大摩：港股短线或续受压，三大因素将是逆转关键

智通财经02-27

2月27日，摩根士丹利发表报告指，A股投资情绪指标在农历新年后随成交量回升及对两会预期升温而有所改善。但受人工智能颠覆影响的担忧及竞争压力，离岸中资股仍面临挑战。大型平台公司的AI能力提升、盈利改善及外部市场的稳定将是未来的观察关键。尽管A股情绪好转，但本周离岸中资股承压，尤其是恒生科技指数，大摩认为，主要因服务相关行业在恒指权重较高，其受到全球AI颠覆叙事的影响尤为显著。此外，电商平台间的...

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