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Likes Received今天港股上涨几乎所有板块都有表现，其中最暴力的当属房地产板块，涨超 10% 的不再少数，金融、消费等传统板块齐拉升。
而 A 股方面地产、金融有跟涨的态势，但强度与港股相比天壤之别。尤其是地产涨停的公司中，有很多过于偏概念，有些 “非主流”，大概率是又一场炒作。但港股中期底部的概率已经较大了。尤其是在美联储加息影响趋近于结束，人民币柜台利好即将兑现的现在。
地产方面有 1-2 家看好的央企，但今年能否完全摆脱减值的压力，不好说。相对确定的是资产端拐点出现，负债端逐季转好的$中国平安.HK 、$中国太保.HK 、$阳光保险.HK 等公司！
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