港股明星科网股早盘震荡走弱，阿里巴巴(09988.HK)跌超3%，腾讯控股(00700.HK)跌超2%，微博(09898.HK)、快手(01024.HK)、网易-S(09999.HK)等跟跌。

Daiwa raised its target price for Biren Technology (06082.HK) to HK$130 from HK$100 and reiterated a Buy, after management lifted 2027 revenue guidance to yuan 20 billion from yuan 10 billion. Daiwa said the revision reflects higher average selling prices for mainstream Chinese AI chips and a bigger revenue mix from super‑pod solutions, signaling confidence in the flagship BR20x chip and order pickup. The broker raised its 2026–28 revenue forecasts by 14%, 94% and 58% to yuan 2.408bn, yuan 21.008bn and yuan 45.508bn, and upped 2027–28 net profit forecasts by 35% and 10% to yuan 4.179bn and yuan 11.967bn. The new PT implies roughly 15x 2027 price-to-sales.

阿里巴巴(09988.HK)：云计算部门将在未来12个月内在土耳其、芬兰和荷兰建立首个云区域。将在马来西亚、德国、阿联酋、法国和香港扩展数据中心布局。