跳至内容
- 上周史诗级反弹行情的点位水平肇始于2020年2月新冠疫情首次爆发时的市场最低点。疫情以来，美国的财政和货币政策轮番上阵，而中国则坚持动态清零方针。到如今，中国市场回到了疫情最初的原点，美股也将亦步亦趋。
- 中美成长型资产都深受增长放缓的拖累。被称为“下一个中国”的越南也未能独善其身。
- 港股轧空。但HIBOR的飙升预示着未来数月全球震波渐行渐近，源头很可能来自美国市场。
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- Last week’s epic rally started around the nadir seen in first COVID outbreak in Feb, 2020. Since then, the US welded its fiscal/monetary prowess, while China sticking to COVID-0. Chinese market is back to square one. The US will follow.
- Both US and Chinese growth assets fell victim to a growth slump. Vietnam, the “Next China”, is not spared.
- Hong Kong short covering. But soaring HIBOR augurs for volatility surge in the coming months originated from the US market.
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