智通财经APP获悉，周三，纳斯达克中国金龙指数盘初涨2.5%，热门中概股表现强劲，阿里巴巴(BABA.US)大涨近9%，万国数据(GDS.US)涨超9%，金山云(KC.US)、百度(BIDU.US)、京东(JD.US)涨近4%，拼多多(PDD.US)涨超2%。此外，日内沪指涨0.83%，恒指涨1.37%。
消息面上，近日，瑞士百达财富管理亚洲首席策略师兼研究主管陈东指，中美紧张关系有降温迹象，双方均希望达成贸易协议，市场相信不会重返100%关税，预期中美两国未来数月会有正式协议，变相降低中资股的风险溢价，加上人民银行为股市提供流动性支持措施，AI主题亦带动科技股上扬，多个因素带动中资股获得估值重估，令外资对中国资产的兴趣提高，当中较为熟悉中国的投资者最愿意重返中国市场，欧美投资者目前参与度仍偏低，但假若中资股升浪持续，未来料有更多投资者回归。
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