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虎跳侠

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2018-03-19

$沃尔玛(WMT)$麻辣隔壁，买到这垃圾真是没救了

2019-06-03

$小米集团-W(01810)$ 看好小米的兄弟出来说两句，给我们点信心吧

2018-03-22

$阿里巴巴(BABA)$脸书泄密，阿里掉的更狠，什么套路

2018-09-05

$欢聚时代(YY)$ 去你马的欢聚时代，大盘涨你小跌，大盘跌你大跌，

2018-03-24

耐心

$Facebook(FB)$耐心很重要，那天到了161想买忍住了，我想既然事情没解决那应该还是会有大波动，后来连续两天拉升，我想是不是机会错过了，又做了一次思想斗争，不过最终还是破160，我想接下来还是会接近150，纯属个人看法，勿喷

2019-07-17

$小米集团-W(01810)$ 怎么感觉像古代凌迟处死犯人一样，一刀刀慢慢割

2018-10-18

$阿里巴巴(BABA)$ 这就是股灾来了，说回调的都是自欺欺人

2018-08-08

$欢聚时代(YY)$ **垃圾，估计财报出来还要继续跌，财报前能不能拉一把

2018-03-26

$Facebook(FB)$你们挂150的成交了吗

2019-07-25

$中梁控股(02772)$ 看这走线，此股已废

2018-10-10

$阿里巴巴(BABA)$ 如果守不住140那就真没底了

2018-03-06

$欢聚时代(YY)$根本玩不过机构，财报千万别赌，特别是中概

2018-08-14

$欢聚时代(YY)$ 就你最牛比

2018-09-10

$阿里巴巴(BABA)$ 阿里今晚有好戏看了

2018-08-10

$阿里巴巴(BABA)$ 中概股悲催啊

2018-04-04

$阿里巴巴(BABA)$ 其实雅诗兰黛真的不错，不怎么受影响，早看好了从90几开始，就是一直买科技，奶奶熊，

2018-10-10

$阿里巴巴(BABA)$ 就是见不得私有企业强大，一强大就管控要么充公，天天说不怕贸易战敢打必胜，是真不怕么，看看你的这些股票汇率，谁输谁赢大家心里有数

2020-03-27

$辉瑞(PFE)$ 妈的，大盘涨你不跟，大盘跌你最积极

2019-08-28

$中梁控股(02772)$唯一买过的两只港股小米和中梁，泥马，一样走势，天天新低，都说港股美股挣钱，我a股挣点全亏到美股港股里了

2019-05-07

$小米集团-W(01810)$ 涨了20天，两天就跌没了

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09:51","market":"sh","language":"zh","title":"中信证券：A股中期上行将在9月中下旬启动，聚焦这三条主线","url":"https://stock-news.laohu8.com/highlight/detail?id=1124115600","media":"券商中国","summary":"最近资本市场表现较为波动，各大券商秋季策略会如期而至，为各路投资者“指点迷津”。\n\n9月8日至10日，中信证券“新格局的机遇”秋季策略会在上海举行，宏观、策略、政策等数十位分析师轮番对下半年走势进行分","content":"<blockquote>\n 最近资本市场表现较为波动，各大券商秋季策略会如期而至，为各路投资者“指点迷津”。\n</blockquote>\n<p>9月8日至10日，<a href=\"https://laohu8.com/S/06030\">中信证券</a>“新格局的机遇”秋季策略会在上海举行，宏观、策略、政策等数十位分析师轮番对下半年走势进行分析预测，值得一提的是，这是今年来<a href=\"https://laohu8.com/S/600030\">中信证券</a>首次举办线下策略会，逾千名投资者到场参会。同时，约2万人次合格投资者通过线上渠道观看了首日的策略会。</p>\n<p>近期A股走势比较关键，对于A股的策略预判则是本次策略会的重点。中信证券首席策略分析师秦培景认为，增量资金驱动的A股中期上行将在9月中下旬启动，中信证券明确看<a href=\"https://laohu8.com/S/TAL\">好未来</a>数月A股的趋势性上涨以及投资机会，建议投资者聚焦受益于弱美元和商品/能源涨价的板块、受益于经济复苏和消费回暖的可选消费品种以及绝对值足够低且已经相对充分消化利空因素的个股。</p>\n<p><b>秦培景：A股中期上行将在9月中下旬启动</b></p>\n<p>新格局下，投资者该如何把握A股的投资机遇，中信证券首席策略分析师秦培景对此分析阐述。