LPR下调、经济刺激预期、双柜台，港股能看好一些些？

2023-06-20

新能源汽车的黄金时代，仍可期待！

港股又连跌两天了，市场当然上周五就在等，看看有啥跟降息一起的组合拳，杨微来了，带着她精辟的分析来了，前半段看一下她对于宏观的一些预期，后半段我们仔细聊了新能源汽车，比亚迪vs理想vs特斯拉，含实战经历，以及保时捷团队研发团队为什么在上海车展后全部换了人？

0:00 节目开始

1:57 港股有机会好一些些吗？ $恒生指数(HSI)$

6:31 降息时间点的特殊性：贷款市场报价利率(LPR)

8:33 房地产的调整，其实最受影响的是谁？

12:53 消费股安踏（2020）、李宁（2331）、餐饮股九毛九(9922) $李宁(02331)$ $安踏体育(02020)$

18:35 新能源汽车现在嚣张到什么：比亚迪(1211)、理想（2015） $比亚迪股份(01211)$ $理想汽车-W(02015)$

双柜台模式能否提振港股雄风？

港交所“港币-人民币双柜台模式”正式推出。腾讯控股、快手、阿里巴巴、京东等21家公司的证券被指定为港币-人民币双柜台证券，它们分布在金融、地产、互联网、消费、科技等将对市场带来什么影响行业。投资者可以直接使用人民币买港股，你认为双柜台模式能否提振港股市场情绪？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

究极失眠患者
2023-06-20
究极失眠患者
接下来可以期待一下港股的表现了吧？
吾股丰登123
2023-06-20
吾股丰登123
希望能出台更多刺激政策
你还会爱吗
2023-06-20
你还会爱吗
确实都是一些利好政策
抄底剁手啊
2023-06-20
抄底剁手啊
港股还是照样的跌，不管你别的
每天涨停板敢死队
2023-06-20
每天涨停板敢死队
听我来总结：无事发生

发表看法

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