今年市场仍偏好港股,原因在于港股对于美国减息更为敏感,有望受息口变化之惠。资金流入的是互联网、金融板块,包括对腾讯、美团、阿里巴巴的买盘,整个恒生中国企业指数/恒生指数的看涨押注仍然持续,特别是对互联网和保险的看涨期权。
理解市场 | 空头占领中资股!但为什么没有必要悲观?
Source: Zhitong The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment