恆生科技指數大漲4.4% 華爾街巨頭全面看多科技股
格隆匯5月17日丨港股科技股全線反彈,恆生科技指數漲幅擴大至4.46%,收復4200點。其中,理想汽車、嗶哩嗶哩、阿里巴巴、小鵬汽車漲超5%,京東集團、百度集團、美團、網易漲超4%,騰訊、小米漲超3%。5月16日,摩根大通突然對中國互聯網科技股“全面看多”,集體上調了中國互聯網科技股的評級、目標價。其指出,正在重新審視短期和長期基本面前景,中國互聯網行業正在擺脱各種不確定性,未來頭部公司的股價或將超預期上漲。其次,華爾街“頂流”機構已掏出真金白銀抄底中概股。其中,摩根大通的旗艦中國基金在一季度大舉加倉了京東,加倉幅度達1253%;橋水基金、福達國際也增持了騰訊、阿里巴巴、美團、拼多多、百度等多隻中國互聯網科技股;高瓴旗下的HHLR一季度也增持後者新進買入了京東、富途等中概股。
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