Leading Chinese brokerages forecast a rebound in A-share tech and chip stocks for August, distinguishing it from South Korea's sharp sell-off
多家中国大型券商对8月份国内科技股(A股)表现持乐观态度,认为A股市场经历的是投资者涌入人工智能相关板块后的调整,而非韩国市场所见的去杠杆冲击。按总资产计排名第二的券商指出,尽管部分行业仍存在流动性压力,但对非核心人工智能股票的影响已基本消退。此前,韩国综合股价指数(Kospi)在过去一个月下跌22%,周一亚洲交易时段又下跌超过5%。
Source:SCMP商业 · Source Link
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