鲍威尔鹰派言论引发短期震荡,机构:宽松周期趋势明确,下跌反而可能是加仓机会

每日经济新闻
Oct 31, 2025

10月31日,港股三大指数震荡走低,恒生科技指数午后跌幅扩大至2%。盘面上,科网股普跌,创新药概念股逆市上涨,半导体板块走弱。主流ETF方面,A股同赛道规模最大的恒生科技指数ETF跟随指数下行,持仓股中,金蝶国际、金山软件、海尔智家等领涨,华虹半导体、中芯国际、比亚迪股份、阿里巴巴、快手、腾讯控股等权重股集体重挫,其中华虹半导体午后跌超7%,中芯国际跌超5%。招商证券在近期研报中指出,美联储降息...

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