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港股,突发调整!AI概念大跌!
证券时报·2025-10-08 05:06

Market Overview - The Hong Kong stock market experienced a significant pullback on October 8, with the Hang Seng Index closing at 26,669.99 points, down 1.07% [1] - The Hang Seng Technology Index closed at 6,478.81 points, down 1.09% [3] Stock Performance - Among the Hang Seng Index constituents, JD Health (06618.HK) rose approximately 2%, while Midea Group (00300.HK) fell by 1.45% and Longfor Group (00960.HK) dropped over 5% [1] - In the technology sector, Alibaba-W (9988.HK) fell over 3%, Meituan-W (3690.HK) declined by 2.56%, and Tencent Holdings (0700.HK) decreased by 0.52% [3] Sector Analysis - The artificial intelligence sector saw a decline, with Huya Technology (01860.HK) down 7.33%, GDS Holdings - SW (09698.HK) down 6.81%, and Baidu Group - SW (09888.HK) down 3.38% [3] - Conversely, the biopharmaceutical, automotive, and gold sectors performed well, with Chifeng Jilong Gold Mining (06693.HK) up 2%, Zijin Mining International (02259.HK) up 5.98%, and Shandong Gold (01787.HK) up 7.56% [3] Investment Insights - According to a report from Everbright Securities, the overall profitability of the Hong Kong stock market remains strong, with sectors like internet, new consumption, and innovative pharmaceuticals being relatively scarce [7] - The report suggests that despite several months of gains, the overall valuation of the Hong Kong market remains low, indicating a favorable long-term investment opportunity [7] - In the context of the ongoing AI industry trend and the potential onset of a Federal Reserve rate cut cycle, the Hong Kong market may continue to experience upward volatility [7]