香港股市周三早盘上涨338点,涨幅1.6%,至近10周高点21904点,连续第三个交易日上涨。此前,美国总统特朗普软化了对美联储主席鲍威尔的语气,尽管他最近发布了“鲍威尔的终止来得不够快!”与此同时,财政部长斯科特·贝森特表示,他预计美国和中国将在“不久的将来”开始缓和贸易紧张局势。在国内方面,有报道称中国“国家队”和散户投资者介入支持大陆股市。投资者也在密切关注即将召开的政治局会议的政策信号,花旗预计该会议将于本周晚些时候举行。
所有板块均上涨,消费、科技和金融股领涨。小米股价上涨3%,此前第一季度在中国的出货量激增40%,达到1330万台。其他表现突出的公司包括腾讯(3.1%)、Smoore International(7.7%)、阿克苏(7.4%)和阳光光学(3.6%)。
Hong Kong stocks surged 338 points or 1.6% to a near 10-week peak of 21,904 in Wednesday morning trade, rising for a third straight session. The rally followed a rebound on Wall Street after U.S. President Trump softened his tone on Fed Chair Powell, despite recently posting, “Powell’s termination cannot come fast enough!” Meanwhile, Treasury Secretary Scott Bessent said he expects the U.S. and China to begin de-escalating trade tensions “in the very near future.” On the domestic front, reports suggested Chinese “national team” and retail investors stepped in to support mainland equities. Investors are also closely watching the upcoming Politburo meeting for policy signals, with Citi expecting the session to take place later this week.
All sectors rose, led by consumer, tech, and financial stocks. Xiaomi rose 3% after Q1 shipments in China surged 40% to 13.3 million units. Other notable performers included Tencent (3.1%), Smoore Intl. (7.7%), Akeso (7.4%), and Sunny Optical (3.6%).