美股：重大利好大涨，但明后天两个鬼门关要过。【2026-06-15】

今明两天市场波动加剧，日本央行大概率加息20个基点到1%，加息后是否释放更多鹰派信号，将决定日元汇率。另外一个重点是美联储议息会议，以及美联储主席首次讲话；此外周四将迎来三巫日，成交量放大，波动率增加。 $标普500ETF(SPY)$ $纳斯达克(.IXIC)$ $SpaceX(SPCX)$

港股科技股迎来拐点了吗？

6月首个交易日，$恒生科技指数(800700.HK)$表现强势，$恒生指数(800000.HK)$、$国企指数(800100.HK)$同步走高。大型科技股集体活跃，其中$美团-W(03690.HK)$一季度业绩超预期，$腾讯控股(00700.HK)$加速推进AI产品布局，$阿里巴巴-W(09988.HK)$发布新一代Qwen模型，进一步强化AI生态竞争力。在AI应用落地、企业盈利改善及外资机构持续看多背景下，港股科技板块是否正迎来新一轮估值重塑？当前你更看好腾讯、阿里还是美团的配置机会？

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

山旎
06-16
山旎
已经加息至1%日指数创7万高点
仓位一定要控制好
06-16
仓位一定要控制好
好久未见

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