港股午评:恒指涨0.18%,“反内卷”相关板块强势,创新药高开低走

格隆汇
Aug 06, 2025

临近午盘港股三大指数短线拉升集体转涨,恒生指数涨涨0.18%盘中重回25000点,国企指数微跌0.03%,恒生科技指数微涨0.03%。盘面上,大型科技股涨跌各异,其中,阿里巴巴、腾讯涨近2%,京东飘红,美团、网易、百度跌超1%;“反内卷”相关板块涨幅抢眼,涨价潮叠加反内卷,纸业股持续上攻,玖龙纸业大涨超11%,钢铁股、煤炭股拉升明显,马鞍山钢铁续刷阶段新高,中国神华更是创下跌历史新高价;消息称苹果iPhone17系列发布会定于9月9日举行,苹果概念股多数走强,石油股、黄金股表现活跃。另一方面,餐饮股跌幅明显,权重股百胜中国绩后跌超4%,九毛九、海底捞走低,创新药概念股呈现高开低走行情,脑机接口概念股、濠赌股、内银股、半导体股齐跌。(格隆汇)

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