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港股將調整 候高開淡倉 @ 2025-04-02T Back Hot News
Keyword:港股 關稅
Concept:港股關稅
港股是對關稅消息最為脫敏的市場之一。我們做了一個簡單的分析發現,2018年首次中美貿易戰時,港股對關稅消息的反饋相對負面,對比標普500的表現也會發現,港股和美股在關稅消息發布後的一段時間均表現較為波折,但在關稅消息發布後的60個交易日後,港股開始出現快速的下挫。
研報表示,4月初關稅「風暴」即將落地,中國可能受影響最大,但准備也最充分;控供給、保需求,二季度國內政策發力方向越發清晰。關稅「風暴」落地後,預計A股回暖、港股休整、美股修復。從業績層面來看,核心資產已體現出極強的經營韌性,左側布局的契機已經成熟;從流動性層面來看,活躍資金明顯退潮,產業主題需要催化及時間來蓄勢。配置上,延續科技點火、供給側發力和消費補短板的思路。
【MONEYTALK直播】關稅日迫近 港股跌逾300點
郭家耀:關稅影響市場信心港股交投縮 美團(03690.HK)改善騎手福利短期業績料遇壓
【星期一.炒些乜】美對等關稅宣布在即 港股危中有機?
綜合來看,對內當前港股仍存回調壓力,對外由於市場憂慮關稅戰重燃,風險情緒也在不斷發酵。短線恆指或仍需尋找更加堅實的支撐位置。

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