智通财经APP获悉，港股恒生指数跌0.59%，报21395点；恒生科技指数跌1.55%。
半导体股集体承压，中芯、华虹四季度业绩公布在即。华虹半导体(01347)跌超3%，中芯国际(00981)跌超2.82%。
KEEP(03650)涨超8%，公司近日提出“All in AI”战略规划，机构指其具备数据优势。
首程控股(00697)逆市涨超5%，公司布局机器人前沿科技，有望助力核心业务智能化转型升级。
基石药业-B(02616)再涨超6%，舒格利单抗获ESMO指南非小细胞肺癌双适应症一线治疗推荐。
知乎-W(02390)涨超15%，旗下知乎直答接入DeepSeek-R1模型。
万国数据-SW(09698)涨超6%，AI驱动全球智算中心加速建设，公司海外业务高速成长。
电信股延续昨日强势，电信运营商接入DeepSeek， 云计算业务与智算业务有望受益。中国电信(00728)涨2.98%；中国联通(00762)涨1.46%；中国移动(00941)涨0.13%。
泡泡玛特(09992)涨2.25%，股价创历史新高。《哪咤2》联名手办销售火爆。
博彩股早盘普跌，1月澳门博彩收入同比下滑5.6%，高盛预计上季度行业收入短暂回调。银河娱乐(00027)跌4.58%；金沙中国(01928)跌4.73%。
光伏股全线走低，新能源全面入市新政出炉，新能源项目投资收益率或发生变化。信义光能(00968)跌5.8%；福莱特玻璃(06865)跌5.48%。
中国民航信息网络(00696)跌近3%，外国航空公司的回归缓慢对公司AIT业务的平均售价造成压力。
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