下半年中概股是否会继续走强

2022-07-01

短期内，如三季度的一半，中概股预计还会继续走强。

去年到今年三月份中概经历了80%的回调，期间大幅跑输美股。在这波美股11月开始的这波下跌中，中概提前完成了调整，所以目前看从估值上看更具吸引力。

中美经济周期的错位：中国因为前期较为保守的经济政策，叠加今年1Q和2Q疫情的影响，经济大概率已经在2Q筑底，随着国家密集出台政策保证今年5.5%的增长目标，市场对中国宏观经济的反弹充满希望。另外中国通胀稳定（2%出头），有更大余地实施刺激政策。反观美国，通胀高企（8%+），美联储被迫加息，衰退预期越来越高，此时将估值较高的美股换为中概符合逻辑。

但是中长期还是要留意一些风险：退市走向（PCAOB），中美持续摩擦，地缘政治等。

$阿里巴巴(BABA)$$蔚来(NIO)$$京东(JD)$

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。

精彩评论

港谷小子
2022-07-02
港谷小子
有钱的投资者，不会让手中的钱贬值，但是美股，黄金，债券不合适投资了，但是中概股的宏观环境好，且跌去80%，非常具有配置价值！
明天周日
2022-07-02
明天周日
去年监管严格，但是今年疫情影响，对监管相对宽松，以稳增长为主，所以很多中概股引来上涨通道！
马路边的硬币
2022-07-02
马路边的硬币
中概股是中美谈判的筹码，是政治关系的体系，退市风险还是存在的
富不过二代
2022-07-02
富不过二代
有可能三季度某个点政策就全部出台，那么反弹就会见顶了！
高抛低不吸
2022-07-02
高抛低不吸
中美经济窗口的刚好错位，但是受美丽国的影响，我们也很难独善其身！
高富不帅W
2022-07-02
高富不帅W
我国刚刚走出疫情，为了完成5.5的发展增速，下半年的政策会更宽松！

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