恒生指数周一上涨216点，涨幅0.9%，收于23905点，从上午的低迷中反弹。在特朗普总统暗示其互惠关税计划在4月2日最后期限之前可能具有“灵活性”后，美国期货价格强劲上涨。与此同时，美联储主席鲍威尔上周淡化了关税的长期影响，缓解了投资者的担忧。市场对李强总理再次承诺采取更积极的宏观经济政策表示欢迎。与此同时，中国央行重申了在今年晚些时候“适当的时候”下调银行存款准备金率和利率以支持复苏的计划。摩根士丹利将2025年中国GDP增长预测上调50个基点至4.5%，理由是刺激措施对地方政府和消费的支持，这增加了乐观情绪。大多数行业上涨，科技股、消费股和金融股领涨。表现最好的公司包括浙江利浦汽车（4.8%）、小米公司（3.9%）、CK和记黄埔。（3.8%）和半导体制造（2.9%）。
The Hang Seng climbed 216 points or 0.9% to finish at 23,905 on Monday, rebounding from a subdued morning session. The rally followed strong gains in U.S. futures after President Trump hinted at possible “flexibility” in his reciprocal tariff plan ahead of the April 2 deadline. Meanwhile, Fed Chair Powell last week downplayed the long-term impact of the tariffs, easing investor concerns. Markets welcomed Premier Li Qiang’s renewed pledge for more proactive macroeconomic policies. Meantime, the PBoC reiterated plans to cut banks' RRR and interest rates at an "appropriate time" later this year to support the recovery. Adding to the optimism, Morgan Stanley raised its 2025 China GDP growth forecast by 50bps to 4.5%, citing stimulus-driven support for local governments and consumption. Most sectors advanced, led by tech, consumer, and financial stocks. Top performers included Zhejiang Leapmotor (4.8%), Xiaomi Corp. (3.9%), CK Hutchison Hlds. (3.8%), and Semicon Manufacturing (2.9%).
