智通港股解盘 | 互联网巨头底部开启反击消费新老龙头齐发力

智通财经02-05

【解剖大盘】昨日就谈到，现在指数没啥问题，但个股就不好说，今天依旧是这种状况，恒指跳空低开，后面顽强收红，收盘涨 0.14%。终于没有出现小作文了，美伊方向也没有出现激烈的对抗，暂时按部就班，伊朗外交部长阿拉格齐4 日晚在社交媒体发文说，伊朗将于 6 日与美国在阿曼首都马斯喀特举行核问题谈判。伊朗现在态度比较强硬，伊朗明确要求谈判必须聚焦在核问题上，反对将导弹计划或者与地区代理人关系的议题纳入到...

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月中下旬公布新调整名单。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"81810":"小米集团-WR","89888":"百度集团-SWR","688052":"纳芯微","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU0828237510.HKD":"SCHRODER ISF BIC (BRAZ IN CH)\"A\" (HKD) ACC","LU1629966141.USD":"Aberdeen Standard SICAV I - Asia Pacific Multi Asset A Acc USD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" (USD) ACC","02676":"纳芯微","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU2462611646.USD":"AMUNDI FUNDS REAL ASSETS TARGET INCOME \"A2\" (USD) INC MTI","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU0054237671.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" INC","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) 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together","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81810":0.6,"89888":0.6,"688052":1.86,"PMRTY":1.9,"MIUmain":0.6,"06862":1.87,"YUMC":1.92,"02676":1.86,"METmain":0.6,"01797":1.91,"09992":1.9,"HMTD.SI":0.6,"BIDU":1.93,"09987":1.92,"01810":1.9,"XIACY":1.9,"HXXD.SI":0.6,"09888":1.93,"TCHmain":0.6,"06681":1.88,"HTCD.SI":0.6},"content_text":"【解剖大盘】昨日就谈到，现在指数没啥问题，但个股就不好说，今天依旧是这种状况，恒指跳空低开，后面顽强收红，收盘涨 0.14%。终于没有出现小作文了，美伊方向也没有出现激烈的对抗，暂时按部就班，伊朗外交部长阿拉格齐4 日晚在社交媒体发文说，伊朗将于 6 日与美国在阿曼首都马斯喀特举行核问题谈判。伊朗现在态度比较强硬，伊朗明确要求谈判必须聚焦在核问题上，反对将导弹计划或者与地区代理人关系的议题纳入到谈判过程中，只要不被复刻委内瑞拉的场景，就没啥好担心的。黄金自然就找不到上涨的理由，白银价格周四大幅下跌，跌幅超过 14%，黄金也下跌超 2%，跌破 4900 美元/盎司。好的方面是，2 月 4 日俄中两国元首举行了视频通话，据俄罗斯总统助理乌沙科夫表示，应中国领导人的邀请，普京总统计划在 2026 上半年对中国进行访问。另外，2 月 4 日中美元首也进行了通话，特朗普表示通话内容详实、气氛积极，双方讨论了地区局势以及经贸合作，并提及他计划于 4 月访华。密集的沟通，主要是协调立场，防止出现误判，估计伊朗问题也会沟通。这可以看出，形势整体可控。昨日谈到了巴拿马问题，今天有消息指中国要求国企暂停巴拿马新投资项目。昨日谈到科技股的下跌，大行也在发表类似言论，德意志银行最新研报揭示了一个残酷的真相：AI 投资狂潮已进入“大清洗”阶段，指数的繁荣可能仅由一家公司苦苦支撑。风头正旺的韩国也受到波及，韩国Kospi 指数跌超 3%，三星电子和 SK 海力士均跌超4%。这就叫覆巢之下安有完卵。