可选消费板块下跌，中国中免（601888）跌超10%。 2月24日，港股收盘走低，恒生指数跌1.82%，恒生科技指数跌2.13%。 | 香港股票 △ | | | | --- | --- | --- | | 恒生指数 | 恒生科技 | 恒生生物科技 | | 26590.32 | 5270.70 15654.19 | | | -491.59 -1.82% -114.65 -2.13% -541.42 -3.34% | | | | 港股通消费 | 港股红利 | 港股现金流 | | 1704.19 | 2318.72 | 2555.21 | | -22.73 -1.32% -2.80 -0.12% -41.84 -1.61% | | | 互联网科技股集体走低，阿里巴巴跌2.7%，金山云跌5%，快手、小米等跌逾2%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 ▲ | 成交额 | | --- | --- | --- | --- | --- | --- | | 0268 | 全蝶国际 | 9.970 c | -0.840 | -7.77% | 7.21亿 | | 0020 | 商沥-W | 2.610 c | - ...

Market Performance - The Hang Seng Index fell by 491.59 points, a decrease of 1.82%, closing at 26,590.32 points [1] - The H-shares Index dropped by 189.52 points, closing at 9,007.86 points, a decline of 2.06% [1] - The Hang Seng Tech Index decreased by 114.65 points, closing at 5,270.7 points, down by 2.13% [1] Blue Chip Stocks - Tencent Holdings decreased by 3.35%, closing at 520 HKD [1] - Hong Kong Exchanges and Clearing fell by 1.01%, closing at 413.6 HKD [1] - China Mobile declined by 0.5%, closing at 79.05 HKD [1] - HSBC Holdings dropped by 0.44%, closing at 135.3 HKD [1] Local Hong Kong Stocks - Cheung Kong Holdings increased by 0.17%, closing at 47.52 HKD [1] - Sun Hung Kai Properties fell by 0.5%, closing at 139.3 HKD [1] - Henderson Land Development rose by 2.08%, closing at 35.32 HKD [1] Chinese Financial Stocks - Bank of China decreased by 1.47%, closing at 4.69 HKD [1] - China Construction Bank fell by 1.83%, closing at 8.06 HKD [1] - Industrial and Commercial Bank of China dropped by 1.68%, closing at 6.45 HKD [1] - Ping An Insurance declined by 4.12%, closing at 69.8 HKD [1] - China Life Insurance fell by 6.07%, closing at 32.48 HKD [1] Oil and Petrochemical Stocks - China Petroleum & Chemical Corporation increased by 1.1%, closing at 5.52 HKD [1] - China National Petroleum Corporation fell by 0.1%, closing at 9.56 HKD [1] - CNOOC Limited dropped by 1.01%, closing at 25.58 HKD [1]

Group 1: Market Overview - The Hong Kong stock market saw a net inflow of 31.31 billion HKD from northbound trading, with 9.6 billion HKD from Shanghai and 21.7 billion HKD from Shenzhen [1] - The most bought stocks included Southern Hang Seng Technology (03033), Meituan-W (03690), and Xiaomi Group-W (01810) [1] - The most sold stocks were CNOOC (00883), Tencent (00700), and Alibaba-W (09988) [1] Group 2: Stock Performance - Southern Hang Seng Technology (03033) received a net inflow of 15.84 billion HKD, supported by positive sentiment in the tech sector [5] - Meituan-W (03690) saw a net inflow of 6.87 billion HKD, with a report indicating a 79% year-on-year increase in travel spending during the Spring Festival [5] - Xiaomi Group-W (01810) had a net inflow of 4.37 billion HKD, with plans to focus on core technologies like chips and AI over the next five years [5] Group 3: Individual Stock Insights - Tencent Holdings (00700) had a total trading volume of 54.62 billion HKD, with a net inflow of 3.93 billion HKD [2] - Alibaba-W (09988) experienced a net outflow of 651.785 million HKD, with total trading of 40.66 billion HKD [2] - SMIC (00981) received a net inflow of 2.2 billion HKD, with expectations of sales growth exceeding industry averages by 2026 [6][7]

