[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"$f1a4f9875af4jk":3},{"_id":4,"slug":5,"title":6,"subtitle":7,"kind":8,"cards":9,"tags":13,"categories":14,"source":15,"lang":18,"author":19,"audioState":18,"stats":22,"publishedAt":25,"renderer":18},"6abc6583ca21c797c7e9eaf4","s115-36-a3e50ffd","比亚迪：预计方程S月销可以破1万甚至1.5万辆-36氪","随着三季度行情步入尾声，港股市场在经历9月的震荡回调后，正迎来新一轮布局窗口期。多家券商近期密集发布港股配置观点，普遍认为外部扰动边际缓和，估值收缩空间有限，回调有望提供布局时机。配置层面，“红利底仓+AI进攻”的杠铃策略逐渐成为机构主流共识，成长端关注AI应用链，防御端则锚定红利资产。分析人士认为，随着三季报披露期临近，市场关注点正从交易宏观扰动转向验证基本面，AI商业化进展与高股息资产的分红可…","news",[10],{"headline":6,"body":11,"imageUrl":12,"sourceImageUrl":12},"随着三季度行情步入尾声，港股市场在经历9月的震荡回调后，正迎来新一轮布局窗口期。多家券商近期密集发布港股配置观点，普遍认为外部扰动边际缓和，估值收缩空间有限，回调有望提供布局时机。配置层面，“红利底仓+AI进攻”的杠铃策略逐渐成为机构主流共识，成长端关注AI应用链，防御端则锚定红利资产。分析人士认为，随着三季报披露期临近，市场关注点正从交易宏观扰动转向验证基本面，AI商业化进展与高股息资产的分红可持续性将共同构成港股配置的重要考量。（中证报） 聚焦全球优秀创业者，项目融资率接近97%，领跑行业","https:\u002F\u002Fimg.36krcdn.com\u002F20191024\u002Fv2_1571894049839_img_jpg",[],[],{"name":16,"url":17},"36Kr","https:\u002F\u002Fwww.36kr.com\u002Fnewsflashes\u002F4005175103508616",null,{"handle":20,"displayName":21},"spots","Spots",{"views":23,"likes":24,"saves":24,"shares":24,"completions":24,"opens":24,"skips":24,"depthSum":24},1,0,"2026-09-30T01:27:31.225Z"]