美联储降息确实会为全球提供流动性,但是资金变多,不等于它会变傻,资金还是会流向最赚钱的资产,这是其逐利性决定的

目前 A 股就相当于一块巨大的 “不良资产”,因为反映的是实体经济中巨大的房地产债务,负债的性质在未来很长时间不会改变,所以美联储降息,短期 A/H 股可能会有行情,但长期来看趋势不变$富时中国 3 倍做多 ETF - Direxion(YINN.US)$中概互联网指数 ETF - KraneShares(KWEB.US)

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