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【久利生專欄】黃金周證投資牛消費熊共存？

Future Wealths
Future Wealths
8 10 月, 2025
One Min Read
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去年9月24日，內地當局決定推高股市，有些人簡稱其為「9/24」。人民銀行下調利率和銀行存款準備金率，同時允許公司回購股份，並讓機構投資者更容易槓桿化其資產負債表。市場迅速領會到這一訊號，不少外資對沖基金經理建議UW變OW，由低配改到超配。

原文: https://finance.mingpao.com/fin/instantf/20251008/1759906548691/%e3%80%90%e4%b9%85%e5%88%a9%e7%94%9f%e5%b0%88%e6%ac%84%e3%80%91%e9%bb%83%e9%87%91%e5%91%a8%e8%ad%89%e6%8a%95%e8%b3%87%e7%89%9b%e6%b6%88%e8%b2%bb%e7%86%8a%e5%85%b1%e5%ad%98

Last Update: 8 10 月, 2025

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