科技退潮，防御与能源接棒｜九月一日三市复盘

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九月一日三地市场的共同图景，是高估值科技降温，资金转向防御、低估值和能源资产。中港市场在白天先完成本地高低切换；美股随后受到油价和债券收益率上升影响，科技继续承压。两者方向相近，但不能倒置时间顺序或据此认定长期风格已经反转。

Episode metadata supplied by the publisher feed · Published Sep 1, 2026

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科技退潮，防御与能源接棒｜九月一日三市复盘

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