智通财经APP获悉,科网股午后跌幅扩大,拖累恒生科技指数跌超3%。截至发稿,阿里巴巴-W(09988)跌3.4%,报90.9港元;腾讯(00700)跌1.89%,报405.4港元;金山软件(03888)跌5.2%,报29.15港元。
消息面上,11月12日,离岸人民币对美元汇率盘中接连跌破7.23、7.24关口,再度刷新8月初以来的新低。美元指数11月12日盘中最高升至106.65,创下7月初以来的4个月新高。中泰国际指出,特朗普胜选,贸易保护主义倾向推高港股风险溢价,强通胀政策也使得美元指数和美债收益率继续强势演绎,港股流动性和估值扩张进一步承压。
值得注意的是,本周多家互联网龙头将发布业绩。高盛发布研究报告称,预计互联网巨头第三季收入均符合预期,而投资者会因为内地9月底的政策改变,将目光放到第四季的指引,以及管理层对近期消费走势的评论、广告科技的进展、人工智能(AI)云增长和资本开支投资、公司如何应对美国潜在关税下的跨境业务,以及任何有关股东回报政策的更新。
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