港股走強，中概互聯ETF升超2%
港股午後繼續走強，恒生科技指數升幅擴大至3%，恒指升超2%。嗶哩嗶哩、小鵬汽車升超7%，蔚來、京東升超6%，阿里升超5%，舜宇、比亞迪電子、美團升超4%。
ETF方面，中概互聯ETF、恒生科技ETF升幅居前，易方達基金中概互聯網ETF、廣發基金中概互聯ETF、嘉實基金中概互聯網ETF分別升2.88%、2.57%和2.45%。
消息面上，美股時段，中概股指收升近2%，小鵬汽車升近9%，蔚來升近8%；離岸人民幣盤中升超百點，兩週來首次升破7.24。
此外，頭部互聯網公司持續加碼回購。統計顯示，騰訊控股4月8日回購10.03億港元，年內累計回購金額188.42億港元；美團於4月9日以約4億港元回購了近400萬股B類股份。截至4月8日年內累計回購金額40.00億港元；小米集團-W4月8日回購4644.14萬港元，年內累計回購金額21.03億港元；快手4月8日回購2313.14萬港元，年內累計回購14.18億港元。
同時頭部互聯網公司也有最新動態傳出。阿里巴巴創始人馬雲於阿里內網發帖，高度肯定蔡崇信和吳泳銘組成的新管理層的變革勇氣，稱阿里巴巴已重回健康成長軌道，並支持繼續改革。這是退休後的馬雲五年來首次長篇幅分享對公司改革創新及未來前景的思考。
京東將投入10億現金和10億流量作為獎勵，吸引更多原創作者和優質內容機構入駐。 據介紹，京東將以現金形式，對覆蓋數碼3C、家電家居、母嬰、寵物、時尚、運動、美粧個護、健康、車品等超過20個創作領域的達人進行補貼。
目前阿股有多隻關於中概互聯、港股科網股的ETF，跟蹤的指數分別有中國互聯網30人民幣、中國互聯網30人民幣、中國互聯網50人民幣、全球中國互聯網人民幣、SHS科技龍頭和恒生科技指數。
從ETF規模來看，百億以上規模的有易方達基金中概互聯網ETF、華夏基金恒生互聯網ETF、華夏基金恒生科技指數ETF和華泰柏瑞基金恒生科技ETF，最新規模分別為336.23億元、293.83億元、216.89億元和153.58億元。
展望港股投資後市，中金策略團隊認為 ，中國和美國3月PMI數據的同步改善確實引發了關於中國甚至全球製造業活動是否正在修復的討論，而這對於週期性復甦的判斷和上游原材料板塊能否跑贏至關重要。
該團隊指出鑑於外部美聯儲降息、國內經濟增長和政策支持等方面的不確定性上升，港股短期市場可能進入箱體震盪，直到對支撐經濟持續復甦至關重要的更多財政或貨幣支持出現。當前形勢下，結構性的“啞鈴”配置（高分紅、科技成長、部分出海與上游）更為有效。
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