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华泰证券:恒指跌破23000点

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2026-06-29 01:05:54
华泰证券发布港股策略研报称,上周港股市场单边走弱,恒生指数跌破23000点。研报指出,美元指数走强至101以上对新兴市场形成压力,AH溢价指数上行至122%;资金存量博弈下非AI股出现持续阴跌。华泰证券认为,反转空间尚未打开,7月初新上市科技股密集解禁或仍有负面影响。
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