【4 月 17 日，全球股市因关税战波动】高盛中国首席股票策略分析师刘劲津称，当下海外投资者担忧美国进入衰退风险骤升，因多年在美股重仓，需分散风险，中资股估值诱人且憧憬内地大力刺激，资金将重投中国。高盛给予 AH 股“跑赢大市”评级，因 A 股气氛更受益于政策刺激，策略配置上较 H 股更优。港股市盈率约 10 倍，估值比美股便宜。刘劲津表示，香港有内地缺少的人工智能概念股，吸引北水南下扫货，为港股...
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