智通财经APP获悉,周三,热门中概股涨幅扩大,蔚来(NIO.US)拉升超10%,霸王茶姬(CHA.US)涨超5%,名创优品(MNSO.US)、金山云(KC.US)涨超4%,阿里巴巴(BABA.US)涨超3%。此外,日内港、A股均延续反弹,恒指收涨0.6%,上证指数收涨0.42%。消息面上,降准预期再度升温。中证报头版文章称,在必要时,不排除人民银行将进一步采取降准等措施的可能,进一步释放长期流动性,确保年中乃至下半年流动性维持合理充裕水平。
东吴证券认为,美元周期是“东升西落”交易的关键。判断6月美元将会进一步下行、或跌破前低,弱美元驱动的流动性外溢将带动A股开启新一轮“东升西落”交易。
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