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  中新社香港11月28日电 (记者 戴小橦)11月24日至28日全周,港股三大指数集体上涨。截至28日收盘,香港恒生指数本周累计上涨2.53%,报25858.89点;香港恒生科技指数累计上涨3.77%,报5599.11点;国企指数累计上涨2.36%,报9130.18点。

11月28日,香港恒生指数收市报25858.89点,下跌87.04点,跌幅为0.34%,全天成交金额为1462.04亿港元。 中新社记者 李志华 摄

  中国工商银行(亚洲)证券业务部分析员叶泽恒在接受中新社记者采访时表示,港股当周呈现先跌后升走势,但恒生科技指数仍处于相对低位徘徊。由于科技股在恒生指数中权重较高,其表现转强将成为推动港股向上突破的关键因素,若科技板块持续好转,有望带动大市进一步上行。

  回顾全月,港股11月平稳收官,恒生指数全月累计下跌0.18%,恒生科技指数累计跌幅达5.23%。广发证券认为,港股11月基本面驱动效应强,仍然要重视高景气板块的价值。配置上,仍采用“哑铃策略”,港股稳定价值类资产作为底仓长期配置,港股景气成长类资产的产业逻辑依然坚实,震荡中孕育机会。

  对于港股中期走势,机构普遍持乐观态度。国泰海通证券指出,从中期维度看,港股市场增量资金持续流入、优质资产加速汇聚,行情有望稳步推进,尤其是由人工智能引领的新一轮产业周期持续深化,与人工智能应用高度契合的港股稀缺性资产仍具脱颖而出的潜力。(完)

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