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在諸多利好政策提振下,A 股和港股上週二強勁反彈。不過這一樂觀情緒隨後在港股市場似乎略有降溫,市場上週三後再度轉弱。正如我們近期多次提出,在較低的估值水平和悲觀的情緒下,只要一些積極催化劑出現就可以帶來修復式的快速反彈。但這一反彈與持續的趨勢逆轉還有很大差距

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