香港股市周四早盘上涨341点,涨幅1.4%,至23824点,在广泛上涨的情况下连续第二天走强。华尔街银行对中国股市转为看涨后,市场情绪增强。摩根士丹利(Morgan Stanley)今年第二次上调了2025年内地股市的年终目标,而高盛(Goldman Sachs)则预测,由于盈利上调,股市将进一步上涨。继2024年下降3.3%之后,2025年前两个月中国工业利润同比小幅下降0.3%也提供了支撑,并强化了北京刺激措施正在生效的迹象。然而,由于投资者权衡美国总统特朗普对汽车进口征收25%的关税,隔夜华尔街的微弱领先削弱了涨幅。在下周中国3月PMI数据公布之前,人们也普遍持谨慎态度。早盘上涨股包括老普Old(8.3%)、中银香港(7.0%)、半导体制造(5.0%)、中国蒙牛乳业(3.9%)和汉索制药(3.6%)。
Hong Kong equities climbed 341 points or 1.4% to 23,824 in Thursday morning trade, extending strength for a second day amid broad-based gains. Sentiment strengthened after Wall Street banks turned bullish on Chinese stocks. Morgan Stanley raised its 2025 year-end targets for mainland shares for the second time this year, while Goldman Sachs projected further upside driven by positive earnings revisions. A slight decline of 0.3% yoy in China’s industrial profits for the first two months of 2025 also provided support, following a 3.3% drop in 2024 and reinforcing signs that Beijing’s stimulus measures are taking effect. However, gains were tempered by a weak lead from Wall Street overnight, as investors weighed U.S. President Trump’s 25% tariffs on auto imports. Caution also prevailed ahead of China’s March PMI data next week. Among early gainers were Laopu Old (8.3%), BOC Hong Kong (7.0%), Semiconductor Manufacturing (5.0%), China Mengniu Dairy (3.9%), and Hansoh Pharmaceutical (3.6%).