金吾财讯 | 国元国际表示,上周港股互联网板块普遍承压。主要原因有以下几个方面,首先中国内地 9月宏观经济数据集中发布,多项指标显示复苏乏力。制造业PMI延续收缩区间,社融增速放缓,加剧投资者对内地经济基本面的担忧。港股作为离岸市场,对内地经济敏感度较高,科技企业盈利预期随之下修。与此同时,中美贸易紧张局势及科技领域竞争加剧,尤其涉及半导体、AI等关键技术的政策博弈,压制市场风险偏好。而前期因AI...
Source Link金吾财讯 | 国元国际表示,上周港股互联网板块普遍承压。主要原因有以下几个方面,首先中国内地 9月宏观经济数据集中发布,多项指标显示复苏乏力。制造业PMI延续收缩区间,社融增速放缓,加剧投资者对内地经济基本面的担忧。港股作为离岸市场,对内地经济敏感度较高,科技企业盈利预期随之下修。与此同时,中美贸易紧张局势及科技领域竞争加剧,尤其涉及半导体、AI等关键技术的政策博弈,压制市场风险偏好。而前期因AI...
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