【华西海外策略】英伟达高管月内多次减持,港股走势分化

华西研究
Jun 30, 2025

“华西研究”小程序全面升级!专业研值,一镜到底!华西海外策略全球市场一周主要观点: 受以色列和伊朗地缘问题暂时缓和的消息提振,本周多数市场出现反弹,但是地缘问题对于大多数市场走势不能起到决定性作用,估值、经济基本面、货币政策等等核心因素对于市场中期走势更加关键。受国际地缘问题暂时缓和的提振,本周美股市场出现反弹;另一方面,需要注意的是美股核心资产之一的英伟达出现高管月内多次减持事件—根据英伟达向...

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