<p>恒生指数今天（24 日）扭转了亏损，收盘上涨。在美伊谈判的阴影下，软件股下跌和油价上涨对市场情绪造成了压力。隔夜（23 日），道琼斯工业平均指数和纳斯达克分别下跌 0.4% 和 0.9%。截至发稿时，美国 2 年期国债收益率上升至 3.836%，而美国 10 年期国债收益率攀升至 4.326%，美元指数上涨至 98.78。道琼斯期货下跌 80 点或 0.16%，而纳斯达克期货上涨 167 点或 0.62%。上海综合指数下跌 13 点或 0.3%，收于 4,079 点，而深圳成分指数下跌 103 点或 0.6%，收于 14,940 点。创业板指数下跌 1.4%。上海和深圳市场的总成交额达到人民币 2.64 万亿元。</p>
<p>恒生指数开盘下跌 181 点，曾一度下跌 275 点至 25,639 点的低点，随后反弹至 26,004 点，下午上涨 89 点。最终收于 25,978 点，上涨 62 点或 0.2%。恒生中国企业指数收于 8,775 点，上涨 42 点或 0.5%。恒生科技指数收于 4,902 点，上涨 36 点或 0.8%。当天市场总成交额为 2367.23 亿港元。北向和南向交易总额为 1079.09 亿港元，南向资金今日录得净流入 34.6 亿港元（相比前一个交易日的净流入 85.98 亿港元）。ASMPT (00522.HK) 上涨 10.700 (+6.926%)，短线卖空 5701 万港元；比例 6.235%，收于 165.2 港元，标志着其连续第 11 个交易日上涨（累计上涨 54.9 港元或 50%）。澳大利亚矿业公司 IGO 大幅下调了其全球最大硬岩锂矿 Greenbushes 的全年生产预测。锂股反弹，天齐锂业 (09696.HK) 上涨 3.450 (+6.053%)，短线卖空 1.1448 亿港元；比例 12.380%，赣锋锂业 (01772.HK) 上涨 6.900 (+9.182%)，短线卖空 1.0833 亿港元；比例 7.526%，分别上涨 6.1% 和 9.2%。</p>
<p>本周，恒生指数下跌 182 点或 0.7%，恒生中国企业指数下跌 69 点或 0.8%，恒生科技指数下跌 140 点或 2.8%。本周南向资金录得净流入 133.17 亿港元（相比上周的 257.54 亿港元）。市场继续关注美伊谈判的进展。美国总统唐纳德·特朗普在周中宣布延长美伊停火协议，称德黑兰政府内部存在严重分歧，迫使延长协议。</p>
<p>锂股反弹；人工智能股承压</p>
<p>与大型人工智能模型相关的股票承压。MiniMax (00100.HK) 下跌 81.000 (-9.435%)，短线卖空 7.1477 亿港元；比例 35.231%，暴跌 9.4% 至 777.5 港元，成交额为 20.29 亿港元。智谱 (02513.HK) 下跌 93.000 (-9.047%)，短线卖空 6.0611 亿港元；比例 20.478%，下跌 9% 至 935 港元，成交额为 29.6 亿港元，而迅策 (03317.HK) 下跌 54.600 (-15.984%)，几乎下跌 16%。根据《环球时报》，白宫最近发布了一份备忘录，指责中国从美国人工智能实验室窃取知识产权，声称一家位于中国的实体正在故意进行工业规模的操作，以 “提炼” 领先的美国人工智能系统。在今天（24 日）的例行新闻发布会上，中国外交部发言人郭佳琨驳斥了这一指控，称其毫无根据，诋毁了中国在人工智能发展方面的成就，呼吁美国尊重事实，摒弃偏见，停止对中国的技术压制，促进两国之间的技术交流与合作。</p>
<p>此外，腾讯 (00700.HK) 下跌 1.800 (-0.363%)，短线卖空 14.8 亿港元；比例 16.230%，发布并开源了 Hunyuan HY3 的预览版本。其股价下跌 0.4% 至 493.4 港元。花旗在一份报告中指出，腾讯于昨日（23 日）推出了新的 HY3.0 预览版本，这是一种具有 2950 亿参数和 256k 上下文窗口的专家混合架构语言模型，在复杂推理和代理能力方面取得了显著改善。HY3.0 采取务实的方法，专注于现实世界的应用，而非实验室基准，并声称推理效率提高了 40%，价格具有竞争力。尽管被标记为预览版本，但该模型已被整合到腾讯广泛的产品生态系统中，包括元宝、ima、CodeBuddy、WorkBuddy、QQ、腾讯文档、腾讯地图、微信公众号和和平精英，表明其已准备好解决实际问题。</p>
<p>超过 1100 只股票下跌；中芯国际和华虹半导体表现亮眼</p>
<p>香港市场的广度略有改善。主板股票的上涨与下跌比例为 22 比 27（相比之前的 17 比 33），有 1113 只股票下跌（下跌 2.2%）。在恒生指数成分股中，46 只股票上涨，43 只下跌，涨跌比例为 51 比 48（相比之前的 27 比 70）。短线卖空总额为 440.96 亿港元，占可卖空证券 2024.08 亿港元成交额的 21.786%。</p>
<p>在 DeepSeek 发布 V4 预览版本并与国内芯片实现深度适配后，半导体股票大幅上涨。中芯国际 (00981.HK) 上涨 5.850 (+10.009%)，短线卖空 15 亿港元；比例 12.049%，华虹半导体 (01347.HK) 上涨 14.250 (+15.184%)，短线卖空 10.8 亿港元；比例 12.724%，分别上涨 10% 和 15.2%。天数智芯 (09903.HK) 上涨 39.800 (+9.540%)，短线卖空 4681 万港元；比例 6.894%，而纳芯微 (02676.HK) 上涨 12.800 (+9.001%)，分别上涨 9.5% 和 9%，同时比仁科技 (06082.HK) 上涨 1.800 (+4.045%)，短线卖空 1759 万港元；比例 3.582%，长光辰鑫 (03277.HK) 上涨 3.950 (+4.892%)，分别上涨 4% 和 4.9%。</p>
