回调后的恒生科技,性价比凸显

Ofweek维科网
Nov 17, 2025

在上周腾讯的业绩披露后,市场对恒生科技指数更有信心,一是腾讯的业绩全面超出市场预期,作为恒生科技权重仓股的腾讯开始回购,将为市场带来支撑;二是美国政府停摆结束,未来1-2个月的宏观情况将逐渐清晰起来,12月有着美联储再降息的刺激,可能会为港股带来新一轮的上涨动力。最近美股的波动也不小,但港股最近在美股MAG 7剧烈波动的情况下,像腾讯阿里这种大票的波动已经不大了,因为港股可以说是提前美股调整了...

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