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【真灼机构观点】美联储放鹰,港股通31亿扫货恒生科技及美团
Sou Hu Cai Jing· 2026-02-25 03:28
Market Commentary - Federal Reserve officials are sending strong "hawkish" signals, with Boston Fed President Collins and Chicago Fed President Goolsbee indicating that interest rates should not be lowered further until inflation returns to 2%, suggesting that current rates will be maintained for some time [2] - Atlanta Fed President Bostic explicitly stated that rate cuts cannot alleviate the structural unemployment crisis caused by AI [2] Company Developments - Anthropic has released an upgraded enterprise-level AI tool, actively expanding into investment banking, human resources, and other business scenarios [2] - The company's philosophy of "collaboration over disruption" has effectively alleviated market fears regarding AI, boosting the performance of technology stocks [2] Market Flow - On Tuesday, the Hong Kong Stock Connect saw a net inflow of HKD 3.1 billion, with Southern Hang Seng Technology (03033) receiving the highest inflow of HKD 1.58 billion, followed by Meituan-W (03690) [2] - Pop Mart (09992) recorded the highest net outflow of HKD 205 million, followed by China National Offshore Oil Corporation (00883) [2]