| 名称 | 现价 | 涨跌幅 ▲ | | --- | --- | --- | | 纳芯微 | 138.700 c | -6.66% | | 天域半导体 | 45.840 c | -6.41% | | 上海复日 | 47.880 c | -5.19% | | 华虹米昌体 | 102.400 c | -4.92% | | 兆易创新 | 304.400 c | -3.85% | | 伟志控股 | 0.790 c | -3.66% | | 峰昭科技 | 128.400 c | -2.65% | | 中村国际 | 68.750 c | -2.41% | | 普达特科技 | 0.224c | -2.18% | | 天岳先进 | 58.350 c | -1.77% | 煤炭股活跃，兖矿能源涨逾10%，中煤能源涨逾8%，中国神华涨逾5%。 2月4日，香港恒生指数收涨0.05%，恒生科技指数跌1.84%。 | 名称 | 现价 | 淵跌 | 涨跌幅 | | --- | --- | --- | --- | | 恒生指数 | 26847.32 | 12.55 | 0.05% | | 恒生科技 | 5366.44 | -100.82 ...

Market Overview - On February 4, the Hong Kong Hang Seng Index rose by 0.05% to close at 26,847.32, while the Hang Seng Tech Index fell by 1.84% to 5,366.44 [1][2]. Technology Sector Performance - The technology sector continued its poor performance, with notable declines in several companies: Kingdee International dropped over 12%, Trip.com fell over 6%, and Tongcheng Travel decreased by more than 5%. Tencent Holdings, Bilibili, and NetEase all saw declines exceeding 3% [2][3]. Semiconductor Sector Performance - The semiconductor sector experienced significant declines, with Naxin Micro falling over 6%, Tianyu Semiconductor down over 6%, and Shanghai Fudan dropping over 5%. Other companies like Huahong Semiconductor and Zhaoyi Innovation also reported declines of nearly 5% and over 3%, respectively [3][4]. Coal Sector Activity - Coal stocks were active, with Yancoal Australia rising over 10%, China Shenhua increasing by over 5%, and Zhongmei Energy up by over 8% [5][6]. Real Estate Sector Performance - The domestic real estate sector saw substantial gains, with Shimao Group increasing by over 14%, New World Development rising over 10%, and Sunac China up by over 8%. Vanke Enterprises also reported an increase of over 6% [7][8].

智通财经2月4日讯（编辑 胡家荣）港股三大指数表现不一。截至收盘，恒生指数涨0.05%，报26847.32点；科技指数跌1.84%，报5366.44点；国企指数跌 0.05%，报9048.38点。 今日市场 从市场表现来看，煤炭、房地产、航空、医药等个股逆势走强，而SaaS、光通讯、AI应用等科技成长方向则普遍承压，市场情绪受内外因素交织影响。 焦炭首轮提涨落地 飞尚无烟煤领涨 截至收盘，飞尚无烟煤(01738.HK)涨20%、兖煤澳大利亚(03668.HK)涨11.05%、兖矿能源(01171.HK)涨10.58%。 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 ◆ | | --- | --- | --- | --- | --- | | 01738 | 飞尚无烟煤 | 0.126 | +0.021 | +20.00% | | 01303 | 汇力资源 | 0.270 | +0.040 | +17.39% | | 03668 | 兖煤澳大利亚 | 34.980 | +3.480 | +11.05% | | 01171 | 究矿能源 | 12.440 | +1.190 | +10.58% | | 00 ...

另一方面，元宝红包链接被微信限制，AI应用、软件类股全线下跌，其中金蝶国际、美图公司跌超11% 以上，高盛指内存涨价下调手机出货量，手机产业链股齐跌，半导体股、影视股、风电股多数低迷。 (格隆汇) 港股三大指数走势分化，受科技股下跌影响，恒生科技指数下跌1.84%，盘中曾跌至2.7%录得5连跌行 情，最低报5320.72点创去年7月中旬以来新低，恒生指数午后翻红，最终小幅上涨0.05%，国企指数小 幅收跌0.05%。 具体盘面上，大型科技股集体下跌，其中，元宝红包链接被微信限制，腾讯跌约4%，百度跌近3%，京 东、小米、美团、阿里巴巴、美团皆有跌幅；印尼矿商暂停现货煤炭出口，机构看好海外布局煤炭公 司，煤炭股集体爆发，兖煤澳大利亚、兖矿能源大涨超10%；春节假期临近，国内航线机票预订量日均 增长15%，航空股继续涨势；流动性松绑+需求回暖，世茂集团大涨近15%领跑内房股。 ...

信义玻璃涨5.877%，中国神华涨5.665%，华润置地涨5.412%，创科实业涨5.283%，同程旅行跌 5.668%，携程集团-S跌6.147%，金蝶国际跌12.638%。 来源：滚动播报 ...

本文源自：市场资讯 天眼查资料显示，金蝶软件（中国）有限公司，成立于1993年，位于深圳市，是一家以从事软件和信息 技术服务业为主的企业。企业注册资本140000万人民币。通过天眼查大数据分析，金蝶软件（中国）有 限公司共对外投资了66家企业，参与招投标项目3720次，财产线索方面有商标信息808条，专利信息 1932条，此外企业还拥有行政许可97个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 国家知识产权局信息显示，金蝶软件（中国）有限公司申请一项名为"训练数据生成方法、装置、计算 机设备和可读存储介质"的专利，公开号CN121456465A，申请日期为2025年10月。 专利摘要显示，本申请涉及一种训练数据生成方法、装置、计算机设备、计算机可读存储介质和计算机 程序产品。所述方法包括：将同一待标注数据分配给多个标注账户；根据所述待标注数据从数据库中获 取匹配结果，并根据所述匹配结果结合预设的提示语进行标注处理得到标注信息；获取多个标注账户中 每个标注账户反馈的所述待标注数据对应的标注信息；将所述待标注数据对应的多个标注信息进行对 比，根据对比结果得到所述待 ...

