全球股災陸股卻翻紅 陳鳳馨:政策反轉點是指標!【陳鳳馨點評】20220702 episode artwork

EPISODE · Jul 4, 2022 · 13 MIN

全球股災陸股卻翻紅 陳鳳馨:政策反轉點是指標!【陳鳳馨點評】20220702

from 風向龍鳳配 · host YahooTV

陸股在全世界跌不停的股市當中反而是異軍突起,其原因是最壞的經濟情勢,反倒醞釀出一個股市的最佳機會,為什麼這樣說?因為中國大陸過去一年不像聯準會用寬鬆貨幣的政策上大撒幣,所以當美國不斷降息QE的時候,中國大陸這邊反而是不願意降息的,一直到了去年才改變了它的政策方向,另外就是很重要的房地產整頓,雖然恆大的問題還沒真正解決,但是中國大陸現在在各城市不斷推出的就是要降低房屋的首付款和貸款限制鼓勵買房,政策上已經出現了轉向,第三個就是網路平台的整頓,最明顯的例子就是近期的滴滴和螞蟻,成了重要指標。這三個政策都顯示出了中國大陸可能正朝向一個谷底反轉,而股票就正在提前反應當中… -- Hosting provided by SoundOn

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全球股災陸股卻翻紅 陳鳳馨:政策反轉點是指標!【陳鳳馨點評】20220702

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