港股收盘(05.20) | 恒指收跌0.57% 半导体股逆市爆发兆易创新(03986)大涨17%创新高

智通财经05-20

智通财经APP获悉，隔夜全球债市抛售潮延续，长端美债收益率触及历史极端水平，港股三大指数走势不一，恒指及国指全天水下震荡，恒科指数在半导体带动下翻红。截至收盘，恒生指数跌0.57%或146.73点，报25651.12点，全日成交额为2620.98亿港元；恒生国企指数跌0.4%，报8605.13点；恒生科技指数涨0.34%，报4873.82点。招商证券认为，展望后市，港股市场震荡上行的概率仍然较高。...

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半导体股逆市走强。截至收盘，兆易创新(03986)涨17.03%，报704.5港元；华虹半导体(01347)涨13.89%，报132.8港元；中芯国际(00981)涨9.71%，报75.15港元；纳芯微(02676)涨8.09%，报224.4港元。国产存储双雄IPO双双提速。5月19日，证监会官网显示，长江存储发布首次公开发行股票并上市辅导备案报告，辅导机构为中信证券和中信建投。而就在5月17日，长鑫科技刚更新完毕招股书，一季度净利暴增1688%引爆市场。值得一提的是，根据WSTS数据，2025年全球半导体销售额达7956亿美元，同比增长26.2%，创历史最强年度增长之一，主要受数据中心和AI相关系统需求驱动。据WSTS预测，2026年全球半导体销售额有望突破1万亿美元。2. 铝业股表现亮眼。 截至收盘，中国铝业(02600)涨5.3%，报10.92港元；创新实业(02788)涨5.16%，报21.62港元；中国宏桥(01378)涨2.99%，报31.66港元。中东供应体系受到冲击，全球铝产业格局正在重构。中国海关数据显示，今年4月，中国铝出口量同比激增15%至59.8万公吨，年内累计出口已达205万吨，同比增长8.9%。有分析机构已经预计，随着海外客户持续采购中国半成品，5月和6月中国铝出口可能进一步增长。花旗预计，铝库存将在未来6至12个月内降至历史新低，即使在需求疲软的情况下，今年仍铝市场将出现近270万吨的供应短缺。如果需求下降不足以抵消供应紧张，未来3个月内铝价有望达到4000美元/吨。3. 集运股多数活跃。 截至收盘，中远海控(01919)涨4.58%，报15.3港元；东方海外国际(00316)涨4.24%，报145港元；海丰国际(01308)涨3.06%，报35港元。东方证券指出，中美双方同意通过一定范围产品的相互降税等安排，或驱动美线出口回升。上周欧美干线运价在旺季宣涨与燃油附加费影响下加速上行。中信建投则表示，当前集运运价回归平淡，但欧线美线以及各条航线价格仍处于船司盈亏平衡点上方，二季度集运公司业绩环比或出现一定改善，集运剧烈波动的状态逐步收敛。中国出口仍然强劲，集运需求端仍有支持。4. 黄金股跌幅靠前。 截至收盘，珠峰黄金(01815)跌9.78%，报0.83港元；紫金黄金国际(02259)跌4.33%，报139.1港元；紫金矿业(02899)跌2.04%，报32.72港元；灵宝黄金(03330)跌1.75%，报17.99港元。隔夜全球债市抛售潮延续，长端美债收益率触及历史极端水平，美元指数升至4月初以来最强，叠加股市同步走低，多重压力下贵金属承压。黄金一度跌破4500美元关口。美债方面，30年期美债收益率突破5%防线，刷新2007年以来最高纪录。当前市场对美联储加息预期持续升温，芝商所的“美联储观察”工具显示，目前市场认为美联储2026年年内加息的概率已接近60%。美伊方面，当地时间5月19日，美国副总统万斯表示，美伊谈判进展很大，美方也准备了重启军事行动的“B方案”。热门异动股两新股首日走势分化。 拓璞数控(07688)首挂大涨，截至收盘，涨79.99%，报47.50港元；驭势科技(01511)首日破发，截至收盘，跌4.64%，报57.50港元。拓璞数控专注于研发五轴数控机床，以满足中国航空航天领域对先进制造的需求；驭势科技则是大中华区专注于无人化L4级技术的自动驾驶解决方案供应商。五一视界(06651)再度攀升。截至收盘，涨13.03%，报75.45港元。近期，物理AI概念爆火。上周末孙宇晨表示，普通虚拟AI红利结束，未来3年唯一主线是物理AI（具身智能）。他还宣称准备10亿美金布局物理AI八大方向。公开资料显示，五一视界作为中国物理AI领域先行者，凭借数字孪生底层技术构建全链条生态。德祥地产(00199)全天强势。截至收盘，涨10.71%，报1.55港元。德祥地产正式公布AI算力基础设施全新战略，通过引入行业顶级团队、锁定核心资质、搭建合规体系、打通资本路径，实施由地产开发向“数字基建+资产管理”双轮驱动战略转型，标志上市公司进入业务重构、价值重估、赛道重选关键阶段。欢喜传媒(01003)高开低走。截至收盘，跌7.27%，报0.255港元。5月19日晚，欢喜传媒宣布与范式智能订立战略合作及合资框架协议书，协议各订约方拟透过结合公司在影视领域的产业优势及范式智能在人工智能的专业能力，在影视创作、互动文娱、游戏开发、知识产权周边衍生等领域以成立合资企业为合作平台建立战略合作伙伴关系。恒大物业(06666)股价承压。截至收盘，跌7.64%，报1.33港元。5月19日，恒大物业发布公告披露，其控股权潜在交易的排他性谈判期限已于5月15日届满，且未获得延长。公告明确，尽管排他期已失效，潜在卖方与潜在买方的磋商并未终止，目前双方仍在推进正式买卖协议条款的敲定工作。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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港股收盘(05.20) | 恒指收跌0.57% 半导体股逆市爆发 兆易创新(03986)大涨17%创新高

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港股收盘(05.20) | 恒指收跌0.57% 半导体股逆市爆发兆易创新(03986)大涨17%创新高