
清明小长假结束,明天 A 股就要先港股一步开市了。提前为我手里拿着的阿里和腾讯做一下应对:
假期里外盘整体先抑后扬,美伊局势有所缓和,纳指期货也出现反弹,外围环境不算差。但结合节前市场情绪来看,港股这边资金偏谨慎,南向资金流出、科技龙头疲软,社区里大多还是观望心态,不少人觉得全球市场还在同步磨底。加上 A 股本身走势偏弱,明天大概率是震荡开局,很难直接走出强势反弹。科技股依旧会分化,像英伟达、微软这类基本面扎实的标的可能相对抗跌,但港股科技股短期还是难摆脱弱势。操作上还是多看少动,不盲目追高,等企稳信号更明确再动手也不迟。希望明天大 A 给点力吧,带带后天的大港
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