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Dec 15th 2014, 00:34

宏利精選中華基金經理人游清翔指出，在降息與政策題材的助燃下，中國股市大舉噴出，上漲區塊主要集中在銀行、保險與證券等改革題材受惠股。

中國融資金額近一個月大增一倍，中國內資轉向股市為此波大漲的主因，由於此波定義為資金行情，股市與經濟基本面已脫鉤，預期未來波動度將加大。

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