杨帆1977
2023.11.21 03:02

1. 美股市场等待英伟达财报和美联储会议纪要，美股集体上涨，纳指创近两年新高。海豚君认为，明年一季度之前美国经济将持续在流动性相对宽松的状态下，支撑降息预期和权益资产的修复。但明年一季度之后，流动性可能会变得紧张，个股基本面将面临考验。

2. 港股市场高开高走，科技和消费板块涨幅居前。人民币兑美元回升带动中国资产修复，但修复力度不够大，远低于美股。

3. 小米三季度业绩超预期，手机业务毛利率创历史新高。海豚君对手机业务的持续性和一次性因素表示疑虑，公司解释是产品结构改善、采购成本降低和海外存货减值减少的影响。

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