港股速报 | 港股强势高开腾讯控股涨超2% 张忆东最新观点：“震荡恰是买股时”！

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9月4日，港股市场强势高开，主要指数均涨超1%。　　早间开盘，恒生指数报25515.74点，高开302.43点，涨幅1.20%。　　恒生科技指数开盘报4533.82点，高开65.34点，涨幅1.46%。　　焦点公司方面，腾讯控股（HK00700）早盘高开超2%。　　腾讯控股港交所公告显示，9月3日以每股433.000港元至445.400港元的价格回购22.90万股，回购金额达1亿港元。统计显示，自...

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Zhang Yidong's latest view: \"Volatility is the perfect time to buy stocks!\"","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/13e9fd0c8f2286015b41f7ee150e7a1f","symbols_score_info":{"82800":0.6,"83115":0.6,"513600":0.6,"07300":0.6,"CXSE":0.6,"03115":0.6,"BKF":0.6,"MCHmain":0.6,"EMCS":0.6,"XSOE":0.6,"KWEB":0.6,"03423":0.6,"EMC":0.6,"HSI":1.89,"JADE":0.6,"EEMX":0.6,"00700":1.95,"HTCD.SI":0.6,"JEMA":0.6,"HHImain":0.6,"03037":0.6,"LDEM":0.6,"TCHI":0.6,"02800":0.6,"09115":0.6,"09067":0.6,"ESPO":0.6,"03419":0.6,"07500":0.6,"HSTECH":1.89,"03032":0.6,"TCEHY":1.95,"02837":0.6,"FDNI":0.6,"09088":0.6,"GAMR":0.6,"07552":0.6,"MHImain":0.6,"02833":0.6,"03067":0.6,"BIDD":0.6,"03088":0.6,"03033":0.6,"03417":0.6,"SOCL":0.6,"07226":0.6,"ODDS":0.6,"TCHmain":0.6,"FFEM":0.6,"AAXJ":0.6,"07200":0.6},"content_text":"9月4日，港股市场强势高开，主要指数均涨超1%。　　早间开盘，恒生指数报25515.74点，高开302.43点，涨幅1.20%。　　恒生科技指数开盘报4533.82点，高开65.34点，涨幅1.46%。　　焦点公司方面，腾讯控股（HK00700）早盘高开超2%。　　腾讯控股港交所公告显示，9月3日以每股433.000港元至445.400港元的价格回购22.90万股，回购金额达1亿港元。统计显示，自8月17日以来，腾讯已连续14个交易日进行回购，合计回购762.60万股，累计回购金额34.05亿港元。今年以来，腾讯累计进行67次回购，合计回购6150.97万股，累计回购金额295.33亿港元。　　其他方面，盘面上，科网股普涨，联想涨超3%，阿里巴巴、京东、百度涨超2%。芯片股高开，华虹宏力涨2%。中资券商股活跃，中金公司涨超1%。黄金股普遍上涨，赤峰黄金涨超3%。　　后市展望：　　海通国际首席经济学家张忆东发布最新观点：播种秋天，9月份震荡恰是买股时。　　张忆东指出，美债利率仍是秋季行情的短期主要扰动因素，9月FOMC会议之前的博弈其实有惊无险，市场震荡正好是买股时机。张忆东依然维持此前的判断，三季度美债长端利率有望冲高回落，先上后下。不排除9月份美债10年期收益率先冲高到5%左右，到了四季度回到4.3%左右。　　立足中期，美国9月份加不加息都是可行的政策选择，加息本身其实没有那么重要。但是，背后的政策逻辑的变化才更加重要。对于未来AI行情，张忆东判断AI牛市尚能持续，但已经进入“秋天”，短期震荡蓄势是在确认新逻辑。　　从投资角度，模糊的正确胜于精确的错误。模糊的正确是指大的趋势；精确的错误往往是过度看短期数据，一叶障目不见泰山。从模糊的正确出发，相信朱格拉周期，相信这一次AI科技浪潮是一次史诗级科技革命，这一轮AI朱格拉周期至少可以到2028年初，那么，AI牛市至少可以延续到明年。　　投资策略方面，张忆东表示，秋季行情逢震荡积极布局，掘金科技“分化”非科技“扩散”。秋天行情将是AI牛市的扩散，拥抱以应用为主导的AI新逻辑，沿着两条新主线展开结构性行情。　　第一，TMT行情聚焦“分化”。AI硬件进入去伪存真的缩圈：聚焦国产替代和“补短板”方向。AI应用的机会将进一步扩圈，关注政务、企事业、军工等领域的AI+，以及具身智能、能源科技等应用。　　第二，沿着“AI+”主线向“非AI科技”方向扩散，非AI科技行业的硬核资产“老树开新花”，特别关注“人工智能+”为名、并购重组及资产注入为实的外延式增长。（文章来源：每日经济新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2664383168","isCrawlerRequest":true}

港股速报 | 港股强势高开 腾讯控股涨超2% 张忆东最新观点：“震荡恰是买股时”！

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港股速报 | 港股强势高开腾讯控股涨超2% 张忆东最新观点：“震荡恰是买股时”！