盘面上，大型科技股多数走低，腾讯控股跌近4%，哔哩哔哩、网易跌超3%，百度集团跌近3%，小米集团、美团跌超1%；苹果概念股走弱，丘钛科技、 富智康集团、高伟电子跌超4%，瑞声科技跌超3%，舜宇光学科技跌超1%；半导体股多数下跌，上海复旦跌超5%，华虹半导体跌超4%，中芯国际跌超 2%；应用软件股下挫，金蝶国际跌超12%。 【导读】港股涨跌不一，应用软件股大跌！香港财政司司长陈茂波最新发声 2月4日，港股震荡，三大指数走势分化。 截至收盘，恒生指数涨0.05%，报26847.32点；恒生科技指数跌1.84%，报5366.44点；恒生国企指数跌0.05%，报9048.38点。 锂电池股齐涨，宁德时代（300750）涨超4%；煤炭股上扬，兖矿能源（600188）涨超10%，中煤能源（601898）涨超8%，中国神华（601088）、首钢资 源涨超5%。 | 名称 | 现价 | 涨跌幅 | | --- | --- | --- | | 腾讯控股 | 558.000 | -3.96% | | 0700.HK | | | | 阿里巴巴-W | 159.500 | -0.93% | | 9988.HK | | | | 小米集 ...

AI新技术冲击软件股，聚水潭(06687)今早跌近13%，低见21.6港元创上市以来新低。截至发稿，跌 12.81%，报21.64港元，成交额764.17万港元。 公开资料显示，聚水潭是全球电商SaaS市场的领军企业。该公司主要面向在各电商平台开设店铺的商 家，产品以电商SaaS ERP 为核心，构筑起覆盖电商运营各领域的一站式电商SaaS解决方案。截至2025 年6 月30 日，聚水潭服务9.3 万个SaaS 客户。 消息面上，周二，由AI初创巨头Anthropic推出的新型自动化工具引发了市场对软件股的恐慌性抛售， 创下去年4月以来跌幅最大的一天。分析师指出，AI进展的预期已发生质变：从最初认为AI能"助力增 长"，转向质疑AI是否会"彻底取代"传统订阅模式。Jefferies股票交易部门的Jeffrey Favuzza将当前局面 描述为"SaaS末日"，指出目前的交易风格完全是"无论如何让我离场（get me out）"式的恐慌性抛售，且 尚未看到任何止跌企稳的迹象。 ...

Group 1 - The core viewpoint of the article highlights a significant decline in software stocks, particularly affecting companies like 聚水潭, which saw a nearly 13% drop, reaching a new low since its listing at 21.6 HKD [1] - The market reaction was triggered by the launch of a new automation tool by AI startup Anthropic, leading to the largest drop in software stocks since April of the previous year [1] - Analysts have noted a shift in expectations regarding AI, moving from viewing it as a growth enhancer to questioning whether it could completely replace traditional subscription models [1] Group 2 - Jeffrey Favuzza from Jefferies described the current market situation as a "SaaS apocalypse," indicating a panic sell-off with no signs of stabilization [1] - 聚水潭 is recognized as a leading player in the global e-commerce SaaS market, primarily serving merchants operating on various e-commerce platforms [1] - The company offers a comprehensive e-commerce SaaS ERP solution, covering all aspects of e-commerce operations, and as of June 30, 2025, it serves 93,000 SaaS customers [1]