差點又大跌

今天還是比較兇險的一天,匯率新低,美元指數沒新高,說到底就是人民幣貶值多了。

匯率新低的意義不小,港股率先以新低作出迴應,當然午後因爲傳防疫開放的消息而反彈了一下,才力保今天3000點沒有下破。

上漲的主要是半導體,原因跟醫療類似,此前大面積新低,但不景氣的背景在這裏擺着,顯然沒有什麼邏輯支撐。

之前放完國慶連續大跌的酒旅也因爲開放傳言大漲,但事實是否如此呢,恐怕這又是第N次的狼來了。

目前而言,行情很不明朗,匯率破了之後可能要尋找新低點,而景氣的新能源不斷調整,不景氣的行業指望跌太多就引領上漲,也很難。

關鍵還是要等一些比較重大的事件轉折點,無論是國內的還是美聯儲的,在這下跌過程中,也要耐心等待別人的犯錯,例如某些大資金的爆倉,跌成這樣,事實上就是等待其他參與者的暴雷以完成市場的出清,所以綜合來看,目前還是需要等待,靠各種傳言來救市更是如空中樓閣一樣難以持續。


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