港股上演“冰火两重天”：中际旭创飙涨创纪录，银行股却集体回调

每日经济新闻08-04

今日（8月4日），港股市场表现分化，恒生指数阶段高位回调，恒生科技指数逆势收高。　　截至收盘，恒生指数报25852.92点，下跌156.48点，跌幅0.60%。　　恒生科技指数收盘报4885.61点，上涨10.00点，涨幅0.21%。　　市场焦点方面，光模块龙头中际旭创（HK03308）大涨17%，盘中创出港股上市以来新高1188港元。　　中际旭创的大涨，也带动另一只光模块公司剑桥科技H股大涨...

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Group以每股980港元的均价买入中际旭创275.7万股，涉及资金总额约27.02亿港元。买入后最新持股数目为275.7万股，持股比例为5.06%。高盛研报指出，全球光模块市场规模2026年将达509亿美元，其中800G及以上规格产品复合增速31%，英伟达GB200/GB300及后续Rubin系列芯片的网络规格升级，将持续拉动1.6T、3.2T光模块需求。　　值得注意的是，恒生指数连续上涨多日之后，今日出现明显调整。银行股是拖累恒指的主要因素。银行股中，建设银行（HK00939）、工商银行、农业银行等内资大行均跌超3%。　　盘面上，科网股涨跌不一，联想、快手涨超1%，网易跌超1%。生物医药股涨幅居前，药明康德涨超11%、康龙化成涨超7%、凯莱英涨超6%、泰格医药涨超5%。汽车股走弱，小鹏、赛力斯跌超4%，理想跌超2%。　　资金方面，南向资金今日净买入港股超25亿港元。 　　后市展望：　　光大证券认为，前期港股回落后，恒指估值回到相对合理水平，经济基本面改善叠加估值修复支撑下半年回升。配置方面，建议聚焦人工智能、创新医药、电力设备等。此外，前期受压较深、估值回落但基本面边际改善的消费和服务龙头也值得重点关注。　　恒生前海基金认为，短期恒生科技指数或仍处于震荡筑底阶段，港股互联网科技公司在AI（人工智能）方面暂时落后对指数有一定压制，但长期来看，这些公司作为国内算力资本开支的重要主体，同时具备落地AI应用的社交场景和生态闭环，具有国产算力和AI应用的交易属性，有望成为国内AI行情扩散的重要方向。（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":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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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