<p>DeepSeek-V4 的预览版本于今天（24 日）发布并开源，包括 DeepSeek-V4-Pro 和 DeepSeek-V4-Flash。根据官方文档，DeepSeek V4 在 NVIDIA GPU 和华为昇腾 NPU 上验证了其精细化的专家并行解决方案。官方 API 页面还指出，由于高端计算能力的限制，V4-Pro 模型的服务吞吐量仍然有限。预计在华为昇腾 950 超级节点进入大规模生产后，价格将在 2026 年下半年大幅降低。（wl/da）（香港股票报价延迟至少 15 分钟。空头数据截至 2026-04-24 16:25。）</p>
<p>本文由 AI 自动翻译，中文版本应视为权威版本。AASTOCKS.com Limited 不保证其准确性或完整性，并对因使用此翻译而产生的任何损害或损失不承担责任。</p>

华虹半导体

宏光半导体

<p>恒生指数今天收盘上涨，扭转了早前的跌势，尽管软件股下跌和油价上涨。该指数开盘走低，但随后反弹，收于 25,978 点，上涨 62 点。半导体股票中，中芯国际和华虹半导体表现突出，而与人工智能相关的股票则面临压力。市场密切关注美伊谈判，南向资金净流入达 34.6 亿港元。总体来看，1,113 只股票下跌，恒生指数成分股的市场宽度略有改善</p>

<p>The HSI reversed losses to close higher today (24th). Under the shadow of US-Iran negotiations, declines in software stocks and rising oil prices weighed on sentiment. Overnight (23rd), the DJIA and Nasdaq fell 0.4% and 0.9%, respectively. At the time of writing, the US 2-year Treasury yield rose to 3.836%, while the US 10-year Treasury yield climbed to 4.326%, and the US Dollar Index advanced to 98.78. DJIA futures were down 80 points or 0.16%, while Nasdaq futures were up 167 points or 0.62%. The Shanghai Composite Index fell 13 points or 0.3% to close at 4,079, while the Shenzhen Component Index dropped 103 points or 0.6% to 14,940. The ChiNext Index declined 1.4%. Total turnover on the Shanghai and Shenzhen markets reached RMB2.64 trillion.</p>
<div class="lb-trans"><p>恒生指数今天（24 日）扭转了亏损，收盘上涨。在美伊谈判的阴影下，软件股下跌和油价上涨对市场情绪造成了压力。隔夜（23 日），道琼斯工业平均指数和纳斯达克分别下跌 0.4% 和 0.9%。截至发稿时，美国 2 年期国债收益率上升至 3.836%，而美国 10 年期国债收益率攀升至 4.326%，美元指数上涨至 98.78。道琼斯期货下跌 80 点或 0.16%，而纳斯达克期货上涨 167 点或 0.62%。上海综合指数下跌 13 点或 0.3%，收于 4,079 点，而深圳成分指数下跌 103 点或 0.6%，收于 14,940 点。创业板指数下跌 1.4%。上海和深圳市场的总成交额达到人民币 2.64 万亿元。</p>
</div><p>The HSI opened 181 points lower and once dropped 275 points to a trough of 25,639, before rebounding to a peak of 26,004, up 89 points in the afternoon. It closed at 25,978, up 62 points or 0.2%. The HSCEI closed at 8,775, up 42 points or 0.5%. The HSTECH closed at 4,902, up 36 points or 0.8%. Total market turnover for the day was HKD236.723 billion. Northbound and southbound trading totaled HKD107.909 billion, with southbound funds recording a net inflow of HKD3.46 billion today (vs net inflow of HKD8.598 billion in the previous trading day). ASMPT (00522.HK) +10.700 (+6.926%)  Short selling $57.01M; Ratio 6.235%  surged 6.9% to close at HKD165.2, marking its 11th consecutive trading day of gains (cumulative increase of HKD54.9 or 50%). Australian miner IGO sharply lowered its full-year production forecast for Greenbushes, the worlds largest hard-rock lithium mine. Lithium stocks rallied, with Tianqi Lithium (09696.HK) +3.450 (+6.053%)  Short selling $114.48M; Ratio 12.380%  and Ganfeng Lithium (01772.HK) +6.900 (+9.182%)  Short selling $108.33M; Ratio 7.526%  rising 6.1% and 9.2%, respectively.</p>
