西门吹虎
2021-09-06
好
@小虎周报:
港股周策略:交投情绪回暖背景下,配置价值浮出水面
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":814721086,"tweetId":"814721086","gmtCreate":1630886621245,"gmtModify":1630886621245,"author":{"id":3564107514186226,"authorId":3564107514186226,"authorIdStr":"3564107514186226","name":"西门吹虎","avatar":"https://static.tigerbbs.com/4262439b9516bbd29bedc09e6af64501","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":19,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>\n好</body></html>","htmlText":"<html><head></head><body>\n好</body></html>","text":"好","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/814721086","repostId":811865248,"repostType":1,"repost":{"magic":2,"id":811865248,"tweetId":"811865248","gmtCreate":1630310775681,"gmtModify":1704958189106,"author":{"id":36979109942400,"authorId":36979109942400,"authorIdStr":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","vip":4,"userType":4,"introduction":"老虎股票官方帐号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":564838,"starInvestorFlag":false},"themes":[{"themeId":"2782f14fb4044387bb6c40e93b4eca31","categoryId":"ab3d937a5fd848c08008411a9be702b5","name":"老虎官方出品","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":2782f14fb4044387bb6c40e93b4eca31}&rnconfig={\"headerBarHidden\": true}","description":"关于老虎的一切~~","image":"https://static.tigerbbs.com/b463960d0a5791a40e961f7e16628352"}],"images":[{"img":"https://static.tigerbbs.com/041ea1bb3df63d62ea960e3c62f589ba","width":"-1","height":"-1"}],"coverImages":[{"img":"https://static.tigerbbs.com/041ea1bb3df63d62ea960e3c62f589ba","width":"-1","height":"-1"}],"title":"港股周策略:交投情绪回暖背景下,配置价值浮出水面","extraTitle":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> 上周涨超2%,算是本轮下跌以来较为有力的一次修复,除了和主要成分股估值普遍进入历史偏低区域有关外,相信也受益于技术上恒指触及到季线的支持区域,料具备持续性。</p> <p>从市场情绪上看,外资对中概股的交投情绪开始回暖是最直接的推力,不仅包括木头姐的ARK基金开始抄底,从美国散户聚集地“Reddit”上不断升温的中概股讨论,也能窥看一二。于此同时,恒指指数成分股本身的调整也越来越向着更强增长,更高容错的方向演变。</p> <p>比如,招行将在9月的调整中被纳入恒指便是佐证。今年国内银行股跌幅普遍羸弱,包括规模最大的汇丰、建行和工行等,不少出现不同程度的跌幅,主打零售的招行(30%+)表现几乎是一枝独秀。迎合了投资者在选择具有增长前景的银行股方面的挑剔。</p> <p>我们认为,在资金存量相对充足,且在国内货币政策并没有收紧的情况下,较难给AH市场带来趋势性的改变,换言之,仍然大概率保持当前既有的长牛格局之上。关于中资/中概的风格,我们认为今年的风格,仍然像我们年初时判断的一样:即年内在通胀升温,美元阶段性喘息,全球复苏共振背景下,中国智造,出海型企业或是加分之选。<a href=\"https://laohu8.com/S/HSCEI\">$国企指数(HSCEI)$</a> <a href=\"https://laohu8.com/S/HSCCI\">$红筹指数(HSCCI)$</a> <img src=\"https://static.tigerbbs.com/041ea1bb3df63d62ea960e3c62f589ba\" tg-width=\"-1\" tg-height=\"-1\"></p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> 上周涨超2%,算是本轮下跌以来较为有力的一次修复,除了和主要成分股估值普遍进入历史偏低区域有关外,相信也受益于技术上恒指触及到季线的支持区域,料具备持续性。</p> <p>从市场情绪上看,外资对中概股的交投情绪开始回暖是最直接的推力,不仅包括木头姐的ARK基金开始抄底,从美国散户聚集地“Reddit”上不断升温的中概股讨论,也能窥看一二。于此同时,恒指指数成分股本身的调整也越来越向着更强增长,更高容错的方向演变。</p> <p>比如,招行将在9月的调整中被纳入恒指便是佐证。今年国内银行股跌幅普遍羸弱,包括规模最大的汇丰、建行和工行等,不少出现不同程度的跌幅,主打零售的招行(30%+)表现几乎是一枝独秀。迎合了投资者在选择具有增长前景的银行股方面的挑剔。</p> <p>我们认为,在资金存量相对充足,且在国内货币政策并没有收紧的情况下,较难给AH市场带来趋势性的改变,换言之,仍然大概率保持当前既有的长牛格局之上。关于中资/中概的风格,我们认为今年的风格,仍然像我们年初时判断的一样:即年内在通胀升温,美元阶段性喘息,全球复苏共振背景下,中国智造,出海型企业或是加分之选。<a href=\"https://laohu8.com/S/HSCEI\">$国企指数(HSCEI)$</a> <a href=\"https://laohu8.com/S/HSCCI\">$红筹指数(HSCCI)$</a> <img src=\"https://static.tigerbbs.com/041ea1bb3df63d62ea960e3c62f589ba\" tg-width=\"-1\" tg-height=\"-1\"></p></body></html>","text":"$恒生指数(HSI)$ 上周涨超2%,算是本轮下跌以来较为有力的一次修复,除了和主要成分股估值普遍进入历史偏低区域有关外,相信也受益于技术上恒指触及到季线的支持区域,料具备持续性。 从市场情绪上看,外资对中概股的交投情绪开始回暖是最直接的推力,不仅包括木头姐的ARK基金开始抄底,从美国散户聚集地“Reddit”上不断升温的中概股讨论,也能窥看一二。于此同时,恒指指数成分股本身的调整也越来越向着更强增长,更高容错的方向演变。 比如,招行将在9月的调整中被纳入恒指便是佐证。今年国内银行股跌幅普遍羸弱,包括规模最大的汇丰、建行和工行等,不少出现不同程度的跌幅,主打零售的招行(30%+)表现几乎是一枝独秀。迎合了投资者在选择具有增长前景的银行股方面的挑剔。 我们认为,在资金存量相对充足,且在国内货币政策并没有收紧的情况下,较难给AH市场带来趋势性的改变,换言之,仍然大概率保持当前既有的长牛格局之上。关于中资/中概的风格,我们认为今年的风格,仍然像我们年初时判断的一样:即年内在通胀升温,美元阶段性喘息,全球复苏共振背景下,中国智造,出海型企业或是加分之选。$国企指数(HSCEI)$ $红筹指数(HSCCI)$","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/811865248","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["HSCCI","HSI","HSCEI"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":921,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":272,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/814721086"}
精彩评论