港股早評:恒指微跌0.02% Deepseek概念股分化 中央一號文件發佈農業股大升
上週五大幅上升再創階段新高的港股三大指數開盤升跌不一,恒指微跌0.02%,國指升0.04%,恒生科技指數升0.09%。盤面上,大型科技股多數繼續上升但總體波動不大,美團升超1%,小米、騰訊、阿里巴巴升幅在1%以內,快手跌2.57%,百度飄綠;2025年中央一號文件首提“農業新質生產力”,農業股十月稻田高開超9%,農業機械股第一拖拉機股份升近7%;Deepseek概念股走勢分化,商湯、中國軟件國際升超2%,萬國數據大跌超9%,金蝶國際、金山雲跌超2%;AI醫療股、電力股、水務股、半導體股多數上升,龍頭中芯國際升2%。另一方面,生物醫藥股走低,藥明繫個股全線下跌,藥明生物、藥明合聯均跌超4%,直播概念股、海運股、黃金股、鋁業股普遍下跌。(格隆匯)
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