mudou
2021-09-16
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两个月三探25000点,港股“筑底”还是“破位”?
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mudou
2021-09-28
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2021-09-27
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2021-09-16
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href=\"https://mp.weixin.qq.com/s/FEt7VzgrwRNURx7i7rQDWw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"513600":"恒生指数ETF","HSI":"恒生指数","00027":"银河娱乐","02833":"恒指ETF","01128":"永利澳门"},"source_url":"https://mp.weixin.qq.com/s/FEt7VzgrwRNURx7i7rQDWw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108556590","content_text":"9月15日,恒生指数再次下探25000点,这也是恒指自7月底以来的两个月内第三次下探该关键点位。在“下跌-反弹-下跌”的反复震荡中,港股市场到底是在“筑底”还是有可能真的破位下行呢?\n\n恒生指数日K线走势\n今日,恒生指数收跌1.84%,报25033.21点,盘中一度跌穿25000点。本周前3个交易日,恒生指数连续下跌,累计跌幅4.47%,基本抹去了自8月23日恒指反弹以来的涨幅。此外,恒生科技指数、恒生国企指数均连续3个交易日下跌,累计跌幅分别为6.67%、4.8%。\n今日港股下跌主要受科网股、博彩股拖累。在恒生科技指数成分股中,仅舜宇光学科技一只股票上涨,万国数据收平,其余成分股均告下跌。腾讯、快手、美团等明星股跌幅均超过4%。\n博彩股也全线下跌,其中,金沙中国有限公司跌幅达32.51%。永利澳门、美高梅中国、澳博控股、新濠国际发展等股票跌幅均逾20%。摩根大通已下调永利澳门、金沙和新濠国际评级至“减持”,下调银河娱乐、澳博和美高梅评级至“中性”。\n值得注意的是,这已是恒指在短短两个月内第三次下探25000点,第一次是在7月27日、28日,第二次是在8月20日。前两次下探中,恒指均止跌于24500点上方。\n虽然恒指不断试探25000点,但在分析师中,不少人仍坚持看好港股,认为这是港股的“筑底期”。\n兴业证券全球首席策略分析师张忆东表示,目前港股已到底部区域。他认为,目前港股支柱产业的“基本面底部区域”已出现,产业政策影响在一定程度上得到释放,加之美联储当前政策对金融市场冲击有限,所以建议投资者积极布局优质资产。\n光大证券海外TMT和互联网传媒行业首席分析师付天姿则从资金面分析认为,港股市场已出现部分筑底信号,投资者可持续关注成长性投资机会。付天姿发现,海外资金持股占比在回升,这一现象显示外资对港股的中长期前景抱有信心。\n从资金对恒生科技指数成分股的持股情况看,今年以来,受美国市场利率上行超预期、资金配置风格切换等因素影响,恒生科技指数表现欠佳,国际中介机构持股数量持续下滑,由年初的44%一度下滑至40%。但在6月初,外资持股占比开始持续回升,截至9月2日,外资持股占比已恢复至43%,显示国际投资者对港股科技龙头的中长期发展前景有信心。\n中金公司董事总经理、策略分析师刘刚提到,对比历史数据,以MSCI中国指数为例,其食品零售、消费娱乐板块估值水平都在历史均值以下。横向对比来看,恒生科技指数PEG(市盈率相对盈利增长比率)相比纳斯达克更具吸引力。\n中信证券首席海外策略分析师杨灵修也认为,目前中概股回归港股或A股已成趋势。且在外资增配中国资产的过程中,H股将成为优选。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1522,"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,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":6025144,"commentId":"6025144","gmtCreate":1632825647884,"gmtModify":1632825647884,"authorId":3443997331423448,"author":{"id":3443997331423448,"idStr":"3443997331423448","authorId":3443997331423448,"name":"mudou","avatar":"https://static.tigerbbs.com/b769fef2af6a63bf235619883905dadd","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.09.09","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":882722117,"objectIdStr":"882722117","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"破","text":"破","html":"破","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":6013386,"commentId":"6013386","gmtCreate":1632739177806,"gmtModify":1632739177806,"authorId":3443997331423448,"author":{"id":3443997331423448,"idStr":"3443997331423448","authorId":3443997331423448,"name":"mudou","avatar":"https://static.tigerbbs.com/b769fef2af6a63bf235619883905dadd","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.09.09","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":882722117,"objectIdStr":"882722117","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"跌","text":"跌","html":"跌","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":5880989,"commentId":"5880989","gmtCreate":1631723233356,"gmtModify":1631723233356,"authorId":3443997331423448,"author":{"id":3443997331423448,"idStr":"3443997331423448","authorId":3443997331423448,"name":"mudou","avatar":"https://static.tigerbbs.com/b769fef2af6a63bf235619883905dadd","vip":1,"currentWearingBadge":{"badgeI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