智通财经APP获悉，周五，纳斯达克金龙中国指数上涨大约3.8%，不断逼近2024年10月7日盘中最高位。热门中概股普涨，金山云(KC.US)涨超22%，知乎(ZH.US)涨超18%，阿里巴巴(BABA.US)涨超6%，小鹏汽车(XPEV.US)涨超3%，拼多多(PDD.US)涨超2%。
消息面上，大摩指出，中国市场最近这波涨势主要由人工智能发展势头推动，科技股与其他板块走势出现明显分化。鉴于全球投资者的持仓处于低位，预计短期内这一上涨势头仍将持续，但需警惕贸易和科技相关风险。
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