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港股午評:創階段新高好回落,恒指跌0.55%,科技股普跌,CXO板塊重挫
格隆匯 02-24 12:00
港股三大指數盤初快速衝高,臨近午盤現跳水行情。恒生科技指數跌1.44%,恒生指數、國企指數分別下跌0.55%及0.45%,盤中三者均刷新階段新高位,連續創階段新高後市場做多情緒或保持謹慎。盤面上,作為市場風向標的大型科技股多數下跌,快手跌近6%,騰訊跌近3%,阿里巴巴跌近2%,小米、網易、京東皆下跌,美團仍升超1%;特朗普敦促藥廠返美生產,否則面臨關税,CXO板塊重挫,藥明繫個股跌幅靠前,藥明康德、藥明生物大跌9%;前期持續上升的DeepSeek概念股普遍下挫,萬國數據大跌超13%,創夢天地、金蝶國際、微盟集團、美圖公司跌幅明顯,尤其是中國電信創新高後回落跌近7%;蘋果概念股、手遊股、教育股、港口及海運股、石油股、黃金股普跌。另一方面,機構看好2月賭收情況+澳門下月推大型促消費活動,濠賭股逆勢拉昇,匯彩控股繼續大升近14%領銜,金沙中國、銀河娛樂等跟升;多家航司發佈1月“成績單”,航空股普遍上升,內房股、物管股攜手拉昇。(格隆匯)
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