港股异动 | 科网股早盘全线走高 京东集团-SW(09618)涨超7% 阿里巴巴-W(09988)涨超6%

智通财经
20 Jan

智通财经APP获悉,科网股早盘全线走高,带动恒生科技指数涨超3%。截至发稿,京东集团-SW(09618)涨7.36%,报157.5港元;阿里巴巴-W(09988)涨6.32%,报85.85港元;百度集团-SW(09888)涨4.45%,报82.15港元;快手-W(01024)涨3.56%,报42.2港元。

消息面上,当地时间1月17日,纳斯达克中国金龙指数大涨超3%。兴业证券指出,港股当前又到了“流泪撒种”、逢低布局的好时机。1月下旬之后,海外因素对中国股市的压制有望迎来转机。届时特朗普就职、美债长端利率和美元走强的短期冲击随着利空出尽而告一段落,相反,中国政策宽松或将加强,中国资产的配置吸引力将提升。此外,“年报季”即将来临,聚焦基本面变化以及分红比例提升带来的重估机会。花旗此前表示,中国互联网板块估值合理及增长质素不断改善,但同时仍认为应与宏观及消费复苏步伐密切相关。

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