<div class="lb-trans"><p>恒生指数开盘下跌 181 点，曾一度下跌 275 点至 25,639 点的低点，随后反弹至 26,004 点，下午上涨 89 点。最终收于 25,978 点，上涨 62 点或 0.2%。恒生中国企业指数收于 8,775 点，上涨 42 点或 0.5%。恒生科技指数收于 4,902 点，上涨 36 点或 0.8%。当天市场总成交额为 2367.23 亿港元。北向和南向交易总额为 1079.09 亿港元，南向资金今日录得净流入 34.6 亿港元（相比前一个交易日的净流入 85.98 亿港元）。ASMPT (00522.HK) 上涨 10.700 (+6.926%)，短线卖空 5701 万港元；比例 6.235%，收于 165.2 港元，标志着其连续第 11 个交易日上涨（累计上涨 54.9 港元或 50%）。澳大利亚矿业公司 IGO 大幅下调了其全球最大硬岩锂矿 Greenbushes 的全年生产预测。锂股反弹，天齐锂业 (09696.HK) 上涨 3.450 (+6.053%)，短线卖空 1.1448 亿港元；比例 12.380%，赣锋锂业 (01772.HK) 上涨 6.900 (+9.182%)，短线卖空 1.0833 亿港元；比例 7.526%，分别上涨 6.1% 和 9.2%。</p>
</div><p>For the week, the HSI fell 182 points or 0.7%, the HSCEI dropped 69 points or 0.8%, and the HSTECH declined 140 points or 2.8%. Southbound funds recorded a net inflow of HKD13.317 billion this week (vs HKD25.754 billion last week). The market continues to monitor developments in US-Iran negotiations. US President Donald Trump announced mid-week an extension of the ceasefire agreement between the US and Iran, citing serious divisions within the Tehran government as necessitating the extension.</p>
<div class="lb-trans"><p>本周，恒生指数下跌 182 点或 0.7%，恒生中国企业指数下跌 69 点或 0.8%，恒生科技指数下跌 140 点或 2.8%。本周南向资金录得净流入 133.17 亿港元（相比上周的 257.54 亿港元）。市场继续关注美伊谈判的进展。美国总统唐纳德·特朗普在周中宣布延长美伊停火协议，称德黑兰政府内部存在严重分歧，迫使延长协议。</p>
</div><p>Lithium Stocks Rebound; AI Stocks Under Pressure</p>
<div class="lb-trans"><p>锂股反弹；人工智能股承压</p>
</div><p>Stocks related to large AI models came under pressure. MiniMax (00100.HK) -81.000 (-9.435%)  Short selling $714.77M; Ratio 35.231%  plunged 9.4% to HKD777.5, with turnover of HKD2.029 billion. Zhipu (02513.HK) -93.000 (-9.047%)  Short selling $606.11M; Ratio 20.478%  fell 9% to HKD935, with turnover of HKD2.96 billion, while Xunce (03317.HK) -54.600 (-15.984%)  slumped nearly 16%. According to Global Times, the White House recently issued a memorandum accusing China of stealing intellectual property from US AI laboratories, alleging that an entity based in China is deliberately conducting industrial-scale operations to &#34;distill&#34; leading US AI systems. At a regular press conference today (24th), Chinese Foreign Ministry spokesperson Guo Jiakun rejected the claims as groundless and defamatory toward Chinas AI development achievements, urging the US to respect facts, abandon bias, cease technological suppression against China, and promote technological exchange and cooperation between the two countries.</p>
