今天亚太集体低开，四_老虎社区_美港股上老虎

今天亚太集体低开，四千多个股下跌已经成常态，大家也麻木了，可别人已经连续涨了两礼拜了，而且这段时间指数太失真，指数涨的时候，市场普跌，指数小幅度调整还是普跌，问题是指数大调整怎么办？越极端，后面就会越撕裂，特别是指数还抗住的，可以回过头看看几年之前抱团就知道，后面会什么走势了，不会一模一样，但能借鉴$步步高(002251)$ $合锻智能(603011)$ $特变电工(600089)$ $淳中科技(603516)$ $三花智控(002050)$

港股科技股迎来拐点了吗？

6月首个交易日，$恒生科技指数(800700.HK)$表现强势，$恒生指数(800000.HK)$、$国企指数(800100.HK)$同步走高。大型科技股集体活跃，其中$美团-W(03690.HK)$一季度业绩超预期，$腾讯控股(00700.HK)$加速推进AI产品布局，$阿里巴巴-W(09988.HK)$发布新一代Qwen模型，进一步强化AI生态竞争力。在AI应用落地、企业盈利改善及外资机构持续看多背景下，港股科技板块是否正迎来新一轮估值重塑？当前你更看好腾讯、阿里还是美团的配置机会？

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