卖了英伟达买中概，好像看到了主持人眼中的困惑和迷茫

2024-09-27

那个要buy China everything的人，最大的仓位在 $阿里巴巴(BABA)$ ，好像还要翻倍买中概。关键他是卖了其84%的英伟达，买他的everything的~

看了下视频，此人先舌战三位主持人，解释自己为什么卖了英伟达（就是没赚到钱），然后问到他基金，他说在大买特买中概

周五中概指数涨超3%，本周累计上涨3.14%，其中小鹏汽车大涨超5%，京东、阿里涨超4%。同样港股市场走强，恒生科技指数收涨超3%，科网股全线上涨，汽车股走强。【中概&港股同步大涨，主要是受关税战缓和影响，大家觉得前期市场对于关税负面消息是否已经消化到位？现在你会进场做多中国资产吗？】

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