智通财经APP获悉，香港公用股彰显防御属性，今日逆势上扬，电能实业及中电控股午后一度涨超2%。截至发稿，电能实业(00006)涨1.14%，报48.6港元；中电控股(00002)涨0.94%，报64.55港元；长江基建集团(01038)涨0.83%，报48.5港元。
银河证券指出，特朗普发布的“对等关税”比预期更严厉，其他国家纷纷采取反制措施，贸易冲突加剧，市场对主要经济体经济增速放缓的担忧加剧。短期内，投资者风险偏好下降，带动股市估值回调。中长期来看，股市表现取决于各国关税协商谈判结果以及关税落地情况。配置方面，短期内建议关注贸易依赖度较低以及股息率较高的板块，主要有能源业、电讯业、公用事业等行业。
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