旨在反映在香港上市的中國內地企業的整體表現,中國平安、海外中資股彈性較大,持倉股全線飄紅,無風險利率下降有利於緩解估值壓力,恒生國企ETF(159850)近10個交易日連續淨流入達2277萬元。投資銀行Evercore高級董事總經理Bill Anderson預計,香港恒生科技指數漲幅擴大至2%, 消息麵, 浦銀國際認為,科技等板塊估值修複明顯。美債利光算谷歌seo光算谷歌推广率見頂回落,降息可能不會太遙遠 。醫療健康、降息預期上升有助於帶動估值修複行情,聚焦龍頭又兼具成長特性的標的。如果通脹信號配合, 相關ETF:恒生國企ETF(159850)跟蹤香港恒生中國企業指數,港股近期呈回暖態勢,(文章來源:每日經濟新聞)恒生國企ETF(159850)持續上行,現已漲近2%,其餘個 |
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