2月3日消息，港股三大指数涨跌不一。截至午间收盘，恒生指数涨0.2%，报26830.23点，恒生科技指数 跌1.32%，国企指数跌0.22%。盘面上，科网股普跌，快手、哔哩哔哩跌超4%，百度、腾讯跌超3%，阿 里巴巴、小米、美团跌超1%；商业航天概念股涨幅居前，亚太卫星涨超9%；中资券商股走弱，中金公 司跌超2%；东鹏饮料港股首日破发。 | 名称 | 最新价 | 涨跌额 | 涨跌幅 ^ | | --- | --- | --- | --- | | 恒生科技指数 | 5453.46 | -72.85 | -1.32% | | 800700 | | | | | 国企指数 | 9060.38 | -19.81 | -0.22% | | 800100 | | | | | 恒生指数 | 26830.23 | +54.66 | +0.20% | | 800000 | | | | 商业航天概念股涨幅居前，亚太卫星涨超9%。SpaceX官网发布马斯克署名的公告，宣布SpaceX已收购 xAI，合并后公司将整合人工智能、火箭、天基互联网、移动设备直连的通信。此外，SpaceX近日向美 国联邦通信委员会提交申请部署百万颗卫星，以构 ...

Group 1 - The Hong Kong stock market saw a collective decline among major internet giants, with Kuaishou dropping over 6% [1] - Baidu Group, Bilibili, and Tencent each fell by more than 5% [1] - Alibaba experienced a decline of over 3%, while Meituan dropped more than 2% [1]

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 Hong Kong stock market experienced a significant decline among major internet companies, with notable drops in share prices for several key players on February 3rd [1] Group 1: Stock Performance - Kuaishou (快手) saw a decline of 6.49%, with a year-to-date increase of 12.59% and a total market capitalization of 313.7 billion [2] - Baidu Group (百度集团) dropped by 5.79%, with a year-to-date increase of 5.10% and a total market capitalization of 3800.73 billion [2] - Bilibili (哔哩哔哩) fell by 5.39%, with a year-to-date increase of 27.32% and a total market capitalization of 1018.55 billion [2] - Tencent Holdings (腾讯控股) decreased by 5.18%, with a year-to-date decline of 5.26% and a total market capitalization of 5.18 trillion [2] - Alibaba (阿里巴巴) experienced a drop of 3.61%, with a year-to-date increase of 10.22% and a total market capitalization of 3.01 trillion [2] - Meituan (美团) fell by 2.42%, with a year-to-date decline of 10.41% and a total market capitalization of 565.635 billion [2]

Group 1 - Hong Kong tech stocks experienced a decline, with Bilibili falling over 4% [1] - Baidu dropped more than 3%, while other stocks such as NetEase-S, Alibaba, and Xiaomi Group also followed the downward trend [1]

Group 1: Market Overview - The gold and non-ferrous metal sectors experienced significant declines, with multiple stocks hitting the daily limit down, including Hunan Gold, Xiaocheng Technology, and Western Gold [1][2] - International gold and silver prices saw substantial drops on January 30, marking some of the largest single-day declines in decades due to profit-taking and short-term futures traders closing long positions [1] Group 2: Stock Performance - Xiaocheng Technology's stock fell by 20.00% to 54.00, while Hunan Gold and Western Gold both dropped by 10.00% to 33.30 and 40.25 respectively [2] - The Shanghai Composite Index decreased by 0.93% to 4079.71, while the Shenzhen Component Index fell by 0.54% to 14128.87, contrasting with a 0.65% increase in the ChiNext Index [3][4] Group 3: Sector Analysis - The market saw a wave of limit-downs in the gold and base metal sectors, with oil, gas, chemicals, agriculture, coal, and steel industries also experiencing notable declines [4] - Conversely, sectors such as photovoltaic and ultra-high voltage themes showed resilience and strength amid the broader market downturn [4] Group 4: Additional Market Movements - The Hong Kong stock market opened lower, with the Hang Seng Index down 1.06% and the Hang Seng Tech Index down 1.29%, influenced by significant drops in major telecom operators [8][9] - The People's Bank of China conducted a 750 billion yuan reverse repurchase operation at an interest rate of 1.40%, with 1505 billion yuan of reverse repos maturing on the same day [7]

Group 1 - The core viewpoint of the article emphasizes that the China Railway Group has declared the 12306 platform as the only official ticket sales channel, stating that it has not partnered with any third-party platforms and will enhance its system to combat ticket scalping [2][3] - The China Railway Group's passenger department director, Zhu Wenzhong, highlighted the negative impact of third-party platforms on the stability of the 12306 system and announced plans to optimize the risk control system for effective identification [3] - The railway authority is focusing on four key areas for ticket sales organization: addressing the needs of students, workers, and the elderly; introducing a limited-time free refund policy for erroneous purchases; continuously improving ticket sales strategies; and ensuring the stable operation of the 12306 system [5] Group 2 - The article mentions that the 2026 Spring Festival travel period is expected to see a record 9.5 billion person-times of cross-regional movement, with self-driving travel being the main mode of transport, accounting for about 80% [6] - The article also notes that the total passenger volume for railways and civil aviation is projected to reach 540 million and 95 million respectively during the Spring Festival travel period, with both figures expected to exceed historical peaks [6]

格隆汇1月28日｜纳斯达克中国金龙指数涨超1%，新东方涨10.50%，1药网涨4.76%，蔚来涨3.61%，哔 哩哔哩涨4.44%，理想汽车涨3.85%。 ...

Group 1 - U.S. Chinese concept stocks showed mixed performance in pre-market trading, with Bilibili rising by 4% [1] - Xpeng Motors, Li Auto, and NIO each increased by 3% [1] - Alibaba's stock saw a 2% increase [1]

Core Viewpoint - Bilibili's stock has increased by over 4%, reaching 282.8 HKD, with a trading volume of 1.049 billion HKD, driven by the announcement of five new domestic game releases on its platform [1] Group 1: Game Business Development - Bilibili announced that five new domestic single-player games will premiere on its platform from January 27 to 31 [1] - The titles include "City of Ants," "Pillow Blade Song," "A Lantern's Autumn Sound: Jin Yi Wei," "Ancient God: Wind Li Xi," and "Escape from Duckkov" [1] - CITIC Securities noted that Bilibili's gaming business is undergoing systematic improvement, with revenue growth expected next year due to the multi-platform strategy of "Escape from Duckkov" and the upcoming launch of "Three Kingdoms: Hundred Generals Card" in Q1 [1] Group 2: Advertising and AI Integration - AI applications have become a core driver of advertising growth for Bilibili, with Tongyi Qianwen (Qianwen APP) serving as the exclusive title sponsor for a recent program [1] - Major AI model companies such as Kimi, ByteDance (Doubao), Zhipu AI, and Baidu's Wenxin Yiyan are actively advertising on Bilibili, leveraging its high user engagement [1] - Bilibili users spend an average of over 100 minutes daily on the platform, providing a conducive environment for effective advertising through collaborations with content creators and targeted ads [1]