继港股大涨后，高盛认为A股有望三个月内反超港股。DeepSeek推动中国科技资产价值重估的叙事备受关注，港股领跑全球权益市场。自1月低点以来，MSCI中国指数已上涨26%，其中以恒生科技指数为代表的中概互联网板块上涨了31%，而A股仅温和上涨7%。高盛的A-H市场轮动模型表明，未来三个月内，市场领导权可能会发生轮动，预计A股将有2%的超额回报。过去三个月，A股与H股的回报差距扩大至15%，达到历史...
Source Link继港股大涨后，高盛认为A股有望三个月内反超港股。DeepSeek推动中国科技资产价值重估的叙事备受关注，港股领跑全球权益市场。自1月低点以来，MSCI中国指数已上涨26%，其中以恒生科技指数为代表的中概互联网板块上涨了31%，而A股仅温和上涨7%。高盛的A-H市场轮动模型表明，未来三个月内，市场领导权可能会发生轮动，预计A股将有2%的超额回报。过去三个月，A股与H股的回报差距扩大至15%，达到历史...
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