高盛这次给了不少看好_老虎社区_美港股上老虎 - 老虎社区

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狮子做趋势交易
07-20

高盛这次给了不少看好的中国资产标的，大都是港股的。除了翻倍目标的中际，还有大厂、软件、IDC、电力公司。

Michael Burry 上周也说要盯住港股。

他们之所以这么说，主要因为觉得美股太贵了，新兴市场里韩股、台股也太贵了，只有去别处找。

中国资产在欧美的资产配置里，目前只占1.2%，属于几乎被无视的，或者说是Most hated。

物极必反，美股AI股的调整，资金的确有可能溢出到中国资产。

大资金不需要择时，但是以我的观点，港股包括是这些被点名的股票，都还在去往底部或者筑底的过程中，并不着急现在就要进入。

密切观察就好。

$恒生科技指数(HSTECH)$ $科创50(000688.SH)$

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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