港股午评:恒指微涨0.09% 科技股弱势 大金融股活跃 “反内卷”行情如火如荼

格隆汇
Jul 10, 2025

港股上午盘三大指数涨跌不一,恒生指数、国企指数分别上涨0.09%及0.3%,恒生科技指数跌0.44%表现相对较弱,市场总体波动不大。盘面上,大型科技股多数表现低迷,京东跌超2%,网易、百度跌超1%,阿里巴巴、小米、美团、腾讯跌幅在1%以内;大金融股集体上涨力撑大市飘红,区域银行股涨幅靠前,建设银行、光大银行等多股再创新高;“反内卷”行情如火如荼,光伏股、钢铁股、建材水泥股等集体活跃,其中,重庆钢铁股份一度大涨超超12%,阳光能源、海螺水泥皆走强;机构指解除EDA禁令和美越贸易协定短期内利好消费电子供应链,苹果概念股、消费电子概念股普遍上涨;内房股、乳制品股、药品股、煤炭股、高铁基建股多数上涨。另一方面,美国对铜征收进口关税令铜价下跌,铜业股领跌有色金属股,汽车股走势分化,航空股、体育用品股、新消费概念股多数走低,“股王”老铺黄金跌近3%。(格隆汇)

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