科网股承压走低,拖累恒生科技指数跌超3%并跌破5000点大关,较去年10月高点已跌去20%。截至发稿,金山软件(03888)跌4.69%,报24.78港元;阿里巴巴-W(09988)跌4.34%,报136.8港元;腾讯(00700)跌1.74%,报509港元。消息面上,国金证券认为,AI叙事“新老切换”,美元流动性收紧,叠加春节前后,外卖、红包补贴进一步加剧对互联网巨头企业盈利性的担忧,导致...
Source Link科网股承压走低,拖累恒生科技指数跌超3%并跌破5000点大关,较去年10月高点已跌去20%。截至发稿,金山软件(03888)跌4.69%,报24.78港元;阿里巴巴-W(09988)跌4.34%,报136.8港元;腾讯(00700)跌1.74%,报509港元。消息面上,国金证券认为,AI叙事“新老切换”,美元流动性收紧,叠加春节前后,外卖、红包补贴进一步加剧对互联网巨头企业盈利性的担忧,导致...
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