棋亮：放水预期暂退市场未见新动力

张士佳讲股

2019-06-24

本周G20会议是市场焦点，现时市场共识应对股市影响有限。反而美股破顶后转弱，联储局下月放水预期反映得差不多，也令市场欠缺破顶动力。现时短暂突破，都似衍生工具博奕。

现时投资值得分为两大部份。第一部份，与市场关系较高的，当市场气氛好转后，便慢慢撤退，等气氛转差后才加仓。因此这部份正在减。另一部份，就是一些内需股或是一些半新股。

个股方面，阿里即将来港上市，该系近年大力推O2O，系内有投资股权的零售大卖场值得留意。

$香港交易所(00388)$ $腾讯控股(00700)$ $维他奶国际(00345)$

市场大事

宏观大事，市场动态

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。

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zjmting
2019-06-24
zjmting
牛啊

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棋亮：放水预期暂退 市场未见新动力

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棋亮：放水预期暂退市场未见新动力