本文首发于公众号“私募排排网”。(点击↑↑上图查看详情)近期,港股市场引发热议,不少投资者调侃道:“我在恒科躲牛市”。自去年10月以来,恒生科技指数持续下探,截至2026年2月末,累计跌幅已超过20%。相比之下,同期上证指数与标普500均录得小幅上涨,日经225、韩国综合指数等亚太市场更一度创下历史新高,就连同属港股的恒生指数也仅表现为弱势震荡。持续调整之下,恒生科技指数的估值水平已显著回落,动态...
Source Link本文首发于公众号“私募排排网”。(点击↑↑上图查看详情)近期,港股市场引发热议,不少投资者调侃道:“我在恒科躲牛市”。自去年10月以来,恒生科技指数持续下探,截至2026年2月末,累计跌幅已超过20%。相比之下,同期上证指数与标普500均录得小幅上涨,日经225、韩国综合指数等亚太市场更一度创下历史新高,就连同属港股的恒生指数也仅表现为弱势震荡。持续调整之下,恒生科技指数的估值水平已显著回落,动态...
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