港股回调有望带来结构性机会,后续线索建议关注政策动向、三季报及AI产业落地进度

每日经济新闻
Oct 22, 2025

10月22日,港股三大指数集体下跌,恒生科技指数跌幅扩大,午后一度跌超1.5%。主流ETF方面,A股同赛道规模最大的恒生科技指数ETF跟随指数跌超2%,持仓股中,网易、比亚迪电子、京东健康、金山软件、百度集团、联想集团等领跌。国元国际指出,上周港股互联网板块普遍承压。主要原因有以下几个方面,首先9月宏观经济数据集中发布,制造业PMI延续收缩区间,社融增速放缓。港股作为离岸市场,对经济敏感度较高,...

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