降息概率飙升至100%,囊括中国AI核心资产的恒生科技或成外资眼中“香饽饽”

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Sep 09

9月9日早盘,港股三大指数高开高走,恒生科技指数一度涨近2%。A股同赛道规模最大的恒生科技指数ETF(513180)跟随指数强势上涨,持仓股中,阿里健康、网易、快手、阿里巴巴、蔚来、京东集团、中芯国际等涨幅居前,其中阿里巴巴涨超3%。银河证券指出,美联储9月降息概率升至100%,美元指数偏弱,人民币升值预期增强,利好港股。国内政策强调资本市场“预期管理”,推动港股市场成为外资配置中国资产的重要渠道...

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