港股收评:恒指微涨0.03%,科技股分化,“反内卷”相关板块强势,航空股午后大跌

格隆汇
Aug 06, 2025

港股三大指数收盘涨跌不一,恒生指数涨0.03%盘中一度重回25000点,恒生科技指数涨0.2%,国企指数跌0.21%,三大指数全天呈现窄幅震荡行情。 盘面上,大型科技股涨跌不一,腾讯涨1.7%,快手、阿里巴巴涨幅在1%以内,美团跌1.46%,百度、小米、京东飘绿;“反内卷”相关板块表现强势,涨价潮叠加反内卷,纸业板块涨幅居前,晨鸣纸业、玖龙纸业均大涨10.75%且均刷新阶段新高,煤炭股、钢铁股全天表现活跃,军工股、苹果概念股、半导体芯片股、石油股、手游股、黄金股纷纷上涨。 另一方面,航空股午后跌幅明显扩大,国泰航空绩后大跌9.66%,三大航空股均跌超1.3%,内银股走低,交通银行、农业银行、中信银行均跌2%,体育用品股、脑机接口概念股、风电股、濠赌股、内房股多数呈现下跌行情。(格隆汇)

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