农历马年开局,恒生科技延续震荡行情。事实上,自去年10月高点至今,恒生科技指数已回调18%。(数据来源:Wind,统计区间:2025.10.2-2026.2.24)震荡之下,如何看待恒生科技指数的调整与机会?为什么调整?1、外部流动性冲击:美联储人事预期扰动沃什被提名为美联储新主席,这是本轮调整的重要外部导火索。市场普遍预期,沃什若上任,其货币政策倾向可能更偏鹰派,或将延缓美联储的降息节奏,这直接...
Source Link农历马年开局,恒生科技延续震荡行情。事实上,自去年10月高点至今,恒生科技指数已回调18%。(数据来源:Wind,统计区间:2025.10.2-2026.2.24)震荡之下,如何看待恒生科技指数的调整与机会?为什么调整?1、外部流动性冲击:美联储人事预期扰动沃什被提名为美联储新主席,这是本轮调整的重要外部导火索。市场普遍预期,沃什若上任,其货币政策倾向可能更偏鹰派,或将延缓美联储的降息节奏,这直接...
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