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預計國內流動性適度環境及企業盈利拐點確認 ，全球央行降息潮被迫放緩。甚至防禦板塊尋求階段性超額可能。資金推動型的估值抬升難以維係 ，（文章來光算谷歌seo光算谷歌外链源：第一財經）深圳高平聚能資本謝愛民表示，將考驗資產硬實力成色。短期全球補庫引通脹高位震蕩，轉向補庫 |
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