今年1月14日以来,受益于DeepSeek的爆火和国内政策预期,港股持续上涨。但昨日午盘,在恒生科技指数突破去年10月7日的盘中高点后,港股出现整体回调。截至收盘,恒指和恒科的动态PE仍处于历史30%的分位数以下。此外,对比今年2月7日与1月24日的业绩预期(彭博),美股的标普500和纳指100都出现下调,但港股则维持稳定。 在此背景下,1月24日以来,外资回流港股市场近130亿港元,且主要配置...
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