智通财经APP获悉， 科网股尾盘涨幅扩大，截至发稿，美团-W(03690)涨5.65%，报200港元；快手-W(01024)涨2.92%，报52.8港元；腾讯(00700)涨2.05%，报428.4港元；阿里巴巴-W(09988)涨1.69%，报96港元。
消息面上，美国大选尘埃落定，特朗普时隔四年重返白宫。国君国际认为，随着美国大选结果落地，港股市场风险评价下修，港股市场未来走势以向上为主，利率敏感型行业股价弹性更大。国元国际指出，目前互联网板块投资标的应该仍然围绕着游戏出海、AI场景落地以及云服务需求复苏来进行布局。
光大证券指出，一方面，国内政策积极发力，大幅提振投资者信心，市场对后续托底经济政策加码出台的预期上升，港股分子端预期有望继续改善。另一方面，美联储年内或仍有两次降息，短期有助港股分母端流动性改善，对港股形成积极支撑，而科技、医药等融资需求较高的板块可能率先受益于融资成本降低，更易迎来明显反弹。而且从历史来看，2019年美联储降息周期中恒生科技上涨的幅度和确定性比恒生指数更高。
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