中国百亿私募仁桥资产掌门人夏俊杰罕见发声，深度剖析当前市场迷局。 作为一位以逆向投资著称的基金经理，他素来较少直接点评指数走势，此次却对恒生科技指数的疲弱表现进行了穿透式解读。 夏俊杰指出，尽管AI浪潮下市场逻辑生变，导致科技股短期承压，但这更多是资金面拥挤所致，而非基本面崩塌。 他强调，在美股高位震荡、地缘局势复杂的当下，“便宜是硬道理”。中国资产凭借估值优势与头部企业的资源壁垒，正成为不确定...
Source Link中国百亿私募仁桥资产掌门人夏俊杰罕见发声，深度剖析当前市场迷局。 作为一位以逆向投资著称的基金经理，他素来较少直接点评指数走势，此次却对恒生科技指数的疲弱表现进行了穿透式解读。 夏俊杰指出，尽管AI浪潮下市场逻辑生变，导致科技股短期承压，但这更多是资金面拥挤所致，而非基本面崩塌。 他强调，在美股高位震荡、地缘局势复杂的当下，“便宜是硬道理”。中国资产凭借估值优势与头部企业的资源壁垒，正成为不确定...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.