《大行》交银国际:市场关注两会政策预期兑现情况 资金或向内需及政策支持力度较大领域流动

阿斯达克财经
Mar 05, 2025

交银国际发表港股策略报告表示,港股上周五(2月28日)出现调整,主要受外围扰动所致。特朗普周内宣布对欧洲加征25%关税,重提对加拿大、墨西哥继续加征关税,以及对中国再次增加10%关税,于昨日(4日)生效。全球风险情绪回落,港股随全球主要股市同步调整。技术面上,在前期快速拉升后,资金获利了结意愿明显增强。AI估值重估叙事引领下,港股一路上行并突破“924”(去年9月24日所引发的行情)前高,但在破位...

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