港股午评|恒生指数早盘跌1.47% AI硬件跌幅领先

中金财经
5 hours ago
  智通财经APP获悉,港股恒生指数跌1.47%,跌358点,报23955点;恒生科技指数跌2.94%。港股早盘成交1138亿港元。   恒瑞医药(01276)涨超3%,自研治疗AD药物SHR-3201注射液获批开展临床试验。   国恩科技(02768)盈喜后反弹超12%,预计前三季度归母净利最高同比增长78.84%。   通胀及AI估值泡沫担忧冲击AI硬件,长飞光纤光缆(06869)跌超13%,澜起科技(06809)跌超11%。   ASMPT(00522)跌超8%,据报SK海力士推迟部分HBM4后道设备订单。   手机产业链全线下跌。三季度国内手机出货量创13年来同比新低,全球手机出货量亦大跌。鸿腾精密(06088)跌7%;富智康集团(02038)跌5%。   有色金属股集体走低。美9月通胀超预期推升加息押注,有色商品多数受压。五矿资源(01208)跌6%;洛阳钼业(03993)跌5%。   锂电池概念股延续跌势,退税下调削弱整车出口需求预期,或进一步传导至上游锂电。宁德时代(03750)跌6%;中创新航(03931)跌4%。   中联重科(01157)跌超4%,拟8.997亿元出售路畅科技约29.99%股份。   德昌电机控股(00179)跌超6%,年内股价已经腰斩,汇兑与成本拖累中期溢利。   

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