EPISODE · Jun 26, 2025 · 7 MIN
港股真的进入技术性牛市了吗？
from 每天五分钟，基金定投聊通透
在这一期播客中，我们深入探讨了港股的表现以及与A股的对比。港股在过去一年中略强于A股，AH股的溢价指数也创下五年新低，反映出H股折价幅度的变化。我们将港股市场分为四个阶段，分别分析政策变化、全球资金流动及技术性牛市的现象。同时，港股在经历大幅波动后，新消费和生物医药板块的强劲反弹值得关注。投资者需关注AH股溢价指数，作为风险指标，以判断港股未来走势。00:02:01:观察港股行情的重要指数：沪恒生沪港生AH股溢价指数00:04:01:港股春节后上涨明显，但结构性行情特征突出，AI科技和新消费板块表现抢眼00:06:02:恒生指数短期波动风险警示：走势背后隐藏的不确定性
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港股真的进入技术性牛市了吗？
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