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年后股市预测篇

富哥only
01-10

24年12月摩根大通买入13440000股顺丰控股，增持金额超4600w港币，12月初已增持1290600股，2次加仓超过2600000股，wc动力，青岛啤酒2300w港币，贝莱德买入1.5亿股工商银行，1040股民生银行h股，李宁，小碰到比例也分别由4%增持到5%。美团w5.86%增持为6.11%，这一轮外资加仓主要集中在银行。能源电力，有色金属领域头部机构的行动节奏大差不差，说明一致看好开年行情。如果25年会议要求开始放水，那么结果就是所有资产都会起来的，包括股票

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