港股收评:阶段新低!恒指大跌2.38%,科技、金融拖累市场,半导体重挫
Ge Long Hui·2025-11-21 08:47

Market Overview - On November 21, Hong Kong's three major indices experienced significant declines, with the Hang Seng Tech Index dropping as much as 3.8% and closing down 3.21% [1] - The Hang Seng Index and the Hang Seng China Enterprises Index fell by 2.38% and 2.45%, respectively, marking new lows for the current phase [1] Sector Performance - Major technology stocks and large financial stocks (banks, insurance, brokerage) collectively pressured market sentiment, with Baidu down nearly 6% and Alibaba down 4.65% [2][4] - The semiconductor sector saw the largest declines, with JD Health dropping over 8% and several other tech stocks following suit [4][5] - Lithium battery stocks also faced significant drops, with Ganfeng Lithium down over 12% and Tianqi Lithium down over 11% [7][10] Notable Stock Movements - JD Health fell by 8.60%, while other health-related stocks like Alibaba Health and Supai Health also declined [10] - In contrast, some retail stocks showed resilience, with certain property stocks like R&F Properties and Country Garden rising against the trend [2] Market Sentiment and Future Outlook - Despite a strong earnings report from Nvidia briefly boosting market sentiment, concerns about potential overheating in AI investments resurfaced, impacting the AI hardware sector [8] - Long-term outlook suggests a potential "slow bull" market for Hong Kong stocks, driven by macroeconomic conditions and increased liquidity, alongside ongoing support for the tech sector [16]