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港股走强,如何把握投资机会?_蜘蛛资讯网

国内饮料集体硬扛成本上涨

当高端制造、AI硬件成为领涨主线时,A股表现占优;而当AI应用、医药、新消费引领市场时,港股则更为出色。  以恒生科技指数和科创50指数为例,前者代表软件方向,后者代表硬件方向。尽管年初至9月15日两者的累计涨幅相近,均为35%左右,但期间的走势节奏却有显著差异,正是板块轮动的表现。  有投资者可能想要强调港股不同于A股的资金结构,认为是资金偏好导致了行情差异。就这一点而言,过去几年看都是对的;但

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