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港股反彈科網股領漲匯豐升逾1% @ 2023-08-05T08: Back Hot News
Keyword:港股 恆指
Concept:港股市
7月的中/港股市上/中旬由於沒有利好消息及缺乏新資金流入,所以大部分時間都是交投淡靜,反覆向下。直至下旬中央政治局會議後,表示要切實化解重點領域風險,適時調整優化房地產政策;亦提及穩定投資,包括激動資本市場,提振投資信心和發揮政府投資帶動作用,並加強逆周期調節的政策。因此,聰明的沽空機構立刻補回「空倉」,尤其是房地產板塊最為明顯;再加上有部份新資金重新入市,所以中/港股市在七月下旬應聲彈上,以全月的最高位收市。滬指升近3%,半年來最大單月升幅,深證成指升約1.4%,創業板升近1%。恆指累計升1162,逾6%,是5個月以來最大單月升幅,科技指數更累計升逾16%。歐美方面,美國通脹數據進一步會落,投資者憧憬聯儲局快將結束加息周期,加上企業業績好過預期,使美國三大指數持續向上,以科技股為主的納斯達克指數更加表現出色。歐洲方面,通脹雖然高企,但慢慢開始回落,所以大部分股市都是反覆回穩。8月的股市會否延續7月的趨勢呢?

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