理解市場 | 空頭佔領中資股！但為什麼沒有必要悲觀？

智通財經
2024.01.12 00:24

今年市場仍偏好港股，原因在於港股對於美國減息更為敏感，有望受息口變化之惠。資金流入的是互聯網、金融板塊，包括對騰訊、美團、阿里巴巴的買盤，整個恒生中國企業指數/恒生指數的看漲押注仍然持續，特別是對互聯網和保險的看漲期權。

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