恒生指数高开0.64%,恒生科技指数涨0.99%。蔚来、理想汽车涨超3%,京东集团、百度集团涨超2%,阿里巴巴涨超1%。关于港股后市国泰海通海外策略团队指出,美联储重启降息之下,港股外资存在超预期回流可能。存量视角看,港股外资尤其偏好科技+金融。该行认为,随着压制港股科技的负面因素出现积极变化,估值低位、基本面更优的港股科技板块有望继续获得外资青睐。光大证券称,美联储降息周期有望开启,港股未来或...
Source Link恒生指数高开0.64%,恒生科技指数涨0.99%。蔚来、理想汽车涨超3%,京东集团、百度集团涨超2%,阿里巴巴涨超1%。关于港股后市国泰海通海外策略团队指出,美联储重启降息之下,港股外资存在超预期回流可能。存量视角看,港股外资尤其偏好科技+金融。该行认为,随着压制港股科技的负面因素出现积极变化,估值低位、基本面更优的港股科技板块有望继续获得外资青睐。光大证券称,美联储降息周期有望开启,港股未来或...
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