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异动解读|中国海外互联网ETF-KraneShares盘前上涨5.14%,阿里巴巴财报前瞻超预期引爆中概股

行情直击07-08 16:02

7月8日,中国海外互联网ETF-KraneShares盘前上涨5.14%,报26.82美元,成交额194.86万美元。

消息面上,阿里巴巴财年第一季度财报前瞻显示,阿里云季度收入增长加速至约45%,大超市场预期,EBITA利润率从此前的9.1%左右提升至低双位数;同时淘宝闪购减亏快于预期,与竞对UE差距收窄。受此驱动,阿里巴巴港股盘中涨超12%,热门中概股集体走强,带动KWEB成分股整体上行。

市场分析认为,当前港股互联网估值框架正从"消费互联网"向"AI+云"切换,资金从前期AI硬件转向估值更低的互联网龙头,KWEB作为跟踪中国互联网企业的ETF直接受益。

KWEB旨在追踪中国互联网及互联网相关企业的证券投资回报,标的成分全部为互联网或互联网相关企业,主要在美国的证券交易所上市交易,腾讯(香港)也在其中。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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