</p>\n<p><img src=\"https://static.tigerbbs.com/b3451ef4353077a29dde2e88630ed863\" tg-width=\"553\" tg-height=\"368\"></p>\n<p>首先，在基本面因素方面，二季度A股盈利增速恢复表现在非金融板块是超预期的，整个基本面的趋势抬升是明确的。</p>\n<p>目前，疫情的阴霾难散，海外日增确诊约24万例，防控的核心是疫苗，未来一段时间内有效疫苗肯定会推广，但目前距离广泛接种仍有距离，不会很短时间内达到普遍免疫效果。在这个过程中，政策对经济的支持仍然非常重要。</p>\n<p>非典型周期，国内中期政策宽松基调不变，但是从整体性的信用宽松转变为结构性的信用宽松。整个A股非金融板块的盈利增速在未来逐级提升，金融板块盈利增速下行，这在二季度已经看到，盈利增速的逐级抬升是政策支持的，弹性预期提升。</p>\n<p>第二，增量资金来自哪里？秦培景表示，大家一定要搞清楚，A股目前是一个增量资金驱动的市场，绝不是存量资金在博弈的市场，所以在这种情况下风格切换思维本身是不利于获得更高收益的。</p>\n<p><b>当前阶段，增量资金主要来自两个方面，一是外资，二季度以来外资增配中国提速明显；第二是新发公募基金的被动配置，主动权益型基金新发持续处于高位，且股票与偏股混合型占比高。</b></p>\n<p>外资不断买入A股核心资产，1.9万亿市值中有70%的资金只买入50只个股，过去一年半时间获得的绝对收益约为81%。中信证券对北向资金拆分为配置型、交易型两类资金，最近流出的主要是一些交易性的资金，配置型资金整体来稳步流入，只要保持相对的经济恢复和疫情防控，人民币的相对升值，以及A股整体市值规模和在新兴市场里独特的竞争地位，A股依然是很重要的可以吸引增量资金入场的市场。</p>\n<p>同时，国内居民部门增配权益提速，新发基金配置需求和散户入市潜力都很大。一方面，竞争性资产收益率下降，银行理财、货币基金或余额宝的收益率在过去两三年下降了2.4—2.5个点；另一方面，“房住不炒”下政策压制房价，整体导致权益资产在居民配置中的吸引力在提升。</p>\n<p>第三，扰动因素消散打开了上行的空间。中美分歧在于美国为了转移内部矛盾，主动复杂化争端，当前，中美分歧维持“高频低压”的状态，影响的高峰已过。支持率差异缩小后，争端升级概率降低。此外，解禁减持只影响市场节奏和结构，不影响上行趋势。</p>\n<p>秦培景表示，具体在股票配置上，自2017年以来，A股的风格就是偏好龙头个股，本轮上涨各行业普涨，行业内的分化大，龙头占优；淡化风格切换思维，强化对顺周期与高弹性品种的配置。增量资金驱动的A股中期上行将在9月中下旬启动，中信证券明确看好未来数月A股的趋势性上涨以及投资机会，建议投资者聚焦这3条主线。</p>\n<p>一是受益于弱美元和商品/能源涨价的板块，包括黄金、有色金属和化工；</p>\n<p>二是受益于经济复苏和消费回暖的可选消费品种，包括汽车、家电、家居、装修、品牌服饰、院线；</p>\n<p>三是绝对估值足够低且已经相对充分消化利空因素的保险和银行。</p>\n<p>秦培景也提到了扰动A股上涨的风险因素，即海外疫情持续时间超预期，在部分经济体“二次爆发”；国内逆周期政策力度和基本面回补不及预期；海外货币政策宽松力度明显降低，全球资金再配置反复；中美分歧明显加剧，涉及范围扩大。</p>\n<p><b>杨灵修：港股传统经济价值板块配置性价比凸显</b></p>\n<p>中信证券首席海外策略师杨灵修认为，相较A股，港股传统经济价值板块配置性价比凸显。</p>\n<p><img src=\"https://static.tigerbbs.com/fa1b159611af704306778ac7e8d6d457\" tg-width=\"553\" tg-height=\"369\"></p>\n<p>杨灵修表示，市场在经历了上半年估值极端分化后，下半年的配置预计还是遵循“增量资金”模式，而非存量博弈（风格切换）。市场会给“确定性”一定溢价，但相关经济基本面复苏是下半年更重要变量。中国经济恢复下，“内循环”可能在三个领域持续超预期，分别是“境外消费”境内化的国内休闲和可选消费，投资驱动的周期品，高景气赛道的医药和线上化的科技龙头。</p>\n<p>在全球“零利率”背景下，海外配置<a href=\"https://laohu8.com/S/08171\">中国趋势</a>不会改变。从资金角度来看，短期风险偏好变化延缓海外对中国内地和香港市场配置节奏。历史上，每次金融市场动荡后，虽然美联储宽松，但美元短期都会走强，流动性外溢推高MSCI ACWI估值，但新兴市场受货币宽松影响较小。</p>\n<p>中信证券预计，在未来几年全球“零利率”大背景下，中国疫情缓和，美元逐步平稳，国际投资者（特别是被动资金）将再次增配有明显优势的中国资产。