周一,热门中概股延续弱势。截至发稿,纳斯达克中国金龙指数跌超7%。个股方面,好未来跌超15%,乐信跌超14%,阿里巴巴、小鹏汽车、优信跌超11%。
消息面上,中信证券指出,短期看,特朗普正以极限施压策略换取更大利益,后续关注各国协商进展和行业豁免情况,在此之前,预计风险偏好降低,市场波动加剧,但仍处于衰退预期交易阶段。
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