金吾财讯 | 中泰国际表示，4月港股以一个“V”型走势收尾，特朗普政府“对等关税”、中美地缘紧张关系升级触发港股月中一度跌穿2万点，但AI科技自主突围逻辑持续强化，叠加内部政策积极托底、港股通持续流入以及憧憬中美谈判等因素都为港股带来一定支撑。不过，中国经济修复节奏再度受挫，4月的官方PMI较3月显著下降。受到美国关税战影响，中国制造业及服务业景气放缓，其中制造业重回收缩。由于当前美国对中国关税税率已高得无法正常贸易的水平，预计短期中国制造业活动将会持续收缩，出口转内销或进一步加剧物价下行压力。
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