港股收盘(02.02) | 恒指收跌2.23%失守两万七有色股再遭重创三大运营商全天承压

智通财经02-02

智通财经APP获悉，沃什获美联储主席提名引爆鹰派预期，全球资产遭遇剧烈波动。港股三大指数全天下行，恒指失守两万七大关，恒科指数午后一度跌超4%。截至收盘，恒生指数跌2.23%或611.54点，报26775.57点，全日成交额为3478.86亿港元；恒生国企指数跌2.54%，报9080.19点；恒生科技指数跌3.36%，报5526.31点。华泰证券表示，当前市场回调更多是上涨过快的背景下，偏鹰派...

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}\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港股收盘(02.02) | 恒指收跌2.23%失守两万七 有色股再遭重创 三大运营商全天承压\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-02 16:34 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1400547.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，沃什获美联储主席提名引爆鹰派预期，全球资产遭遇剧烈波动。港股三大指数全天下行，恒指失守两万七大关，恒科指数午后一度跌超4%。截至收盘，恒生指数跌2.23%或611.54点，报26775.57点，全日成交额为3478.86亿港元；恒生国企指数跌2.54%，报9080.19点；恒生科技指数跌3.36%，报5526.31点。华泰证券表示，当前市场回调更多是上涨过快的背景下，偏鹰派...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1400547.html\">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":"LU0651946864.USD","symbol_name":"贝莱德新兴市场股票收益A2","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1400547.html","article_id":"2608895851","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2608895851","pubTimestamp":1770021299,"columns":[{"name":"港股","id":23,"label_key":"policyRegulatory"}],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"港股三大指数全天下行，恒指失守两万七大关，恒科指数午后一度跌超4%。截至收盘，恒生指数跌2.23%或611.54点，报26775.57点，全日成交额为3478.86亿港元；恒生国企指数跌2.54%，报9080.19点；恒生科技指数跌3.36%，报5526.31点。截至收盘，涨4.05%，报17.72港元，成交额7.76亿港元，贡献恒指2.66点。截至收盘，中国联通跌6.29%，报7.45港元；中国电信跌5.02%，报5.11港元；中国移动跌2.26%，报78港元。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"513600":"恒生指数ETF南方","600547":"山东黄金","688347":"华虹公司","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","BK1521":"挪威政府全球养老基金持仓","BK1117":"系统软件","02833":"恒指ETF","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU1051768304.USD":"贝莱德新兴市场股票收益A6","HSI":"恒生指数","00762":"中国联通","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","01928":"金沙中国有限公司","SCHYY":"金沙中国有限公司ADR","BK1133":"综合电信业务","HSTECH":"恒生科技指数","BK1198":"黄金","SG9999002463.SGD":"LionGlobal China Growth SGD","BK1539":"汽车股","BK1536":"电信股","BK1589":"北水核心资产","LU0048597586.USD":"富达亚洲焦点A","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK1119":"汽车制造商","BK4588":"碎股","BK1544":"黄金股","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU1831875114.USD":"SCHRODER ISF ALL CHINA EQUITY \"A\" (USD) ACC","LU0181495838.USD":"施罗德新兴亚洲A