今天,泡泡玛特在横盘两个月后再创新高,而小米因为二季度的手机收入可能不及预期,跌到近两个月以来的低位。过去两个月,港股上涨的板块主要是创新药和红利股,而互联网股和大型消费股还没涨,接下来就是各家大市值公司发二季报了,来给大家梳理下二季报几家大市值公司遇到的问题。从当前的位置来看,反而是配置互联网股和消费类公司的好时机。原因也很简单,一是过去一段时间股价已经充分反应市场的担忧,二是随着反内卷行情的...
Source Link今天,泡泡玛特在横盘两个月后再创新高,而小米因为二季度的手机收入可能不及预期,跌到近两个月以来的低位。过去两个月,港股上涨的板块主要是创新药和红利股,而互联网股和大型消费股还没涨,接下来就是各家大市值公司发二季报了,来给大家梳理下二季报几家大市值公司遇到的问题。从当前的位置来看,反而是配置互联网股和消费类公司的好时机。原因也很简单,一是过去一段时间股价已经充分反应市场的担忧,二是随着反内卷行情的...
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