港股收盘(06.05) | 恒指收跌1.15%失守两万五半导体股显著回调三新股首日表现分化

智通财经06-05

智通财经APP获悉，港股全天低开低走，录得三连跌，恒指失守两万五大关。截至收盘，恒生指数跌1.15%或291.45点，报24961.95点，全日成交额3428.05亿港元；恒生国企指数跌0.77%，报8436.63点；恒生科技指数跌1.75%，报4888.39点。全周来看，恒指累跌0.88%，国指累涨0.13%，恒科指数累涨0.09%。中金指出，经历了2025年的大幅上涨，2026年的港股显得有些...

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半导体股显著回调。截至收盘，澜起科技(06809)跌9.21%，报368.8港元；兆易创新(03986)跌8.02%，报723.0港元；中芯国际(00981)跌7.18%，报75.65港元；华虹半导体(01347)跌7.16%，报145.3港元。隔夜美股芯片股多数下挫，费城半导体指数收跌超2%，博通暴跌超12%，美光科技大跌超7%。博通公司最新公布的营收数据略不及市场预期，给推动市场上涨的AI投资热潮蒙上阴影，导致投资者开始重新评估AI基础设施投资是否已经透支未来增长预期。韩国股市今日亦大跌，SK海力士重挫近10%。有媒体报道称，SemiAnalysis最新研报中指出“英伟达下一代AI服务器集群Rubin NVL72在内存配置上做了重大调整，为了应对供应链紧张，保障Rubin机柜的按时交货，单机柜容量从原计划的55TB骤降到 28TB，缩水了大约50%。对此，SemiAnalysis创始人兼CEO兼首席分析师Dylan Patel表示：“我喜欢人们转发我们所说的话时，错过了报告中大部分内容。我们的原报告并未采用这种引诱订阅的标题。”2. 香港及国际金融股承压。截至收盘，保诚(02378)跌6.39%，报101.1港元；渣打集团(02888)跌4.91%，报201.4港元；汇丰控股(00005)跌3.14%，报141.8港元；友邦保险(01299)跌3.52%，报74.0港元。多家在亚洲有大量业务布局的伦敦上市金融集团股票遭到抛售。富瑞认为是市场对合理监管措施的误读。事实上，监管措施反而强化了国际金融机构的立场，因为它们正透过“互联互通”机制开展业务，并在香港正常进行离岸存款吸纳。该行视此为将既有流程正式化。此外，高盛指出，在保险板块方面，其覆盖的区域性保险公司(包括友邦保险、保诚和富卫，其香港本地代理人本就已被禁止在内地开展业务，所有销售过程必须在香港境内进行。3. 集运股多数走高。截至收盘，乐舱物流(02490)涨7.30%，报3.97港元；中远海控(01919)涨6.68%，报15.02港元；东方海外国际(00316)涨6.00%，报143.2港元；海丰国际(01308)涨1.39%，报34.98港元。集运船东继续提价。据悉，马士基23周开舱约高柜3600-4000美金，MSC大柜报价3940美金，ONE线上报价大柜3541美金。6月第一周大柜报价显著高于5月末2850美金水平，船司提涨意愿强烈。实际线下揽货的指数约价格约在大柜3500-3600美金，同样环比5月末同样有明显抬升，船司强势涨价主要受外围环境的积极情绪支撑。中信建投指出，国内1-4月出口亮眼，叠加全球备货热潮提振货量；2026年运力供给增速4%-5%，处于五年低位，航速下降、港口拥堵大幅压缩有效运力。4. 内银股逆市上扬。截至收盘，建设银行(00939)涨1.99%，报8.72港元；中信银行(00998)涨1.77%，报7.46港元；工商银行(01398)涨1.64%，报6.83港元。银河证券研报指出，银行基本面拐点基本确立，2026年业绩进入改善通道。信贷增长预计平稳，息差企稳趋势延续、回升迹象显现，负债成本优化为业绩弹性的关键来源；中收业务扩容机遇仍存；金市业务贡献预计以稳为主。资产质量整体预计保持平稳，重点领域风险仍需关注。基本面进入量稳质增新常态，为银行估值修复提供支撑，看好银行板块红利价值。热门异动股三新股同日上市。截至收盘，天辰生物-B(01779)涨37.21%，报131.8港元；龙丰集团(02290)跌45.75%，报2.81港元；大金重工(01081)收平，报66.4港元。6月5日，龙丰集团、大金重工、天辰生物三家分属港药妆零售、海上风电装备、创新生物医药三大不同赛道的企业同步于香港联交所主板挂牌上市。其中，天辰生物表现最佳，今早一度涨超60%。该公司主要专注于针对过敏性及自身免疫性疾病的生物药物的自主发现与开发。公司已构建针对鼻科、皮肤科、呼吸科、血液科、肾脏科及其他自身免疫性疾病的综合性生物制剂产品管线。桦欣控股(01657)复牌飙涨。截至收盘，涨105.33%，报61.6港元。6月4日晚，桦欣控股发布公告称，于5月25日，要约人向卖方购2397万股股份，相当于已发行股份总数约74.91%，总现金代价1.985亿港元。紧随完成后，要约人将于持有已发行股，现金要约价每股8.323港元，较停牌前收市价每股30港元折让约72.26%。珍酒李渡(06979)全天走高。截至收盘，涨6.56%，报7.8港元。中金表示，受益于2H25库存去化和春节动销表现，结合前5个月销售情况看，该行预计1H26收入同比下滑收窄至中个位数左右，好于年初双位数以上下滑的市场预期；其中核心品牌珍酒仍跟随板块整体处于调整状态，但上半年同比降幅或环比收窄，而李渡品牌因导入流通渠道，其表现优于其他品牌。中兴通讯(00763)延续涨势。截至收盘，涨4.51%，报29.66港元。大摩研报指出，随着投资者焦点转向复苏阶段，叠加AI催化剂重新出现，中兴通讯可能出现重估。在边缘设备端，公司与字节跳动围绕“豆包”AI助理的合作，将智能体、多模态及系统级AI能力整合到智能手机中，早期需求指标如首批产品售罄显示市场兴趣强烈。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"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 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港股收盘(06.05) | 恒指收跌1.15%失守两万五 半导体股显著回调 三新股首日表现分化

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港股收盘(06.05) | 恒指收跌1.15%失守两万五半导体股显著回调三新股首日表现分化