港股戰報｜科技股風向標：大行評級、資金流向、阿里回購全追蹤

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Finance 港股

《大行》里昂對中國科技股投資評級及目標價(表)

《大行》里昂：內地外賣市場競爭加劇京東外賣業務虧損或高於預期

里昂發表研究報告指出，中美貿易戰的緊張局勢升溫，中國的互聯網公司紛紛推出措施來支持出口商家及抓住更多的國內消費機會。例如，拼多多 (PDD.US)、京東-SW (09618.HK) 和美團-W (03690.HK) 分別宣布在未來三年內推出超過1,000億人民幣的支持計劃，而阿里巴巴 (09988.HK) 旗下的業務亦受到影響。

阿里巴巴於紐交所回購141.76萬股涉資約1,999萬美元

阿里巴巴在紐約證券交易所回購了141.76萬股，涉及金額約為1,999萬美元。這一舉動顯示出公司對自身股票的信心，並可能有助於提升股東價值。

港股通盈富基金淨流入17.05億港元

港股通盈富基金錄得淨流入17.05億港元，顯示市場對於香港股市的投資興趣持續上升，尤其是在大型科技股方面。

圖解丨南下資金淨買入港股79億港元，加倉阿里、中國移動，減持小米

南下資金在近期淨買入港股79億港元，其中加倉了阿里巴巴和中國移動，但減持了小米。這反映出資金流向的變化，投資者對科技巨頭的信心仍然強勁。

《大行》摩通料關稅對科網股影響甚微首選阿里攜程騰訊音樂及騰訊

摩根大通發表報告指出，關稅對科技網絡股的影響甚微，並將阿里巴巴、攜程、騰訊音樂及騰訊列為首選投資標的。這表明投資者對這些企業在市場中的表現持樂觀態度，尤其是在不穩定的經濟環境下。

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在當前的市場環境中，阿里巴巴的表現引起了廣泛關注。里昂的評級顯示出對其未來增長的信心，而摩通的報告則進一步強調了在貿易戰影響下，這些科技股的韌性。阿里巴巴的股票回購行動不僅是對自身價值的肯定，也可能吸引更多投資者的目光。隨著南下資金的持續流入，香港市場的科技股未來或將迎來新的增長機會。這一切都顯示出科技股在不確定的經濟環境中依然具備吸引力，尤其是像阿里巴巴這樣的行業領頭羊。

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${ "intro": "Create an ultra realistic 8K UHD DSLR photo based on the attached image as a reference of facial features, maintaining 100% likeness.", "subject": { "identity": "A stylish beautiful woman portrayed as Cleopatra, the eternal Queen of Egypt, exuding power, seduction, and divine authority.", "angle": "Full-body editorial portrait captured at a refined 3/4 angle, with both the subject and her throne positioned diagonally, rendered in ultra-crisp clarity with no blur.", "pose": { "body_position": "She is seated regally on a luxurious Egyptian throne angled slightly to the side, her torso and legs elegantly turned to match the diagonal composition, enhancing her curves and royal poise.", "hands": "One arm rests gracefully along the angled armrest of the throne, while the other cradles a magnificent royal cat against her body.", "expression": "She looks directly into the camera with a composed, intelligent, and seductive gaze—calm authority mixed with magnetic allure." } }, "appearance": { "outfit": "An exceptionally bongga, sexy, and ultra-colorful Cleopatra couture gown designed as a high-fashion masterpiece. The gown features a sculpted corset bodice encrusted with multicolored gemstones—turquoise, lapis blue, emerald green, ruby red, amethyst violet, and molten gold—arranged in intricate Egyptian patterns. The fabric transitions into layered sheer silks in jewel tones that cascade dramatically, creating movement and depth. A daring thigh-high slit reveals her leg, while illusion panels and crystal embroidery contour her waist and hips. The gown shimmers with every hue, bold yet luxurious, sensual yet undeniably royal.", "accessories": "A dramatic Egyptian crown with raised cobra centerpiece and iridescent gemstone inlays, oversized multi-layered gold collar necklace, engraved arm cuffs, crystal-encrusted finger rings, an ornate gold waist belt, anklets with delicate charms, and elegant flat Egyptian sandals.", "hair": "Her hair is shoulder-length, sleek, and glossy with soft movement, modernized yet inspired by ancient Egyptian elegance, no bangs.", "makeup": "High-impact, colorful Egyptian glam makeup—intensely elongated kohl eyeliner, bold eyeshadow blended in gold, turquoise, teal, emerald, and hints of violet, sculpted cheekbones with luminous gold highlight, flawless bronzed skin, defined brows, and rich nude-to-berry satin lips with a sensual glow." }, "props": { "animal": "A stunning, regal Egyptian cat of exceptional beauty, with sleek, glossy fur patterned in warm sand, charcoal, and soft gold tones. The cat has large almond-shaped eyes that glow amber-gold, finely sculpted features, and an elegant posture. It wears a delicate gold collar adorned with tiny gemstones and a miniature Bastet charm, symbolizing protection, divinity, and royal favor." }, "background": { "macro_environment": "A grand royal palace courtyard in ancient Egypt at golden hour, composed diagonally to echo the angled throne, with towering sandstone columns, carved relief walls, and distant pyramids beneath a richly colored desert sky.", "midground_details": "Palm trees gently swaying, monumental statues of Bastet and other Egyptian deities, ceremonial fire torches, flowing silk banners in jewel tones, and distant palace attendants positioned subtly for scale.", "micro_elements": "Ultra-sharp hieroglyph carvings, visible stone grain and chisel marks, fine desert sand particles, radiant gemstone reflections, metallic gold highlights, intricate embroidery threads, and realistic sun-cast shadows—every element sharply defined with zero blur." }, "lighting": { "type": "Cinematic natural golden-hour lighting enhanced with soft reflective fill light.", "effect": "Warm sunlight amplifies the vivid colors of the gown and gemstones while sculpted shadows define her face, body, throne, and the cat, creating a dramatic yet luxurious editorial mood." }, "camera": { "camera_type": "DSLR", "resolution": "8K UHD", "lens": "50mm prime lens", "aperture": "f/8 for maximum sharpness across subject and background", "iso": 100, "shutter_speed": "1/200s", "focus": "Extreme sharp focus from foreground to background, no bokeh, no blur" }, "style": "High-fashion editorial, cinematic realism, ultra-luxury Egyptian couture, vibrant jewel-toned palette, historical grandeur fused with modern sensuality, extremely detailed, sharp, powerful, and seductive" }$ Gallery