周四,恒生指数上涨550点,涨幅2.1%,收于26486点,创下8月中旬以来的最大单日涨幅,也是一周来的最高水平,此前曾有过温和的收盘。所有板块均上涨,上海基准指数收复关键的4000点大关,对中国推动技术自给自足的乐观情绪提振了半导体和人工智能相关股票。在乐观的美国经济数据和强劲的企业盈利引发华尔街反弹后,风险偏好也有所改善。中芯国际(7.3%)、地平线机器人(3.2%)和Trip.com(2.5%)等科技巨头领涨,而国泰航空在宣布回购卡塔尔航空剩余股份的计划后飙升4%,创下三个月新高。本周迄今为止,香港股市在早些时候的回落后稳步上涨,这得益于美中贸易休战期延长一年,暂停了大部分关税。交易员们现在正在等待周五和周末公布的中国10月贸易和通胀数据。
The Hang Seng jumped 550 points, or 2.1%, to close at 26,486 on Thursday, marking its strongest daily gain since mid-August and the highest level in a week after a muted finish previously. All sectors advanced as Shanghai’s benchmark index reclaimed the key 4,000 mark, with optimism over China’s push for tech self-sufficiency lifting semiconductor and AI-related shares. Risk appetite also improved following upbeat U.S. economic data and strong corporate earnings that sparked a Wall Street rebound. Tech heavyweights such as SMIC (7.3%), Horizon Robotics (3.2%), and Trip.com (2.5%) led gains, while Cathay Pacific surged 4% to a three-month high after announcing plans to repurchase Qatar Airways’ remaining stake. So far this week, Hong Kong markets are on track for solid gains following an earlier pullback, supported by a one-year extension of the U.S.–China trade truce suspending most tariffs. Traders now await China’s October trade and inflation data due Friday and over the weekend.