nozt3e
2023.02.01 23:17

市場預測加息 25 個點,這個不用多說,關鍵還是要看鮑威爾是放鷹還是放鴿,對美股的影響會大一些,我個人偏向樂觀一些,即使放鷹也不會輕易改變美股的上漲趨勢,無非是直接上,還是回調後繼續上的問題。

作爲人氣高標,繼續看好$特斯拉.US走強會繼續引領美股走強。我認爲在趨勢沒有破壞前,輕易不要去做空,逢低吸納爲主策略。不要輕易被震下車了。

港股這幾天連續有肉食,$美團-W.HK逆勢走強,接棒$騰訊控股.HK的表現很亮眼。對於港股,我認爲後市會慢慢分化一些,指數和騰訊等同步的較多,但並不會影響一些個股繼續逆勢走強,我一直強調的高低切換也是成功的。後市還是繼續多看看這些相對低位的吧,收益應該會不錯。

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