寒武纪大跌13%，A股超4400股飘红，港股科技巨头跳水

21世纪经济报道02-03

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　2月3日，A股市场早盘冲高回落后，又再度震荡拉升。三大指数盘中翻绿，创业板指此前一度涨超2%，截至午间收盘，三大指数集体翻红。沪深两市半日成交额1.6万亿，较上个交易日缩量400亿，全市场超4400只个股上涨。　　具体板块来看，商业航天概念走势强劲，海兰信、航天发展封涨停，此前巨力索具、通宇通讯、沃格光电、润贝航科等...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2608284576?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-02-03 11:58","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2608284576","market":"us","top_or_hot":-1,"title":"寒武纪大跌13%，A股超4400股飘红，港股科技巨头跳水","media":"21世纪经济报道","content":"<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　2月3日，A股市场早盘冲高回落后，又再度震荡拉升。三大指数盘中翻绿，创业板指此前一度涨超2%，截至午间收盘，三大指数集体翻红。沪深两市半日成交额1.6万亿，较上个交易日缩量400亿，全市场超4400只个股上涨。\n\n　　具体板块来看，商业航天概念走势强劲，海兰信、航天发展封涨停，此前巨力索具、通宇通讯、沃格光电、润贝航科等...</p>\n\n<a href=\"https://finance.sina.com.cn/wm/2026-02-03/doc-inhkpeik7415292.shtml\">网页链接</a>\n\n</div>\n","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>寒武纪大跌13%，A股超4400股飘红，港股科技巨头跳水</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n寒武纪大跌13%，A股超4400股飘红，港股科技巨头跳水\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-03 11:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/wm/2026-02-03/doc-inhkpeik7415292.shtml><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　2月3日，A股市场早盘冲高回落后，又再度震荡拉升。三大指数盘中翻绿，创业板指此前一度涨超2%，截至午间收盘，三大指数集体翻红。沪深两市半日成交额1.6万亿，较上个交易日缩量400亿，全市场超4400只个股上涨。\n\n　　具体板块来看，商业航天概念走势强劲，海兰信、航天发展封涨停，此前巨力索具、通宇通讯、沃格光电、润贝航科等...</p>\n\n<a href=\"https://finance.sina.com.cn/wm/2026-02-03/doc-inhkpeik7415292.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://finance.sina.com.cn/wm/2026-02-03/doc-inhkpeik7415292.shtml","article_id":"2608284576","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/wm/2026-02-03/doc-inhkpeik7415292.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2608284576","pubTimestamp":1770091080,"columns":[{"name":"A股","id":33,"label_key":"policyRegulatory"}],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"　　2月3日，A股市场早盘冲高回落后，又再度震荡拉升。三大指数盘中翻绿，创业板指此前一度涨超2%，截至午间收盘，三大指数集体翻红。沪深两市半日成交额1.6万亿，较上个交易日缩量400亿，全市场超4400只个股上涨。截至午间收盘，寒武纪报1082元/股，跌近13%，公司总市值同步回落至4500亿元附近。　　1月30日晚间，寒武纪正式发布2025年年度业绩预告，全年经营数据整体呈现大幅增长态势。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159982":"中证500","399300":"沪深300","688256":"寒武纪","BK4588":"碎股","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","SG9999002950.SGD":"United Asian Growth Opportunities SGD","XMAG":"Defiance Large Cap ex-Mag 7 ETF","BK0231":"软件信息","SG9999001051.SGD":"United Asia Fund SGD","SG9999006597.SGD":"United China-India Dynamic Growth SGD","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","SG9999001093.SGD":"United Greater China Fund A Acc SGD","VT":"世界全股市ETF-Vanguard","BK4585":"ETF&股票定投概念","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","SGXZ90724238.SGD":"UNITED ASIA \"A\" (SGD) INC","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD"},"translate_title":"Cambrian fell 13%, more than 4,400 A-shares were in the red, and Hong Kong stock technology giants plunged","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159982":1.5,"399300":1.5,"688256":1.5,"VT":1.5,"XMAG":1.5},"content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　2月3日，A股市场早盘冲高回落后，又再度震荡拉升。三大指数盘中翻绿，创业板指此前一度涨超2%，截至午间收盘，三大指数集体翻红。沪深两市半日成交额1.6万亿，较上个交易日缩量400亿，全市场超4400只个股上涨。\n\n　　具体板块来看，商业航天概念走势强劲，海兰信、航天发展封涨停，此前巨力索具、通宇通讯、沃格光电、润贝航科等十余股涨停。\n　　消息面上，据财联社，太空探索技术公司（SpaceX）在官网发布由马斯克署名的声明，确认与人工智能企业xAI公司合并。据报道，合并后公司预计每股定价约527美元，估值将达到1.25万亿美元。\n　　光伏概念持续走强，双良节能、奥特维涨停。化工板块拉升，红宝丽3天2板，万丰股份4连板。\n　　黄金概念股继续下挫，四川黄金、招金黄金等多股跌停。\n　　热门个股方面，国产AI芯片龙头寒武纪股价盘中出现大幅下挫引发关注。截至午间收盘，寒武纪报1082元/股，跌近13%，公司总市值同步回落至4500亿元附近。\n\n　　此次股价异动，或源于公司此前披露的2025年业绩预告中透露出的单季业绩不及预期信号。\n　　1月30日晚间，寒武纪正式发布2025年年度业绩预告，全年经营数据整体呈现大幅增长态势。但结合公司已披露的2025年三季报数据测算，单季度业绩表现却显露出增长动能放缓的迹象。寒武纪2025年前三季度归母净利润为16.05亿元，以此计算，公司2025年第四季度归母净利润预计在2.45亿元至5.45亿元区间，环比上一季度的5.67亿元下滑3%至56%，单季盈利规模出现明显收缩。而市场层面，分析师对寒武纪2025年第四季度归母净利润的一致预测值为6.13亿元，公司四季度业绩预测区间整体低于市场预期。\n　　港股方面，恒生科技指数盘中跌超3%，截至发稿，热门成分股百度集团跌超4%，腾讯控股跌近4%，阿里巴巴跌超2%，美团跌近2%，京东集团跌近1%。\n　　据每日经济新闻，有分析认为，或许与近期市场环境整体疲软有关，随着风险偏好降低，引发科网股集体走弱。另外，就腾讯自身而言，公司预计将在3月18日公布年报，因此从1月18日起公司处于回购静默期。所以，腾讯从1月16日起，已经暂停回购。腾讯持续回购，一直是公司股价的一个重要支撑。而近期回购暂停，导致这一重要的买盘力量暂时消失，再加上近期市场抛压增加，引发了股价短期下跌。\n　　对于恒生科技指数的短期波动，机构认为还是应该保持冷静。中期而言，在“春季躁动”驱动下存在阶段性修复机会，但若沃什上台美联储主席后兑现其鹰派政策主张，行情更可能表现为波动上升、结构分化加深的震荡特征，而非单边趋势性行情。\n　　（声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。）\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：高佳","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2608284576","isCrawlerRequest":true}