股海么么哒
10-02
大港A,北上!
[鼓掌]
[666]
[看涨]
[美金]
港股综述 | 10月开门红,科技、芯片、黄金强势,西普尼上市两天狂飙512%
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[美金]","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/484877977288784","repostId":1103874998,"repostType":4,"repost":{"id":"1103874998","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1759396102,"share":"https://www.laohu8.com/m/news/1103874998?lang=&edition=full","pubTime":"2025-10-02 17:08","market":"hk","language":"zh","title":"港股综述 | 10月开门红,科技、芯片、黄金强势,西普尼上市两天狂飙512%","url":"https://stock-news.laohu8.com/highlight/detail?id=1103874998","media":"老虎资讯综合","summary":"恒指创2021年7月以来新高。","content":"<html><head></head><body><p>10月2日周四,港股取得10月及第四季度开门红。截至收盘,恒指收涨1.61%报28287.12点,创2021年7月以来新高;恒生科技指数收涨3.36%,国企指数收涨1.77%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c2652a45088655a8f8b90290a72a39c\" title=\"\" tg-width=\"819\" tg-height=\"335\"/></p><p><strong>热门科技股普涨。</strong> <a href=\"https://laohu8.com/S/01024\">快手-W</a> 大涨超8%,百度涨超4%,阿里巴巴、小米集团涨超3%,腾讯涨超2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbfe058fdd8ede348d4caad85bc43c6a\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\"><strong>芯片股涨幅居前。</strong>截至收盘, <a href=\"https://laohu8.com/S/00981\">中芯国际</a> 涨12.7%, <a href=\"https://laohu8.com/S/06908\">宏光半导体</a> 涨7.94%,华虹半导体涨7.12%,上海复旦涨4.7%。近日,DeepSeek和智谱先后宣布推出新一代大模型,并宣布适配国内芯片。</p><p style=\"text-align: justify;\">另外,存储芯片迎来涨价潮,据报道,美光向渠道通知存储产品即将上涨20%-30%,目前已暂停NAND闪存和DRAM报价一周,市场消息人士预测美光NAND闪存价格可能上涨高达30%。</p><p style=\"text-align: justify;\"><strong>黄金股全线走强。</strong>截至收盘, <a href=\"https://laohu8.com/S/00815\">中国白银集团</a> 暴涨超30%,潼关黄金涨15.13%,紫金黄金国际涨14.01%,灵宝黄金涨10.68%。光大证券认为,若美国政府停摆,期间经济数据暂停公布,美联储决策难度加大,降息路径或更有可能“按部就班”,延续9月指引,黄金表现将优于美股和美债。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3d817611127b52a4fda6cd7b139d356\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\"><strong>医药股走势强劲。</strong>截至收盘,三叶草生物-B涨21.15%,歌礼制药-B涨14.44%,康宁杰瑞制药-B涨11.82%,药明合联涨7.15%。</p><p style=\"text-align: justify;\"><strong>汽车股普涨。</strong>截至收盘,蔚来涨6.62%,零跑汽车涨3.99%,小鹏汽车涨2.04%,理想汽车涨0.59%。</p><p style=\"text-align: justify;\"><strong>热门异动股</strong></p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/02583\">西普尼</a> 继续攀升,暴涨71.13%,上市两个交易日累涨超512%。公开资料显示,西普尼是中国的黄金表壳手表及黄金表圈手表设计商、制造商和品牌拥有人收入主要来自销售旗舰自主品牌“HIPINE(西普尼)”,以足金手表产品为主;另一部分收入ODM业务,为第三方珠宝品牌和批发商提供代工。</p><p style=\"text-align: justify;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d2b7e0880bf8bb39f9cd18ae52f16\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/03750\">宁德时代</a> 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股综述 | 10月开门红,科技、芯片、黄金强势,西普尼上市两天狂飙512%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-10-02 17:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月2日周四,港股取得10月及第四季度开门红。截至收盘,恒指收涨1.61%报28287.12点,创2021年7月以来新高;恒生科技指数收涨3.36%,国企指数收涨1.77%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c2652a45088655a8f8b90290a72a39c\" title=\"\" tg-width=\"819\" tg-height=\"335\"/></p><p><strong>热门科技股普涨。