异动解读 | 贝壳夜盘大涨5.03%,中概股集体走高带动投资热情

异动解读
27 Mar

贝壳(BEKE)股价在夜盘交易时段大涨5.03%,引发市场关注。此次上涨是在中国资产ETF和热门中概股集体走高的大背景下发生的,显示出投资者对中国股票的信心正在恢复。

据报道,除贝壳外,哔哩哔哩、理想汽车、阿里巴巴等多家中概股也出现不同程度的上涨。其中,3倍做多富时中国ETF-Direxion(YINN)涨幅接近5%,凸显出市场对中国资产的整体看好态度。

这波涨势背后有着利好的消息支撑。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,摩根士丹利近期两次上调中国股市目标价,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。这些积极的分析观点无疑增强了投资者对中国股票市场的信心,推动了包括贝壳在内的中概股价格上涨。

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