周三,中概股再次迎来普涨盛宴。截至发稿,纳斯达克中国金龙指数涨幅扩大至4%,三倍做多富时中国ETF涨超9%。个股方面,世纪互联大涨超12%,万国数据涨超9%,爱奇艺涨超6%,阿里巴巴、小鹏汽车涨超5%,拼多多、京东涨超4%,百度涨超3%。
摩根资管称中国资产重估才刚开始,市场可能迎来“戴维斯双击”过程——即在估值提升的同时,企业盈利也逐步改善,从而有望推动市场进入一个较好的投资阶段。
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