港股收評：生物醫藥股回調，小米市值兩天縮水1200億港元
4月2日，港股三大指數衝高回落，市場情緒保持謹慎。恆生科技指數最終收漲0.35%，恆指、國指基本平收。
盤面上，大型科技股多數上漲，快手漲超2%，百度漲超1%，小米股價再度大跌超4%，美團飄綠；重型機械股全天表現活躍，蘋果概念股、內險股集體上漲，半導體股、中資券商股、家電股、海運股、紙業股多數上漲。黃金股全天低迷，銅、鋁等有色金屬股齊跌，昨日大幅上漲的生物醫藥股全線回調，機器人概念股、光伏股普跌。
具體來看：
科技股分化，小米收跌超4%，嗶哩嗶哩、美團均小幅收跌，快手漲超2%，百度、京東、阿里微漲。個股消息面上，雷軍最新迴應小米SU7事故表示：無論發生什麼，小米都不會迴避。小米集團總市值近兩天已經縮水1204億港元。
重型機械股漲幅居前，三一國際漲超6%，中聯重科漲超5%，達豐設備漲超4%，消息面上，三一國際公佈2024年度財報，收益219.1億人民幣(下同)，按年增加8%。東吳證券認爲，水利投資高增速對小挖形成支撐，地產企穩、基建發力對中挖形成支撐，礦山需求穩定對大挖銷量形成支撐，疊加存量更新替換背景下，全年挖機內銷值得期待。
半導體股走強，貝克微漲超14%，順泰控股、上海復旦漲超6%，華虹半導體漲超3%。
蘋果概念股上漲，丘鈦科技、舜宇光學科技、高位電子、比亞迪電子漲超2%。消息面上，蘋果宣Apple Intelligence正式向全球更多用戶開放，爲用戶提供一系列AI輔助能力，涵蓋文本創作、圖像生成與智能通知等多個場景。
黃金股全天低迷，銅、鋁等有色金屬股齊跌，靈寶黃金跌超4%，中國白銀集團、招金礦業跌超3%。瑞銀表示，多重因素支撐了黃金價格的上漲，但想要達到3500美元的目標價，仍需要更強的催化劑。
生物醫藥股全線回調，藥明合聯跌超6%，泰格醫藥跌超5%，藥明生物跌超2%。消息面上，藥明康德公告，2025年4月1日，公司出售藥明合聯5080萬股股票，約佔總股本4.23%，成交金額約21.78億港元
今日，南向資金淨買入117.17億港元，其中港股通（滬）淨買71.81億港元，港股通（深）淨買入39.36億港元。
展望後市，德銀認爲，中國股票的估值與全球其他市場相比仍處在低位，預計海外長期資金流入市場將進一步支撐市場的反彈，看好IT、可選消費品和綠色能源行業的未來前景。
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