港股午評:低開高走!科指升0.37%,半導體股、機器人概念股大升
港股上午盤三大指數低開高走,恒生科技指數午間收升0.37%,盤初一度大跌至2.3%,恒指、國指分別下跌0.28%及0.22%,二者曾跌超1.4%,市場仍舊顯示出韌性。盤面上,大型科技股多數呈現下跌行情,美團、百度跌近3%,快手、阿里巴巴、網易跌超1%,小米升超1%再創歷史新高;行業將受惠於DeepSeek人工智能基礎設施加速潛力,半導體芯片股大升,尤其是華虹半導體飆升超17%大幅領先,龍頭中芯國際亦大升超6%;另外,機器人概念股升幅十分明顯,優必選升幅居前,速騰聚創、微創機器人皆強勢;乳製品股拉昇,無視發盈警,蒙牛大升超10%,手機產業鏈股、汽車股、內房股普遍上升。另一方面,煤價創近四年新低,煤炭股普遍走低,權重股中國神華跌超4%,《哪吒2》預測總票房下調市場擔心“票房後勁不足”,影視娛樂股繼續回調行情,家電股、教育股、港口航運股多數表現低迷。(格隆匯)
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