Workflow
资讯科技
icon
Search documents
双降未能提振大盘,哪些板块能逆风翻盘? | 智氪
36氪· 2025-05-11 11:07
以下文章来源于36氪财经 ,作者黄绎达 郑怀舟 36氪财经 . 36氪旗下官方账号。洞见市场,比99%的投资者更聪明。 经济弱复苏再度被确认, 红利板块投资价值凸显。 文 | 黄绎达 编辑 | 郑怀舟 来源| 36氪财经(ID:krfinance) 封面来源 | 视觉中国 本周(5月5日~9日)A股大盘先扬后抑,上证指数在周内上涨1.68%,于5月9日收盘报收3342点;万得全A指数本周上涨2.32%。 板块方面,本周,申万31个一级行业全部上涨,其中军工、通信、电力设备、银行等板块涨幅居前,房地产、电子、商贸零售、石油化工等板块在本周涨幅 居后。 风格方面,中小盘、科创在本周相对占优。 反映到宽基/风格指数上,北证50、万得微盘股指数、创业板50、创业板指、国证2000、创成长等指数领涨,红 利、大市值相关指数涨幅相对居后。 港股大盘的走势与A股相当,恒生指数周内上涨3.38%;恒生科技指数在本周下跌1.22%。板块方面,12个恒生行业指数在本周有9个上涨,金融、电讯、非 必选消费、能源等板块领涨,医疗保健、资讯科技、必需消费品这三个板块在本周下跌。 海外大类资产方面,美股三大指数在本周均上涨;欧洲方面,东 ...
港股科技30ETF(513160)换手率超7%,联想集团涨超2%,机构:把握港股5月回调窗口,重点布局互联网和AI应用
Group 1 - The Hong Kong stock market opened with mixed performance in the Hang Seng Index and Hang Seng Tech Index, with energy, finance, and consumer sectors showing gains [1] - The Hong Kong Tech 30 ETF (513160) declined by 0.80%, with a turnover rate exceeding 7% and a transaction volume over 800 million yuan [1] - The ETF market has seen significant inflows this year, with a net inflow of over 249.3 billion yuan as of May 7, and stock ETFs accounting for over 50% of this inflow [1] Group 2 - Haitong International's report suggests investors should wait for a second bottoming opportunity in May, particularly focusing on internet and AI applications [2] - The internet sector has lagged in the recent market rebound but has caught up after a significant rise last week, indicating potential future opportunities [2] - The report highlights the ongoing benefits in foreign trade and cross-border payment sectors due to deepening trade relations between China and ASEAN, as well as Japan and South Korea [2]