【申万宏源策略】英伟达称将重新对华出口H20,中美股市情绪指标维持乐观——全球资产配置每周聚焦

申万宏源策略
Jul 20, 2025

英伟达称将重新对华出口H20,中美股市情绪指标维持乐观——全球资产配置每周聚焦 (20250711-20250718)金倩婧/冯晓宇/林遵东/涂锦文/王胜本期投资提示:本周(20250711–20250718)7月16日,英伟达CEO黄仁勋透露英伟达将获准重新对华出口H20的GPU。该消息大幅提振了香港股市的情绪,本周恒生科技领涨全球股市。1)利率方面,10Y美债收益率上升1BPs来到4.44%,...

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