高盛、德銀積極唱多中國股市,A股開年連升,重回3300點,港股今年累計升超15%
在科技股的帶動下,港A股繼續大升,滬指重回3300點,恒生科技指數升1.81%,今年累計升超15%,DeepSeeK概念、比亞迪智駕等方向升幅居前,券商板塊異動上升。消息面上,比亞迪將於2月10日召開智能化發佈會,重點推介"天神之眼"高階智駕系統。以及今日,小米CEO雷軍表示將認真研究提升汽車產能話題。高盛、德銀先後發佈了唱多中國股市的研報。高盛預計今年MSCI中國指數有14%的上升潛力,在樂觀預期下,該升幅有望達到28%,強烈看好中國科技股。德銀則預計A股和港股今年中期將超過去年的高點,並表示中國股票的“估值折價”將會消失。值得關注的標的,及截至發稿升跌幅:雲計算產業鏈代表:雲計算50ETF(516630),+5.16%AI算力基礎:數據ETF(516000),+4.33%AI全產業鏈:人工智能AIETF(515070),+3.78%蔚小理米汽車產業鏈:智能車ETF(159888),+2.86%金融+科技雙加持的“新行情第一旗手”:金融科技ETF華夏(516100),+2.76%AI+平台經濟:恒生科技指數ETF(513180),+2.31%價值+成長新一代核心寬基:A500ETF基金(512050),+1.18%
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