周三,恒生指数下跌72点,跌幅0.3%,收于24518点,从盘中早些时候的四个月高点回落,交易员获利回吐。最终的下跌结束了四天的连胜,6月通胀数据公布后,美国期货价格下跌,这表明关税可能推高了价格,抑制了美联储降息的希望,从而打压了市场情绪。与此同时,特朗普总统表示,他可能会在7月底前对药品征收关税,随后可能会对半导体征税。他表示,这些有针对性的进口税可能会与定于8月1日实施的更广泛的“互惠”关税同时生效。荷兰科技巨头ASML警告称,尽管超过了2025年第二季度的收益和收入预期,但2026年的增长将持平,这增加了压力。明显落后的包括波玛特国际(-4.3%)、浙江利浦汽车科技(-3.0%)、KE控股(-2.7%)和中国龙源动力(-2.5%)。
The Hang Seng fell 72 points or 0.3% to close at 24,518 on Wednesday, pulling back from a four-month high hit earlier in the session as traders booked profits. The eventual decline snapped a four-day winning streak, with sentiment weighed down by a drop in U.S. futures following June inflation data, which indicated that tariffs may be pushing prices higher and dampening hopes for Fed rate cuts. Meanwhile, President Trump said he may impose tariffs on pharmaceuticals by the end of July, with levies on semiconductors likely to follow soon after. He suggested these targeted import taxes could take effect alongside broader “reciprocal” tariffs scheduled for implementation on August 1. Adding to the pressure, Dutch tech giant ASML warned of flat growth in 2026, despite beating earnings and revenue estimates for Q2 2025. Notable laggards included Pop Mart International (-4.3%), Zhejiang Leapmotor Tech (-3.0%), KE Holdings (-2.7%), and China Longyuan Power (-2.5%).