Acc","BK1614":"港股-半导体","SG9999006597.SGD":"United China-India Dynamic Growth SGD","BK1163":"半导体产品","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK1588":"回港中概股","BK1610":"ETF&股票定投概念","BK1506":"5G概念","BK1575":"同股不同权","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","BK1607":"新IT概念","BK1592":"有色金属","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","LU0140636845.USD":"施罗德大中华区股票A Acc","BK4614":"Manus概念股","LU0828237940.HKD":"SCHRODER ISF EMERGING ASIA \"A\" (HKD) ACC","BK4585":"ETF&股票定投概念","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","01787":"山东黄金","BK1587":"次新股","BK1172":"赌场与赌博","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A"},"translate_title":"Hong Kong stocks closed (02.02) | The Hang Seng Index closed down 2.23% and fell below 27,000. Non-ferrous stocks were hit hard again, and the three major operators were under pressure throughout the day","themeId":"ed6909c31fa8f6e4f444ee62b6ac8112","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"513600":0.6,"600547":1.85,"688347":1.87,"01928":1.9,"HSTECH":1.96,"SCHYY":1.9,"HSI":1.96,"01787":1.85,"MCHmain":0.6,"00762":1.88,"HHImain":0.6,"02833":0.6},"content_text":"智通财经APP获悉，沃什获美联储主席提名引爆鹰派预期，全球资产遭遇剧烈波动。港股三大指数全天下行，恒指失守两万七大关，恒科指数午后一度跌超4%。截至收盘，恒生指数跌2.23%或611.54点，报26775.57点，全日成交额为3478.86亿港元；恒生国企指数跌2.54%，报9080.19点；恒生科技指数跌3.36%，报5526.31点。华泰证券表示，当前市场回调更多是上涨过快的背景下，偏鹰派美联储主席提名导致的技术性回撤。该行认为，经历了如此调整后，当前的核心问题是波动的持续性和会不会终结市场表现。当前情绪已在乐观区间，且拥挤度尚未明显回落，波动短期或持续，但更多是回撤而不是反转。一季度市场空间的三个驱动因素——流动性改善、资金面共振与盈利预期上修仍然成立。蓝筹股表现金沙中国(01928)逆市上扬。截至收盘，涨4.05%，报17.72港元，成交额7.76亿港元，贡献恒指2.66点。澳门博彩监察协调局公布数据显示，1月博彩毛收入226.33亿澳门元，同比增长24%，较前一个月升8.4%。摩根士丹利研报指出，澳门今年一月博彩总收入优于市场预期。又因农历新年8日假期全落在二月，预计该月应能获得额外增长动力，估计收入将同比增长22%。其他蓝筹股方面，联想集团(00992)涨1.8%，报9.04港元，贡献恒指1.92点；银河娱乐(00027)涨1.56%，报40.42港元，贡献恒指1.96点；中国联通(00762)跌6.29%，报7.45港元，拖累恒指4.99点；紫金矿业(02899)跌5.58%，报39.56港元，拖累恒指22.63点。热门板块方面盘面上，大型科技股全线飘绿，阿里巴巴跌超3%，腾讯跌超1%。沃什提名引爆金银创纪录重挫，黄金等有色股再遭重创；1月车企销量分化特征明显，汽车股集体下跌；芯片股大跌，华虹半导体跌超11%，兆易创新跌超9%；煤炭股、建材水泥股、石油股等纷纷下行。另一边，澳门1月博彩收入同比增长24%胜预期，博彩股逆市走高；部分乳业股，酒业股上扬。1. 金、铜等有色股再遭重创。截至收盘，山东黄金(01787)跌12.56%，报38.7港元；赤峰黄金(06693)跌12.18%，报35.04港元；江西铜业股份(00358)跌8.64%，报43.36港元；中国铝业(02600)跌6.57%，报12.94港元。美国总统特朗普提名凯文·沃什出任美联储主席，引爆市场鹰派预期，贵金属遭恐慌抛售。2月2日，国际贵金属市场延续上周五的剧烈抛售行情，黄金与白银双双下挫，午后跌势进一步加深。现货黄金一度跌破4450美元/盎司，为1月8日以来新低；现货白银则一度抹去今年迄今全部涨幅，最低至71.31美元/盎司。此外，国内商品期市大面积收跌，沪银、钯、铂、沪镍、沪锡、沪铜、沪铝、国际铜等主力合约跌停。