港股异动 | 科网股表现亮眼 美联储降息升温提振市场情绪 腾讯(00700)绩前刷新逾四年新高

智通财经
Aug 13

智通财经APP获悉,科网股早盘表现亮眼,截至发稿,腾讯音乐-SW(01698)涨15.52%,报102港元;哔哩哔哩-W(09626)涨5.68%,报186港元;阿里巴巴-W(09988)涨4.46%,报121.8港元;百度集团-SW(09888)涨3.43%,报87.55港元;腾讯(00700)涨3.49%,报579港元。

消息面上,美国7月CPI同比持平于2.7%,低于预期的2.8%,环比则上涨0.2%符合市场预期。7月核心CPI同比上涨3.1%,高于预期的3%,创2月份以来新高;数据公布后,市场预计美联储在9月会议上降息的概率超过90%。长城证券指出,恒生科技的相对弱势并非长期趋势。首先美元强势的局面可能不会持续下去,7月美国非农大幅下修彻底点燃美联储9月降息预期。其次,科技板块轮动规律大概率会兑现:当前恒生科技动态PE仅21.87倍,性价比凸显。随着AI商业化提速和中报业绩验证,成长属性将重新吸引资金。

值得关注的是,腾讯今日将发布2025年第二季度财报。花旗预期腾讯二季度业绩稳健,估计非通用会计准则净利润同比升4.9%至601亿元,收入及利润将达到或超出该行及市场共识预期,且游戏业务因新游戏贡献及递延收入而具潜在上行可能性。花旗预期,进入2025年第三季,腾讯旗下游戏业务因较强的季节性因素、新游戏发布及内容升级支持稳健收入,并预期腾讯将重点介绍AI模型(如混元3D世界模型)及元宝新功能的最新进展与更新、新游戏管线、微信搜索动能及宏观展望。

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