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港股午评:科指跌1.57%录得5连跌,汽车股、半导体股跌幅明显,三桶油拉升
Ge Long Hui·2025-07-30 04:06

Market Overview - The Hong Kong stock market experienced a collective decline in the morning session, with the Hang Seng Tech Index falling significantly by 1.57%, marking its fifth consecutive drop [1] - The Hang Seng Index and the China Enterprises Index both decreased by 0.43% [1] Sector Performance - Major technology stocks mostly declined, with JD.com down 1.69%, Alibaba and Baidu dropping over 1%, while Tencent and Xiaomi also saw declines; Meituan, however, rose by 0.6% [1] - Geopolitical tensions and rising oil prices led to strong performance in oil stocks, with China Petroleum and China Petroleum & Chemical both increasing by 2% [1] - The internet healthcare sector showed strength, with Ping An Good Doctor surging by 9%, reaching a new high [1] - There is optimism regarding the demand improvement in the infant formula sector, and the three-child policy concept stocks rebounded after a previous decline [1] Automotive Sector - The automotive sector faced significant declines, with Li Auto's new car release resulting in a drop of over 10%, leading to a collective downturn among new energy vehicle manufacturers [1] Semiconductor and Related Industries - Morgan Stanley indicated that the H20 unlock would benefit AI data center hosting companies, but it negatively impacted local industry sentiment, resulting in poor performance in semiconductor stocks [1] - Apple-related stocks, military industry stocks, gaming stocks, and robotics concept stocks all experienced declines [1]