港股午評:三大指數齊跌 科技股加劇分化 汽車股繼續跌勢
港股上午盤三大指數呈現高開低走行情,恆生指數、國企指數分別下跌0.55%及0.37%,恆生科技指數跌0.38%,市場熱門板塊多數表現低迷。盤面上,大型科技股分化加劇,快手績後漲近5%,網易漲超2%,小米漲1.5%,阿里巴巴跌近2%,美團、騰訊、京東跌超1%;電動車內卷加劇行業情緒緊繃,汽車股延續下跌行情,理想汽車、比亞迪股份跌超2%;半導體芯片股走低,龍頭中芯國際跌超2%;此前連續走強的生物醫藥股回調,教育股、手遊股、內銀股、SaaS概念股多數下跌。另一方面,機構指生育補貼政策有望帶動乳製品消費需求的進一步復甦,乳業股、嬰童概念股逆勢活躍,油價走低疊加機票預訂量上漲,三大航空股齊漲。(格隆匯)
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