2026.02. 04 本文字数：1284，阅读时长大约2分钟 作者 | 第一财经 李隽 2月4日上午，香港上市的科技股继续遭遇利空，上午恒生科技指数继续跌2.19%，中午报收5347点，截至下午收盘跌逾1.8%；恒生指数下跌0.41%， 中午报收26725点，半天成交1514亿港元，截至收盘则小幅翻红，涨0.05%。 （注：我们会对线索进行核实。您的隐私将严格保密。） 推荐阅读 李亚鹏，一夜卖了1.6亿元茶 光大证券国际策略师伍礼贤向第一财经分析，近日科技股消息较多，2月3日受税收增加传闻影响，2月4日腾讯元宝被接入微信限制也受到市场关注，科 技股市场气氛依然一般，传统经济板块表现可能更为理想，如果美汇指数走弱，对传统经济板块的帮助可能较科技股更为明显。汇丰等国际银行股在当 前环球市场处于历史高点，对其财富管理等业务的帮助较大。 红蚁资本投资总监李泽铭认为，科技股昨日与今日大跌的逻辑有所不同，昨日源于对税务的忧虑，今日则更多受美股估值压力延伸至港股影响。美国人 工智能初创公司推出针对法律服务的AI应用，市场担忧应用可替代市面上部分法律服务软件及SaaS（软件即服务），港股今日跌幅较大的主要为金山 软件、微盟 ...

过去4个月港股呈现分化行情。 2月4日上午，香港上市的科技股继续遭遇利空，上午恒生科技指数继续跌2.19%，中午报收5347点，截 至发稿跌逾1.6%，恒生指数下跌0.41%，报收26725点，半天成交1514亿港元；截至发稿则小幅翻红。 虽然税收增加的消息并不属实，不过2月4日腾讯控股（00700.HK）等依然下跌并一度创出4个月调整新 低558港元；同日汇丰控股（00005.HK）、渣打集团（02888.HK）等海外金融股一度创出新高，港股呈 现出"金融强、科技弱"的特征。 红蚁资本投资总监李泽铭认为，科技股昨日与今日大跌的逻辑有所不同，昨日源于对税务的忧虑，今日 则更多受美股估值压力延伸至港股影响。美国人工智能初创公司推出针对法律服务的AI应用，市场担 忧应用可替代市面上部分法律服务软件及SaaS（软件即服务），港股今日跌幅较大的主要为金山软件、 微盟等。 相关媒体报道称，AI明星公司Anthropic发布的一款法律工作流插件，该插件能够处理合同审查、合规 检查、文档生成等企业法务，引发了对相关软件公司被替代的担忧，全球软件股大跌，港股方面，2月4 日金山软件（03888.HK）最大跌幅一度接近7%，微 ...

Group 1 - AI concept stocks have declined, with application software stocks leading the drop. Notable declines include Inspur Digital Enterprise (00596) down 6.33% to HKD 4.44, Kingsoft (03888) down 6.03% to HKD 27.42, and China Software International (00354) down 4.48% to HKD 4.69 [1] - The U.S. stock market experienced a downturn on Tuesday, with technology stocks selling off, significantly dragging down the S&P 500 and Nasdaq Composite indices. Investors are becoming increasingly cautious about the return prospects of investments related to artificial intelligence [1] - A new legal workflow plugin released by AI star company Anthropic can handle tasks such as contract review, compliance checks, and document generation for corporate legal departments. This release has raised concerns about the potential replacement of related software companies [1]

Group 1 - The core viewpoint of the article highlights a decline in AI concept stocks, particularly in application software, with notable drops in companies like Inspur Digital Enterprise, Kingsoft, and China Software International [1] - Inspur Digital Enterprise (00596) fell by 6.33% to HKD 4.44, Kingsoft (03888) decreased by 6.03% to HKD 27.42, and China Software International (00354) dropped by 4.48% to HKD 4.69 [1] - The decline in the US stock market, particularly in technology stocks, has negatively impacted the S&P 500 and Nasdaq Composite indices, leading to increased caution among investors regarding the returns on investments related to artificial intelligence [1] Group 2 - The release of a legal workflow plugin by AI company Anthropic, capable of handling tasks such as contract review, compliance checks, and document generation, has raised concerns about the potential replacement of related software companies [1]

小米集团-W、名创优品、金山软件……2月3日，港交所披露易网站被回购公告刷屏，逾30家港股公司 先后发布公告称，于当日入市回购了自家股。2026年以来，港股主要指数高位震荡，上市公司纷纷出手 回购，向市场传递积极信号。Wind数据显示，截至2月3日，今年以来已有超过120家港股公司实施回 购。其中，腾讯控股、小米集团-W及舜宇光学科技等公司回购金额超过10亿港元。天爱资本投资总监 杜先杰在接受记者采访时表示，当前股份回购力度较大的港股公司，多为业绩优良、现金流充裕、资本 市场形象良好的企业。这些企业领衔持续"大手笔"回购，既为港股市场走稳提供支撑，也印证了当前市 场整体仍稳中向好。（上证报） ...

智通财经APP讯，金山软件(03888)发布公告，于2026年2月3日，该公司斥资999.78万港元回购34.44万股 股份，每股回购价28.58-29.34港元。 ...

格隆汇2月3日丨金山软件(03888.HK)公告，2月3日耗资999.8万港元回购34.4万股。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 金山軟件有限公司 呈交日期： 2026年2月3日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 03888 | 說明 普通股 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | 事件 | | 已發行股份（不包括庫存股份）數 目 | 佔有關事 ...

Group 1 - The Hong Kong stock market saw a collective decline among major internet giants, with Kuaishou dropping over 6%, Baidu, Bilibili, and Tencent falling over 5%, Alibaba down over 3%, and Meituan decreasing over 2% [1] Group 2 - Kuaishou's stock decreased by 6.49%, with a year-to-date increase of 12.59%, and a total market capitalization of 313.7 billion [2] - Baidu Group's stock fell by 5.79%, with a year-to-date increase of 5.10%, and a total market capitalization of 3800.73 billion [2] - Bilibili's stock declined by 5.39%, with a year-to-date increase of 27.32%, and a total market capitalization of 1018.55 billion [2] - Tencent Holdings experienced a drop of 5.18%, with a year-to-date decrease of 5.26%, and a total market capitalization of 5.18 trillion [2] - Alibaba's stock fell by 3.61%, with a year-to-date increase of 10.22%, and a total market capitalization of 3.01 trillion [2] - Meituan's stock decreased by 2.42%, with a year-to-date decrease of 10.41%, and a total market capitalization of 5656.35 billion [2]

Core Viewpoint - The technology stocks in Hong Kong experienced a significant decline, leading to a nearly 3% drop in the Hang Seng Tech Index, with major companies like Tencent, Alibaba, and Kingsoft seeing substantial losses in their stock prices [1] Group 1: Market Performance - Tencent's stock fell by 5.85%, trading at HKD 563.5 [1] - Alibaba's stock decreased by 4.53%, reaching HKD 155.9 [1] - Kingsoft's stock dropped by 4.07%, priced at HKD 28.28 [1] Group 2: AI Competition - The AI competition has intensified with major companies like Tencent and Alibaba launching their respective "red envelope" initiatives for the Spring Festival, with a total amount exceeding 4 billion yuan [1] - This strategic move is seen as a significant effort to enhance user engagement and ecosystem development in AI applications [1] - Dongguan Securities reported that the simultaneous push by domestic internet giants into the Spring Festival market signifies a new phase in AI application competition, aiming to attract a large number of users and increase the frequency of AI product usage [1]