资料来源：Wind，中金公司研究部从去年10月高点至今，恒生科技已经持续回撤近20%，2026年以来的表现更是在全球大类资产中将近垫底。但这似乎也无法单纯用港股的流动性问题来解释——要知道，前不久恒生指数才创下2021年以来新高，而恒生科技却颓势依旧。阿里、腾讯、小米......这批曾经代表中国最核心科技资产的企业，为何集体遭遇如此回撤？对于恒生科技，此刻究竟是走是留？1旧时代的核心资产？与我们...
Source Link资料来源：Wind，中金公司研究部从去年10月高点至今，恒生科技已经持续回撤近20%，2026年以来的表现更是在全球大类资产中将近垫底。但这似乎也无法单纯用港股的流动性问题来解释——要知道，前不久恒生指数才创下2021年以来新高，而恒生科技却颓势依旧。阿里、腾讯、小米......这批曾经代表中国最核心科技资产的企业，为何集体遭遇如此回撤？对于恒生科技，此刻究竟是走是留？1旧时代的核心资产？与我们...
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