A股6G概念开盘走强，沃格光电、泰豪科技涨停；中瓷电子、光迅科技、世嘉科技等跟涨。

Hong Kong’s IPO market is regaining momentum, though macro headwinds may limit the pace. Goldman Sachs notes that geopolitical tensions in the Middle East and elevated U.S. interest rates could pressure earnings and valuations. An expected record year for U.S. IPOs may also divert global capital in the near term, even as it supports sentiment across peers. The rebound in IPO activity has also driven a pickup in Chinese private equity since mid-2025, they add. Meanwhile, AI is “changing the game” in private equity, offering advantages in fundraising and capital recycling.

港股群核科技(00068.HK)持续走强，现涨近40%，现报25.96港元。