AI主线高切低,轮动到恒生科技了?

华夏ETF
Sep 10

如果同时配置了A股科技和港股科技,会有一个感觉:相比本轮A股AI的汹涌浪潮,恒生科技的走势并没有那么澎湃。确实如此。虽然恒生科技在8月之前的阶段涨幅高于CS人工智,但是进了8月的门,CS人工智一下就甩开了恒生科技。究其原因,无外乎三点:1. 资金紧。港股作为离岸市场,主要由外资主导定价,当前港股流通市值中,外资占比约六成。近期由于港币与美金息差走阔,容易引发套息交易,于是香港金管局为了稳定港元汇率...

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