Group 1: Market Overview - The Hong Kong stock market saw a net inflow of 31.31 billion HKD from northbound trading, with 9.6 billion HKD from Shanghai and 21.7 billion HKD from Shenzhen [1] - The most bought stocks included Southern Hang Seng Technology (03033), Meituan-W (03690), and Xiaomi Group-W (01810) [1] - The most sold stocks were CNOOC (00883), Tencent (00700), and Alibaba-W (09988) [1] Group 2: Individual Stock Performance - Southern Hang Seng Technology (03033) received a net inflow of 15.84 billion HKD, with analysts suggesting that the tech sector remains a long-term investment focus due to reduced valuation pressure and accelerating AI applications [4] - Meituan-W (03690) saw a net inflow of 6.87 billion HKD, with a report indicating a 79% year-on-year increase in tourism spending during the Spring Festival [5] - Xiaomi Group-W (01810) had a net inflow of 4.37 billion HKD, with plans to focus on core technologies like chips and AI over the next five years [5] - SMIC (00981) received a net inflow of 2.2 billion HKD, with positive signals for 2026 sales growth expected to exceed industry averages [6] - CNOOC (00883) faced a net outflow of 998.9 million HKD amid geopolitical risks affecting the oil market [6] - Tencent (00700) and Alibaba-W (09988) experienced net outflows of 867.7 million HKD and 690.1 million HKD, respectively [6]

新华财经香港2月24日电（记者林迎楠）24日，港股主要指数低开，截至收盘，恒生指数下跌1.82%至 26590.32点，恒生科技指数下跌2.13%至5270.70点，国企指数下跌2.06%至9007.86点。 当日恒指低开168.23点，开报26913.68点，开盘即为当日最高点，早盘期间震荡向下，午后有所反弹， 最终恒指跌491.59点，主板成交超2509亿港元。当日，港股通（南向）净流入超31亿港元。 整体来看，港口运输、百货业、建材水泥、高铁基建等股多为上涨，黄金、新能源车企、石油与天然 气、航空等股有涨有跌，新消费、有色金属、商业航天、生物医药、科网、银行、券商、房地产等股多 有下跌。 个股方面，小米集团跌2.24%，长飞光纤光缆涨1.17%，中国平安跌4.12%，中芯国际跌2.39%，泡泡玛 特跌5.88%，智谱涨12.14%，友邦保险跌0.93%，荣昌生物跌3.78%，建设银行跌1.83%，小鹏汽车涨 1.65%，商汤跌5.78%，老铺黄金跌6.46%，国泰君安国际跌4.48%，中国石油股份跌0.10%。 成交额前三的个股中，腾讯控股跌3.35%，成交超188亿港元；阿里巴巴跌2.76%，成交超1 ...

| 代码 名称 | 最新价 | 涨跌额 | 涨跌幅 へ | | --- | --- | --- | --- | | 800700 恒生科技指数 | | 5270.70 -114.65 -2.13% | | | 800100 国企指数 | 9007.86 | -189.52 | -2.06% | | 800000 恒生指数 | | 26590.32 -491.59 -1.82% | | 数跌2.06%，恒生科技指数盘中一度跌至2.7%，最终收跌2.13%。 2月24日，关税恐慌再现、以及地缘政治紧张，受美股大跌影响，港股马年第三个交易日三大指数大幅下挫，恒生指数跌1.82%，国企指 盘面上，大金融股(银行、保险、券商)全天表现弱势，保险股跌幅尤其明显，中国银河、中金公司领衔中资券商股下跌；春节挡票房同 比大幅下滑，影视板块跌幅较大，旅游观光股、光伏股、有色金属股纷纷走低。另一方面，半导体储存概念股逆势上扬，兆易创新大涨 近12%领衔，港口及海运股、油气股全天活跃。 | | | | 油气生产商 | 能源储存装 | 消费性电讯设 -1.81% | 生物技术 -2.39% | | 服装 -1.19% | | --- ...

