海外策略周报：本周全球多个市场出现回调

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、道琼斯工业指数均下跌，跌幅分别为1.63%、3.04%、1.21%。 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1.29%、1.08%、2.84%。本周恒生科技指数下跌了1.2%。 海外重要经济数据：2025年9月，欧元区零售销售指数同比增速为1%，低于前值1.6%。 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......................................................................................................................................................................................42.美股市场近一周表现.................................................................................................................................................................................42.1.美股大盘本周表现...................................................................................................................................................................................42.2.美国中概股本周表现..............................................................................................................................................................................53.港股市场近一周表现.................................................................................................................................................................................63.1.本周港股大盘以及不同行业表现........................................................................................................................................................63.2.港股市场本周表现较好的个股............................................................................................................................................................74.本周重要海外经济数据.............................................................................................................................................................................95.风险提示......................................................................................................................................................................................................10 图表目录 图1美股三大指数走势················································································································································································5图2本周标普500不同行业涨跌幅(%)···················································································································································5图3纳斯达克金龙指数走势·······································································································································································6图4港股三大指数走势················································································································································································7图5恒生科技指数走势················································································································································································7图6恒生各行业本周涨跌幅（%）··························································································································································7图7美国ISM制造业PMI指数································································································································································9图8美国ISM服务业PMI指数································································································································································9图9加拿大PMI指数················································································································································································10图10欧元区零售销售指数同比增速(%)··············································································································································10图11美国密歇根大学消费者现状指数················································································································································10图12欧元区PPI同比增速（%）··························································································································································10 表1发达市场本周主要表现.....................................................................................................................................................................4表2新兴市场本周主要表现.....................................................................................................................................................................4表3标普500指数一周表现排名前十个股..........................................................................................................................................5表4美国中概股一周表现排名前十个股..............................................................................................................................................6表5恒生指数一周表现排名前十个股...................................................................................................................................................7表6恒生中国企业指数一周表现排名前十个股............................................................