恒生指数被科技股拖后腿了

韭圈儿
Yesterday

今天市场全面大涨,除了恒生科技。恒生科技大跳水,我不太理解,但也没办法。最近宏观地缘局势变化很快,资产价格的变化更快。频繁操作容易两头挨打,频繁发表观点更容易打脸。所以我除了逢高出了一点石油基金、止盈了一略略港股红利之外,其他还是等待。昨天我在查阅70年代中东战争对滞胀以及当时美股的影响时,找到了几个关键点,在今天看来有相似之处——1、阿拉伯世界和以色列的地缘冲突震撼全球市场,推高了能源价格。2、...

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