EPISODE · Aug 19, 2026 · 3 MIN
科技去拥挤:亚洲先释放,纽约见分化
from 投研随身听 · host 慢研播客
唯一主线是高估值科技快速去拥挤:A股集中释放,港股由权重缓冲,美股后收盘后呈现大盘修复、半导体仍弱的结构分化。下一交易日重点验证科技板块能否缩量企稳并恢复相对强度。
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科技去拥挤:亚洲先释放,纽约见分化
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