恒生科技指数自去年10月高点以来累计跌幅已近30%，今日继续大幅下挫，其下跌原因可归纳为五个关键维度。第一，汇率因素形成显著拖累。人民币持续升值，而港币锚定美元，期间买入港股的投资者仅汇率贬值即可产生约5%的账面亏损，导致南向资金近两个月持续流入下滑，较前期高点缩减达50%。第二，港股市场具有全球属性，欧美资金持续流出背景下，若大陆资金承接力度不足，市场流动性将显著恶化。第三，前期IPO发行较为...
Source Link恒生科技指数自去年10月高点以来累计跌幅已近30%，今日继续大幅下挫，其下跌原因可归纳为五个关键维度。第一，汇率因素形成显著拖累。人民币持续升值，而港币锚定美元，期间买入港股的投资者仅汇率贬值即可产生约5%的账面亏损，导致南向资金近两个月持续流入下滑，较前期高点缩减达50%。第二，港股市场具有全球属性，欧美资金持续流出背景下，若大陆资金承接力度不足，市场流动性将显著恶化。第三，前期IPO发行较为...
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