港股午评:三大指数齐跌 科技股、半导体股多数低迷 创新药概念股持续上涨

格隆汇
Jul 04, 2025

港股上午盘三大指数探底回升,临近午盘跌幅明显收窄。恒生指数午间收跌0.62%,国企指数、恒生科技指数分别下跌0.43%及0.47%,三者盘中均大跌超1.5%。 盘面上,大型科技股多数走低,百度涨约1%,快手、网易小幅飘红,小米跌超1%,美团、阿里巴巴、京东、腾讯微幅下跌;稀土概念股、苹果概念股、航空股、军工股、内险股、餐饮股普遍表现低迷,美方解除对中国芯片设计软件出口限制,半导体芯片股今日走低,龙头中芯国际跌1%。 另一方面,行业迎持续性利好,京东蚂蚁据报为推出离岸人民币稳定币游说,稳定币概念股走势活跃,生物医药股持续强势,创新药概念方向再度领涨,华昊中天医药3日涨幅翻逾一倍,表现十分抢眼;中资券商股盘中拉升,叠加稳定币概念的国泰君安国际大涨近21%领衔;工信部提出治理光伏行业低价无序竞争,光伏股再度活跃,信义光能、新特能源涨幅居前。(格隆汇)

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