4月23日，港股高开，能源、交运等行业亦有表现。截至10点30分，港股通央企红利ETF南方(520660.SH)涨0.56%，中远海控港股涨1.61%。
中泰国际指出，南向资金持续发挥港股"稳定器"功能，年初至4月初累计净流入超5800亿港元，欧美长线资金因地缘风险维持低配，而港股通持续净流入支撑，市场结构正逐步重塑。目前港股配置上可采取哑铃结构，以港股通央企红利为代表的大盘高分红资产为稳定底仓，加上具备自身产业趋势和政策支持方向的科技板块。分行业来看，煤炭板块，非电需求仍维持缓慢提升，煤价向上动力不足，但考虑国内产量及进口在低煤价下开始收缩，下行压力亦有限。边际产能成本、进口煤价倒挂以及长协基准价对港口煤价有支撑，预计短期现货价仍以窄幅震荡为主，长协价仍表现出低波韧性。石油板块，短期来看，在没有较大的国际形势的变化下，驱动油价进一步上涨的动力相对不足，预计油价短期或维持区间震荡。通信板块，三大运营商近日均已发布2024年财报，主营业务收入稳健，算力资本开支持续上升，新业务贡献未来增长点AI大模型需求增长背景下，大型公有云厂商或将增收增利。
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