异动解读 | 贝壳夜盘大涨5.03%,中概股集体走高

异动解读
27 Mar

贝壳(BEKE)股价在美股夜盘交易时段大幅上涨5.03%,引发市场关注。这一涨幅不仅显著高于此前预期,也反映出投资者对中国概念股的积极态度。

从整体市场来看,中概股在本次夜盘交易中普遍表现强劲。除贝壳外,哔哩哔哩涨超4%,理想汽车涨超3%,阿里巴巴和小鹏汽车也均上涨超过3%。3倍做多富时中国ETF更是大涨近5%,显示出资金对中国资产的强烈追捧。

推动此轮上涨的主要因素是国际投资银行对中国股市的看好。高盛在最新报告中指出,中国重新回到投资者视野,市场仍有进一步上涨空间,国际投资者对中资股的兴趣和参与程度已达到4年来最高。同时,摩根士丹利近期再次上调了中国股市的目标价,认为在盈利前景改善的背景下,中国股市的估值仍有上行空间。这些积极信号无疑增强了投资者的信心,推动包括贝壳在内的中概股集体走高。

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