不过，美股科技股的下跌并不代表我们的科技股也就不行，如纳芯微（02676）：年报业绩高增超预期，公司计划 Q2 对相关产品提价 10%-25%，今天涨近4%；美国靠的是几大巨头的投资加上国际资本的不断投入才撑起了其庞大市值。当然我们部分品种也会有影响。只是互联网巨头这些品种的杀跌就夸张了。开始反击是必然的。2 月 5 日早，百度集团（09888）发布公告称，公司授权实施一项新的股票回购计划，最高回购金额为 50 亿美元，有效期至2028 年 12 月 31 日。此外，董事会已批准就公司的普通股首次采纳股息政策，该股息政策可能包括股息的定期及/或特别分派。董事会预计于 2026 年宣布首次派发股息。回购加分红这个组合拳比较给力，今天百度集团（09888）涨近 3%；小米集团-W（01810）2 月 4 日斥资 1.46 亿港元回购430 万股，今天也涨近 3%；里昂发布研报称，预期腾讯控股（00700）2026 年的游戏业务将保持双位数增长，广告业务增长约 20%，今天腾讯终于止跌，希望公司也能积极回购。还有美团（03690）拟斥资 7.17 亿美元收购叮咚。这些巨头的反击对大盘稳定意义重大。昨天炒了顺周期，今天轮到大消费，近期 A 股贵州茅台（600519.SH）走势相当生猛，连续拉出阳线，直接提升消费估值。港股这边新消费龙头东方甄选（01797）今天又大涨了超10%，自有品牌加上会员模式优势独特难复制，资金相当认同其转型后业绩的提升。消费老龙头泡泡玛特（09992）的新产品PUCKY 敲敲系列、星星人怦然心动系列均出现官网售罄、二手平台大幅溢价的现象，PUCKY 敲敲/星星人怦然星动盲盒的隐藏款溢价分别在 2-3倍/3-6 倍左右，常规款溢价也在 70~200%之间，盘中一度涨近 6%。餐饮类今天表现更加突出，百胜中国（09987）业绩出来，2025 年度总收入 117.97 亿美元，同比增加 4%；净利润 9.29 亿美元，增长 2%，每股盈利 2.52 美元。每股派息 29 美仙。核心看点是经营利润+11%、Q4 经营利润+25%，显示规模扩张与效率提升取得了成效，2026 年目标破 2 万家，长期空间明确，另外向股东回馈 15 亿美元。今天大涨超 10%。海底捞（06862）创始人张勇回归，对海底捞人员士气、内部管理都有提振，同时强调红石榴计划更加积极，创造增量。其孵化品牌的调味料以颐海供应为主，未来颐海关联方业务有望充分享受新品牌成长红利。颐海国际（01579）涨超 5%、海底捞（06862）、特海国际（09658）涨近 4%。脑动极光-B（06681）午间发布公告称，公司与丝路之舟科技有限公司(丝路之舟)订立战略合作协议，双方将在马来西亚及东南亚区域围绕认知障碍数字疗法产品的本土化落地、市场推广与科研转化等领域开展深度战略合作，共同推动数字健康产业发展。同时公告配售事项已根据配售及认购协议的条款及条件于 2026 年 1 月 27 日完成，配售代理按尽力基准成功按配售价每股配售股份 5.6 港元向不少于六名承配人配售合共 9200 万股配售股份。注意现在的股价才 5 港元附近，比配售的价格还低，应该有性价比。承配人估计也没相到 1 月 22 日股价打折 12.09%居然还会跌破。现在配售完成，配合开拓东南亚市场的利好，公司股价值得期待。今天大涨超 15%。【板块聚焦】2 月 5 日电，美国数据中心建设热潮引发用电荒，天然气被视为最佳解决方案。全球能源监测机构的全球油气工厂追踪数据显示，截至 2026 年 1 月，美国在建天然气发电装机容量超过 29 吉瓦，一年内翻了一番还多。不过这其中许多项目可能几年内都无法开工，主要就是因为制造商缺乏可用的燃气轮机。GE Vernova 首席执行官指出，2025 年该公司的燃气轮机合同量增长了约 80%，然而大部分在过去两年内签订的高利润订单需要到 2027 年以后才能开始交付。港股相关个股，鹰普精密（01286）：核心看点为燃机核心铸件供应商，北美燃机扩产带动铸件需求与涨价预期，业绩弹性大；东方电气（01072）：核心看点为G50(50MW)、G15(15MW)燃机已量产，2025 年实现海外 0-1 突破；正与美国数据中心客户洽谈，海外订单落地预期强。【个股掘金】西锐（02507）：推出全新第三代愿景喷气机提升毛利率 订单良好巩固领先地位公司近日推出全新第三代愿景喷气机(G3 Vision Jet)，属喷气机产品线的最新演进版本。该机型采用顶级材料焕新机舱内饰设计，新增可容纳6 名成人的扩展座椅，并配备 ATC 数据链及 30 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智通港股解盘 | 互联网巨头底部开启反击 消费新老龙头齐发力

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智通港股解盘 | 互联网巨头底部开启反击消费新老龙头齐发力