11月12日午后,港股三大指数集体重挫,恒生科技指数跌幅持续扩大,一度跌近4%。主流ETF中,恒生科技指数ETF跟随指数大幅回调,持仓股中,一度仅网易上涨,其余公司悉数下跌,蔚来、金蝶国际、美团、理想汽车等跌幅居前。国信证券在近期研报中指出,互联网巨头将持续走出三年股价底部,并且进入到明确的股本数量下降期。年初以来,港股互联网企业经营层面迎来明显筑底,新阶段巨头的经营特点整体呈现:更加聚焦主业、...
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