香港股市在周五早盘下跌76点,跌幅0.3%,至23500点,扭转了前两个交易日的涨幅,跌幅遍及所有行业。恒生指数有望连续第三周下跌,迄今为止下跌约0.8%,原因是对美国即将实施的互惠关税和汽车税的担忧,以及全球贸易争端的加剧。在下周中国官方和私人消息来源公布3月份PMI数据之前,投资者仍持谨慎态度。摩根士丹利将MSCI中国、恒生和其他中国指数的年终目标上调了8%至9%,以限制进一步下跌,理由是第四季度盈利强劲,科技/人工智能投资不断增加。与此同时,美国期货在今天晚些时候公布个人消费支出通胀数据之前小幅上涨。主要落后者包括中国人民财产保险股份有限公司(-3.3%)、联想集团(-3.2%)、半导体制造(-1.1%)和小米公司(-1.0%)。相比之下,李宁公司股价飙升4%,在提议提高股息后接近五个月高点。
Hong Kong stocks fell 76 points or 0.3% to 23,500 in early Friday trade, reversing gains from the previous two sessions as declines spread across all sectors. The Hang Seng is on track for its third consecutive weekly fall, down about 0.8% so far, amid concerns over upcoming reciprocal tariffs and auto levies from the U.S., along with a growing global trade dispute. Investors remained cautious ahead of China’s March PMI data next week from both official and private sources. Limiting further losses, Morgan Stanley raised its year-end targets for MSCI China, Hang Seng, and other Chinese indexes by 8% to 9%, citing strong Q4 earnings and rising tech/AI investment. Meanwhile, U.S. futures edged higher ahead of the PCE inflation readings later today. Among major laggards were PICC Property & Casualty (-3.3%), Lenovo Group (-3.2%), Semiconductor Manufacturing (-1.1%), and Xiaomi Corp. (-1.0%). In contrast, Li Ning Co. surged 4%, nearing a five-month high after proposing a higher dividend.