股板块同步下挫。
金斯瑞因合作暴涨超14%，广汽集团因筹划重大重组大升超7%。", "createdAt": "2026-09-17T08:43:18.000Z", "author": "网络", "pv": 23, "pinyin": "hk", "name": "港股", "path": "/new/hk", "tags": [] }, { "id": 16372, "title": "华为调整合作模式！股价年跌7成的赛力斯能让问界顺利「单飞」？是利空出尽还是预期落空？", "shortTitle": "华为调整合作模式！股价年跌7成的赛力斯能让问界顺利「单飞」？", "img": "https://cimg.cnyes.cool/prod/news/6608645/l/ab3a16bd9d2b096e4eb18d1f8731761b.jpg", "description": "赛力斯今(17)日在港股早盘反弹逾5%，截至中午休市暂收涨5.13%至每股35.22港元，但在一年前，赛力斯股价还在170多元的高位，如今已跌70%。此前，华为鸿蒙智行与问界联合发布合作模式说明，确认问界在鸿蒙智行框架下探索新机制：产品定义、产品设计、品牌行销、通路零售、服务体系改为赛力斯主导，华为终端由过去全流程操盘转为「参与赋能」。赛力斯与华为周二(15日)一纸公告，把问界车主和准备下单的人，推到犹豫关口，疑问集中在三点：售后服务是否缩水、OTA是否变慢、脱离华为门市与余承东式行销后车辆是", "createdAt": "2026-09-17T06:50:03.000Z", "author": "网络", "pv": 21, "pinyin": "hk", "name": "港股", "path": "/new/hk", "tags": [] }, { "id": 16228, "title": "【袁志峰专栏】美国加息0.25厘符合预期", "shortTitle": "【袁志峰专栏】美国加息0.25厘符合预期", "img": "https://cimg.cnyes.cool/prod/news/6608403/l/d6bcfbc25d287cee5d4939546e308732.jpg", "description": "今日推介 - 携程(9961, $323.2), 目标价$355, 止损价$310", "createdAt": "2026-09-17T01:41:55.000Z", "author": "网络", "pv": 28, "pinyin": "hk", "name": "港股", "path": "/new/hk", "tags": [] }, { "id": 16113, "title": "〈港股盘后〉恒指探底回升涨0.19% AI硬体与半导体股全线走强", "shortTitle": "〈港股盘后〉恒指探底回升涨0.19% AI硬体与半导体股全线", "img": "https://cimg.cnyes.cool/prod/news/6607954/l/9221454a8271954ac647d50d2fdcbf9a.jpg", "description": "港股周三(16日)走出探底回升行情，全线收涨。截至收盘，恒生指数涨0.19%，报24713.78点；恒生科技指数涨0.79%，报4325.45点，表现最强", "createdAt": "2026-09-16T08:41:08.000Z", "author": "网络", "pv": 24, "pinyin": "hk", "name": "港股", "path": "/new/hk", "tags": [] }, { "id": 16088, "title": "聚焦AI下世代光通讯布局鸿腾董座卢松青：未来十年进入大规模部署", "shortTitle": "聚焦AI下世代光通讯布局鸿腾董座卢松青：未来十年进入大规模", "img": "https://cimg.cnyes.cool/prod/news/6607942/l/6a333fae79ba9acbc906dde591ee8046.jpg", "description": "鸿腾科技日聚焦AI下世代光通讯布局董座卢松青：未来十年进入大规模部署", "createdAt": "2026-09-16T07:12:57.000Z", "author": "网络", "pv": 26, "pinyin": "hk", "name": "港股", "path": "/new/hk", "tags": [] } ] }, "_locals": {}, "cache": false }