壁仞科技(06082.HK)開跌3.5%，公司擬配售1.53億股新H股。

Goldman Sachs raised its target price on Huahong Hongli (01347.HK) to HK$333 from HK$174 and reiterated a Buy rating, citing stronger demand for AI chips and data-center power-management ICs as large-model capabilities improve (citing Meituan-W’s LongCat2.0). The bank expects generative AI to sustain demand, forecasts continued ramp-up of 12‑inch capacity and a product-mix shift toward 40nm and 28nm, and lifted net profit forecasts for FY2027–FY2029 by 1%–8%. Goldman projects operating margin to rise from 1% in FY2026 to 4%/8%/12% in FY2027/FY2028/FY2029, normalizing at 14%–17% in FY2030–FY2031.

A股有機硅板塊盤初拉昇，東嶽硅材漲超10%，晨光新材、新亞強、迴天新材、宏柏新材、江瀚新材等跟漲。