美联储再降息!港股互联网的反攻信号要来了吗?

富国基金
Dec 15, 2025

市场的担忧与期待,终于迎来了关键一步。12月11日,美联储宣布再次降息25个基点。这是其年内的第三次降息,全球流动性的“水龙头”正进一步拧开。回顾近期,港股互联网在9月充分定价美联储重启降息、中报港股互联网业绩利空阶段性落地后放量上涨;但10月以来,受美国政治僵局导致的“数据真空”影响,市场对后续降息预期一度转向悲观,港股流动性阶段性承压并对市场利好钝化、利空敏感。港股互联网板块也从10月初高点...

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