美国总统特朗普拟另立新关税处理电子产品及半导体进口,市场解读等同暂停相关产品对等关税,纳指期货升逾1%。港股早市高开。恒指高开449点或2.1%,报21,363点;国指高开168点或2.2%,报7,970点;恒生科技指数高开153点或3.1%,报5,053点。
受电子产品关税影响股份高开,手机相关股比亚迪电子(00285.HK) 及舜宇(02382.HK) 高开6.5%及6.2%。个人电脑生产商联想集团(00992.HK) 高开8.6%。家电股海尔智家(06690.HK) 及美的(00300.HK) 高开3.7%及2.2%。
其他科技股方面,阿里(09988.HK) 高开4.3%报107.4元,网易(09999.HK) 及百度(09888.HK) 高开4.1%及4.9%,腾讯(00700.HK) 、美团(03690.HK) 及小米(01810.HK) 高开2.1%至2.2%,哔哩哔哩(09626.HK) 高开2.5%,京东(09618.HK) 高开1.3%,金蝶(00268.HK) 、阿里健康(00241.HK) 及快手(01024.HK) 高开3%至3.2%。芯片股中芯(00981.HK) 及华虹(01347.HK) 高开3%及3.8%。
车股继续受中欧电动车关税谈判刺激,吉利(00175.HK) 及比亚迪(01211.HK) 高开4.7%及4.1%,理想(02015.HK) 高开3%,蔚来(09866.HK) 及小鹏(09868.HK) 高开7.9%及5.3%。金融股方面,汇控(00005.HK) 、港交所(00388.HK) 及友邦(01299.HK) 高开2.3%至2.8%。(fc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-11 16:25。)
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