Title: 恒科指数午后直线拉升，联想飙涨近 18%，腾讯跌超 3% | BestBlogs.dev
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Published Time: 2026-08-13 13:20:00
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恒科指数午后直线拉升，联想飙涨近 18%，腾讯跌超 3%
The Hang Seng Tech Index rose over 1% in afternoon trading, Lenovo Group surged nearly 18% on high growth in AI business, while Tencent fell over 3% due to second-quarter profit missing expectations and negative free cash flow. 2 21世纪经济报道Follow·
Today·479 words (about 2 min)
AI Summary & Key Points
Summary
On the afternoon of August 13, the Hang Seng Tech Index rose over 1% in a sharp move. Lenovo Group led gains, soaring nearly 18%, driven by a 176% year-on-year increase in adjusted net profit for the first fiscal quarter and a 60% rise in AI-related business revenue. Hua Hong, MiniMax, Zhipu, SMIC, Baidu and others also rose. Tencent Holdings fell over 3% after second-quarter net profit reached RMB 56.02 billion, up only 0.7% year-on-year and missing expectations. Pony Ma said the company has significantly increased computing power purchases, with capital expenditure of RMB 59.3 billion leading to negative free cash flow of RMB -13.8 billion, raising investor concerns. Bilibili, Ctrip, Li Auto, NIO, Xiaomi and others followed with declines.
Main Points
* 1. Lenovo Group's better-than-expected results led the rebound in tech stocks.
Adjusted net profit for the first fiscal quarter increased 176% year-on-year, with AI business revenue up 60%, validating the effectiveness of its AI strategy and becoming the core driver of the afternoon index surge.
* 2. Tencent's slowing profit growth and negative free cash flow triggered a pullback.
Second-quarter net profit rose only 0.7% year-on-year, missing expectations. Aggressive computing-power capital expenditure (RMB 59.3 billion) eroded operating cash flow, leading to FCF of -RMB 13.8 billion, with the market worried about near-term earnings delivery pressure.
* 3. Hong Kong tech sector shows clear divergence: AI hardware/infrastructure is favored, while internet giants face pressure.
Semiconductor stocks such as SMIC and Hua Hong, as well as large-model concept stocks like Zhipu and MiniMax, rose, reflecting capital preference shifting toward high-certainty AI infrastructure.
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21世纪经济报道 2026-08-13 13:20 广东
8月13日，恒生科技指数午后直线拉升，截至13:05，涨幅扩大至1%以上。
科网股多数上涨，联想集团午后猛拉，目前涨幅逼近18%。最新业绩报显示，联想集团第一财季经调整权益持有人应占溢利同比增长176%，AI相关业务收入同比增长60%。华虹宏力、MINIMAX涨超5%，智谱、中芯国际、百度集团等涨幅居前。
下跌方面，腾讯控股跌超3%，目前市值约4.04万亿港元。腾讯第二季度净利润为人民币560.2亿元，较去年同期增长0.7%，不及市场预期。马化腾表示，腾讯已大幅增加了算力采购。二季度，腾讯经营活动现金流为527亿元，但扣除593亿元资本开支等项目后，自由现金流录得-138亿元，引发部分投资者担忧。详情>>
哔哩哔哩、携程跌超2%，理想汽车、蔚来、小米等跟跌。 越声投研：热门题材公司线索延伸阅读
（声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） SFC
出品丨21财经客户端 21世纪经济报道
部分内容来自21世纪经济报道（记者：彭新）
编辑丨曾静娇 21君荐读 DeepSeek重磅更新！11只概念股集体涨停 “984.5”高校走红 
Key Quotes
> Tencent has significantly increased computing power purchases.
> After deducting capital expenditure of RMB 59.3 billion and other items, free cash flow came in at -RMB 13.8 billion.
Tags
Hang Seng Tech Index
Lenovo Group
Tencent Holdings
Earnings Analysis
HK Stock Movements
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