港股收評:三大指數齊挫,基建股、中資券商股下跌明顯,中國石油逆勢升超2%
特朗普關税即將於本週開始實施,股票風險市場集體下跌。港股再度呈現回調行情,尤其是恒生科技指數盤中一度大跌3.1%,最終收跌2.03%,恒生指數、國企指數分別下跌1.31%及1.05%,市場情緒十分低迷。盤面上,大型科技股、中字頭等權重多數表現弱勢,美團、小米均下跌3.6%,小米較歷史最高位跌去17%,美團、騰訊、阿里巴巴、京東跌超2%;中字頭以高鐵基建股跌幅最大,去年純利同比減少16.7%,中國中鐵放量大跌近10%,半導體股龍頭中芯國際跌近4%;瑞銀指澳門打擊非法兑換犯罪活動,料行業短期氣氛承壓,濠賭股集體承壓,中資券商股下跌明顯,華泰證券跌超9%,中信建投、招商證券、中金公司皆下跌,軍工股、體育用品股、汽車股、航空股、餐飲股、光伏股等齊跌。另一方面,家電板塊全天維持強勢,其中,2024年營收利潤均創新高,美的集團盤中升至7%,豬肉概念股、電信股、石油股部分上升,業績仍再創新高,中國石油逆勢升超2%。(格隆匯)
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