商湯升逾30%!港股連日強勢回暖,港股互聯網ETF(513770)升逾4%再創年內新高
港股繼續強勢回暖,科技互聯網龍頭領升,目前快手升超8%,騰訊控股、美團升超3%,嗶哩嗶哩升逾9%。此外,商湯昨日發佈“日日新大模型5.0”備受關注,盤中升逾30%觸及暫停交易,微盟集團、創新奇智、阜博集團等跟升居前。重倉港股互聯網龍頭的港股互聯網ETF(513770)場內價格現升4.19%,連續三個交易日升超3%,續刷年內新高,實時成交額超3億元。瑞銀近日將中國內地和中國香港股票評級上調至超配,理由是儘管中國房地產和宏觀形勢令人擔憂,但盈利仍表現強勁,稱在MSCI中國指數的成份股中,消費和互聯網行業比重居高,隨着消費出現初步回暖跡象,業績料有更佳表現。此外上週五,證監會推出5項惠港措施,支持港股表現,騰訊、美團等權重龍頭有望受益於人民幣股票交易櫃枱納入港股通,吸引更多內地散户及資金投資。
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