智通财经APP获悉，恒指上周连跌4个交易日，全周跌881点或3.5%，大型银行股业绩表现及美国息口走向，成为影响大市波动的主要因素。摩根资产管理环球市场策略师周奂彤预期，港股踏入8月，或会出现短暂整固，大型股业绩表现将成为关键。她认为，市场对降息预测持续变化，短期或影响股市，但即使美联储推迟至12月才降息，亦是证明美国经济可以避免衰退，缓解长期压力，对风险资产属有利因素。预期美联储议息过后，大型板块股份业绩将成为焦点，人工智能（AI）相关的科技股会继续成为重点。
她还表示，会看好亚洲的人工智能行业受惠DEEPSEEK崛起，甚至现时电动车和低空经济也有用上AI概念。中国内地及香港相关股份现时估值合理，也有政策支持，未来有增长机会。
此外，她提到近期更多海外投资者关心中国内地及香港股市，指内地消费模式改变，利好离岸中概股，当中以电动车、手机及出行相关板块最有机会崛起。生物科技板块近期持续抽升，她指随着欧美大企业有兴趣与内地生科公司合作，料行业会受惠内地品牌走向国际的主题，也是看好中国内地及香港股市中长线走势的原因之一。
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