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3月27日星期三,恒生指数吐225.48点,跌幅1.36%,收在16,392.84点。 前一交易日大涨后继无力,所有板块均出现回调。 中国股市触及近一个月低点,加上元月中旬以来最大规模的单日外资流出令市场紧张。 尽管中国前二个月工业利润报大幅增长,但投资者情绪依然低迷,谨慎等待周末即将发布的中国 PMI 数据。

(恒生指数月线图)
2024 年 2 月,香港的贸易逆差小幅缩减至 417 亿美元,去年同期为 454 亿美元。 以年计算,出口总额下滑 0.8%,至 2,841 亿美元。 多行业贸易额见下修,如: 有色金属(-38.1%)、非金属矿物制造(-16.6%)、摄影和光学设备以及钟表(-15.6%)。
相反地,部分行业贸易有所成长,例如电信和录音设备(+10.1%),以及办公设备和自动数据处理设备(+6.6%)。 同时,进口额较上年减少1.8%,达3,257亿美元。 主要原因是有色金属(-38.4%)、专业、科学和控制仪器(-24.7%)和发电机械设备(-24.1%)采购缩手。
按评估2024年1月至2月累进贸易逆差,赤字明显减少,从2023年同期的707亿美元锐减至380亿美元。

(香港贸易余额,政府统计处)
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