周一中午左右,香港股市下跌103点,跌幅0.4%,至23238点,标志着在穆迪下调美国信用评级后,美国期货连续第三个交易日下跌。投资者还消化了中国4月份的经济活动数据,工业产出增长有所放缓,但超过了普遍预期,而零售额低于预期。与此同时,今年前四个月内地固定资产投资有所放缓。随着交易员展望本周晚些时候中国央行对关键贷款利率的月度审查,大多数行业都出现了回落。科技股、金融股和消费类股领跌。限制进一步损失的是,香港经济在2025年第一季度同比增长3.1%,与初步估计一致,高于第四季度修正后的2.5%,这是由稳定的出口推动的,因为企业在预期的美国关税上调之前提前发货。汽车股大幅下跌,包括李汽车(-3.2%)、小鹏(-2.9%)和吉利汽车(-2.6%)。
Hong Kong shares fell 103 points or 0.4% to 23,238 around noon on Monday, marking a third straight session of losses amid a tumble in U.S. futures following Moody’s downgrade of the U.S. credit rating. Investors also digested China’s April activity data, where industrial output growth eased but topped consensus, while retail sales came in below forecasts. Meantime, fixed-asset investment in the mainland eased in the first four months of the year. Most sectors retreated as traders looked ahead to the Chinese central bank’s monthly review of key lending rates later this week. Notable decliners included tech, financials, and consumer stocks. Limiting further losses was confirmation that Hong Kong’s economy grew 3.1% yoy in Q1 2025, in line with a flash estimate and up from a revised 2.5% in Q4, driven by solid exports, as businesses front-loaded shipments ahead of anticipated U.S. tariff hikes. Auto stocks dipped sharply, including Li Auto (-3.2%), Xpeng (-2.9%), and Geely Auto (-2.6%).