港股收盘(04.10) | 恒指收涨0.55% 锂电、中资券商股走高国泰君安国际(01788)一度暴涨48%

智通财经04-10

智通财经APP获悉，美伊谈判在即，特朗普此前表示，他对美国与伊朗达成和平协议“非常乐观”，认为协议已触手可及。港股三大指数全天红盘震荡，恒指今早一度重上两万六。截至收盘，恒生指数涨0.55%或141.14点，报25893.54点，全日成交额2463.17亿港元；恒生国企指数涨0.5%，报8655.04点；恒生科技指数涨0.8%，报4860.26点。全周来看，恒指累涨3.09%，国指累涨2.34%，...

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stocks close (04.10) | Hang Seng Index closed up 0.55% Lithium battery, Chinese brokerage stocks rose Guotai Junan International (01788) once soared 48%","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/98b288dfaf95e4ab3ada99f626ddcc2b","symbols_score_info":{"89988":0.6,"513600":0.6,"MHImain":1.5,"MCHmain":0.6,"BABA":0.6,"HSImain":1.5,"09988":0.9,"VXUS":1.5,"03986":0.9,"HHImain":0.6,"HSI":1.5,"02833":0.6,"01788":1.5,"03750":0.9,"06030":0.9,"ALBmain":0.6,"06051":0.9,"08083":0.9,"HBBD.SI":0.6},"content_text":"智通财经APP获悉，美伊谈判在即，特朗普此前表示，他对美国与伊朗达成和平协议“非常乐观”，认为协议已触手可及。港股三大指数全天红盘震荡，恒指今早一度重上两万六。截至收盘，恒生指数涨0.55%或141.14点，报25893.54点，全日成交额2463.17亿港元；恒生国企指数涨0.5%，报8655.04点；恒生科技指数涨0.8%，报4860.26点。全周来看，恒指累涨3.09%，国指累涨2.34%，恒科指数累涨3.87%。中信证券认为，在中东冲突缓和的迹象下，港股有望获得境内外资金的回流。目前恒指和恒科动态PE分别为10.9倍和17.8倍，处于历史57%和31%分位数，投资者或也开始交易特朗普5月中旬访华的预期。在基本面预期充分调整后，叠加“十五五”的政策催化，该行判断港股有望在4-5月迎来估值扩张行情。蓝筹股表现阿里巴巴-W(09988)全天活跃。截至收盘，涨2.12%，报125.5港元，成交额98.88亿港元，贡献恒指39.76点。近日，一款名为“HappyHorse-1.0”的神秘模型登顶Artificial Analysis视频竞技场排行榜，在AI圈内引发热议。阿里巴巴ATH最新表示，HappyHorse是阿里ATH旗下创新事业部研发的模型，目前正处于内测中，也会于近期开放API。其他蓝筹股方面，宁德时代(03750)涨9.02%，报681.5港元，贡献恒指12.08点；中芯国际(00981)涨4.58%，报58.25港元，贡献恒指16.98点；康师傅控股(00322)跌3.28%，报12.99港元，拖累恒指1.35点；华润万象生活(01209)跌1.94%，报47.48港元，拖累恒指1点。热门板块方面盘面上，大型科技股涨跌互现，阿里巴巴涨超2%，腾讯跌0.79%，香港首批稳定币牌照即将出炉，相关概念股午后急升，国泰君安国际一度暴涨48%；中信证券1季报超预期，中资券商股全线走高；四部门座谈释放“反内卷”强信号，锂电池产业链表现亮眼；芯片股、汽车股等上扬。另一边，光通信概念调整，长飞光纤光缆高位回落超7%；纸业股、铝业股、乳制品股承压。1. 稳定币概念午后拉升。截至收盘，国泰君安国际(01788)涨27.69%，报3.09港元；云锋金融(00376)涨8.39%，报3.1港元；胜利证券(08540)涨6.72%，报4.92港元；连连数字(02598)涨4.94%，报6.58港元。