今天指数突破前期高点_老虎社区_美港股上老虎

今天指数突破前期高点，昨天在前高附近震荡了一下，今天就比较顺利的过去了，并且过后也没有出现情绪负反馈，但盘面仍然是结构性行情，大盘科技股的抱团趋势，优势是短期惯性延续、易爆发，劣势是较高，所以根据各人情况来就好，题材继续绕大科技挖掘，调仓换股后等待轮$依米康(300249)$ $万里扬(002434)$ $南天信息(000948)$ $昆仑万维(300418)$ $襄阳轴承(000678)$

外资“谨慎”重返中国市场！第三波升势要来了？

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？】

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