美伊谈判破裂，霍尔木兹海峡紧张升级，全球风险资产承压。港股三大指数全天呈现弱势行情，恒生指数跌0.9%，国企指数、恒生科技指数分别下跌0.61%及0.79%，三者盘中跌幅均超1.1%。 具体盘面上，权重科技股多数表现低迷，腾讯跌近3%，阿里巴巴跌近2%，美团、百度、快手跌超1%，京东飘红；美伊谈判破裂油价重返100美元，小摩警告油价恐飙至120美元，航空板块承压，三大航空股领衔下跌；互联网医疗板块跌幅靠前，京东健康午后走低收跌9.3%；重型机械股、餐饮股、保险股、苹果概念股纷纷下跌，光通讯龙头长飞光纤光缆继续回调，AI应用概念股走势分化，其中迅策大涨超15%再创新高，金山云、智谱、迈富时上涨。 另一方面，中东战火重塑全球能源版图，中国新能源产业链正成为这场危机最大的受益者之一，新能源汽车股全天活跃，蔚来大涨7.5%，比亚迪股份创阶段新高，半导体股、锂电股、石油股多数逆势上涨。(格隆汇)
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