金吾财讯 | 港股指数早盘冲高回落，截至午间收盘，恒指微升0.01%，国企指数跌0.26%，恒生科技指数跌1.61%。中芯国际(00981)跌6.87%，万洲国际(00288)跌3.76%，京东健康(06618)跌3.55%，信义光能(00968)跌3.13%。涨幅方面，恒基地产(00012)涨5.3%，周大福(01929)涨3.82%，新鸿基地产(00016)涨3.08%。盘面上看，奢侈品、风电、银行、航运等板块有支撑，半导体、军工、农业等板块受压。东吴证券表示，美股短期反弹主要基于情绪博弈，仍有下探风险。标普500已基本收复对等关税以来所有跌幅，继续反弹有压力。特朗普关税策略可能反复，美股企业盈利二季度仍有压力，以及美联储降息时点不及预期等都会持续干扰市场。如果美股反弹进程不及预期，甚至出现大幅回调，仍会影响港股风险偏好。
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