2月20日(大年初四)，港股迎来马年春节后的首个交易日。当日上午，港股市场呈现出结构性行情，机器人、港口航运等板块表现活跃。全球资本对中国资产的信心持续增强，外资看多中国资产的迹象愈发明显。值得注意的是，AI在供应链的需求也在倒逼投行重新评估中国企业的核心价值。如，高盛在2月3日的研报中，将潍柴动力的“投资叙事从重卡驱动(周期性)到发电设备驱动(结构性)”，其预计其数据中心发电业务利润占比将从...
Source Link2月20日(大年初四)，港股迎来马年春节后的首个交易日。当日上午，港股市场呈现出结构性行情，机器人、港口航运等板块表现活跃。全球资本对中国资产的信心持续增强，外资看多中国资产的迹象愈发明显。值得注意的是，AI在供应链的需求也在倒逼投行重新评估中国企业的核心价值。如，高盛在2月3日的研报中，将潍柴动力的“投资叙事从重卡驱动(周期性)到发电设备驱动(结构性)”，其预计其数据中心发电业务利润占比将从...
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