港股午評:續刷階段新高!科指大升,科技股持續向好,阿里大升超12%
阿里財報超預期推動相關科技股大升,助力港股三大指數大幅走高,尤其是恒生科技指數大升4.69%表現最佳,恒指、跟升分別上升2.93%及2.91%,三者再度刷新階段新高,市場做多情緒繼續高升。盤面上,權重科技股升幅強勢,財報超預期,阿里巴巴暴升近13%領銜,小米升超5%再創歷史新高,騰訊升超4%,京東升超3%,百度、快手、美團皆上升;阿里資本開支遠超預期,新一輪AIDC投建狂潮有望開啟,雲計算概念股、DeepSeek概念股持續大火,塗鴉智能大升超28%,萬國數據、中國軟件國際、金蝶國際齊升;半導體芯片股亦大幅拉昇,疊加機器人概念的華虹半導體再度升超12%,龍頭中芯國際升超7%再創新高;受益數據要素與雲計算雙重催化,電信股大升,中國聯通升超12%,中國電信續創歷史新高價;鋰電池股、生物醫藥股、汽車股、大金融股、內房股、教育股等紛紛表現強勢。另一方面,紙業股逆勢大跌,A股晨鳴紙業停牌“戴帽”,港股晨鳴紙業繼續大跌超28%;澳門行政長官稱博彩業競爭加劇,濠賭股集體下跌,化粧品股、建材水泥股、黃金股、煤炭股普遍下跌。(格隆匯)
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