美联储降息如何影响你的钱袋子?港股科网后市怎么走?

华夏基金
Sep 24, 2025

北京时间9月18日凌晨,美联储正式宣布降息25个基点,符合市场普遍预期。在降息周期中,美元资本往往从美国流向全球高性价比资产。港股市场凭借其离岸属性、较高外资占比、联系汇率制度及估值优势,成为承接外资外溢的关键市场。其中,对利率更为敏感的科技互联网板块尤其受到关注。不过市场常有“买预期、卖事实”的运行规律。此前市场对本次降息已有充分预判,恒生科技指数的前期涨幅或许已提前消化了这一利好,近日港股科网...

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