快手、阿里巴巴开盘上涨，机构看好恒科在120~250日均线随时反弹

每日经济新闻01-05

恒生指数高开，恒生科技指数涨0.33%，国证港股通科技指数涨0.36%，快手-W涨近6%，阿里巴巴、中芯国际、哔哩哔哩-W、百度集团-SW、小米集团-W涨幅靠前。广发证券刘晨明团队看好港股市场补涨，“港股正从传统的顺经济周期，逐步转向AI应用、新能源等代表硬科技的主赛道。恒指新经济相关的权重从17%提升至接近50%”。刘晨明团队表示，前期压制港股的主要是流动性/情绪因素（日本息交易平仓、美联储鹰派...

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