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港股春季躁動來了?科技股吹響進攻號角,京東飆升逾7%!
格隆匯 01-20 14:53

節前最後一週,港股延續升勢,迎漂亮開局。

週一,港股主要指數表現強勁,恒科指一度升超3%重返2萬點大關恒指、國指一度升超2%。截至發稿,三大指數有所回落。

盤中,大型科技股領銜吹響進攻號角,全線強勢爆發。

京東、美團大升超7%,阿里升超5%,百度、嗶哩嗶哩、騰訊等均升超2%。

其中,京東成為今日科技股中“最靚的仔”之一。

春節臨近,京東聯動微信最新上線了“送禮”功能,同時還推出了“羣送禮”的趣味玩法。據悉,京東送禮功能基本覆蓋了適合送禮的全部自營商品。

另外,京其今天還推出“蘋果國補”活動,最高可享20%補貼及2000元人民幣減免。

多重利好提振

港股今天的大升,或主要得益於海內外因素共振。

今天,78歲的特朗普將正式開啟他的第二任期,“新特朗普時代”真的要來了

正所謂“新官上任三把火”。

特朗普二進白宮,估計得燒“六把火”。

此前,特朗普就聲稱要在上任後廢除拜登的每一項行政命令

而據最新消息,他計劃在就職首日發佈多達100項總統令,其中就包括讓TikTok重回美國。

在度過了勝選初期的關税“威脅”後,接下來特朗普政策將會愈發明朗清晰。

中美也顯現積極信號。

美媒消息稱,特朗普計劃在上任後的100天內開啟訪華之行。

上週五,中美元首通電話,並就中美關係發展達成重要共識。

另應美方邀請,國家副主席韓正在華盛頓會見了美國當選副總統萬斯,以及美中貿易委員會、美國商會等工商界人士代表。

除海外因素提振港股之外,春節臨近港股春季行情或啟動。

歷來在春節前一週,中國資產的春季行情會明顯走強。

從資金流向看,近來南向資金呈現加速流入態勢。自去年12月下旬以來,南向已持續淨流入一個月有餘。

港股迎春季行情?

隨着特朗普政策威脅或利空出盡,疊加國內政策不斷助力以及春季行情助攻,港股短期或迎反彈窗口。

銀河證券指出,美新總統就職後,特朗普對華政策將更加明晰,中國的應對政策也會更加明確。

同時,隨着上市公司年報業績陸續披露,業績超預期的個股或發生股價調整。短期內,港股市場預計延續震盪走勢。

花旗此前也表示,中國互聯網板塊估值合理及增長質素不斷改善,不過同時仍認為應與宏觀及消費復甦步伐密切相關。

展望後市,華泰證券稱震盪市基調未改,但港股或在春節前後出現反彈窗口

1)近期市場對海外擾動擔憂邊際緩和,2)春季行情日曆效應,3)A股業績預吿披露期市場或更偏好具備業績/景氣和性價比相對優勢的港股權重股,4)春節後投資者重心或切換至我國政策預期,5)中期貿易摩擦不確定性風險仍存。

操作上,投資者可適當把握港股的反彈窗口期。配置上,啞鈴組合上可適當增配恒生科技標的:

1)底倉選取盈利預期較穩健的金融、電信、交運等紅利板塊;2)可配置受益於AI產業發展、盈利預期持續上修的科技硬件;3)可增配具備業績和性價比相對優勢的標的,如部分互聯網權重股。

興業證券此前也表示,港股當前又到了“流淚撒種”、逢低佈局的好時機。富國基金張峯最新指出,峯迴路轉後,2025港股有望更上一層樓。

經歷了2024年的上升,當前恒生指數估值仍處於低位,具備較佳投資性價比。

展望2025年,國內政府刺激經濟的效果有望逐步顯現,疊加外資對於中國資產的興趣有所抬升,港股市場的表現值得期待。

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