金吾财讯 | 港股全日反复偏软，截至收盘，恒指涨0.25%，国企指数涨0.22%，恒生科技指数跌0.71%。蓝筹中，新东方-S(09901)涨3.66%，农夫山泉(09633)涨2.48%，万洲国际(00288)涨2.48%，安踏体育(02020)涨2.39%，华润电力(00836)涨2.19%；跌幅方面，中芯国际(00981)跌4.53%，银河娱乐(00027)跌3.57%，石药集团(01093)跌2.95%，翰森制药(03692)跌2.85%，理想汽车-W(02015)跌2.64%，舜宇光学科技(02382)跌3.56%。板块方面，半导体、医药、钢铁、建筑等板块跌幅居前；消费品、可选消费、电信等板块有支撑。国元国际表示，伴随着关税利空所带来的不确定性出现减弱，港股短期内有望迎来反弹。伴随着全球贸易摩擦加剧，国内在二季度进一步出台宽松和刺激政策的可能性增加，该行认为内市场对于政策的预期将进一步支撑港股估值，预期港股在中长期内具有较好韧性。该行指，近期港股的海外风险因素已经落地，特朗普政府发起的关税战以美方主动降低力度而得到停歇，虽然全球贸易格局的调整已经开始，但力度的减弱意味着短期内更少的不确定性，这有利于市场的修复。
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