Tiger Brokers

科网板块集体回调 阿里巴巴-W(09988)跌4.12%

金吾财讯
Jun 25

金吾财讯 | 科网股板块集体回调，快手-W(01024)跌1.44%，美团-W(03690)跌1.62%，腾讯控股(00700)跌1.68%，网易-S(09999)跌1.94%，京东集团-SW(09618)跌2.47%，小米集团-W(01810)跌3.31%，百度集团-SW(09888)跌3.36%，阿里巴巴-W(09988)跌4.12%，携程集团-S(09961)跌8.88%。消息面上，携程集团第一季度收益不及预期，导致科网板块回调。携程一季度净营业收入162.08亿元，同比升17.2%；纯利24.99亿元，同比下跌41.6%；每股普通股基本收益3.85元。非公认会计准则的净利润跌6.8%至39.05亿元。预计2026年第二季度净收入同比增速将大幅放缓至约3%-8%，并对当季利润率及盈利产生相应影响。管理层解释称，这主要受到高能源价格、地缘政治波动等宏观不利因素，以及为适应行业标准与合规框架最新变化而主动进行的运营调整影响。中金公司研究部首席海外与港股策略分析师刘刚表示，港股尤其科指近期偏弱，不过即使恒指短期或仍有沽压，惟料不会大跌，下半年预计在26000点水平震荡，维持恒指年底目标26000点。刘刚于2026下半年资本市场展望媒体简报会上指，港股恒指今年以来表现跑输美股、韩股及台股主要指数，主要原因是恒指权重股中受惠人工智能（AI）资本开支大升的股份相对不多，而恒指近日沽压增加，则主要因为市场对美国今年加息预期升温有关。

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