行情直击06-02
6月2日，南方恒生科技(03033)盘中上涨3.06%，报5.015港元，成交额16.28亿港元。其跟踪的恒生科技指数盘中涨幅一度扩大至3%，成分股美团涨超8%、腾讯及阿里涨超5%。
消息面上，美团公布Q1业绩：收入910.4亿元，同比增长5.6%；经调整净亏损49.7亿元，较上季度151亿元大幅收窄，优于市场预期26%。机构认为行业非理性补贴逐步退坡，美团履约基础设施优势将加速兑现。此外，恒生科技指数将于6月5日实施成分股调整，纳入MiniMax及智谱两大AI大模型标的，约2700亿规模被动资金届时集中调仓，指数"AI化"转型预期亦构成催化。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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