来源:真是港股圈在港股震荡调整一个月后,恒生指数再逼近27000点,随着美国政府停摆结束,市场短期的担忧都已解除。从数据来看,11-12月通常是美股表现最好的两个月,在美国宏观数据恢复后,12月还有美联储降息的催化剂,有理由继续看好接下来的港股行情。而年末的收官战,全球市场大概率还是以AI科技做主线,美股的AI调整是良性的,有对泡沫的争论声,反而代表了市场对泡沫的谨慎程度,所以还没有到泡沫阶段。对...
Source Link来源:真是港股圈在港股震荡调整一个月后,恒生指数再逼近27000点,随着美国政府停摆结束,市场短期的担忧都已解除。从数据来看,11-12月通常是美股表现最好的两个月,在美国宏观数据恢复后,12月还有美联储降息的催化剂,有理由继续看好接下来的港股行情。而年末的收官战,全球市场大概率还是以AI科技做主线,美股的AI调整是良性的,有对泡沫的争论声,反而代表了市场对泡沫的谨慎程度,所以还没有到泡沫阶段。对...
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