金吾财讯 | 汇丰周二上修标普500指数目标,将年底点位预期提高逾800点至6400点,归因于AI热潮蔓延及美国政策风险降温。
策略师在报告中指出:"AI投资热浪推升科技股与AI概念股(约占标普500权重的一半),而关税等政策不确定性的消减则激活了其余板块的涨势。"
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