2月27日消息,港股三大指数震荡调整,一度全线翻红,截至收盘,恒生指数跌0.29%,报23718.29点,恒生科技指数跌1.22%,国企指数跌0.66%。盘面上,科网股全线下跌,小米集团跌超5%,哔哩哔哩跌超4%,快手跌超3%,联想集团、网易跌超2%;餐饮股延续昨日强势,奈雪的茶涨超21%;内房股震荡走强,碧桂园涨超17%。
餐饮股延续昨日强势,奈雪的茶涨超21%。26日,蜜雪集团孖展超购约5318倍成为港股‘冻资王’,带动茶饮行业炒高。有分析人士指出,这场现象级IPO背后,是资本对“下沉市场王者”的狂热追逐,也是新茶饮行业“低价神话”的极致演绎。
内房股震荡走强,碧桂园涨超17%。华泰证券表示,认为房地产“止跌回稳”是2025年要一鼓作气完成的目标,并不会半途而废。2025年将有望看到:1、一线及部分二线城市总体成交量(新房+二手房)有望稳中有升,其他城市逐步走向平稳;2、一线城市为代表的重点城市房价有望实现“止跌回稳”,同时这些城市的核心地段地价或将“稳中有升”;3、政策会加力护航“止跌回稳”之路,包括核心城市行政政策、房贷利率、去库存和城中村改造等的继续优化。
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