港股高開,恆生互聯網和恆生科技指數ETF聯袂漲超5%
昨晚美股和中概股大漲,今日港股高開,恆生指數高開2.63%,恆生科技指數大漲4.45%,阿里巴巴、百度集團績後分別漲約12%、15%,季度營收均高於市場預期,恆生互聯網ETF(513330)和恆生科技指數ETF(513180)雙雙漲超5%。
浙商證券認爲,大浪淘沙始見金,恆生科技迎來轉折底,進入戰略配置窗口。原因在於,以平臺經濟爲代表的恆生科技迎來估值底、政策底、盈利底共振。近期隨着美股風險逐步出清,恆生科技將逐步迎來轉折向上拐點,把握短期美股波動帶來的配置良機。
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