非常不错，阅读了3遍_老虎社区_美港股上老虎

2025-12-16

非常不错，阅读了3遍 [强] [强] [强]

标普500今日涨1.65%，与纳指、道指齐创新高，并锁定2020年以来最强单季表现。核心驱动是美伊谈判释放缓和信号、地缘风险降温，叠加降息预期升温，资金大举从黄金等避险资产回流风险资产。risk-on行情下高beta科技、太空、半导体集体起飞。但季末创新高后，估值与情绪均处高位，下半年能否延续？你认为这是新高起点，还是该落袋为安的位置？

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