Hong Kong Stock Market Update | JD-SW rises nearly 4%, leading the gains in technology and internet stocks. Overnight, Chinese concept stocks surged significantly. Institutions believe that the sector's cost-effectiveness is prominent.

智通財經
2023.12.22 01:46
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基本面角度看，海外以蘋果/META/谷歌/TSLA 為代表的大企業業績稍遜預期，吸引力相對減弱；國內互聯網公司三季報已發佈，優質標增長依舊亮眼，橫向對比，國內互聯網板塊股票性價比凸顯。

智通財經 APP 獲悉，隔夜中概股大幅上漲，納斯達克中國金龍指數上漲 3.16%，帶動港股科網股早盤迴暖。截至發稿，京東集團-SW(09618) 漲 3.23%，報 108.7 港元；百度集團-SW(09888) 漲 2.85%，報 115.4 港元；騰訊 (00700) 漲 0.96%，報 315.6 港元；阿里巴巴-SW(09988) 漲 0.95%，報 74 港元。

國信證券此前表示，11 月初美債收益率出現了逆轉，加息週期或宣告結束，投資人風險偏好提升：基本面角度看，海外以蘋果/META/谷歌/TSLA 為代表的大企業業績稍遜預期，吸引力相對減弱，國內互聯網公司三季報已發佈，優質標增長依舊亮眼，橫向對比，國內互聯網板塊股票性價比凸顯。

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