港股午评:恒指微涨0.06%,半导体股、AI软件类股表现强势 内房股物管股走低

格隆汇
Aug 27, 2025

港股上午盘三大指数高开略有回落但均维持上涨,截止午盘,恒生指数涨0.06%,国企指数涨0.14%,恒生科技指数涨0.57%盘中一度涨至1.2%,再度刷新阶段新高。 盘面上,大型科技股涨跌各异,阿里巴巴、小米涨超1%,美团、京东跌超1%;深入实施人工智能+行动意见印发,半导体芯片股、AI软件类股表现强势,其中,联易融科技大涨20%,上海复旦大涨近15%,权重中芯国际涨超6%;苹果将于9月9日举行发布会,发布iPhone 17系列,苹果概念股拉升,蓝思科技涨超11%领衔且再创新高;水务股、机器人概念股、建材水泥股、稳定币概念股、纸业股纷纷上涨。 另一方面,业绩持续放榜,物管股与内房股继续昨日跌势,特朗普称将迅速对药品征收关税,生物医药股继续下跌,教育股、餐饮股、濠赌股、钢铁股、乳制品股表现弱势。(格隆汇)

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