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港股收评:恒指再度失守24000,恒生科技指数跌0.33%,医药、芯片、券商大涨居前
Ge Long Hui·2025-07-04 08:28

Market Overview - The Hong Kong stock market experienced a low opening but saw a recovery in the afternoon, with the Hang Seng Index falling below 24,000 points again, closing down 0.64% at 23,916.06 [1][2] - The Hang Seng Technology Index dropped 0.33%, while the Hang Seng China Enterprises Index fell 0.45% [1][2] Sector Performance - Biopharmaceuticals: This sector showed resilience in a weak market, particularly in innovative drug concepts, with Huahao Zhongtian Pharmaceutical surging over 40%, and a cumulative increase of over 100% in three days [3][5] - Solar Energy: The solar sector continued its upward trend, led by Xinyi Energy, which rose 15%, with other companies like Sunshine Energy and GCL-Poly Energy also seeing significant gains [3][7] - Semiconductors: Following the U.S. lifting restrictions on chip design software exports to China, semiconductor stocks rallied, with SMIC increasing by 1.5% [3][8] - Securities Brokerage: The brokerage sector saw gains, with Guotai Junan International rising over 10% and other firms like Shengli Securities and Guofu Quantum also performing well [3][9] - Coal Stocks: Coal stocks experienced an increase, with Nengobi rising over 8% and other companies like Yidazong and China Qinfa also showing positive movement [3][10] - Banking Sector: The banking sector saw gains, with Guangzhou Rural Commercial Bank increasing over 6% and other banks like Harbin Bank and Minsheng Bank also performing positively [3][12] Notable Declines - Large Technology Stocks: Major tech stocks generally declined, with Meituan down 1.6%, Alibaba and Xiaomi down 1%, and JD and Tencent down 0.8% [2] - Military and Apple-related Stocks: These sectors performed poorly throughout the day, alongside declines in dairy, military, restaurant, aviation, automotive, and gold stocks [3] - Steel Sector: The steel sector faced declines, with Zhaogang Group dropping over 6% and other companies like Tiangong International and Maanshan Iron & Steel also experiencing losses [3][11] - Insurance Stocks: Insurance stocks weakened, with AIA Group down over 4% and other firms like Zhong An Online and Prudential also declining [3][14] Capital Flows - Southbound funds recorded a net inflow of 6.683 billion HKD, with the Shanghai-Hong Kong Stock Connect contributing 3.004 billion HKD and the Shenzhen-Hong Kong Stock Connect contributing 3.679 billion HKD [3][16]