洪灏:港股下半年还有新高,美股估值依然很贵,跌三分之一才合理

华尔街见闻
08 May

近日,知名经济学家、华福证券CEO兼首席全球资产配置官洪灏在一档节目中对港美股市场作出了分析和判断。投资作业本课代表整理了要点如下:1、5月份美股反弹还会继续,但这并不是反转行情。从交易的角度来看,现在有一个交易窗口,可能持续两个星期甚至更久。2、如果今年美国财政是收缩而不是扩张,财政和货币同时收缩,那就会出现2022年的行情——股债双杀。3、美股(估值)回调还未结束,至少要跌三分之一以上,跌到...

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