中国市场策略 - 谁在买?谁会再买?

Categories: General Market Analysis, Financial Analysis

Country or region: China

Summary:
交银国际董事总经理研究部负责人洪灏, CFA 认为,短期监管对于杠杆态度难以明确,形成投机窗口。香港杠杆资金经陆股通入深沪,青睐科技和创业板。虽市场短期受阻,但长期趋势重于短期波动。由于交易周期不一致而相互矛盾的市场信号将逼出短期持仓。强弱手之间换岗势必导致市场波动,并暂时扭曲风险与回报。 This research appears on WeiXin's blog "Hong Hao China Strategy" on 10 March 2019. ......


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