周二特朗普总统竞选连续获得利好信号,市场普遍预期其在本周二举行的总统大选中胜算略高,有望使科技股在其下任总统任期内获得利好政策支持。消息传出后,科技板块股票走势活跃,其中苹果产业链股高伟电子(01415)更是盘中大涨5.24%,成为港股大赢家之一。
美国大选进入最后冲刺阶段,市场一直格外关注投票结果。周一的最新民调显示,共和党候选人特朗普领先优势略有扩大,此前预测平台Polymarket的数据亦显示特朗普赢得今年大选的概率已升至59%。市场人士分析,若特朗普连任,预计将延续对工业和科技行业的支持力度,有利于周期股和科技股表现。
香港股市投资者似乎早已对此有所预期,提前布局科技股。除了高伟电子之外,苹果概念股舜宇光学科技(02382)和瑞声科技(02018)亦大涨逾10%和6%。国产芯片龙头中芯国际(00981)也涨逾4%,表现强劲。科技股普涨也带动恒生科技指数大涨3.57%,远胜同期恒生指数涨幅。
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