4月7日，全球股市巨震，兴业证券全球首席策略分析师、经济与金融研究院联席院长张忆东做客新浪证券直播间，为投资者解读全球资本市场走向。直播详情>>

　　今日港股大幅下跌，截止收盘，恒生指数收跌13.22%失守2万点关口，恒生科技指数收跌17.16%。张忆东表示，今日恒生科技指数的大幅下跌属于“错杀”。他指出，港股市场的特殊性在于其允许做空机制的存在，这使得市场在短期内可能出现过度反应。截至收盘，港股的卖空占比已达到极端水平，上周末卖空占比已超过20%。他预测，今日港股的卖空占比可能接近甚至超过30%，这种极端情况表明市场情绪已被严重放大。

　　尽管市场情绪低迷，但张忆东认为，只要基本面保持稳定，港股的科技龙头股依然具有投资价值。他强调，港股科技龙头和新消费龙头的占比越来越高，截至去年年底，消费、科技、医疗保健等板块的市值占比已超过港股总市值的50%，这表明港股市场的结构正在逐步优化，科技和新消费领域将成为未来市场的核心驱动力。

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