金吾财讯 | 港股大盘跌幅扩大，恒指跌0.76%，国企指跌0.96%，恒科指跌2.13%。
板块方面，汽车、生物医药、半导体、光伏等板块走低。
蓝筹中，吉利汽车(00175)跌9.37%，理想汽车(02015)跌6.2%，信义光能(00968)跌5.8%，京东健康(06618)跌5.43%，金沙中国(01928)跌4.61%。
海通国际指出，节后资金返场，第一波增量资金进入泛科技股，第二波增量资金正在从红利和债市转向科技。经历本周的上涨，科技股的普涨预计即将告一段落，市场可能通过一定的回调重塑结构，真正基本面受益的细分将脱颖而出，科技大行情正在开启。该行预计受益DeepSeek的推理算力、云计算及AI端侧和应用将逐步走强。
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