海外策略周报：席勒市盈率超过40 港股内部分化加大

1[Table_Title2]--海外策略周报 分析师 美股市场一周表现：本周标普500、纳斯达克指数、道琼斯工业指数均上涨，涨幅分别为1.92%、2.31%、2.2%。 港股市场一周表现：本周恒生指数、恒生中国企业指数、恒生香港中资企业指数均上涨，涨幅分别为3.62%、3.91%、2.05%。本周恒生科技指数上涨了5.2%。 海外重要经济数据：2025年9月，美国CPI同比增速为3%，高于前值2.9%；美国核心CPI同比增速为3%，低于前值3.1%。 风险提示:美联储货币政策超预期；经济增长不及预期；全球地缘政治风险的加剧；全球黑天鹅事件。 正文目录 1.本周全球市场表现......................................................................................................................................................................................32.美股市场近一周表现.................................................................................................................................................................................32.1.美股大盘本周表现...................................................................................................................................................................................32.2.美国中概股本周表现..............................................................................................................................................................................43.港股市场近一周表现.................................................................................................................................................................................53.1.本周港股大盘以及不同行业表现........................................................................................................................................................53.2.港股市场本周表现较好的个股............................................................................................................................................................64.本周重要海外经济数据.............................................................................................................................................................................85.风险提示........................................................................................................................................................................................................9 图表目录 图1美股三大指数走势················································································································································································4图2本周标普500不同行业涨跌幅(%)···················································································································································4图3纳斯达克金龙指数走势·······································································································································································5图4港股三大指数走势················································································································································································6图5恒生科技指数走势················································································································································································6图6恒生各行业本周涨跌幅（%）··························································································································································6图7美国CPI同比增速（季调）(%)·······················································································································································8图8美国核心CPI同比增速（季调）(%)···············································································································································8图9英国CPI同比增速(%)·········································································································································································9图10日本CPI同比增速(%)·······································································································································································9图11德国PPI同比增速(%)·······································································································································································9图12欧元区消费者信心指数·····································································································································································9 表1发达市场本周主要表现.....................................................................................................................................................................3表2新兴市场本周主要表现.....................................................................................................................................................................3表3标普500指数一周表现排名前十个股..........................................................................................................................................4表4美国中概股一周表现排名前十个股..............................................................................................................................................5表5恒生指数一周表现排名前十个股...................................................................................................................................................6表6恒生中国企业指数一周表现排名前十个股...............