理解市场 | 空头占领中资股！但为什么没有必要悲观？

Zhitong
2024.01.12 00:24

今年市场仍偏好港股，原因在于港股对于美国减息更为敏感，有望受息口变化之惠。资金流入的是互联网、金融板块，包括对腾讯、美团、阿里巴巴的买盘，整个恒生中国企业指数/恒生指数的看涨押注仍然持续，特别是对互联网和保险的看涨期权。

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