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长城基金余欢:春季行情值得期待,机器人板块有望迎来较多催化_蜘蛛资讯网

2025LCK

依然保持强势。我们预计年底市场可能会相对震荡,等待年底有新政策等相关线索后,市场预计依然会选择下一年的景气延续或改善方向,届时春季行情值得期待。  “在此背景下,我们将继续积极关注成长股。”余欢强调,将重点关注以下方向:一是调整之后估值合理且有成长性的港股科技互联网板块;二是受益AI技术驱动的子行业,包括硬件基础设施、机器人、智能驾驶、AI端侧应用等;三是依然有成长性的消费子行业,包括创新药、游戏

     香港联交所最新资料显示,4月9日,Point72 Asia(Singapore)Pte. Ltd.增持广合科技(01989)2.45万股,每股均价115.9976港元,总金额为284.19万港元。增持后最新持股数目为232.39万股,最新持股比例为5.05%。责任编辑:卢昱君

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