中银国际认为，短期来看，经历了此前的加速上行，市场正在重新评估有色板块“趋势”与“波动”的权重。沃什的提名进程及其政策主张的进一步明晰，将持续作为影响大宗商品价格及有色行业的关键因素。其“鹰派”立场若被强化，可能阶段性扭转“弱美元”预期，从而加大所有有色金属的价格波动。然而，降息趋势不改以及供给侧刚性和需求新动能带来的长期产业逻辑不变，短期回调或带来在中长期视角更好的布局机会。2. 三大运营商全天承压。截至收盘，中国联通(00762)跌6.29%，报7.45港元；中国电信(00728)跌5.02%，报5.11港元；中国移动(00941)跌2.26%，报78港元。中国移动、中国联通、中国电信2月1日相继发布公告，电信服务增值税税目适用范围调整，税率由6%调整为9%，将对公司收入及利润产生影响。业内人士分析，此次调整本质是税目“归位”，而非新增税负，是税收政策对电信业务属性的合理界定。税目“归位”进一步明确了基础通信服务的公共属性，将推动运营商更加聚焦网络建设、服务保障等核心主业，减少同质化营销竞争，提升行业整体运营效率，助力数字经济基础设施高质量发展。3. 芯片股显著下行。截至收盘，华虹半导体(01347)跌11.24%，报103.4港元；兆易创新(03986)跌9.25%，报304港元；上海复旦(01385)跌6.08%，报48.84港元；中芯国际(00981)跌4.24%，报72.2港元。周一韩国股市大跌5%，半导体、AI产业链成为主要下跌板块，三星电子跌幅接近6%，SK海力士跌超8%。据媒体报道，三星、SK海力士与美光三大原厂已纷纷收紧订单审核，对客户进行更严格的尽职调查。另据中国证券报，有机构调研显示，上周DRAM现货价数月来首跌。对此，业内人士表示，存储整体景气度仍在上行，DRAM价格数月来首次下跌，主要归因于现货价格与期货价格巨大的价差。目前高价现货市场基本处于有价无市，市场的合约价格仍处于持续上涨趋势中。4. 汽车股集体下跌。截至收盘，小鹏汽车-W(09868)跌6.77%，报66.8港元；长城汽车(02333)跌4%，报12.72港元；理想汽车-W(02015)跌2.27%，报64.45港元。2月1日，多家车企公布了2026年1月份的销量情况，绝大多数实现销量同比增长，不过分化特征明显。小鹏汽车1月交付新车20011辆，同比下降34.07%，环比下降46.65%；理想汽车1月交付新车27668辆，同比增长7.55%，环比下降37.47%；蔚来方面，其1月交付量为2.72万辆，同比增长96.1%。据财联社，一位新势力车企负责人表示，因为年初是传统的市场淡季，再叠加去年底免征车辆购置税政策的截止，提前透支了一部分需求，导致今年市场大盘下滑幅度整体比较大。5. 石油及油服股走低。截至收盘，山东墨龙(00568)跌10.7%，报3.84港元；中石化油服(01033)跌8.25%，报0.89港元；中海油(00883)跌4.76%，报23.22港元。由于特朗普周末表示伊朗正与华盛顿进行“认真谈话”，释放出与该欧佩克成员国局势降温的信号，WTI原油日内暴跌6%。由于美伊紧张局势加剧，原油此前曾触及六个月高位，WTI则处于去年9月底以来的最高水平附近，而两份合约今日均大幅回落。分析师Sachdeva指出：“近期油价的回落也受到美元走强的加剧影响。美元走强通常会使以美元计价的石油对非美国买家而言更加昂贵，从而进一步施压油价。热门异动股1. MINIMAX(00100)表现强势，截至收盘，涨10.68%，报523.5港元。天风证券指出，考虑MiniMax在全模态技术深度、工程化能力与全球化商业布局上具备稀缺性，是国内少数可直接对标OpenAI、Google等国际巨头的大模型公司。随着IPO后研发与算力投入进一步加码，看好公司技术优势持续向应用与收入端传导，全球化驱动下业绩进入加速放量阶段。2. 中国建材(03323)发布盈警，截至收盘，跌10.14%，报5.05港元。中国建材发布公告，预期集团截至2025年12月31日止十二个月未经审核的权益持有人应占亏损约为人民币23亿元至人民币40亿元之间，而截至2024年12月31日止12个月的权益持有人应占利润约为人民币23.87亿元。3. 中国神华(01088)股价下挫，截至收盘，跌5.07%，报40.84港元。中国神华公布，预计集团2025年度的归属于公司所有者的本年利润为人民币508亿元至人民币558亿元，同比下降18.6%至10.6%；与经重述的上年数据相比下降14.7%至6.3%。大摩指，中国神华盈利预告符预期，行业基本面疲弱或令公司盈利受压","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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":"4.42.0","shortVersion":"4.42.0","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/2608895851","isCrawlerRequest":true}

港股收盘(02.02) | 恒指收跌2.23%失守两万七 有色股再遭重创 三大运营商全天承压

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港股收盘(02.02) | 恒指收跌2.23%失守两万七有色股再遭重创三大运营商全天承压