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買瘋了,港股還可以買啥?

昨天港股大跳水,許多人擔憂會不會10月8日重演,我們指出了,當前環境與那時有三個不同,因此,港股不具備深跌的基礎。結果今天港股就大反包了,情人節大禮包,恆科暴漲5個點,再創新高。

相比港股的走勢如虹,A股的指數則在各種資金博弈中,走得很擰巴。就是,港股那邊,外資已經在瘋狂掃貨了,A股這邊內資各種資金還在互相博弈互相收割。

AI板塊出現了分歧,便依然是最強板塊,今天最牛的是AI+醫療,另外,前天輪了新能源,昨天輪了白酒,今天就輪了醫藥,除了AI+醫療,整個醫藥板塊今天都強。

嘉和美康、達安基因、塞力醫逆等漲停,衛寧健康大漲18個點,美年健康6天4板。CXO板塊今天也非常強,尤其是港股那邊,藥明H、泰格H、康龍H都是10個點的漲幅。

其他AI,像拓維信息,數據港等繼續漲停。但也有弱的,如之前很強的每日互動,今天就暴跌8個點,昨天拉了一個62.62的對子頂(溜啊溜啊)。視覺中國、美格智能跌停。總之就是,AI板塊出現了分歧,波動加劇,賺錢容易,虧錢也容易。

然後哪吒繼續封神,光線傳媒再次20CM封板,光線的市值也達到了1000億。

而昨天稍有表現的消費今天又萎靡不振了,A股的博弈走得就是這麼糾結。

港股那邊就沒有A股這樣的雞賊心里,外資相對直來直去,不看好就一個勁地賣,看好就瘋掃。相反是內資多少繼續有點雞賊,昨天下午預計就是內資砸的盤,結果晚上中概外資繼續賣,於是今天就反包了。

現在的投資人心理,但凡多看一眼盤,就會忍不住賣掉港股,但凡一賣,就飛了。那麼:

這波漲勢如虹的港股行情會持續到什麼時候?當前還有什麼港股可以上車?

說好的以消費爲代表的順週期博弈兩會行情還有沒有?

AI的分歧繼續,波動加大,應該如何應對?

都說A股醫藥漲是行情終結者,這次會不一樣嗎?

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