周四，恒生指数下跌104点，收于19601点，跌幅0.5%，此前一个交易日略有上涨，受英伟达盈利预测低于一些投资者的高预期后美国期货小幅下跌的拖累。与此同时，高盛分析师指出，美国大选后宏观环境发生了明显变化，美元走强对亚洲股市构成了不利因素。尽管如此，由于希望北京明年可能采取更强有力的财政政策来应对特朗普关税对中国出口的影响，损失有所减轻。所有行业均下跌，科技和房地产板块跌幅最大。由于对未来利润增长的担忧，快手科技股价下跌1.8%，而阿里巴巴影业股价下跌8.4%，原因是2024年上半年利润下降。其他主要输家包括雅迪集团（-5.2%）、周大福珠宝（-4.2%）和KE控股（-2.8%）。交易员们现在等待香港将于今天晚些时候公布的通胀数据，此前9月份的数据达到了三个月来的最低水平2.2%。
The Hang Seng fell by 104 points or 0.5% to close at 19,601 on Thursday after a slight gain in the previous session, dragged by a modest drop in US futures following Nvidia's earnings forecast which fell short of some investors' high expectations. Meantime, Goldman Sachs analysts noted a clear shift in the macro environment post-US election, with a stronger dollar posing headwinds for Asian equities. Still, losses were mitigated by hopes that Beijing might adopt stronger fiscal policies next year to counter the impact of Trump's tariffs on Chinese exports. All sectors declined, with tech and property among the top losers. Kuaishou Tech tumbled 1.8% due to concerns about future profit growth, while Alibaba Pictures fell 8.4% on lower profits in H1 of 2024. Other major losers included Yadea Group (-5.2%), Chow Tai Fook Jewellery (-4.2%), and KE Holdings (-2.8%). Traders now await Hong Kong's inflation data, due later today, after the September figure reached a three-month low of 2.2%.
