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港股科技板块震荡回调,关注港股通互联网ETF易方达(513040)、恒生科技ETF易方达(513010)布局机会
Sou Hu Cai Jing· 2026-02-02 10:57
截至收盘,中证港股通消费主题指数下跌0.7%,中证港股通互联网指数下跌2.7%,恒生港股通新经济指数下跌3.1%,恒生科技指数下跌3.4%,中证港股通 医药卫生综合指数下跌3.5%。 华泰证券认为,本轮调整主要源于指数短期快速上行后的技术性回撤,叠加美联储偏鹰派言论引发的市场情绪扰动,而非趋势性反转信号。一季度三大核心 驱动逻辑依然稳固:流动性环境改善、内外资金共振、企业盈利预期上修。策略上宜"立足中期视角,重视空间,淡化斜率"。 该指数由港股通范围内医疗卫 生行业中50只流动性较好、市 值较大的股票组成,医疗保健 行业权重占比超90% �日 该指数消 3.5 港股通互联网ETF易方达 低费率 跟踪中证港股通互联网指数 该指数由港股通范围内30家互 联网龙头公司的股票组成,主 要包括信息技术、可选消费行 技主题高度相关的、市值最大 的30只股票组成,信息技术及 可选消费行业合计占比超90% 3.4 港股通医药ETF易方达 低费率 跟踪中证港股通医药卫生综合指数 令日 该指数污 该指数泪 每日经济新闻 ...
A股超4700股下跌
21世纪经济报道· 2025-06-19 06:47
Group 1 - The A-share market is experiencing a downturn, with the Shanghai Composite Index falling over 0.9% and other indices like the Shenzhen Component and ChiNext Index dropping more than 1% as of June 19 [1] - Despite the overall market decline, sectors such as energy equipment and oil and gas are showing resilience and strength [2] - Analysts from Guotai Junan Securities suggest that after recent market fluctuations, risks are gradually being released, and the market is expected to remain in a range-bound oscillation, advocating for a "barbell strategy" in asset allocation [2] Group 2 - CITIC Securities indicates that the weak dollar trend, supportive capital market policies, and overall improvement in liquidity conditions in the second half of the year may lead to an upward shift in the A-share market's oscillation center [2] - The global fundamental improvement and the implementation of domestic incremental policies, along with the development of emerging industries, are expected to act as key catalysts for market growth [2]