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《港股》恆指低開233點 科技股偏軟 石藥升逾7%
美國聯邦上訴法院批准特朗普政府的要求,暫停一項下級法院的裁決,暫時恢復特朗普關稅。港股開市偏軟,恆指低開233點或0.99%,報23,339點;國指低開97點或1.14%,報8,462點;恆生科技指數低開66點或1.26%,報5,234點。 科技股偏軟,網易(09999.HK)低開3.9%,為表現最差藍籌股。騰訊(00700.HK)多款產品已接入DeepSeek R1最新版本,股價低開0.9%。阿里(09988.HK)低開2.5%,天貓618首階段家電及手機數碼品類成交較去年「雙11」增逾2.8倍。百度(09888.HK)低開2.2%,百度雲千帆模型及文小言全面接入DeepSeek R1最新模型。聯想集團(00992.HK)低開3.1%。小米(01810.HK)、美團(03690.HK)、嗶哩嗶哩(09626.HK)及京東(09618.HK)各低開1.4%至2.3%。 車股個別發展,據報比亞迪(01211.HK)山東經銷商逾20家4S店停運,股價低開2.4%。蔚來(09866.HK)低開2%。理想(02015.HK)首季Non-GAAP純利按年跌20.3%,至於理想i8及i6分別定於7月及9月發布,股價高開4.3%。 金融股方面,匯控(00005.HK)擬發行20億美元永久後償或有可轉換證券,股價低開0.5%。港交所(00388.HK)低開0.5%。友邦(01299.HK)高開0.4%。此外,寧德時代(03750.HK)低開0.5%。 石藥(01093.HK)正就三項潛在交易進行磋商,潛在首付款等合計約50億美元,股價高開7.6%,為表現最佳藍籌股。中生製藥(01177.HK)亦高開1.4%。此外,舜宇(02382.HK)低開2.8%。
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