不管老鲍的发言如何,降息 50 基点是一个客观的事实,一定会带来资金流向上的种种变化,在美联储高利率标准下被打得很惨的中概资产,有希望得到一轮估值的修复。

$蔚来汽车 (NIO.US)$阿里巴巴 (BABA.US)$小鹏汽车 (XPEV.US)等等。

这些优质的中概股,最近业绩表现都不错,这波也该好好走上修复的道路了,有希望突破年内前高,加油👍

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btw,最近不敢过多地玩美股龙头,波动大,单脚操作容易判断失误,也没精力去搞双边操作,不如稳稳地拿住低估值的中概。

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