* 在美上市的中概股指数周二逆市反弹,纳斯达克金龙中国指数.HXC收涨2.8%。
* 美国股市周二下跌,这轮数月来最严重的抛售仍在继续,投资者担心最新关税威胁对全球经济的影响。
* 投行瑞银称,中国股市本轮上涨行情具有可持续性,“两会”(人大和政协会议)对未来方向起到积极推动作用,而外资正在不断关注和有序加仓中国股票。
* 经济衰退的忧虑下美国股市暴跌上演“黑色周一”,亚洲新兴市场股市跟随走弱。中国股票市场周二早盘亦低开,但沪综指最终收涨,恒指午后几乎收复早盘失地,人民币市场情绪也得到提振。
分析人士认为,中国股票前几年已经历了漫长且深度的调整,随着中国转向积极的政策周期以及对股市的愈发重视,投资者信心获得支撑,而DeepSeek引领的科技突破叙事进一步增强了中国资产的全球吸引力。
* 中国证监会党委周二召开扩大会议,指出要全力巩固市场回稳向好势头,更大力度推动中长期资金入市指导意见及实施方案落实落地;增强制度包容性、适应性,支持优质未盈利科技企业发行上市。(完)
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(发稿 刘珞焱;审校 张喜良)
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