港股午评|恒生指数早盘涨1.61% 存储概念走高

智通财经08-17

智通财经APP获悉，港股恒生指数涨1.61%，涨405点，报25521点；恒生科技指数涨2.01%。港股早盘成交1182亿港元。存储概念走高，存储重估逻辑持续强化，SK掌门人警告明年或迎最严重“存储荒”。兆易创新(03986)涨6.85%；澜起科技(06809)涨4.8%。晶圆代工双雄二季度业绩齐增。华虹宏力(01347)涨7.14%；中芯国际(00981)涨7.27%。PCB概念股涨幅居前。...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohunote.com/m/news/2660104898?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-08-17 12:00","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2660104898","market":"fut","top_or_hot":-1,"title":"港股午评|恒生指数早盘涨1.61%    存储概念走高","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，港股恒生指数涨1.61%，涨405点，报25521点；恒生科技指数涨2.01%。港股早盘成交1182亿港元。存储概念走高，存储重估逻辑持续强化，SK掌门人警告明年或迎最严重“存储荒”。兆易创新(03986)涨6.85%；澜起科技(06809)涨4.8%。晶圆代工双雄二季度业绩齐增。华虹宏力(01347)涨7.14%；中芯国际(00981)涨7.27%。PCB概念股涨幅居前。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1480600.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股午评|恒生指数早盘涨1.61%    存储概念走高</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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港股午评|恒生指数早盘涨1.61%    存储概念走高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-17 12:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1480600.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，港股恒生指数涨1.61%，涨405点，报25521点；恒生科技指数涨2.01%。港股早盘成交1182亿港元。存储概念走高，存储重估逻辑持续强化，SK掌门人警告明年或迎最严重“存储荒”。兆易创新(03986)涨6.85%；澜起科技(06809)涨4.8%。晶圆代工双雄二季度业绩齐增。华虹宏力(01347)涨7.14%；中芯国际(00981)涨7.27%。PCB概念股涨幅居前。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1480600.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"FT_SY_MHI","symbol_name":"小恒指","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1480600.html","article_id":"2660104898","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2660104898","pubTimestamp":1786939243,"columns":[{"name":"港股","id":23,"label_key":"policyRegulatory"}],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，港股恒生指数涨1.61%，涨405点，报25521点；恒生科技指数涨2.01%。港股早盘成交1182亿港元。存储概念走高，存储重估逻辑持续强化，SK掌门人警告明年或迎最严重“存储荒”。PCB概念股涨幅居前。建滔积层板涨5%；建滔集团涨5.6%。药明康德涨超4%再创新高，初步禁令申请获批，公司全面上调2026年业绩指引。中创新航涨6.6%，上半年净利预增逾1倍，业务规模持续增长。集运欧线盘中涨超10%，地缘风险仍存或推迟红海复航进度。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"82800":"盈富基金-R","83115":"安硕恒生指数—R","159271":"恒生指数","513600":"恒生指数ETF南方","02800":"盈富基金","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","TCHI":"iShares MSCI China Multisector Tech ETF","09115":"安硕恒生指数—U","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","VXUS":"国际股票ETF-Vanguard","00981":"中芯国际","SG9999006597.SGD":"United China-India Dynamic Growth SGD","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","07500":"南方两倍做空恒指","03115":"安硕恒生指数","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK1589":"北水核心资产","BK4588":"碎股","01347":"华虹宏力","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","BK1163":"半导体产品","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","03419":"A GX恒指备兑","KCAI":"KraneShares China Alpha Index ETF","02833":"恒指ETF","07300":"FI南方恒指","BK1526":"科网股","BK1610":"ETF&股票定投概念","03037":"南方恒指ETF","BK1607":"新IT概念","07200":"南方两倍做多恒指","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","BK1614":"港股-半导体","HSI":"恒生指数","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","BK4585":"ETF&股票定投概念"},"translate_title":"Hong Kong Stocks Afternoon Review | Hang Seng Index rose 1.61% in early trading, storage concept rose","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/97e2890ec51e431b7e1d54149196b8d7","symbols_score_info":{"82800":0.6,"83115":0.6,"159271":1.5,"513600":0.6,"HSImain":1.5,"07500":0.6,"MHImain":1.5,"KCAI":1.5,"02833":0.6,"VXUS":1.5,"TCHI":0.6,"07200":0.6,"00981":0.9,"03037":0.6,"MCHmain":0.6,"03419":0.6,"07300":0.6,"01347":0.9,"03115":0.6,"09115":0.6,"HHImain":0.6,"HSI":1.5,"02800":0.6},"content_text":"智通财经APP获悉，港股恒生指数涨1.61%，涨405点，报25521点；恒生科技指数涨2.01%。港股早盘成交1182亿港元。存储概念走高，存储重估逻辑持续强化，SK掌门人警告明年或迎最严重“存储荒”。兆易创新(03986)涨6.85%；澜起科技(06809)涨4.8%。晶圆代工双雄二季度业绩齐增。华虹宏力(01347)涨7.14%；中芯国际(00981)涨7.27%。PCB概念股涨幅居前。上半年PCB/CCL业绩表现亮眼，机构看好下半年进一步增长趋势。建滔积层板(01888)涨5%；建滔集团(00148)涨5.6%。长飞光纤光缆(06869)涨7.7%，据报中移动集采限价上调，机构看好光纤光缆投资机会。亚博科技控股(08279)再涨12%，携手港金所推动香港贵金属交易、清算及结算体系全面升级。思摩尔国际(06969)涨超7%，恒生科技指数编制方法革新，机构指公司有望进入指数。药明康德(02359)涨超4%再创新高，初步禁令申请获批，公司全面上调2026年业绩指引。中创新航(03931)涨6.6%，上半年净利预增逾1倍，业务规模持续增长。集运股全线走高。集运欧线盘中涨超10%，地缘风险仍存或推迟红海复航进度。东方海外国际(00316)涨7%；德翔海运(02510)涨6%；海丰国际(01308)涨4%。商汤-W(00020)涨10%，预计中期扭亏为盈5亿至7亿元，上市以来首次实现合并盈利。银诺医药-B(02591)大跌超24%，上市届满一年迎来解禁，解禁股数为3.84亿股。小菜园(00999)跌超2%，上半年归母净利同比减少24.2%，堂食客单价降至50.5元。","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":"","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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2660104898","isCrawlerRequest":true}