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華泰證券:預期驗證期不改港股中樞上移趨勢 @ 2025-08-18T Back Hot News
Keyword:港股
Concept:
【恆生指數/恆生指數/恆指/恆指/HSI/HANG SENG INDEX/港股/夜期/ADR】北水上周五(15日)大手吸資後,周一淨流入金額回落至13.9億元。資金主力買中人壽 (02628)及阿里巴巴 (09988),分別錄6.7及6.2億元淨流入,華虹半導體 (01347)亦吸資3.9億元。淨流出方面,北水沽指數ETF,盈富基金 (02800)錄64.1億元淨流出,恆生國指ETF (02828)及南方恆生科指ETF (03033)分別錄14.4及5.7億元淨流出。
內地上月「三頭馬車」數據遜預期。港股下跌。恆指低開197點後跌幅擴大,曾跌351點一度低見25,167點,全日跌249點或1%,收25,270點;國指跌89點或1%,收9,039點;恆生科技指數跌32點或0.6%,收5,543點。大市全日成交金額按日升逾15%至3,126.87億元。
恆指早上大幅高開後,已突破25000關口以上,最後更以全日最高位25613收市。張穎群指出,目前頗接近在7月24日的歷史紀錄新高25735。上周曾見回落調整,更見失守關口。惟跌幅有限,踏入本周已連升3日,累計升幅迫近755點。而科技指數亦見反彈,升幅更高達3.5%。這反映出投資者在利好消息出台,或企業能發布勝預期的成績,皆勇於追捧,同時也顯示出對港股是高度充滿信心。

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