金吾财讯 | 美国总统特朗普确认，下周二(3月4日)向墨西哥和加拿大加征关税，亦会再向中国征收额外10%关税，被称为“恐慌指数”的VIX波动指数升逾10%，美股指数则悉数下跌，纳指跌2.78%。国内方面，A股探底回升，沪指最终翻红。沪深两市全天成交额2万亿，较上个交易日放量662亿。广发证券表示，综合来看，短期英伟达财报超预期及AI需求强劲，有望推动科技股上扬，进而提升市场风险偏好，但美联储推迟降息预期可能对A股上涨形成扰动。中长期而言，随着美联储降息预期逐渐增强，市场资金面有望得到改善，建议投资者逢低布局受益于降息的板块。港股昨日亦反复下滑，不过，个股涨跌近乎持平，板块上看，文化传媒、手机产业等板块跌幅居前；航空、物管等板块涨幅居前。1、昨日沪深港：沪深股市：周四，截至收盘，沪指涨0.23%，深成指跌0.26%，创业板指跌0.52%。港股：周四，截至收盘，恒指跌0.29%，恒科指跌1.22%，国企指跌0.66%。2、隔夜外盘：美国股市：周四，美国三大股指全线收跌，道指跌0.45%报43239.5点，标普500指数跌1.59%报5861.57点，纳指跌2.78%报18544.42点。欧洲股市：周四，欧洲三大股指收盘涨跌不一，德国DAX指数跌1.07%报22550.89点，法国CAC40指数跌0.51%报8102.52点，英国富时100指数涨0.28%报8756.21点。日韩股市：周四，日经225指数涨0.3%报38256.17点，韩国综合指数跌0.73%报2621.75点。
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