中概主要影响有两个，_老虎社区_美港股上老虎

2024-10-08

中概主要影响有两个，一美国是否明确降息预期，降息会使投机资金进入风险溢价更高的中概，提升中概的估值
二中国政府是否有万亿级别的经历刺激计划，政策的落地将提升中概的业绩

近日摩根士丹利、高盛等机构相继发布看多中国资产分析报告，此外“木头姐”Cathie Wood也于近期采访中表示，开始“谨慎”重返中国市场，认为其“新质生产力”&“反内卷”概念会对市场带来积极影响，ARK目前正在重建包括百度、阿里巴巴和小马智行等公司的持仓。【大家对此有何看法？中国资产能否迎来今年的第三波升势？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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业余的全职专业投资人
2024-10-09
业余的全职专业投资人
去年前年疫情解除封锁时也是吹上天了，又没有变天，怎么可能打破历史规律！无数次历史证明，以前每次都吹上天不就是为了找接盘侠嘛！最后呢？一样的啪啪啪啪啪啪打脸，长期阴跌跌到2600点，那次打的脸还不响吗？打算此次把之前卖不出的房子卖了，找个接盘侠，以免以后卖都卖不出！找不到接盘侠了！

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