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Likes Received昨天港股的高开高走为什么？
主要是美国加息到顶、转向降息预期、经济转弱、美元走弱的叙事逻辑，人民币兑美元开始回升，这也带动了中国资产的修复，而且由于人民币在修复性升值通道中，中概资产还可能继续修复。
不过，基本面拖累之下，港股修复力度还不够大，而且明显过于迟钝，力度远低于同行的美股。
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