美国非农“哑火”，恒生科技ETF易方达(513010)涨1.2%，年内流入超68亿元，居同标的第一

格隆汇07-03

今日港股继续反弹，恒生科技ETF易方达(513010)同步走强上涨1.2%，年初至今累计下跌21.5%，但资金选择“越跌越买”，截止7月2日，该ETF合计流入68.61亿元，居同标的第一。本次反弹并非单纯情绪博弈，而是海外流动性预期边际宽松、国内互联网巨头AI产品密集落地、全球AI板块高低估值轮动、指数估值处于历史低位多重逻辑共振驱动。一、美国6月非农大幅不及预期，市场预期美联储加息降温美东时间...

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