$恒生指数(HSI)_老虎社区_美港股上老虎 - 老虎社区

$恒生指数(HSI)$ 8号以来，近一个月的走势，港股横盘，大A震荡上行，创业板涨幅较大。短期内我推测依然维持这个走势。如果A有什么利空或者调整，港股不会横盘还会继续跟跌。

在灯塔国买灯塔，在瓷器国买瓷器。局势不明朗，双方都未出招，资金会非常谨慎投资港股。

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精彩评论

柳琰彬
11-12
柳琰彬
我选的这几个几乎走势都一样的，谁在卖其实一目了然。ETF大概率是主要卖出资金，ETF为什么卖，我猜测跟近期政策指明方向——关注科创企业融资问题，即科创板，个人猜测。港股信心急剧下跌，未来估计很难再起来。没有政策逻辑，只有财报盈利分红逻辑，回归价值本质，跟牛市毫无关系了属于是。大家丢掉幻想，该去美股就去美股。即使外资来，也可能会优先考虑A股。
- 柳琰彬:
  捉虫，创业板
柳琰彬
11-12
柳琰彬
最大的错误就是方向性的错误，误以为盈利业绩好的会涨的更多，这轮到现在政策重点不是这个，是科创，是需要钱的那些企业。

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3

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