港股高开高走,恒生科技指数涨超3%,恒指涨1.87%,科技股、算力股走强,智谱(02513.HK)涨9%,联想集团(00992.HK)涨超8%,快手(01024.HK)涨5.4%。

2026-07-08

港股高开高走,恒生科技指数涨超3%,恒指涨1.87%,科技股、算力股走强,智谱(02513.HK)涨9%,联想集团(00992.HK)涨超8%,快手(01024.HK)涨5.4%。

其他消息
2026-07-08

On July 7 in Kathmandu, MOFCOM deputy minister Yan Dong and Nepal finance ministry secretary Upadhyaya co‑chaired the 12th China‑Nepal Joint Economic and Trade Committee to discuss bilateral economic and trade cooperation. China said it will use the committee to promote healthy, sustainable trade and investment, prioritizing trade, investment, infrastructure and local cooperation, and to expand ties in digital and green economy sectors to advance trade‑investment integration. Beijing urged Nepal

2026-07-08

分析师Henry Hu表示,AI主题爆发后,科技巨头通过股权和债务融资大规模募资,这部分资金先推动科技股估值上涨和股价大涨。但钱不会一直留在金融市场,而是会转化为实物资本开支。资金开始从金融投机资产向实物资产再配置。科技股在前期享受流动性红利后,可能面临估值压力或获利了结;有色矿股则因需求爆发和盈利改善,成为下一阶段的接力品种。本月下旬有色矿股开始发布财报,可关注这一趋势。