智通财经APP获悉，科网股今早全线承压，拖累恒生科技指数大跌超4%，触及3829.18低点，为2024年924以来新低。今年以来，恒科指数已经累跌超30%。截至发稿，阿里巴巴-W(09988)跌5.3%，报98.2港元；腾讯(00700)跌3.2%，报381.2港元。
消息面上，隔夜美股市场中概股集体收跌，反映中概股表现的纳斯达克中国金龙指数大幅收跌2.35%。值得注意的是，北水昨日大幅撤离科网股。10月21日南向资金净卖出港股超44亿港元，其中卖出科网股的资金占北水流出量超过一半，腾讯昨日遭净卖出17.06亿港元，为北水净卖出之首；阿里巴巴同样遭净卖出8.78亿港元，为个股净卖出第三位。
博大资本国际行政总裁温天纳表示，美国通胀数据推高加息预期，美债收益率上行压制成长股估值，港股科技股（尤其是互联网平台）AI资本开支加大，短期压制利润率和现金流，市场对回报周期存在疑虑，目前恒生科技指数结构偏重传统互联网与电商，AI硬件权重有限，过去一年错失了部分全球AI主线行情。
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