中美贸易谈判推动港股上涨

香港蓝筹股指数从4月份的低点持续强劲反弹。

HK50 - Daily Chart
香港50指数日线图

香港50指数已升至24158点,高于2024年10月的高点。这标志着股市从4月份的低点大幅反弹。下一个目标是24907点。

全球最大的两个经济体开始贸易谈判,这可能有助于避免全球经济衰退,股市受到提振。美国和中国官员齐聚伦敦,讨论一系列贸易争端。

交易员们希望,在与其他国家达成贸易协议后,美国总统特朗普将降低关税。自4月份以来,贸易协议的希望推动美国股市回升。

中国股市也走高,尽管政府报告称,出口在4月份跃升逾8%后,5月份放缓,同比增长4.8%。5月份对美国的出口下降了35%,按年计算,1 – 5月份下降了近10%。

5月份消费者价格指数较上年同期下降0.1%,连续第四个月出现通缩。

中国5月份消费者价格指数同比下降0.1%,而4月份为-0.2%。下降的主要原因是能源价格环比下降1.7%,占降幅的70%。不过,国内需求出现了一些反弹的早期迹象,酒店住宿价格上涨4.6%,旅游价格上涨0.8%,新服装价格上涨0.6%。

香港股市的上涨由互联网股引领,美团上涨4.73%,京东上涨4.12%,携程上涨4.88%,阿里巴巴上涨2.32%。由于最近比亚迪降价引发的价格竞争担忧,电动汽车股则向下。

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