4月17日早盘,港股普遍活跃,华虹、中芯国际等盘中大涨,带动恒生科技指数ETF震荡上行。近期热度较高的港股通汽车ETF盘中小幅上涨,持仓股中,海天国际、东岳集团、理想汽车、长城汽车、五矿资源、小鹏汽车等涨幅居前,金力永磁、舜宇光学科技、汽车街等跌幅居前。关于近期外围扰动对汽车板块的影响,开源证券在研报中指出,我国整车对美出口基数低,几乎不受本轮“对等关税”影响。中国汽车产业2024对美出口整车...
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