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港股早評:恒指大幅低開2.27% 科技股、中資券商股、內房股齊跌 半導體股走強
格隆匯 11-11 09:28
內地化債方案落地,上週五美股再創新高,中概指數大跌近5%。港股今日大幅低開,恒指跌2.27%,國指跌2.37%,恒生科技指數跌3.08%。盤面上,大型科技股全線下挫,快手跌近6%,京東跌超5%,美團跌3.55%,網易、阿里巴巴跌近3%,百度、騰訊跌超2%;中資券商股、內房股、汽車股、生物醫藥股等熱門板塊下跌明顯,中信證券跌近4%,世茂集團跌超9%,凱萊英大跌超10%,餐飲股、家電股、啤酒股等消費概念股齊跌。另一方面,消息稱美國要求台積電11日起停止向中國大陸客户供應AI先進晶片,國產替代迎來機會,半導體股逆勢上升,龍頭中芯國際高開近5%,華虹半導體升近2%,比特幣創新高,加密貨幣概念股走強。(格隆匯)
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