周五中午左右,香港股市上涨187点,涨幅近1%,至20270点,扭转了前一交易日的跌幅,所有板块均走高。9月中国经济活动数据显示,工业产出和零售额增长均超预期,而城市失业率降至5.1%的3个月低点,市场情绪乐观。与此同时,2024年第三季度,中国大陆的经济活动同比增长4.6%,超过了普遍预期的4.5%,但低于第二季度的4.7%,这加剧了对更多刺激措施的呼吁。香港领导人John Lee表示,香港将设立一个100亿港元的创新和科技产业导向基金。他的声明导致一些科技股大幅上涨,尤其是腾讯控股(1.5%)、美团(3.9%)和Trip。Com(3.4%)。然而,本周恒生指数将连续第二次下跌,迄今已下跌约4.5%,原因是外界越来越担心中国经济复苏在外部逆风加剧的情况下仍然脆弱。
Equities in Hong Kong climbed 187 points or almost 1% to 20,270 around midday on Friday, reversing from losses in the prior session as all sectors moved higher. The sentiment was upbeat after September activity data in China showed both industrial output and retail sales grew more than expected while the urban jobless rate hit a 3-month low of 5.1%. Meanwhile, economic activity in mainland China grew by 4.6% yoy in Q3 of 2024, surpassing the consensus of 4.5% but falling short of Q2's print of 4.7%, heightening calls for more stimulus. Locally, Hong Kong leader John Lee said the city will establish a HKD10 billion innovation and tech industry-oriented fund. His statement caused some tech stocks to jump, notably Tencent Holdings (1.5%), Meituan (3.9%), and Trip.Com (3.4%). For the week, however, the Hang Seng is heading for the second straight decline, down around 4.5% so far, pressured by growing worries that economic recovery in China remained fragile amid mounting external headwinds.