好买说回看今年,全球市场仿佛展开了一场接力赛,每个季度都有一条清晰的投资主线。Q1,港股跑赢,受AI驱动的恒生科技板块,成为当之无愧的领跑者。Q2,美股发力,美国经济基本面依旧强劲,科技巨头们凭借超出预期的业绩支撑,推动市场情绪高涨,美股迅速修复并创下历史新高。Q3,A股反弹,在流动性宽松与科创行情的带动下,市场热度迅速提升,上证指数不断突破阶段高点。眼下,我们即将迈入四季度。美联储降息逐渐明朗、...
Source Link好买说回看今年,全球市场仿佛展开了一场接力赛,每个季度都有一条清晰的投资主线。Q1,港股跑赢,受AI驱动的恒生科技板块,成为当之无愧的领跑者。Q2,美股发力,美国经济基本面依旧强劲,科技巨头们凭借超出预期的业绩支撑,推动市场情绪高涨,美股迅速修复并创下历史新高。Q3,A股反弹,在流动性宽松与科创行情的带动下,市场热度迅速提升,上证指数不断突破阶段高点。眼下,我们即将迈入四季度。美联储降息逐渐明朗、...
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