春节已经过去了，2024年的交易已经做了一段时间，大部分持仓都在美股和中概股上，从性价比上看，目前增持中概股，比持有美股划算。但是，市场是很难预测的，美股有很多理由可以预计，现在偏高了，但是并不代表就可以做空。港股现在的估值很低，中概股跌的很惨，但也不是说就可以重仓买入。
维持之前的判断，加仓部分中概股，继续持有部分美股，同时小仓做空道指。
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