来源：市场资讯（来源：华夏基金财富家）随着7月非农走弱、鲍威尔超预期转鸽、多位官员“鸽声”阵阵以及8月小非农和非农不及预期，美联储9月降息预期持续升温，弱美元回归有望成为港股走强的外部催化。在南向资金持续不断流入、美国新一轮降息周期有望启动的背景下，港股9月或迎内外资共振，而外部流动性敏感、此前受压制较多的港股科技板块则有望迎来“补涨”行情。概率超99%，九月降息或“板上钉钉”？继鲍威尔在...
Source Link来源：市场资讯（来源：华夏基金财富家）随着7月非农走弱、鲍威尔超预期转鸽、多位官员“鸽声”阵阵以及8月小非农和非农不及预期，美联储9月降息预期持续升温，弱美元回归有望成为港股走强的外部催化。在南向资金持续不断流入、美国新一轮降息周期有望启动的背景下，港股9月或迎内外资共振，而外部流动性敏感、此前受压制较多的港股科技板块则有望迎来“补涨”行情。概率超99%，九月降息或“板上钉钉”？继鲍威尔在...
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