</strong> <a href=\"https://laohu8.com/S/01024\">快手-W</a> 大涨超8%,百度涨超4%,阿里巴巴、小米集团涨超3%,腾讯涨超2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbfe058fdd8ede348d4caad85bc43c6a\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\"><strong>芯片股涨幅居前。</strong>截至收盘, <a href=\"https://laohu8.com/S/00981\">中芯国际</a> 涨12.7%, <a href=\"https://laohu8.com/S/06908\">宏光半导体</a> 涨7.94%,华虹半导体涨7.12%,上海复旦涨4.7%。近日,DeepSeek和智谱先后宣布推出新一代大模型,并宣布适配国内芯片。</p><p style=\"text-align: justify;\">另外,存储芯片迎来涨价潮,据报道,美光向渠道通知存储产品即将上涨20%-30%,目前已暂停NAND闪存和DRAM报价一周,市场消息人士预测美光NAND闪存价格可能上涨高达30%。</p><p style=\"text-align: justify;\"><strong>黄金股全线走强。</strong>截至收盘, <a href=\"https://laohu8.com/S/00815\">中国白银集团</a> 暴涨超30%,潼关黄金涨15.13%,紫金黄金国际涨14.01%,灵宝黄金涨10.68%。光大证券认为,若美国政府停摆,期间经济数据暂停公布,美联储决策难度加大,降息路径或更有可能“按部就班”,延续9月指引,黄金表现将优于美股和美债。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3d817611127b52a4fda6cd7b139d356\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\"><strong>医药股走势强劲。</strong>截至收盘,三叶草生物-B涨21.15%,歌礼制药-B涨14.44%,康宁杰瑞制药-B涨11.82%,药明合联涨7.15%。</p><p style=\"text-align: justify;\"><strong>汽车股普涨。</strong>截至收盘,蔚来涨6.62%,零跑汽车涨3.99%,小鹏汽车涨2.04%,理想汽车涨0.59%。</p><p style=\"text-align: justify;\"><strong>热门异动股</strong></p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/02583\">西普尼</a> 继续攀升,暴涨71.13%,上市两个交易日累涨超512%。公开资料显示,西普尼是中国的黄金表壳手表及黄金表圈手表设计商、制造商和品牌拥有人收入主要来自销售旗舰自主品牌“HIPINE(西普尼)”,以足金手表产品为主;另一部分收入ODM业务,为第三方珠宝品牌和批发商提供代工。</p><p style=\"text-align: justify;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d2b7e0880bf8bb39f9cd18ae52f16\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/03750\">宁德时代</a> 续创新高。太平洋证券表示,宁德时代全球市占率持续领先,电池产量稳步增长。同时,公司盈利能力稳步提升,创新产品矩阵升级构筑新增长引擎。此外,宁德时代全球化布局加速,产能建设稳步推进。考虑公司在动力电池、储能电池领域的全球领先地位以及港股上市后融资渠道拓宽,产能扩张与技术迭代加速,该行上调盈利预测。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57f423e57d80f893615c4887e3ce1ac3\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"HSI":"恒生指数","HSTECH":"恒生科技指数","HSCEI":"国企指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103874998","content_text":"10月2日周四,港股取得10月及第四季度开门红。截至收盘,恒指收涨1.61%报28287.12点,创2021年7月以来新高;恒生科技指数收涨3.36%,国企指数收涨1.77%。热门科技股普涨。 快手-W 大涨超8%,百度涨超4%,阿里巴巴、小米集团涨超3%,腾讯涨超2%。芯片股涨幅居前。截至收盘, 中芯国际 涨12.7%, 宏光半导体 涨7.94%,华虹半导体涨7.12%,上海复旦涨4.7%。近日,DeepSeek和智谱先后宣布推出新一代大模型,并宣布适配国内芯片。另外,存储芯片迎来涨价潮,据报道,美光向渠道通知存储产品即将上涨20%-30%,目前已暂停NAND闪存和DRAM报价一周,市场消息人士预测美光NAND闪存价格可能上涨高达30%。黄金股全线走强。截至收盘, 中国白银集团 暴涨超30%,潼关黄金涨15.13%,紫金黄金国际涨14.01%,灵宝黄金涨10.68%。光大证券认为,若美国政府停摆,期间经济数据暂停公布,美联储决策难度加大,降息路径或更有可能“按部就班”,延续9月指引,黄金表现将优于美股和美债。医药股走势强劲。截至收盘,三叶草生物-B涨21.15%,歌礼制药-B涨14.44%,康宁杰瑞制药-B涨11.82%,药明合联涨7.15%。汽车股普涨。截至收盘,蔚来涨6.62%,零跑汽车涨3.99%,小鹏汽车涨2.04%,理想汽车涨0.59%。热门异动股西普尼 继续攀升,暴涨71.13%,上市两个交易日累涨超512%。公开资料显示,西普尼是中国的黄金表壳手表及黄金表圈手表设计商、制造商和品牌拥有人收入主要来自销售旗舰自主品牌“HIPINE(西普尼)”,以足金手表产品为主;另一部分收入ODM业务,为第三方珠宝品牌和批发商提供代工。宁德时代 续创新高。太平洋证券表示,宁德时代全球市占率持续领先,电池产量稳步增长。同时,公司盈利能力稳步提升,创新产品矩阵升级构筑新增长引擎。此外,宁德时代全球化布局加速,产能建设稳步推进。考虑公司在动力电池、储能电池领域的全球领先地位以及港股上市后融资渠道拓宽,产能扩张与技术迭代加速,该行上调盈利预测。","news_type":1,"symbols_score_info":{"HSCEI":1.1,"HSI":1.1,"HSTECH":1.1}},"isVote":1,"tweetType":1,"viewCount":37,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":34,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/484877977288784"}
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