看圖論市:香港科技股本月勢將大幅跑贏內地科技股
【彭博】-- 香港的恒生科技指數本月有望以去年11月以來的最大優勢跑贏內地同類指數,這得益於投資者樂觀認為監管風險已經大體在香港上市科技巨頭的股價中得到消化。儘管周四下跌,但恒生科技指數10月以來仍上漲了8%,這得益於嗶哩嗶哩和阿里巴巴的飆升。而內地創業板指數則上漲不到1%。貝萊德智庫首席亞太策略師Ben Powell對彭博電視說,對於大公司未來可能受到多大的監管,現在投資者有了更清晰的認識。
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