6月17日,恒生指数开盘涨0.19%,恒生科技指数涨0.27%,恒生中国企业指数涨0.16%。阿里巴巴涨超1%,此前发布升级版Qwen3,全系适配苹果MLX架构。天风证券认为,6月以稳应变,防守反击。根据经济复苏与市场流动性,可以把投资主线降维为三个方向:Deepseek突破与开源引领的科技AI+,消费股的估值修复和消费分层逐步复苏,低估红利继续崛起。红利回撤常在有强势产业趋势出现的时候,因此低估...
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