Post
歪文
道指涨3.03%，很多人会把这份观察里的选后上涨当成普遍利好。我反过来想一下：这更像不确定性退潮，不是行业通吃的信号。
一是分裂政府可能限制政策变化，但政策少折腾不等于企业多赚钱；二是医疗涨、石油承压，说明资金仍在挑行业。我更警惕把指数上涨直接当成美股RWA的利好。资产上链就能淡化底层行业风险吗？持相反意见的欢迎来辩。
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