港股冲高回落,截止收盘,恒生指数涨0.32%,恒生科技指数涨0.14%。盘面上,博彩股表现活跃,地产股午后跳水,融创中国跌近7%。焦点股方面,中国奥园涨近10%,蔚来、百度集团涨超3%。机构观点华泰证券指出,对等关税扰动发生后,坚定看好港股相对收益表现,原因有三点:第一,产业上,市场中业绩与关税敏感性较高的出口链及中游制造企业市值占比较低;第二,科技企业盈利表现或将持续支持港股行情演绎;第三,外部...
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