2025年5月2日,港股市场收盘普涨。恒生指数上涨1.74%,国企指数上涨1.92%,恒生科技指数上涨3.08%,红筹指数上涨0.47%。
板块方面,港股热门科网股表现强劲,腾讯控股涨2.22%,阿里巴巴-W涨3.83%,小米集团-W涨6.31%,美团-W涨1.69%,金山软件涨6.74%。
腾讯控股上涨2.22%。
阿里巴巴-W上涨3.83%,中国正在评估与美国进行贸易谈判的可能性,表明在数周僵局后可能出现突破。美国官员表示愿意讨论关税问题,这一发展可能推动中美之间的谈判。
汽车股大涨,小米集团-W上涨6.31%。比亚迪股份上涨3.30%。理想汽车-W上涨3.57%。小鹏汽车-W上涨6.66%。零跑汽车上涨7.01%。蔚来-SW上涨1.11%。
中国人民保险集团上涨3.05%,港股保险板块走强,中国人民保险集团股价大涨超过5%,引发市场关注。保险股整体上涨,中国财险、新华保险等股价也有明显涨幅。投资者对保险行业前景持积极预期。
百胜中国下跌7.67%,大摩和高盛分别对百胜中国的目标价和业绩进行调整,大摩将目标价升至151美元,评级“与大市同步”,高盛略下调盈测并降低目标价至447元。
金山软件上涨6.74%。
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