美股波动加剧,港股情绪触底反弹可期;债市获政策呵护,黄金回调不改上行趋势金金乐道·把握市场脉搏大类资产观点总览及概要美股交易主线延续宏观实质与科技公司财报预期差,市场对科技股投资回报率考核更为苛刻,短期美股延续较高波动,建议价值防御板块均衡配置;临近春节南向流入创纪录,改变历史上春节前南向资金趋于谨慎的规律,叠加卖空占比超过一年期一倍标准差以及科技板块RSI技术面超卖,市场悲观情绪或已释放相对充分...
Source Link美股波动加剧,港股情绪触底反弹可期;债市获政策呵护,黄金回调不改上行趋势金金乐道·把握市场脉搏大类资产观点总览及概要美股交易主线延续宏观实质与科技公司财报预期差,市场对科技股投资回报率考核更为苛刻,短期美股延续较高波动,建议价值防御板块均衡配置;临近春节南向流入创纪录,改变历史上春节前南向资金趋于谨慎的规律,叠加卖空占比超过一年期一倍标准差以及科技板块RSI技术面超卖,市场悲观情绪或已释放相对充分...
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