香港恒生指数收跌1.52%,恒生科技指数跌2.09%。比亚迪电子跌超8%,联想集团跌超7%,药明康德跌超6%,阿里巴巴、京东集团跌超5%;小米集团涨超3%。机构观点兴业证券表示,3月中旬到4月上旬,港股市场将逐渐步入一个风格更乱、缺乏明确主线的阶段。正是由于这种“日历效应”的存在,使得近期快速的行业轮动看似无迹可寻,但如果换一个角度,从业绩相关性、风格因子的角度进行观察,实则隐藏着临近4月业绩期,...
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