仁桥资产:恒科或已跌过头,中国资产重估持续

仁桥资产
Mar 03

二月,因假期因素,A股实际交易日不多。除香港外,整体指数波动不大。其中上证50下跌0.9%;沪深300上涨0.1%;中证500上涨3.4%;创业板下跌1.1%,恒生指数下跌了2.8%,其中恒生科技指数下跌了10.2%。尽管恒科在历史上波动就很大,但本月在全球和A股均平稳的背景下,这个跌幅还是比较意外的。全月表现来看,资源品继续受到青睐,特别是化工和一些小金属。AI方向里面,受益于北美缺电逻辑下的...

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