金十数据5月2日讯，港股高开高走，截至收盘，恒生指数涨1.74%，恒生科技指数涨3.08%，国企指数 涨1.92%。盘面上，科网股全线上涨，小米集团(01810.HK)涨超6%，阿里巴巴(09988.HK)、京东 (09618.HK)涨超3%，快手(01024.HK)、联想集团(00992.HK)、哔哩哔哩(09626.HK)、腾讯控股 (00700.HK)涨超2%；汽车股集体走高，零跑汽车(09863.HK)涨超7%；CXO概念股整体大涨，药明涨超 7%；新茶饮股集体上行，奈雪的茶(02150.HK)涨超8%。 港股收评：恒生指数涨1.74% 恒生科技指数涨3.08% ...

Group 1 - The Hong Kong stock market closed significantly higher, with the Hang Seng Index rising by 1.74% [1] - The Hang Seng Tech Index increased by 3.08%, indicating strong performance in the technology sector [1] - Major tech stocks saw substantial gains, with Xiaomi Group up over 6%, Alibaba rising by 3.8%, Tencent increasing by 2.56%, and Kingsoft Cloud gaining over 4% [1]

港股开盘，恒指开涨0.42%，科指开涨0.57%。科网股多数上涨，理想汽车(02015.HK)、阿里巴巴 (09988.HK)涨近2%。 ...

Market Overview - A-shares experienced a narrow fluctuation with total trading volume dropping to 1.18 trillion yuan, a decrease of 107.36 billion yuan from the previous trading day [1] - The three major indices closed slightly down, with the Shanghai Composite Index down 0.04%, the Shenzhen Component Index down 0.05%, and the ChiNext Index down 0.26% [1] Sector Performance - Over 3,500 stocks rose in the market, with notable strength in sectors such as chemicals and poultry, while banks faced adjustments [3][4] - Key sectors that saw gains included chemical fiber, poultry, industrial mother machines, and photovoltaic equipment, while oil and gas, banking, coal, and electricity sectors experienced declines [4] Notable Stocks - Evergrande Auto saw a significant increase, with its stock price rising over 200% at one point, closing at 0.239 HKD per share, marking a rise of over 100% [7][10] - Evergrande Property also experienced a surge, with its stock price increasing by over 20% during the trading session [8] Trading Dynamics - The market showed a mixed performance with various hot sectors, including robotics and industrial machinery, demonstrating active trading [3] - The Hong Kong stock market indices collectively rose, with the Hang Seng Index up 0.47%, the Hang Seng Tech Index up 0.79%, and the State-owned Enterprises Index up 0.31% [4]

张坤罕见参与了港股打新。 3月6日张坤通过QDII中签1000股的蜜雪集团收盘大涨约15%，考虑到易方达亚洲精选QDII基金规模达36亿 元，若仅是打新策略，该股对张坤的超大型基金产品无法构成实质性业绩拉动，考虑到他本次参与港股打新亦 是一次罕见的操作，背后或是该基金布局消费的前奏。 与此同时，由于市场赚钱效应在多个行业扩散，张坤所管的易方达亚洲精选基金实际上也迎来了仓位结构平衡 的节点，此前该QDII几乎全部指向科网股并淡出大部分消费品重仓股，截至去年12月末，消费品公司在十大 股票中仅剩一只，而食品饮料行业更是近三年未曾出现在这只明星QDII重仓席位上，本次张坤首次以打新的 方式覆盖奶茶赛道，或许是他在消费品乃至食品饮料行业重新布局的思考，而企业的自由现金流或将成为引导 他在二级市场买入的关键。 中签蜜雪集团1000股 显然，在整个消费品赛道中，食品饮料几乎是导致消费基金经理业绩压力最大的品种之一，而张坤在上一次将 食品饮料赛道股票纳入前十大重仓股，正好还是三年前的2022年6月，当时在港股上市的蒙牛乳业为易方达亚 洲精选基金的第六大重仓股，但在2022年第三季度的报告中，蒙牛乳业已被张坤卖出，自此之后， ...