海通证券:美股大跌对A股真是好事吗?

海通证券
16 Mar

核心结论:①近期美股调整、A股港股强劲,东升西降的论调渐多。回顾2000年来美股8次大跌,A股港股表现均不佳。②美国市场化程度高,美股大跌往往表明美国经济出现问题,美国经济在全球占比高、影响力大,全球权益资产均难独善其身。③最佳情景是美股震荡、A股港股涨,类似1968-82年美日对比、2000-11年美中对比。AI革命如顺利助力中国新旧动能转换,中国资产有望再现类似20年前的重估。美股大跌对A股...

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