整体港股和a股持仓，_老虎社区_美港股上老虎 - 老虎社区

凯恩姐姐47075

整体港股和a股持仓，还是在：

1）消费升级+免税龙头：中免和上机；

2）科技+消费，本地生活电商龙头：美团；

3）科技制造：美的和比亚迪；

当然还有一点$明源云(00909)$

@gugu：三大港股消费次新已然涨疯

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