金吾财讯 | 纳斯达克中国金龙指数盘初涨超2.39%。热门中概股中，名创优品(MNSO)涨8.93%、贝壳(BEKE)涨6.55%、阿里巴巴(BABA)跌6.54%、联电(UMC)涨6.25%、哔哩哔哩(BILI)涨4.95%、金山云(KC)涨4.42%。高盛近期报告表示，认为A股硬科技与港股互联网板块走势分化已达历史极值。数据显示，年内科创50指数的表现比恒生科技指数高出68个百分点。高盛重申其A股优于港股的策略偏好，但也表示H股互联网股在估值回调后已进入观察期，若未来数季度盈利回暖，或将迎来盈利修复行情。
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