比赛_老虎社区_美港股上老虎 - 老虎社区

财运连连牛叉

比赛

@价值投资为王：港股比惨大赛！今天港股太惨了，恒生指数跌破18000，创2011年12月以来的新低！说实话，几个月前我不认为港股会创新低，毕竟3月份那波流动性股灾砸了个深坑，万万没想到，港股弱的一逼！个人分析，这波港股熊市有2个主要利空，一个是国内地产销售暴雷，金融股表现很差，而金融是恒生指数第一大权重。其次是互联网拉胯，腾讯阿里美团等互联网公司占恒生指数的权重也不低，可惜，今年业绩不行。而业绩不行的主要原因不是政策打击，应该是疫情拖累。地产销售不佳，疫情也是主要原因，这么来看，啥时候疫情结束，港股啥时候才会反转啊！目前持仓的股票中，港交所亏损比例最大，加仓了好几次，还是亏了快20%，心塞，打算今晚再加仓一笔，死也要死在核心资产里[开心] [开心] [开心] $香港交易所(00388)$$腾讯控股(00700)$$阿里巴巴-SW(09988)$$美团-W(03690)$$快手-W(01024)$

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