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这是我们2022年3月16日的报告《 洪灝|又一次技术修复:谁还在卖? 》的英文原版 《 Another Technical Reprieve: Who Is Selling? 》 。感谢阅读。请点击页底左下方 “ 阅读原文 ”, 或扫描文章底部所附链接下载我们报告PDF完整版。 ---------------------- “The History of markets is one of overreaction in both directions.” – Peter Bernstein Key Points: - Record short volume and put buying will be fuel to violent technical reprieve. - With the first Fed hike in sight, the HKMA’s less aggressive balance sheet trimming can help improve market visibility. - Hong Kong is mired in deep allocation value. If without a US recession, the Hang Seng will recover swiftly; if not, then the Hang Seng can still have a technical reprieve before making a second low. - Trade safe and good luck. China released m
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