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港股早参丨英伟达、美团财报出炉,机构称恒生科技抽水或近尾声
Mei Ri Jing Ji Xin Wen·2025-08-28 01:37

Market Overview - On August 27, Hong Kong's three major indices collectively declined, with the Hang Seng Index falling by 1.27% to 25,201.76 points, the Hang Seng Tech Index down 1.47% to 5,697.53 points, and the National Enterprises Index decreasing by 1.40% to 9,020.26 points [1] - Most sectors, including pharmaceuticals, brokerage, real estate, tea, and technology, saw declines, while semiconductor stocks performed well [1] Southbound Capital - On August 27, southbound capital recorded a net inflow of 15.371 billion HKD, bringing the total net inflow for the year to 987.393 billion HKD, significantly exceeding last year's total [2] U.S. Market Performance - U.S. stock indices experienced slight gains overnight, with the Dow Jones up 0.32%, S&P 500 rising 0.24%, and Nasdaq increasing by 0.21% [3] - However, popular Chinese concept stocks saw declines, with the Nasdaq Golden Dragon China Index dropping 2.58% [3] Key Company News 1. Nvidia reported Q2 revenue of 46.74 billion USD, a 56% year-over-year increase, and a net profit of 26.422 billion USD, up 59% from the previous year [4] 2. Meituan's Q2 revenue was 91.84 billion CNY, an 11.7% year-over-year growth, but adjusted net profit fell by 89% [4] Short Selling Data - On August 27, a total of 643 Hong Kong stocks were short-sold, with a total short-selling amount of 42.199 billion HKD [5] - Meituan, Alibaba, and Tencent were the top three stocks by short-selling amount, with 3.359 billion HKD, 3.259 billion HKD, and 2.386 billion HKD respectively [5] Institutional Insights - Zheshang Securities indicated that the liquidity tightening in Hong Kong may be nearing its end, suggesting potential for a rebound in Hong Kong stocks [6]