2025年5月29日 港股盤前資訊
1. 前收ADR恆指比例指數
根據最新美國ADR折算，恆指比例指數報約23,601點，較港股前收市價略為高開，反映國際投資者對港股短線持中性偏穩態度12。
2. 前收HSI（恒生指數）
恒生指數於5月28日收報23,601.26點，全日上升56.95點，升幅約0.2%2。
3. 牛熊證街貨重貨區分佈
- 最新牛熊證街貨比例為65:35，牛證佔主導4。
- 熊證重貨區主要集中於24,000-24,099點（最新熊證數量578張），該區間為主要阻力；23500-23599區間熊證新增470張，沽壓逐步下移4。
- 牛證重貨區及新增都在23,000-23,099點（最新牛證數量1,169張），低位支持明顯，資金主力部署於23,000點附近4。
4. 黑期現價（恒指期貨夜市）
恒生指數期貨（05/2025合約）於5月29日凌晨最新報約23,340點，較現貨低水約260點，夜市成交5,243張，未平倉總數23,168張5。
5. Donald Trump 對財經最新影響
特朗普最新關稅政策持續影響全球市場。雖然其支持度未大幅波動，但美國消費者信心持續下滑，關稅政策已開始產生實質影響。若商品價格因關稅上升，超過四成美國消費者將縮減消費，尤其是餐飲、服飾與大型電子產品6。
此外，特朗普推動供應鏈「友岸外包」與高關稅政策，導致全球貿易秩序重塑，供應鏈分散，全球貿易量萎縮，科技、電子、傳產、出口型行業受壓，資金避險情緒升溫，港股及區內出口型企業短線承壓7。
6. DeepSeek開源新版R1 據指可媲美OpenAI最新o3模型，但沒有利潤
DeepSeek開源新版R1模型據悉在多項基準測試上已能媲美OpenAI最新o3模型，但採用完全開源且無商業利潤模式。這對AI產業格局有潛在衝擊，提升行業競爭門檻，或推動更多企業採用開源解決方案，長遠有利科技及創新板塊，但短線未必直接反映於港股主流科技股估值。
小結
- ADR指數及前收HSI顯示港股短線平穩，或有輕微高開。
- 牛證重貨區在23,000點附近形成支持，熊證重貨區於24,000點構成阻力，短線波幅或加劇。
- 黑期現價低水，市場觀望氣氛濃厚。
- 特朗普關稅及供應鏈政策令全球貿易及出口型企業受壓，資金避險情緒升溫。
- DeepSeek開源AI模型提升行業競爭力，對本地AI及創新企業或帶來長遠正面影響。
以上資訊僅供參考，請留意盤中最新消息及風險。
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檢查來源
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來自 Perplexity 的回答: pplx.ai/share
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