昨天(10月22日)看了高盛的最新观点,他们认为中国股市是慢牛行情,投资者应该改变思路,从“逢高减仓”转变为“逢低吸纳”。于是我在想,港股市场有什么低吸的机会? 10月以来,港股市场确实跌了一波。不论是腾讯、阿里等科网股,还是港股创新药,或者是机器人,还有以泡泡玛特为代表的新消费,各个赛道基本都处于调整趋势。高盛尤其看好的是“中国十巨头”,包括腾讯、阿里巴巴、小米、比亚迪、美团、网易、美的、...
Source Link昨天(10月22日)看了高盛的最新观点,他们认为中国股市是慢牛行情,投资者应该改变思路,从“逢高减仓”转变为“逢低吸纳”。于是我在想,港股市场有什么低吸的机会? 10月以来,港股市场确实跌了一波。不论是腾讯、阿里等科网股,还是港股创新药,或者是机器人,还有以泡泡玛特为代表的新消费,各个赛道基本都处于调整趋势。高盛尤其看好的是“中国十巨头”,包括腾讯、阿里巴巴、小米、比亚迪、美团、网易、美的、...
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