--- title: "港股上半年風生水起，引領中國資產價值重估" description: "2025 年上半年，港股市場掀起一波氣勢如虹的走勢，恒生指數相對年初上漲了 20%；恒生科技指數與恒生國企指數分別上漲 18.68%、19.05%，三大指數勾勒出牛市圖景。資金湧入推動牛市，上半年南向資金淨流入超 7300 億港元，創歷史同期新高。分析認為，港股這輪行情，不僅扭轉了長期存在的估值折價困局，更引領了中國資產在全球資產配置體系中的價值重估。" type: "news" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/247041314.md" published_at: "2025-07-02T22:45:17.000Z" --- # 港股上半年風生水起，引領中國資產價值重估 > 2025 年上半年，港股市場掀起一波氣勢如虹的走勢，恒生指數相對年初上漲了 20%；恒生科技指數與恒生國企指數分別上漲 18.68%、19.05%，三大指數勾勒出牛市圖景。資金湧入推動牛市，上半年南向資金淨流入超 7300 億港元，創歷史同期新高。分析認為，港股這輪行情，不僅扭轉了長期存在的估值折價困局，更引領了中國資產在全球資產配置體系中的價值重估。 2025 年上半年，港股市場掀起一波氣勢如虹的走勢，恒生指數相對年初上漲了 20%；恒生科技指數與恒生國企指數分別上漲 18.68%、19.05%，三大指數勾勒出牛市圖景。資金湧入推動牛市，上半年南向資金淨流入超 7300 億港元，創歷史同期新高。分析認為，港股這輪行情，不僅扭轉了長期存在的估值折價困局，更引領了中國資產在全球資產配置體系中的價值重估。 ### Related Stocks - [02828.HK - 恆生中國企業](https://longbridge.com/zh-HK/quote/02828.HK.md) - [STECH.HK - 恆生科技指數](https://longbridge.com/zh-HK/quote/STECH.HK.md) - [00HSI.HK - 恆生指數](https://longbridge.com/zh-HK/quote/00HSI.HK.md) - [03032.HK - 恆生科技ETF](https://longbridge.com/zh-HK/quote/03032.HK.md) - [03033.HK - 南方恆生科技](https://longbridge.com/zh-HK/quote/03033.HK.md) - [513130.CN - 恆生科技](https://longbridge.com/zh-HK/quote/513130.CN.md) - [07200.HK - 南方兩倍看多恆指](https://longbridge.com/zh-HK/quote/07200.HK.md) - [07500.HK - 南方兩倍看空恆指](https://longbridge.com/zh-HK/quote/07500.HK.md) - [03115.HK - 安碩恆生指數](https://longbridge.com/zh-HK/quote/03115.HK.md) - [07552.HK - 南方兩倍看空恆科](https://longbridge.com/zh-HK/quote/07552.HK.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Hong Kong Securities Clearing Company Limited Ends CCASS Eligibility for Select Stocks | Hong Kong Securities Clearing Company Limited has announced the discontinuation of eligibility for certain stocks in the | [Link](https://longbridge.com/zh-HK/news/275696598.md) | | Hong Kong Exports, Imports Grow in December | Hong Kong Exports, Imports Grow in December | [Link](https://longbridge.com/zh-HK/news/275729996.md) | | Hongkongers make 1.4 million outbound trips ahead of Lunar New Year | Hongkongers made nearly 1.4 million outbound trips in the three days before Lunar New Year’s Eve, a 21.6% increase from | [Link](https://longbridge.com/zh-HK/news/276040235.md) | | China January M2 money supply +9.0% vs +8.4% y/y expected | China's M2 money supply rose by 9.0% in January, exceeding the expected 8.4%. New yuan loans reached ¥4.71 trillion, bel | [Link](https://longbridge.com/zh-HK/news/275876811.md) | | Hong Kong Proceeds With Stablecoin Launch | Hong Kong is set to issue its first stablecoin licenses in March, with a limited number of licenses due to concerns from | [Link](https://longbridge.com/zh-HK/news/275630795.md) | --- > **免責聲明**：本文內容僅供參考，不構成任何投資建議。