港股估值上攻等待催化，恒生港股通ETF(159318)跟踪指数逆势上涨，理想汽车-W、紫金矿业、联想集团领涨。

和讯网07-04

2024年7月4日，恒指港股通指数走势占优。盘面上，理想汽车-W领涨，紫金矿业、联想集团跟涨，恒生港股通ETF市场热度较高，过去5个交易日日均成交额达到986万元。中泰国际表示，港股维持窄幅波动，存量资金继续青睐高股息央国企。5月宏观数据显示基本面维持弱复苏，预计企业盈利继续修复缓慢，于5月底上修的盈利预测或较难持续。资金情绪偏谨慎，强美元、弱人民币削弱投资者的风险偏好，港股通净流入大幅缩减对港股...

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