<div class="lb-trans"><p>与大型人工智能模型相关的股票承压。MiniMax (00100.HK) 下跌 81.000 (-9.435%)，短线卖空 7.1477 亿港元；比例 35.231%，暴跌 9.4% 至 777.5 港元，成交额为 20.29 亿港元。智谱 (02513.HK) 下跌 93.000 (-9.047%)，短线卖空 6.0611 亿港元；比例 20.478%，下跌 9% 至 935 港元，成交额为 29.6 亿港元，而迅策 (03317.HK) 下跌 54.600 (-15.984%)，几乎下跌 16%。根据《环球时报》，白宫最近发布了一份备忘录，指责中国从美国人工智能实验室窃取知识产权，声称一家位于中国的实体正在故意进行工业规模的操作，以 “提炼” 领先的美国人工智能系统。在今天（24 日）的例行新闻发布会上，中国外交部发言人郭佳琨驳斥了这一指控，称其毫无根据，诋毁了中国在人工智能发展方面的成就，呼吁美国尊重事实，摒弃偏见，停止对中国的技术压制，促进两国之间的技术交流与合作。</p>
</div><p>In addition, TENCENT (00700.HK) -1.800 (-0.363%)  Short selling $1.48B; Ratio 16.230%  released and open-sourced the preview version of Hunyuan HY3. Its shares fell 0.4% to HKD493.4. Citi noted in a report that Tencent launched the new HY3.0 preview version yesterday (23rd), a Mixture-of-Experts architecture language model with 295 billion parameters and a 256k context window, delivering significant improvements in complex reasoning and agent capabilities. HY3.0 adopts a pragmatic approach, focusing on real-world applications rather than lab benchmarks, and claims a 40% improvement in inference efficiency with competitive pricing. Although labeled a preview version, the model has already been integrated into Tencents broad product ecosystem, including Yuanbao, ima, CodeBuddy, WorkBuddy, QQ, Tencent Docs, Tencent Maps, WeChat Official Accounts and Peacekeeper Elite, indicating readiness for practical problem-solving.</p>
<div class="lb-trans"><p>此外，腾讯 (00700.HK) 下跌 1.800 (-0.363%)，短线卖空 14.8 亿港元；比例 16.230%，发布并开源了 Hunyuan HY3 的预览版本。其股价下跌 0.4% 至 493.4 港元。花旗在一份报告中指出，腾讯于昨日（23 日）推出了新的 HY3.0 预览版本，这是一种具有 2950 亿参数和 256k 上下文窗口的专家混合架构语言模型，在复杂推理和代理能力方面取得了显著改善。HY3.0 采取务实的方法，专注于现实世界的应用，而非实验室基准，并声称推理效率提高了 40%，价格具有竞争力。尽管被标记为预览版本，但该模型已被整合到腾讯广泛的产品生态系统中，包括元宝、ima、CodeBuddy、WorkBuddy、QQ、腾讯文档、腾讯地图、微信公众号和和平精英，表明其已准备好解决实际问题。</p>
</div><p>Over 1,100 Stocks Decline; SMIC and Hua Hong Shine</p>
<div class="lb-trans"><p>超过 1100 只股票下跌；中芯国际和华虹半导体表现亮眼</p>
</div><p>Market breadth in Hong Kong improved slightly. The ratio of advancers to decliners among main board stocks was 22 to 27 (vs 17 to 33 previously), with 1,113 stocks declining (down 2.2%). Among HSI constituents, 46 stocks rose while 43 fell, with an advancer-to-decliner ratio of 51 to 48 (vs 27 to 70 previously). Short selling amounted to HKD44.096 billion, accounting for 21.786% of the HKD202.408 billion turnover of securities eligible for short selling.</p>
