港股收評:大幅回撤!科指大跌5.32%,恆指重挫近800點,科技股、機器人概念股等主線大跌
特朗普關稅影響及媒體稱國際對衝基金獲利了結港股,港A兩地股市今日大跌,尤其是恆生科技指數收跌5.32%表現最差,恆生指數、國企指數分別下跌3.28%及3.63%,恆指更是跌近800點,三大指數近期持續上漲刷新階段新高,今日迎來最大回撤行情。據瞭解,海外投行交易臺方面的數據顯示,本週看到了比較明顯的外資獲利了結行爲。盤面上,作爲本輪上漲主力的大型科技股集體下挫引領市場回調,阿里巴巴、美團跌超6%,快手跌5.6%,百度跌4.8%,京東、騰訊跌超3%,小米創新高後回落收跌2.35%;高盛唱空機器人,導致近期熱點機器人板塊大跌,帶領DeepSeek概念股、半導體股、AI軟件股全線下跌,近期市場最強主線下跌帶崩了市場情緒;此外,近期熱門的汽車股、大金融股(銀行、保險、券商)、高息概念股亦表現低迷。另一方面,連續大漲的餐飲股部分維持上漲行情,百勝中國勉強收紅錄得4連漲,最爲耀眼的奈雪的茶收跌2.33%,近3日最大漲幅近乎翻倍!2月博彩數據將於明日發佈,濠賭股多數逆勢拉昇,美高梅中國盤中刷新4個月新高價,此外,全市場跌幅超10%以上個股近80只。(格隆匯)
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