金吾财讯 | 港股科网股集体走弱，小米集团‑W (01810) 跌 1.95%，阿里巴巴‑W (09988) 跌 1.96%，网易‑S (09999) 跌 2.50%，美团‑W (03690) 跌 2.45%，贝壳‑W (02423) 跌 2.51%，百度集团‑SW (09888) 跌 2.91%，阿里健康 (00241) 跌 3.52%，京东健康 (06618) 跌 4.38%，哔哩哔哩‑W (09626) 跌 6.77%
华源证券研报认为，市场重点关注头部互联网企业对AI业务的阐述及资本开支指引。AI Agent技术推进及入口竞争加剧，可能影响流量广告、激励等传统核心商业模式，相关产业进展值得关注。头部互联网企业凭借平台优势保持业绩韧性，其内部组织架构调整的战略价值、AI底层技术研发投入及应用落地进度，仍是产业发展与市场交易的核心，建议持续关注腾讯、阿里、美团、快手等重点企业的相关动态。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.