3月9日,恒生指数低开2.65%,恒生科技指数跌3.79%。盘面上,油气能源板块强势,港股“三桶油”高开,中国石油股份涨超7%,中国海洋石油涨超8%,中国石油化工股份开涨1.34%;科网股走弱,哔哩哔哩跌超5%。关于港股后市中金财富认为,恒生科技与A股科技指数形成"软硬科技"配置组合,国民级应用龙头具备估值重估空间。招商证券认为,警惕新兴科技股泡沫,腾讯、阿里等传统龙头AI战略落地将成估值催化剂。...
Source Link3月9日,恒生指数低开2.65%,恒生科技指数跌3.79%。盘面上,油气能源板块强势,港股“三桶油”高开,中国石油股份涨超7%,中国海洋石油涨超8%,中国石油化工股份开涨1.34%;科网股走弱,哔哩哔哩跌超5%。关于港股后市中金财富认为,恒生科技与A股科技指数形成"软硬科技"配置组合,国民级应用龙头具备估值重估空间。招商证券认为,警惕新兴科技股泡沫,腾讯、阿里等传统龙头AI战略落地将成估值催化剂。...
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