美股异动 | 热门中概股盘初冲高 蔚来(NIO.US)拉升涨近10%

智通财经
Aug 26
【美股异动 | 热门中概股盘初冲高 蔚来(NIO.US)拉升涨近10%】智通财经APP获悉,周二,热门中概股盘初冲高,蔚来(NIO.US)拉升涨近10%,小鹏汽车(XPEV.US)涨近7%,网易(NTES.US)、拼多多(PDD.US)、贝壳(BEKE.US)涨超2%,理想汽车(LI.US)涨近2%。消息面上,尽管中国股市持续稳步上涨(过去一年以美元计算上涨 42%+,年初至今上涨 26%+),市场对于周期性复苏的力度和可持续性仍存在诸多争议,但摩根大通指出,看多中国市场的理由已从政策宽松和估值偏低,转变为经济周期早期的复苏。理由有三:1、股市与利率的相关性 —— 看多背离;2、流动性提升 —— 持续上升并流入市场;3、十月全会 —— 实体经济供需预期的关键驱动因素。

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