本周二(3月11日)美股盘前时段,热门中概股集体走高, 小鹏汽车-W 一度涨超9%,截至发稿涨8.63%, 蔚来 涨近7%, 哔哩哔哩 涨超6%, 阿里巴巴 涨超4%:
三倍做多富时中国ETF-Direxion 盘前同样涨超5%:
消息面上,全球市场港A股一枝独秀,港股恒生指数尾盘一度转涨,收盘微跌0.01%,恒生科技指数涨1.4%;尽管A股三大指数早盘开低,但随后收复全部失地,并在尾盘翻红,沪深指数均小幅收涨:
尽管全球风险规避情绪高涨,但中国内地投资者周一加速“南下”,并以创纪录的速度买入香港股票,在今年科技股上涨的推动下继续增持股票。
由于初创公司DeepSeek推出的人工智能模型被认为是改变行业的游戏规则,这些股票今年一直在上涨。
BNY资深市场策略师Wee Khoon Chong表示:“整个美国科技板块自去年4月以来涨幅巨大,即使现在出现回调,其涨幅依然很大。人们担心这将是一场崩盘,但我不这样认为。”
他补充说,在初创公司DeepSeek取得令人震惊的人工智能进步之后,中国科技公司的吸引力日益增强,迫使投资者重新评估美国科技公司的高估值。“当你有了更好的选择,人们就会调整,估值也会调整。”
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