中东资本分层涌入香港,科技巨头成跨境配置核心标的

IT之家
12 hours ago

科技股进入回调,后续走势何去何从?海外投行给出答案。近日,摩根士丹利基金、路博迈基金、贝莱德基金等多家外资巨头相继发声,表示一致看好中国市场的结构性机会。今年上半年临近收官,科技成长、高端制造、新消费等板块成为机构关注的核心方向。消息层面,外资增持境内股票较上月进一步增加,中东资金正分层级涌向香港。业内分析认为,中国优质科技资产正迎来 AI 信心与政策红利双重驱动带来的估值重构机会。联想集团作为...

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