美联储加息才刚开始，_老虎社区_美港股上老虎

2022-05-23

美联储加息才刚开始，你跟我说经济筑底？港股现在被卖白菜了是事实，但是你跟我说股价驻地就纯属扯淡了。**分析师

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仲春
2022-05-23
仲春
难说
十三里
2022-06-27
十三里
😠
逸逸外婆
2022-05-23
逸逸外婆
阅
BeatEstimate
2022-05-23
BeatEstimate
[微笑]
孤山寺北20170731
2022-05-23
孤山寺北20170731
秋风

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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/09caddfc0c2d2ea28b3db992baa72dbf","relate_stocks":{"HSI":"恒生指数"},"source_url":"http://www.gelonghui.com/p/528600","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2237821299","content_text":"2022年，新冠肺炎疫情持续影响香港市场，叠加海内外多重因素影响，上半年港股表现疲弱。近期，开源证券海外市场团队发布2022年中期投资策略《二季度筑底，下半年便是晴天——港股市场中期投资策略》，展望2022年下半年港股市场投资机会，开源证券海外市场团队认为，二季度筑底，布局下半年反弹。对比全球主流股票市场及历史港股自身表现，港股当前估值水平偏低，已经具备中长期配置价值，但估值便宜不足以构成反转理由。基于DCF模型，开源证券海外市场团队认为：1、分子端：盈利增速是港股长周期上涨的核心驱动力。（1）中国经济体增长潜力相比欧美经济体具备比较优势，下半年经济有望回暖美国经济1Q提前出现衰退，国内经济待疫情缓解后有望于下半年回暖。未来是中国、欧洲经济同步往下走，还是中国率先复苏、领先于欧美，是关键的宏观变量。如果中国稳增长政策及疫情防控抓紧落实，驱动中国经济体率先复苏的话，有望带来吸引外资回流。（2）汇率：人民币贬值是不利因素  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