据每日经济新闻报道，香港金融管理局将于4月10日下午五时公布首批稳定币牌照，随后，持牌稳定币发行人将会见传媒。此前，香港金管局已于2026年3月中旬完成首批申请的最终审核，目前进入官方公示筹备阶段，金管局共收到36 份申请，首批牌照计划发放2~3张，监管标准严格。今年2月初，香港金管局总裁余伟文表示，争取今年3月发出香港首批稳定币发行人牌照，他同时强调：“首批发牌的数量一定不多，以稳妥为目标。”2. 锂电池产业链表现亮眼。截至收盘，宁德时代(03750)涨9.02%，报681.5港元；中创新航(03931)涨8.2%，报37.22港元；瑞浦兰钧(00666)涨3.67%，报16.94港元。4月9日，工业和信息化部、国家发展改革委、市场监管总局、国家能源局相关司局联合召开动力及储能电池行业企业座谈会，部署规范产业竞争秩序相关工作。会议强调，要深刻认识治理“内卷式”竞争的重要性和紧迫性，坚决抵制不合理、不正当竞争行为，维护健康有序市场环境。东吴证券发布研报称，电池板块需求强劲，盈利持续改善，全球能源危机下优势凸显。3. 中资券商股全线走高。截至收盘，中信证券(06030)涨8.29%，报26.9港元；中金公司(03908)涨4.98%，报18.97港元；国联民生(01456)涨4.83%，报4.56港元；广发证券(01776)涨3.34%，报15.46港元。4月9日，“券商一哥”中信证券发布券业首份一季度业绩快报。2026年一季度，中信证券实现营收231.55亿元，同比增长40.91%；归母净利润102.16亿元，同比增长54.60%，单季利润超100亿创历史新高。开源证券称，中信证券1季报超预期，头部券商自营投资收益具有稳健性，该行上修上市券商整体业绩预期，上修上市券商1季报扣非归母净利润增速至43%。预计头部券商盈利增速有望领跑行业，海外投行、资产扩表和财富管理成为头部券商领跑优势。4. 半导体板块上涨。截至收盘，兆易创新(03986)涨12.06%，报392.2港元；中芯国际(00981)涨4.58%，报58.25港元；澜起科技(06809)涨2.36%，报199.4港元。东莞证券研报指出，半导体行业进入业绩披露期，从已披露业绩情况看，行业整体呈现景气高企，存储企业受益涨价业绩爆发，设备、材料国产替代持续，模拟、功率底部修复，景气度呈边际向上。在GTC2026大会主题演讲中，黄仁勋预计2027年Blackwell和Rubin的采购订单总额将至少达到1万亿美元，AI的算力需求正从以训练为主，转向以推理为绝对主导，并宣布推出Vera Rubin等平台，性能大幅提升，以应对Agentic AI（代理式人工智能）带来的算力需求激增。热门异动股1. 滴普科技(01384)放量大涨，截至收盘，涨48.77%，报44.6港元。国泰海通证券发布研报首次覆盖滴普科技，给予“增持”评级。该行指出，受益“开源基础模型具备成本效益+行业场景对智能解决方案的需求”，滴普科技营收驶入快车道。预计公司2026-2028年营收分别为8.70、16.85、28.87亿元人民币，按照PS估值，最终给予公司2026年20倍PS，对应估值为174.04亿元人民币，对应目标价为61.10港元。2. 有赞(08083)全天强势，截至收盘，涨16.42%，报0.156港元。4月9日，有赞公布，联交所已于2026年4月8日授出转板上市的原则批准。股份于GEM买卖的最后一日为2026年4月16日。预期股份将于2026年4月17日上午九时正起于主板买卖，主板股份代号为6051。3. 迅策(03317)再创新高，截至收盘，涨7.64%，报310港元。“Token第一股”迅策股价再创历史新高。上市百天，市值突破千亿港元。近日国泰海通、国泰君安国际两大头部机构相继发布研报，分别给予迅策“增持”与“买入”评级，研报最高目标价上调至245港元，直指这家AI数据基础设施龙头的长期成长价值。4. 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港股收盘(04.10) | 恒指收涨0.55% 锂电、中资券商股走高 国泰君安国际(01788)一度暴涨48%

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港股收盘(04.10) | 恒指收涨0.55% 锂电、中资券商股走高国泰君安国际(01788)一度暴涨48%