洪灏 (9月26日)： 国家大基金推动的牛市，牢记历史，散户离场时机很重要！
大佬透镜
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September 28, 2025
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Video Description
点击01:28直达洪灏完整版 2024年“9.24行情”：由政策刺激和市场周期共振驱动，国庆节后及时退出的参与者“一年回报在两周内实现”。 2025行情结构：当前市场呈现二元性，新兴科技板块表现优异，而传统行业（如房地产、银行业）盈利增速低，表现较弱。 资金结构：国内机构 (如公募) 资金是主要驱动力，海外长期资金未大幅增持中国资产，甚至在7-8月出现小幅流出。 未来展望：看好反映中国经济新结构的板块，尤其是增长最快的创新科技和新兴行业。 风险提示：提醒保持理性，控制情绪和操作节奏，避免急功近利和承担不必要风险。 #中国经济 #投资 #股息 #股票 #经济 #川普 #美股 #港股 #a股 #贷款 #存款 #利率 #银行 #国债 #债券 #泡沫 #流动性 #牛市
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