鮑威爾鬆口！港股反彈，港股互聯網ETF升3%
今日港股三大指數全線反彈，恒指收升1.18%，科指收升2.48%。科網股、地產股升幅居前
ETF方面，港股互聯網ETF、港股消費ETF、恒生科技指數ETF等港股ETF升幅居前。博時基金港股互聯網ETF、銀華基金港股消費ETF、富國基金港股通互聯網ETF、華寶基金港股互聯網和工銀瑞信基金港股通科技30ETF分別升3%、2.94%。
消息面上，美聯儲主席鮑威爾週二鬆口表示，美國正重回“通脹回落軌道”，但決策者在降息前需要更多數據來驗證近期通脹率下降是否準確反映了經濟狀況。
儘管承認通脹問題已取得進展，但鮑威爾同時警惕，擔心行動過快會威脅通脹降温。
同時美國近期多項數據顯示勞動力市場有降温跡象。美國5月JOLTS職位空缺814萬人，意外好於預期的795萬人。美國5月份的職位空缺在前兩個月出現大幅下降後有所上升，但這一趨勢仍與勞動力市場狀況的緩和一致，這可能為美聯儲今年降息鋪平道路。
受此消息影響，美股低開高走，尾盤加速上行，標普史上首次收高於5500點，標普、納指、亞馬遜、蘋果、微軟齊創新高。港股今日三大指數也跟隨反彈。
中資及外資機構看好A股、港股在下半年有上升空間，其中港股表現可能更強。
國泰君安團隊認為，國內經濟政策以穩為主，地產政策持續優化，港股市場盈利預期改善，隨着中國在經濟、政策領域不確定性的降低，港股市場情緒修復。海外方面，主要央行先後進行首次降息，美聯儲呵護金融和勞動力市場的意圖明顯，部分經濟數據顯示疲軟跡象，海外利率水平下行是趨勢。我們認為，不確定性下降在港股體現尤為明顯，將成為港股上升的關鍵動力。
目前A股有多隻港股主題的ETF產品，如港股互聯網ETF、恒生科技指數ETF、恒生ETF以及H股ETF等，跟蹤的指數名稱有港股通互聯網、中國互聯網30、恒生互聯網科技業、SHS互聯網和恒生科技。
從今日表現最好的港股互聯網ETF來看，華夏基金恒生互聯網ETF的規模最大，最新規模為282.21億元。富國基金港股通互聯網ETF的最新規模為111.59億元。
中證港股通互聯網指數從港股通範圍內選取30家涉及互聯網相關業務的上市公司證券作為指數樣本，以反映港股通內互聯網主題上市公司證券的整體表現。
從前十大權重股名單來看港股通互聯網指數的第一大權重股是美團，佔比達到16.19%。第二大權重股是騰訊，佔比是15.69%。第三大權重股是小米，佔比為15.06%。商湯是第六大權重股，佔比為2.67%。
騰訊上半年累計回購超523億港元 半年回購金額已超去年全年。此外，商湯今日大升17%。消息面上，2024世界人工智能大會將於7月4日在上海展開。商湯科技將在世界人工智能大會(WAIC2024)上發佈“日日新5.5”版本，全面升級“雲、端、邊”大模型產品矩陣，同時進行多項重磅合作的簽約發佈，加速生成式AI向產業落地的全面躍遷。
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