EPISODE · Aug 31, 2026 · 3 MIN
科技相对强,三地确认仍有温差
from 投研随身听 · host 慢研播客
当天唯一主线不是三市同步上涨,而是科技相对强、确认强度分层。A股白天率先走强,港股科技同向但确认有限;美股随后收盘,半导体逆势反弹。美股表现不能用于解释此前已经收盘的A股和港股,只能作为后置验证。下一交易日重点观察科技相对强势能否从单日回补变成跨市场确认。
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科技相对强,三地确认仍有温差
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