英伟达估值接近10年最低...

信息平权
04 Mar

先说CN。今天倒过来了,南下在卖,外资在买。尤其是中国的关税报复措施宣布后,市场反应很正面,LO还是小规模在买,前几天一把赚饱了开始加空仓的HF,竟然看到了平仓动作...(恒生科技做空头寸)CN的关税反击被普遍认为“力度适当,且有所保留”。市场解读为“说明北京已经准备好了全面的应对计划,包括外部(报复性关税)和内部措施(刺激消费)”。如BofA今天报告的概括:“中国这次看起来比2018年那次贸易战...

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