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港股二輪攻勢開啟?阿里健康飆升13%,港股互聯網ETF(513770)早盤再升逾1%

經近日短期調整後,港股或正開啟二輪上升攻勢。28日早盤,港股繼續拉昇,科技互聯網方向表現強勢,受阿里健康業績大增提振,互聯網醫療強勢領升,阿里健康飆升超13%,京東健康升近8%,平安好醫生升近7%。龍頭股方面,美團、騰訊控股均升近2%,嗶哩嗶哩升超1%,快手跟升。

重倉港股互聯網龍頭的港股互聯網ETF(513770)場內價格現升1.32%,衝擊日線兩連陽。實時成交額超1億元,交投活躍。 截至5月27日,港股互聯網ETF(513770)年內日均成交額達2.5億元,可日內T+0交易。

昨日盤後,阿里健康發佈2024年一季報,阿里健康一季度實現總收入270.266億元,經營質量顯著提高。淨利潤達到8.83億元,同比增長64.6%。經調整後利潤淨額約14.38億元,同比增長90.8%。近期,港股互聯網公司一季報密集披露,利潤釋放普遍較為強勁,如騰訊控股首次單季度淨利突破500億元,小米集團單季盈利亦創歷史新高。分析人士指出,隨着港股做空比例下降明顯,未來港股互聯網的行情或更多受到基本面及股東回報策略驅動。目前互聯網企業的整體回報率已經與港股市場的典型紅利資產相媲美,同時這些企業還保有成長性,因此在性價比上顯得尤具吸引力。

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