---
title: "港股異動 | 京東集團-SW 漲近 7% 領漲科網股 美聯儲降息預期驟升 機構稱板塊性價比凸顯"
description: "科網股早盤全線走高，恒生科技指數盤中漲近 3%。京東集團-SW 漲 6.88%，美團-W 漲 5.01%，百度集團-SW 漲 4.66%，阿里巴巴-SW 漲 4.27%，騰訊漲 2.81%。美聯儲降息預期驟升，機構認為國內互聯網板塊股票性價比凸顯。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/104404224.md"
published_at: "2023-12-15T02:28:02.000Z"
---

# 港股異動 | 京東集團-SW 漲近 7% 領漲科網股 美聯儲降息預期驟升 機構稱板塊性價比凸顯

> 科網股早盤全線走高，恒生科技指數盤中漲近 3%。京東集團-SW 漲 6.88%，美團-W 漲 5.01%，百度集團-SW 漲 4.66%，阿里巴巴-SW 漲 4.27%，騰訊漲 2.81%。美聯儲降息預期驟升，機構認為國內互聯網板塊股票性價比凸顯。

智通財經 APP 獲悉，科網股早盤全線走高，恒生科技指數盤中漲近 3%。截至發稿，京東集團-SW(09618) 漲 6.88%，報 105.6 港元；美團-W(03690) 漲 5.01%，報 85.85 港元；百度集團-SW(09888) 漲 4.66%，報 112.2 港元；阿里巴巴-SW(09988) 漲 4.27%，報 72.05 港元；騰訊 (00700) 漲 2.81%，報 315 港元。

消息面上，12 月 14 日的議息會議上，美聯儲維持聯邦基金利率在 5.25%~5.5% 的區間，但前瞻指引意外轉鴿，預示明年將進行超出預期的降息。點陣圖顯示，美聯儲預計 2024 年可能會將利率下調 75BP；高盛最新預計美聯儲在明年 3 月、5 月和 6 月連續進行三次 25BP 的降息。

國信證券表示，11 月初美債收益率出現了逆轉，加息週期或宣告結束，投資人風險偏好提升：基本面角度看，海外以蘋果/META/谷歌/TSLA 為代表的大企業業績稍遜預期，吸引力相對減弱，國內互聯網公司三季報已發佈，優質標增長依舊亮眼，橫向對比，國內互聯網板塊股票性價比凸顯。

### Related Stocks

- [89618.HK - 京東集團-SWR](https://longbridge.com/zh-HK/quote/89618.HK.md)
- [09618.HK - 京東-SW](https://longbridge.com/zh-HK/quote/09618.HK.md)
- [JD.US - 京東](https://longbridge.com/zh-HK/quote/JD.US.md)
- [STECH.HK - 恆生科技指數](https://longbridge.com/zh-HK/quote/STECH.HK.md)

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> **免責聲明**：本文內容僅供參考，不構成任何投資建議。