金吾财讯 | 热门中概股多股上扬，联电(UMC)涨8.05%，小马智行(PONY)涨4.15%，再鼎医药(ZLAB)涨3.49%，万国数据(GDS)涨3.44%，拼多多(PDD)涨2.79%，金山云(KC)涨3.13%，亚玛芬体育(AS)涨2.69%，日月光半导体(ASX)涨2.43%，阿里巴巴(BABA)涨2.16%，台积电(TSM)涨2.16%。
消息面上，近日摩根资产管理中国资深环球市场策略师朱超平表示，随着AI基建不断扩张，全球供应链对中国制造业的依赖程度在上升。目前，海外投资者对中国资产的确定性与认同性已大幅提升。
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