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港股开盘,恒指开涨1.14%,科指开涨1.6%。宁德时代(03750.HK)绩后开跌2.87%,股价触及400港元关口。人工智能硬件与算力板块回暖,联想集团(00992.HK)涨6%,胜宏科技(02476.HK)涨超4%。
2026-10-21
港股开盘,恒指开涨1.14%,科指开涨1.6%。宁德时代(03750.HK)绩后开跌2.87%,股价触及400港元关口。人工智能硬件与算力板块回暖,联想集团(00992.HK)涨6%,胜宏科技(02476.HK)涨超4%。
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其他消息
2026-10-20
港股人工智能板块下挫,群核科技(00068.HK)跌超20%,万国数据(09698.HK)跌超7%,智谱(02513.HK)跌超6.5%,剑桥科技(06166.HK)、MINIMAX-W(00100.HK)跌超5%。
港股人工智能板块下挫,群核科技(00068.HK)跌超20%,万国数据(09698.HK)跌超7%,智谱(02513.HK)跌超6.5%,剑桥科技(06166.HK)、MINIMAX-W(00100.HK)跌超5%。
2026-10-21
JP Morgan said battery shares have materially underperformed in recent months as market focus has shifted from demand to profitability. The bank now rates all second-tier battery makers and battery materials and equipment coverage Neutral or Underweight and has cut earnings across the battery supply chain. JP Morgan still sees global EV and ESS battery demand rising 20–25% by 2027—above consensus—but warned profitability could deteriorate faster than expected and that profits are being reallocat
JP Morgan said battery shares have materially underperformed in recent months as market focus has shifted from demand to profitability. The bank now rates all second-tier battery makers and battery materials and equipment coverage Neutral or Underweight and has cut earnings across the battery supply chain. JP Morgan still sees global EV and ESS battery demand rising 20–25% by 2027—above consensus—but warned profitability could deteriorate faster than expected and that profits are being reallocated across the EV supply chain. Price-target cuts: CATL (03750.HK) HKD725->HKD500; 03931.HK HKD40->HKD17; 00470.HK HKD45->HKD22. All three stocks were downgraded from Overweight to Neutral.
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