莲华资管首席投资官洪灏日前表示,市场短期波动为投资者提供了建仓窗口期,尤其在中国股市近期表现强劲、科技股领涨的背景下,回调是逢低买入的良机。恒生指数在25000点附近是不错的买入机会。针对中国限制稀土出口,洪灏指出这是对美国科技封锁的反制措施。美国商务部工业与安全局此前切断中国获取先进半导体芯片的路径,而中国已采取停止采购英伟达芯片、对美船舶加征费用等行动。他预计双方仍有望在APEC峰会前达成协议...
Source Link莲华资管首席投资官洪灏日前表示,市场短期波动为投资者提供了建仓窗口期,尤其在中国股市近期表现强劲、科技股领涨的背景下,回调是逢低买入的良机。恒生指数在25000点附近是不错的买入机会。针对中国限制稀土出口,洪灏指出这是对美国科技封锁的反制措施。美国商务部工业与安全局此前切断中国获取先进半导体芯片的路径,而中国已采取停止采购英伟达芯片、对美船舶加征费用等行动。他预计双方仍有望在APEC峰会前达成协议...
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