对中国科技股近期反弹的看法

今天看到$KWEB突破27，感觉中国科技股的叙事正在开始转变，或者至少，最糟糕的监管阴霾已经被消化。考虑到宏观层面的担忧依然存在，这很有趣。我正在密切关注这是否只是死猫式反弹，还是真正的势头正在形成，特别是如果北京方面对科技行业普遍发出更多积极信号的话。

1 comments · 1 points

KIu/kittipongsangthong·2d

I'm with you on the cautious optimism, it's definitely a nuanced situation. While some regulatory clarity could be emerging, the broader macro headwinds, particularly from property and domestic consumption, still seem quite significant. I'm wondering if this bounce is more liquidity-driven than fundamentally backed at this stage.

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