南方恒生科技股价今日盘中大涨5.01%,引发市场关注。消息面上,科技互联网板块股午后掀起一波上涨行情,其中腾讯、哔哩哔哩等游戏业务将进入确定性复苏期。美团则延续强化核心减亏损优势,电商平台预计第三季度收入符合预期,利润有望超出预期。
分析人士表示,第三季度常被视为电商行业的淡季,但电商平台已逐步退出"低价内卷"模式,重视差异化竞争和提升商业化水平。券商机构也看好科技互联网等板块的盈利前景,称恒生科技指数利润端有望延续超预期趋势。恒生科技指数成份股南方恒生科技作为跟踪该指数的ETF基金重仓股,受到利好因素驱动出现大涨。
此外,摩根士丹利新发表报告称,随着支持政策利好预期逐渐转化为消费者信心,中国互联网行业2025年收入增长前景仍被看好。包括电商GMV、广告收入、本地服务和在线旅行等细分领域均有望实现较高增长。因此,在利好预期和盈利向好的双重驱动下,科技板块当前交投活跃,走势维持强劲。
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