2025 年 5 月初至今,中国密集出台货币宽松政策并启动中美贸易谈判,成为全球经济焦点。摩根士丹利强调,此次政策 “略超市场预期”。5月12日,中国将美国商品的关税从125%降至10%,为期90天;美国将对中国商品的关税从145%降至30%,为期90天,大超市场预期,受消息面影响港股尾盘爆拉,恒生指数大涨,恒生科技暴涨5.16%。近期,受一系列利好提振,恒生指数、恒生科技指数从4月低点震荡上行,...
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