路透上海2月25日 - 香港股市周二早盘重挫，恒生指数.HSI开盘大跌2.7%，阿里巴巴港股9988.HK低开7.8%。美股科技股持续承压，以及对AI不确定性的担忧均打压了风险情绪。
恒生科技指数.HSTECH则低开4.3%。
中国科技资产在大幅反弹之后迎来分歧。英国经济研究机构凯投宏观(Capital Economics)预计，虽然中国股票的前景改善，市场情绪可能因DeepSeek的成功而受到提振，但2025年总体上还是会跑输其他地区，因政府对科技企业的态度的不确定性。
投资者并关注AI行业的更多动态。美国股市纳斯达克指数周一下跌超过1%，大型科技股造成的拖累最大，投资者等待Nvidia业绩之际担心对人工智能（AI）支持技术的需求。
TD Cowen分析师发布的报告称，微软MSFT.O已经取消了美国大型数据中心的租约，暗示人工智能基础设施可能会供过于求，从而增加了不确定性。（完）
(发稿 刘珞焱; 审校 吴云凌)
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