金吾财讯 | 港股大盘午后跌幅扩大，恒指跌12.6%，国企指跌12.97%，恒科指跌16.48%。指数上看，医疗保健、非必需性消费、资讯科技等指数跌幅居前。蓝筹中，药明生物(02269)跌26.60%，联想集团(00992)跌23.19%，比亚迪电子(00285)跌21.97%，吉利汽车(00175)跌21.08%，药明康德(02359)跌19.41%，小米集团-W(01810)跌18.95%。
建银国际发布2025年二季度港股市场投资展望。今年以来港股韧性增强，熊牛切换进一步走向深入。年初以来港股领涨全球，但与去年两轮技术性牛市相比，虽然本轮行情的结构性特征更为明显，但同时基本面及成交配合的质量也更高，给后市继续打开上行空间奠定良好基础。该行指，二季度港股流动性条件边际转弱：近期美债息和美元止跌反弹，印度等新兴市场资金重新出现小幅回流，AH溢价已有见底反弹迹象，南下资金流入放缓，建银国际流动性领先指标亦暗示港股流动性边际变化转弱。
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