Market Overview - The Hang Seng Index closed down by 1.82% at 26,590.32, with a decline of 491.59 points and a trading volume of 251 billion [2] - The Hang Seng Tech Index fell by 2.13% to 5,270.70, decreasing by 114.65 points with a trading volume of 68.9 billion [2] - The Hang Seng Biotech Index dropped by 3.34% to 15,654.19, down by 541.42 points with a trading volume of 11 billion [2] - The Hang Seng China Enterprises Index decreased by 2.06% to 9,007.86, down by 189.52 points with a trading volume of 90 billion [2] - The Hang Seng Composite Index fell by 1.69% to 4,078.66, down by 70.08 points with a trading volume of 178.1 billion [2] Sector Performance - Technology stocks experienced widespread declines, with notable drops including SenseTime and Tencent Music falling over 5%, Meituan and Kingsoft down over 4%, and Ctrip and Tencent Holdings down over 3% [2] - Other major tech companies such as Kuaishou, Alibaba, Baidu, SMIC, Xiaomi, and JD Health all saw declines exceeding 2% [2] Individual Stock Movements - Kingdee International saw a significant drop of 7.77% to 9.970, with a trading volume of 721 million [3] - SenseTime fell by 5.78% to 2.610, with a trading volume of 2.326 billion [3] - Tencent Music decreased by 5.62% to 57.100, with a trading volume of 170 million [3] - Meituan dropped by 4.24% to 81.400, with a trading volume of 5.524 billion [3] - Kingsoft fell by 4.23% to 26.740, with a trading volume of 424 million [3] - Ctrip Group decreased by 3.83% to 406.800, with a trading volume of 2.044 billion [3] - Tencent Holdings fell by 3.35% to 520.000, with a trading volume of 18.829 billion [3] - Other notable declines included Alibaba Health down 2.94%, Kuaishou down 2.77%, Alibaba down 2.76%, SMIC down 2.39%, Xiaomi down 2.24%, and JD Health down 2.15% [3] Robotics Sector - The robotics sector collectively weakened, with UBTECH falling over 8%, Sanhua Intelligent Control down over 6%, and Horizon Robotics down 2% [5][6]

关税恐慌再现、以及地缘政治紧张，受美股大跌影响，港股马年第三个交易日三大指数大幅下挫，恒生 指数跌1.82%，国企指数跌2.06%，恒生科技指数盘中一度跌至2.7%，最终收跌2.13%。 具体盘面上，权重科技股全线下跌拖累大市走低，其中，美团跌超4%，腾讯盘中刷新阶段新低，小 米、阿里巴巴、京东皆有跌幅；大金融股(银行、保险、券商)全天表现弱势，尤其是保险股跌幅尤其明 显，中国人寿大跌6%，新华保险跌5.79%，中国银河、中金公司领衔中资券商股下跌；春节挡票房同比 大幅下滑，影视板块跌幅较大，濠赌股、机器人概念股、光伏股、苹果概念股、内房股、有色金属股纷 纷走低。 另一方面，半导体储存概念股逆势上扬，兆易创新大涨近12%领衔，集运欧线早盘一度大涨13%，港口 及海运股全天活跃，此外，AI应用"双雄"智谱、MINIMAX-WP表现强势。(格隆汇) ...

Group 1 - Major internet companies are distributing "opening red envelopes" to employees on the first working day of the Year of the Horse, with amounts varying significantly [1][3] - Baidu's founder, Li Yanhong, sent customized blessings and red envelopes through the work software "Ruliu," with amounts ranging from 365 yuan to a maximum of 2026 yuan for employees, while interns received 188 yuan [1] - Xiaomi's management team also distributed red envelopes, wishing employees a prosperous new year, while Tencent provided each employee with 400 yuan and additional random "fuel packages" with varying amounts [3][7] Group 2 - Kuaishou prepared red envelopes for employees and interns, offering 366 yuan and 200 yuan respectively, while OPPO distributed a cash red envelope of 100 yuan to all employees [7]

恒生科技指数ETF（513180.SH）恒生互联网ETF（513330.SH）开年走低，权重股阿里巴巴、腾讯控 股、小米集团等再陷调整。 消息面上，春节假期，美联储降息预期下修，港股作为对外部流动性极为敏感的市场，节后表现较弱。 美国当地时间2月18日下午，美联储公布1月议息会议纪要，美联储官员对未来政策展望呈现巨大分歧， 市场认为短期内降息节奏可能放缓；2月19日，美国公布的初请失业金人数显示美国就业市场仍保持一 定韧性，而就业是降息周期中美联储重点关注的指标，基于此市场降低对美联储降息预期；2月20日， 美国公布的12月PCE高于预期，强化美联储暂缓降息预期，市场对6月降息预期下降至45.6%，降息预期 推迟至7月。 招商证券张夏团队点评称：短期美联储政策预期反复有扰动，但流动性冲击最大的阶段已经过去，且美 联储仍处降息周期，一旦降息预期重新稳固，港股作为离岸市场将显著受益；且春节后随着南下资金的 流入，也将为港股带来流动性支持。 投资工具方面，持续关注港股科技相关ETF：恒生科技指数ETF（513180.SH）、恒生互联网ETF （513330.SH）、港股通科技ETF基金（159101.SZ）。其中， ...