echo1946
2021-08-23
[强]
@小虎周报:
港股周策略:恒指季线上升途中的深度修正
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<p>同时,还计划出台文件保护网约车驾驶员权益并规范直播电商平台。监管措施不断浮出水面令投资者草木皆兵。美国SEC主席则就投资中国公司的风险发出严厉警告,要求暂停放行中企借壳赴美IPO。中国证监会称要创造条件推动中美审计监管合作。在一定程度上,均影响了中资股投资情绪。</p> <p>我们仍然从偏长期窗口来看,<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> 季度窗口上周跌破了方向延长线,但大方向上,仍然可以定位为上升途中的调整;且恒指指标股大部分来自于非互联网领域,我们认为监管的压力并不会改变整体市场趋势,中期的市场并不悲观。<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> </p> <p>但这一偏长窗口的修正用时可能需要更多耐心观察。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。<img src=\"https://static.tigerbbs.com/412ac23860f385b2c6cf2e74c5f575c5\" tg-width=\"-1\" tg-height=\"-1\"><img src=\"https://static.tigerbbs.com/ef8a24cb695d7a6cd93f38dee826e8a6\" tg-width=\"-1\" tg-height=\"-1\"><img src=\"https://static.tigerbbs.com/70a1d10ec21686fa83b5d15f08ee2597\" tg-width=\"-1\" 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