[思考]_老虎社区_美港股上老虎 - 老虎社区

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@小虎周报：港股策略点评：上半年回顾，自印花税调控后，港股已进入慢牛行情

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href=\"https://laohu8.com/TW/363490300\" target=\"_blank\">提高印花税税率，对港股潜在影响有多大？多久？</a>》20210224）</p> <p>包括从资金面的角度看，港股两大主要资金，南下资金和海外资金又分别受到国内经济，还有海外美元流动性的影响，目前国内常态化、进退有序的货币政策，加上美联储QE减量前，上半年海外流动性压力尚不大，也包括海外通胀峰值过后，明年美国通胀问题可能因为高基数缓解，同样会给货币政策预期预留出了喘息的时间。这些都为当下的港股提供了更友好的环境。</p> <p>上半年，海外通胀引发的能源价格上涨、还有国内监管成为影响中资股表现的主要因素，也增大了选股难度。如果从资金层面来看，上半年共有58家公司纳入港股通成分股，其中32家公司纳入后30天录得正收益。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/8e10e84ef5db366850edaf16175c83d6\" tg-width=\"1159\" tg-height=\"807\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/69c7115b2f5f3fb4c89a358f330ed2d4\" tg-width=\"1130\" tg-height=\"730\">以纳入后30天计算，58家成分股自纳入后平均涨幅为4.4%；<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/4dc5d11d6500eb550322331f4be4d425\" tg-width=\"1210\" tg-height=\"848\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/71d9084f761c131eae47ae5110f57208\" tg-width=\"1147\" tg-height=\"671\">6家公司纳入恒生指数成分股，4家纳入后录得正收益，以纳入后30天计算，这6家成分股自纳入后平均涨幅为7%。</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/00968\">$信义光能(00968)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/06098\">$碧桂园服务(06098)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00241\">$阿里健康(00241)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00960\">$龙湖地产(00960)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/06862\">$海底捞(06862)$</a><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/019c3cc715c6bad4a351522edb04b8c3\" tg-width=\"1170\" tg-height=\"485\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/2ddd0b6f5dc9cd138d1c9c2c030c3cb0\" tg-width=\"1169\" tg-height=\"785\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/940c1630a33bbcf3537d91fc59b031d8\" tg-width=\"1155\" tg-height=\"793\"><a target=\"_blank\" href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/HSCEI\">$国企指数(HSCEI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/HSCCI\">$红筹指数(HSCCI)$</a></p></body></html>","htmlText":"<html><head></head><body><p>恒生指数上半年以7%的涨幅紧随欧美市场，这样的表现也略优于A股。上半年，在国内相对低的通胀预期压力，还有货币政策常态化约束性下，港A市场涨幅虽不及海外，但积累的风险也相对较小，尤其是印花税调控之后，行情更多以慢牛的方式盘整抬升。（《<a href=\"https://laohu8.com/TW/363490300\" target=\"_blank\">提高印花税税率，对港股潜在影响有多大？多久？</a>》20210224）</p> <p>包括从资金面的角度看，港股两大主要资金，南下资金和海外资金又分别受到国内经济，还有海外美元流动性的影响，目前国内常态化、进退有序的货币政策，加上美联储QE减量前，上半年海外流动性压力尚不大，也包括海外通胀峰值过后，明年美国通胀问题可能因为高基数缓解，同样会给货币政策预期预留出了喘息的时间。这些都为当下的港股提供了更友好的环境。</p> <p>上半年，海外通胀引发的能源价格上涨、还有国内监管成为影响中资股表现的主要因素，也增大了选股难度。如果从资金层面来看，上半年共有58家公司纳入港股通成分股，其中32家公司纳入后30天录得正收益。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/8e10e84ef5db366850edaf16175c83d6\" tg-width=\"1159\" tg-height=\"807\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/69c7115b2f5f3fb4c89a358f330ed2d4\" tg-width=\"1130\" tg-height=\"730\">以纳入后30天计算，58家成分股自纳入后平均涨幅为4.4%；<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/4dc5d11d6500eb550322331f4be4d425\" tg-width=\"1210\" tg-height=\"848\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/71d9084f761c131eae47ae5110f57208\" tg-width=\"1147\" tg-height=\"671\">6家公司纳入恒生指数成分股，4家纳入后录得正收益，以纳入后30天计算，这6家成分股自纳入后平均涨幅为7%。</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/00968\">$信义光能(00968)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/06098\">$碧桂园服务(06098)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00241\">$阿里健康(00241)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00960\">$龙湖地产(00960)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/06862\">$海底捞(06862)$</a><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/019c3cc715c6bad4a351522edb04b8c3\" tg-width=\"1170\" tg-height=\"485\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/2ddd0b6f5dc9cd138d1c9c2c030c3cb0\" tg-width=\"1169\" tg-height=\"785\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/940c1630a33bbcf3537d91fc59b031d8\" tg-width=\"1155\" tg-height=\"793\"><a target=\"_blank\" href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/HSCEI\">$国企指数(HSCEI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/HSCCI\">$红筹指数(HSCCI)$</a></p></body></html>","text":"恒生指数上半年以7%的涨幅紧随欧美市场，这样的表现也略优于A股。上半年，在国内相对低的通胀预期压力，还有货币政策常态化约束性下，港A市场涨幅虽不及海外，但积累的风险也相对较小，尤其是印花税调控之后，行情更多以慢牛的方式盘整抬升。（《提高印花税税率，对港股潜在影响有多大？多久？》20210224） 包括从资金面的角度看，港股两大主要资金，南下资金和海外资金又分别受到国内经济，还有海外美元流动性的影响，目前国内常态化、进退有序的货币政策，加上美联储QE减量前，上半年海外流动性压力尚不大，也包括海外通胀峰值过后，明年美国通胀问题可能因为高基数缓解，同样会给货币政策预期预留出了喘息的时间。这些都为当下的港股提供了更友好的环境。 上半年，海外通胀引发的能源价格上涨、还有国内监管成为影响中资股表现的主要因素，也增大了选股难度。如果从资金层面来看，上半年共有58家公司纳入港股通成分股，其中32家公司纳入后30天录得正收益。以纳入后30天计算，58家成分股自纳入后平均涨幅为4.4%；6家公司纳入恒生指数成分股，4家纳入后录得正收益，以纳入后30天计算，这6家成分股自纳入后平均涨幅为7%。 $信义光能(00968)$ $比亚迪股份(01211)$ $碧桂园服务(06098)$ $阿里健康(00241)$ $龙湖地产(00960)$ $海底捞(06862)$$恒生指数(HSI)$ $国企指数(HSCEI)$ 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