“全球流动性改善也有望继续支撑中外股市，尤其是AI与科技成长板块，我们维持超配中国股票。” SK海力士大跌引爆芯片板块，全球市场遭遇“黑色星期一”。A股同步走弱，周一三大指数全线收跌，科创50指数下跌3.4%。 周二A股延续跌势，上午指数全线收跌，上证指数下跌0.66%，失守3900点，科创综指跌幅3.12%，科创50跌幅3.45%。 对于本次科技回调，业内认为直接诱因是海外交易去杠杆。“A股及...
Source Link“全球流动性改善也有望继续支撑中外股市，尤其是AI与科技成长板块，我们维持超配中国股票。” SK海力士大跌引爆芯片板块，全球市场遭遇“黑色星期一”。A股同步走弱，周一三大指数全线收跌，科创50指数下跌3.4%。 周二A股延续跌势，上午指数全线收跌，上证指数下跌0.66%，失守3900点，科创综指跌幅3.12%，科创50跌幅3.45%。 对于本次科技回调，业内认为直接诱因是海外交易去杠杆。“A股及...
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