Howard Marks：谨慎看多中国！12月你会做多美股，or抄底中国资产？

小虎AV

12-02

悬赏1000虎币

大家现在最关心的两个问题：美股估值太高了，中国资产估值太低了，12月该怎么操作？

最近橡树资本的创始人Howard Marks表示：美国基本面没啥大问题，估值高企影响的是赚多赚少的问题；中国资产基本面在寻底，估值虽然低，但还得熬多久，大家心里没底。

12月你更看好美股继续创新高，还是中国资产的触底反弹呢？如果要在两者之间分配投资资金，你打算怎么分配？

评论区分享你的观点或操作计划，一起赢取虎币奖励！ $标普500ETF(SPY)$ $纳指100ETF(QQQ)$ $三倍做多富时中国ETF-Direxion(YINN)$ $上证指数(000001.SH)$

再提货币“适度宽松”！A股会如何解读？

上周A股沪指上周重新站上3400点，本周一盘后重磅利好，货币立场由稳健转变为适度宽松，上次适度宽松发生在2008年11月，持续两年时间，第一年沪深300涨127%，第二年盘整消化下跌。【重磅利好下，A股会如何解读？这波政策蕴含哪些投资机会？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

悬赏1000虎币截止至12/23 16:19

发起者将在悬赏结束前选出最佳恢复并分配虎币

精彩评论

Bourse2022
12-02
Bourse2022
赢得30虎币
港股11月可真难熬，再调整几个点就回到年初的估值了，放心加
格鲁1498
12-02
格鲁1498
赢得30虎币
继续做多美股！
DXO
12-03
DXO
赢得30虎币
抄底中国资产，大A雄起
交易wei生
12-04
交易wei生
赢得30虎币
贝莱德被割哇哇叫
普朗特 Money.Plant
12-04
普朗特 Money.Plant
赢得50虎币
随着特朗普上任，对中国的制裁和限制强度预期增强，中国政府必然会采取更宽松的财政政策，以确保国内经济不至于太过糟糕，12月看好中国政策对股市的刺激，所以看好12月中国资产表现。[开心]

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