近期,恒生科技指数走势呈现震荡格局。市场短期波动也牵动着投资情绪:一方面,指数受到地缘政治与美元利率预期波动等外部因素的持续影响;另一方面,市场也在逐步消化国内产业政策动向、行业基本面分化以及部分企业财务表现等多重内部信息。尽管市场仍处于新旧动能转换的观察窗口,但中央经济工作会议释放的“人工智能+”深度融合实体经济信号、高技术制造业PMI持续扩张、龙头企业密集回购等积极动向,或正逐步重塑科技板块的...
Source Link近期,恒生科技指数走势呈现震荡格局。市场短期波动也牵动着投资情绪:一方面,指数受到地缘政治与美元利率预期波动等外部因素的持续影响;另一方面,市场也在逐步消化国内产业政策动向、行业基本面分化以及部分企业财务表现等多重内部信息。尽管市场仍处于新旧动能转换的观察窗口,但中央经济工作会议释放的“人工智能+”深度融合实体经济信号、高技术制造业PMI持续扩张、龙头企业密集回购等积极动向,或正逐步重塑科技板块的...
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