2月4日，市场探底回升，沪指重返4100点，深成指翻红，此前一度跌超1%，创业板指午后跌幅收窄。沪深两市成交额2.50万亿，较上一个交易日缩量624 亿。 受AI颠覆性冲击引发的担忧情绪影响，全球SaaS（软件即服务）概念股遭遇猛烈抛售。据统计数据，追踪软件、金融数据和交易所股票的两项标普类股 指数市值周二合计蒸发了约3000亿美元（约合人民币2.1万亿元）。今日，美股软件股抛售潮传递到亚太市场，多家行业龙头股价大跌。 A股软件板块全天表现低迷，开普云跌超12%，卓易信息、优刻得、光云科技跌超9%，青云科技、福昕软件、合合信息跌逾6%。芯片概念股部分下跌， 聚辰股份、芯导科技跌逾7%，澜起科技、利扬芯片、寒武纪跌逾5%。 | 恒源煤电 | 7.21 | 10.08% | 0.00% | | --- | --- | --- | --- | | 600971.SH | | | | | 究矿能源 | 15.27 | 10.01% | 0.00% | | 600188.SH | | | | | 山西焦煤 | 7.36 | 10.01% | 0.00% | | 000983.SZ | | | | | 潞安环能 | 13 ...

记者｜金珊 见习记者林芊蔚 编辑｜江佩霞 2月4日，市场探底回升，沪指重返4100点，深成指翻红，此前一度跌超1%，创业板指午后跌 幅收窄。沪深两市成交额2.50万亿，较上一个交易日缩量624亿。 | 行情 | 资金净流入 | 涨跌分布 | | --- | --- | --- | | 上证指数 | 深证成指 | 科创综指 | | 4102.20 | 14156.27 11 | 1785.43 | | +34.46 +0.85% +29.17 +0.21% -17.72 -0.98% | | | | 万得全A | 创业板指 | 北证50 | | 6770.14 | 3311.51 | 1538.57 | | +30.37 +0.45% -13.38 -0.40% -10.94 -0.71% | | | | 沪深300 | 中证500 | 中证A500 | | 4698.68 | 8299.06 | 5886.58 | | +38.58 +0.83% +12.36 +0.15% +34.43 +0.59% | | | | 中证1000 | 深证100 | 中证红利 | | 8207.12 | 5854.23 | ...

Core Viewpoint - The article discusses the significant impact of artificial intelligence (AI) on the Software as a Service (SaaS) sector, leading to a massive sell-off in related stocks, with a total market value loss of approximately $300 billion (around 2.1 trillion RMB) [2]. Group 1: Market Reaction - The global SaaS stocks faced a severe sell-off, with major companies experiencing substantial declines in their stock prices [2][3]. - In the Hong Kong market, notable declines included Kingdee International down 14.6%, China Software International down over 8%, and Weimob Group down over 6% [3]. - In the A-share market, companies like Yiyuan Media and Tiandi Online hit the daily limit down, while others like Worth Buying and InnoCare fell over 11% and 9% respectively [3]. Group 2: Causes of Concern - Investors are increasingly worried that traditional software companies' core businesses may be threatened by AI technologies, particularly after the launch of a new automation tool by AI startup Anthropic [2][5]. - The introduction of Anthropic's Claude AI assistant has intensified fears, leading to significant stock price drops for companies like Thomson Reuters, which saw a drop of over 20% [5]. - The S&P North American Software Index has recorded a 15% decline in January, marking the largest monthly drop since October 2008, indicating skepticism about the sustainability of traditional SaaS business models [7]. Group 3: Competitive Landscape - Anthropic's Claude AI tool allows users without programming experience to build software, significantly lowering the barriers to entry and challenging traditional SaaS product models [7]. - The competitive landscape in the AI market is intensifying, with analysts noting that the new AI functionalities introduced by Anthropic could negatively impact existing software companies [9]. - The market sentiment has shifted towards a "SaaSpocalypse," characterized by panic selling as investors react to the perceived threats posed by AI advancements [10]. Group 4: Performance Metrics - Software companies are underperforming compared to other tech sectors, with only 71% of software companies in the S&P 500 exceeding revenue expectations during the current earnings season, compared to 85% for the overall tech industry [11].

一起来看下最新的市场情况及资讯。 2月4日上午，A股三大指数走势分化，创业板指一度跌逾2%，截至午间收盘，深成指跌0.92%，创业板指跌1.74%。 | 上证指数 | 深证成指 | | 科创综指 | | --- | --- | --- | --- | | 4067.67 | 13997.72 | | 1766.01 | | -0.07 0.00% -129.39 -0.92% -37.14 -37.14 -2.06% | | | | | 万得全A | 创业板指 | | 北证50 | | 6706.38 | 3266.99 | | 1530.99 | | -33.39 -0.50% -57.91 -1.74% -1.74% -18.52 -1.19% | | | | | 沪深300 | 中证500 | | 中证A500 | | 4653.32 | 8203.60 | | 5824.30 | | -6.79 -0.15% -83.10 -1.00% -27.84 -27.84 -0.48% | | | | | 中证1000 | 深证100 | | 中证红利 | | 8124.98 | 5791.80 | | 56 ...