百度、京东、哔哩哔哩、蔚来财报密集落地，港股科技反弹还在等待什么？

每日经济新闻03-11

进入3月中下旬，港股科技巨头迎来财报密集披露窗口期。　　截至3月11日，百度、京东、哔哩哔哩（B站）、蔚来等港股科技巨头已正式披露2025年财报，股价应声反弹，其中，百度四季度AI业务收入占比43%，京东外卖亏损收窄、AI赋能零售，B站、NIO" target="_blank" web="1">蔚来分别实现全年、季度首次扭亏为盈。　　接下来，恒生科技、恒生互联网权重股腾讯控股、阿里巴巴、美团、...

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What are Hong Kong stocks waiting for for the technological rebound?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89618":0.6,"09888":1.91,"BILI":1.89,"KBDU":0.6,"BIDU":1.91,"BIDG":0.6,"09866":1.89,"NIOG":0.6,"NIO.SI":1.89,"JD":1.9,"KJD":0.6,"NIO":1.89,"09626":1.89,"09618":1.9,"EVS.SI":0.6},"content_text":"进入3月中下旬，港股科技巨头迎来财报密集披露窗口期。　　截至3月11日，百度、京东、哔哩哔哩（B站）、蔚来等港股科技巨头已正式披露2025年财报，股价应声反弹，其中，百度四季度AI业务收入占比43%，京东外卖亏损收窄、AI赋能零售，B站、NIO\" target=\"_blank\" web=\"1\">蔚来分别实现全年、季度首次扭亏为盈。　　接下来，恒生科技、恒生互联网权重股腾讯控股、阿里巴巴、美团、小米集团将分别于3月18日、3月19日、3月20日、3月24日披露财报。其中，零售业务业绩表现、云业务收入占比、AI资本开支扩张等等，将成为市场关注焦点。　　港股科技自去年10月初以来，调整时间（5个月）、调整幅度（-28%）均较大，整体进入左侧布局区间，可以逢低攒筹码，低位关注恒生科技指数ETF（513180.SH）、恒生互联网ETF（513330.SH）。等待港股科技后续的潜在催化：　　1）国产AI新模型、新应用的发布。如果超预期，可能阶段性复现去年上半年行情， 逻辑在于AI软件应用空间继续打开（国内大市场）+对中国科技能力的再审视（重估）；　　2）权重股业绩超预期。例如阿里Capex预期不做下调，云业务继续高增，外卖烧钱的节奏有所放缓，则“回归基本面”预期下，叙事性扰动有望告一段落；　　3）反内卷背景下，外卖战若能缓解，将对上市公司的利润增长贡献较大。（文章来源：每日经济新闻）","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":"dataReport","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":"4.43.1","shortVersion":"4.43.1","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/2618948854","isCrawlerRequest":true}