多重利好点燃港股!恒指站上2.6万大关,香港科技ETF (159747)涨超2%,同类成本最低的港股通科技ETF南方(159269)冲击四连阳

格隆汇
Sep 10, 2025

今日恒指涨1.15%,再次站上2.6万点,创下近4年新高,冲击四连涨,金山云涨超11%,鸿腾精密、万国数据分别涨8%和5%,阿里巴巴涨超3%,香港科技ETF (159747)涨超2%,港股通科技ETF南方(159269)涨1.5%,冲击四连阳,H股ETF(159954)和恒生指数ETF(513600)涨超1%。 消息面上: ①隔夜中概指数收涨1.48%,金山云涨超14%,阿里巴巴涨4%。美银证券上调金山云评级至买入,目标价20.4美元。 ②阿里周三举行发布会,重启口碑网并联合高德、饿了么推出到店团购业务,计划投入14亿元补贴,目标日订单量提升至500万单。 ③南下资金昨日继续净买入港股102亿港元,已连续13日净买入阿里巴巴。 ④腾讯据悉考虑发行点心债,将是2021年以来首次 ⑤Wind数据显示,截至9月9日,年内共有223家港股上市公司累计回购股份53.20亿股,回购总额达1225.69亿港元。 港股通科技ETF南方(159269)近20个交易日有18日获资金净申购,合计涌入超7.6亿元,上市两个月时间份额就增长超40%。值得一提的是,该ETF的管理费率+托管费率为“0.3%+0.05%”,成本为同类最低。 分析人士认为,应在战略上对港股保持谨慎乐观。随着香港银行间同业拆借利率(Hibor)稳定、美联储降息预期升温、中报季告一段落,建议投资者积极参与补涨行情。

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