不确定性消散,适合恒生科技的宏观条件

Ofweek维科网
Oct 30

港股经历了前两周的担忧后,今天总算是不确定性落地,中美的会面友好结束,双方表态都是很积极的,起码市场担心的关税冲击已经落地。其实从位置上看,过去两周港股基本就处在横盘震荡的阶段,没有多大的波动,而接下来就进入互联网股的财报季了,回到业绩主导的阶段。在不确定性落地后,或许恒生科技在四季度会有不错的表现。一是美国科技股的AI映射,全球的AI大浪潮还在加速,不少科技公司都因AI提升了效率,对国内互联网股...

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