<div class="lb-trans"><p>香港市场的广度略有改善。主板股票的上涨与下跌比例为 22 比 27（相比之前的 17 比 33），有 1113 只股票下跌（下跌 2.2%）。在恒生指数成分股中，46 只股票上涨，43 只下跌，涨跌比例为 51 比 48（相比之前的 27 比 70）。短线卖空总额为 440.96 亿港元，占可卖空证券 2024.08 亿港元成交额的 21.786%。</p>
</div><p>Following the release of the V4 preview version by DeepSeek, which achieved in-depth adaptation with domestic chips, semiconductor stocks surged. SMIC (00981.HK) +5.850 (+10.009%)  Short selling $1.50B; Ratio 12.049%  and Hua Hong Semiconductor (01347.HK) +14.250 (+15.184%)  Short selling $1.08B; Ratio 12.724%  jumped 10% and 15.2%, respectively. Tianshu Zhixin (09903.HK) +39.800 (+9.540%)  Short selling $46.81M; Ratio 6.894%  and Naxin Micro (02676.HK) +12.800 (+9.001%)  rose 9.5% and 9%, while Biren Technology (06082.HK) +1.800 (+4.045%)  Short selling $17.59M; Ratio 3.582%  and Changguang Chenix (03277.HK) +3.950 (+4.892%)  gained 4% and 4.9%.</p>
<div class="lb-trans"><p>在 DeepSeek 发布 V4 预览版本并与国内芯片实现深度适配后，半导体股票大幅上涨。中芯国际 (00981.HK) 上涨 5.850 (+10.009%)，短线卖空 15 亿港元；比例 12.049%，华虹半导体 (01347.HK) 上涨 14.250 (+15.184%)，短线卖空 10.8 亿港元；比例 12.724%，分别上涨 10% 和 15.2%。天数智芯 (09903.HK) 上涨 39.800 (+9.540%)，短线卖空 4681 万港元；比例 6.894%，而纳芯微 (02676.HK) 上涨 12.800 (+9.001%)，分别上涨 9.5% 和 9%，同时比仁科技 (06082.HK) 上涨 1.800 (+4.045%)，短线卖空 1759 万港元；比例 3.582%，长光辰鑫 (03277.HK) 上涨 3.950 (+4.892%)，分别上涨 4% 和 4.9%。</p>
</div><p>The preview version of DeepSeek-V4 was launched and open-sourced today (24th), including DeepSeek-V4-Pro and DeepSeek-V4-Flash. According to official documentation, DeepSeek V4 verified its fine-grained Expert Parallel solution on both NVIDIA GPUs and Huawei Ascend NPUs. The official API page also noted that, due to constraints in high-end computing power, service throughput for the V4-Pro model remains limited. Prices are expected to be substantially reduced in 2H26 after the Huawei Ascend 950 super nodes enter mass production. (wl/da)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-24 16:25.)</p>
<div class="lb-trans"><p>DeepSeek-V4 的预览版本于今天（24 日）发布并开源，包括 DeepSeek-V4-Pro 和 DeepSeek-V4-Flash。根据官方文档，DeepSeek V4 在 NVIDIA GPU 和华为昇腾 NPU 上验证了其精细化的专家并行解决方案。官方 API 页面还指出，由于高端计算能力的限制，V4-Pro 模型的服务吞吐量仍然有限。预计在华为昇腾 950 超级节点进入大规模生产后，价格将在 2026 年下半年大幅降低。（wl/da）（香港股票报价延迟至少 15 分钟。空头数据截至 2026-04-24 16:25。）</p>
</div><p>This article was automatically translated by AI, the Chinese version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation.</p>
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