A股马年首日三大指数收红,而今日恒生科技指数却一度跌近2.69%,收盘跌2.13%,抹去马年所有涨幅(跌1.8%)。如果从2025年10月2日高点来算,恒生科技指数至今累计回撤已近20%。恒生科技指数为何持续回撤?目前主要有以下主流观点:一是外部流动性收紧。2026年1月30日,美国总统特朗普宣布提名凯文·沃什(Kevin Warsh)出任下一任美联储主席,而凯文·沃什是典型的通胀鹰派,强调美联储...
Source LinkA股马年首日三大指数收红,而今日恒生科技指数却一度跌近2.69%,收盘跌2.13%,抹去马年所有涨幅(跌1.8%)。如果从2025年10月2日高点来算,恒生科技指数至今累计回撤已近20%。恒生科技指数为何持续回撤?目前主要有以下主流观点:一是外部流动性收紧。2026年1月30日,美国总统特朗普宣布提名凯文·沃什(Kevin Warsh)出任下一任美联储主席,而凯文·沃什是典型的通胀鹰派,强调美联储...
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