港股收评:冲高回落!恒指再度失守24000点,创新药、光伏概念明显强势

格隆汇
Jul 04, 2025

港股三大指数总体呈现低开高走行情,尤其是午后开盘后拉升明显均由跌转涨,恒生科技指数一度涨约1%,最终收跌0.33%,恒生指数、国企指数分别下跌0.64%及0.45%,恒指再度失守24000点,早盘三大指数均跌超1.5%。盘面上,大型科技股普遍下跌但总体波动不大,其中,美团跌1.6%,阿里巴巴、小米跌1%,京东、腾讯跌0.8%,百度、快手涨超1%;迎持续性利好,生物医药股在弱市中继续强势,尤其是创新药概念方向涨幅明显,华昊中天医药一度大涨超40%以上,3日累计涨幅翻倍;工信部发声推动落后产能有序退出,机构称行业供给侧有望迎来转机,光伏股股继续上涨行情,信义能源大涨15%领衔,阳光能源、协鑫科技跟涨;美方解除对中国芯片设计软件出口限制,半导体芯片股午后拉升明显,龙头中芯国际上涨1.5%。另一方面,军工股、苹果概念股全天表现低迷,乳制品股、军工股、苹果概念股、餐饮股、航空股、汽车股、黄金股普遍走低。此外,全市场近30只个股跌幅在10%以上。(格隆汇)

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