中国政府近期宣布了一系列旨在提振国内经济、复苏困难中的消费科技行业的举措，导致这些公司在香港股市迎来了多年以来的最佳交易日表现。美团（Meituan）与京东（JD）在周四和周五的香港交易中涨幅均超过20%，创下了自2022年以来的最大涨幅记录；阿里巴巴（Alibaba）同期涨幅最高达15%。
中国政府的大范围刺激行动覆盖了对房地产市场等关键领域的支持、向面临困难居民提供现金援助及提高年轻人的社会福利。此举旨在减轻人们对负债累累的房地产市场以及高失业率的担忧，从而提振消费者与互联网公司的发展前景。
作为资金充沛的技术企业代表，阿里巴巴（总部位于杭州）引领了今年香港股市回购自家股票的趋势。中国最大科技股的投资回报已超过全球竞争对手，尤其在本月初，阿里巴巴股东收益超过8%，远超美国任何一家公司的平均水平。
在经济复苏的疑虑仍存的情况下，回购行动最初主要被视作防止股价下跌的一种防御措施。但近来中国政府的新政策动向与回购潮相结合，正逐渐重新点燃了对受困中的中国科技行业产生兴趣的可能性。
新闻来源：www.bloomberg.com
原文地址：Alibaba, JD and Meituan Surge After China Stimulus Announcement
新闻日期：2024-09-27
原文摘要：
, and enjoyed their best trading days in years after the Chinese government announced measures to stimulate the troubled domestic economy.Consumer tech firms were swept up in a buying spree that on bets that Beijing’s wide-ranging new policies will have the desired effect. Meituan and JD rose more than 20% in Hong Kong trading across Thursday and Friday, marking each firm’s best two-day performance since 2022, while Alibaba rose as much as 15% over the period.The Chinese government many with the breadth of its stimulus actions, offering support for the ailing property sector, cash handouts to residents facing hardship and more social security benefits for . The announcements helped ease concern about the debt-ridden property market and high youth unemployment figures, boosting consumer and internet firms.Cash-rich tech firms like Hangzhou-based Alibaba are leading a in repurchases of shares listed in Hong Kong this year. Returns from China’s biggest tech stocks are surpassing those of global rivals, with Alibaba’s shareholder yield at more than 8% at the start of this month, more than double that of any company in the in the US. Up until this week, the repurchases had largely been a defensive move to staunch stock declines as doubts about economic weakness persisted, though together with the new announcements from Beijing, the buyback spree is helping revive interest in China’s embattled tech firms.