美国监管收紧，中概股回归料已成定局，反而可能提升其估值，有利于股价表现。</p>\n<p>杨灵修认为，相较A股，港股传统经济价值板块配置性价比凸显。不可忽略的是，当前港股估值分化严重，“新经济”集中的科技、消费等板块估值普遍位于过去三年50%以上分位点。而以金融、地产、能源以及材料为代表的“旧经济”板块估值水平均处于2017年以来估值中枢以下位置，从配置性价比来看，价值板块的优势显著提升。中国疫情得到有效控制，经济的复苏提速，这些复苏主要由投资拉动，消费、科技等行业虽然具备较良好的内生增长，但今年下半年投资端的复苏才是主要市场变量。</p>\n<p>“投资者应将注意力逐渐转向投资驱动的相关的行业，特别是成长板块，估值已处于阶段性的高位。因此我们认为在美元走弱、中国经济修复和大宗商品价格上涨的基本逻辑下，低估值、现金状况良好的传统经济板块值得关注。”杨灵修表示。</p>\n<p><b>诸建芳：下半年经济增速至少恢复至疫前水平</b></p>\n<p>中信证券首席经济学家诸建芳以“迈向新格局”为主题发表演讲，对宏观经济形势进行展望。</p>\n<p><img src=\"https://static.tigerbbs.com/5d40e6315c416a36fa8936fa0d80a09d\" tg-width=\"553\" tg-height=\"369\"></p>\n<p>诸建芳首先对近月来备受关注的“两个循环”概念进行深入剖析，他表示，过去四十年，我国在“国际大循环”战略下蓬勃发展，核心是“两头在外，大进大出”，利用国外的资金与技术和国内丰富的劳动力，使得劳动密集型产业得到大发展，积累了丰富的外汇储备，成为外商投资首选目的地，成长为全球第一大出口国。</p>\n<p>但是，在生产、分配、流通、消费等各环节目前仍受到多重阻碍，比如消费潜力未得到释放，收入分配格局不合理，服务贸易逆差较高折射出服务产业竞争力弱等问题。</p>\n<p>今年来，面对新的国际国内环境，我国提出“以畅通国民经济循环为主，推动形成以国内大循环为主体、国内国际双循环相互促进的新发展格局” 具有重要战略意义。诸建芳认为，预计未来三到五年间，我国经济讲升级为“国内国际双循环”新格局，将围绕着城市深化、产业链重塑和消费升级等方面进一步做大做强国内市场，通过要素市场化改革持续优化经济发展动能，以更高水平的对外开放加深国际合作，带动全球经济增长。</p>\n<p>值得注意的是，“双循环”战略下，居民收入改善将带动消费升级，建议重点关注四类人群的消费特点。预计到2025年，我国人均GDP将由当前的1万美元左右增长到1.2万美元左右，并且将通过更完善的再分配政策调节贫富差距，促使低收入人群可支配收入进一步上升，中产收入群体有望超5.6亿人。收入的增长将带来消费结构的调整，促使消费向高端化、高品质、智能化方向升级。未来五年，预计我国将有3亿老年人、5.6亿中产阶级、1.8亿“90后”以及2.5亿“00后”，这四类人群对应着巨大的市场规模并各自具有鲜明的消费特点。</p>\n<p>诸建芳还特别提到了要素市场改革中的资本要素，他认为，加大对多层次金融体系建设的支持力度，扩大直接融资比例，进一步加快资本市场改革，从多方面多维度服务实体经济。资本市场的扩大是为了实体经济做强做大。</p>\n<p>诸建芳认为，短期经济前景来看，我们预计政策将加速落地，经济将趁势而上。预计政策并未转向，而是更注重定向，其中货币政策将更加注重宽信用，在保持宏观流动性合理宽裕的前提下，定向支持小微、民营、制造业企业，预计全年社融增速将达13%；财政政策支出节奏料将加快，下半年公共财政支出增速有望达14%以上，并加快特别国债和专项债募集资金的使用，以支撑经济恢复。</p>\n<p>在政策的呵护下，中信证券预计三四季度经济将恢复到疫情前的合理状态，增速有望达到6%左右，今年中国将有望成为全球唯一保持正增长的主要经济体。</p>\n<p><b>明明：人民币有长期升值基础</b></p>\n<p>6月份以来，美元指数持续下行，冲击90大关；与此同时，人民币汇率持续升值，突破6.85附近的阻力位，升至16周新高。那么，人民币接下来会进入长期升值区间吗？</p>\n<p>中信证券首席FICC分析师明明在谈到大类资产配置时表示，人民币资产吸引力明显增强，国内不断扩大金融开放，放开外资准入，近期外资持续流入国内金融市场；中美利差处于历史区间顶部，超过200BP。</p>\n<p><img src=\"https://static.tigerbbs.com/888ae8a13fea78f8f103f6822cfa1216\" tg-width=\"553\" tg-height=\"368\"></p>\n<p>短期来看，受欧洲疫情复发、美国大选进入关键期、国内资产管制难以完全放开等因素影响，预计人民币升值斜率放缓。</p>\n<p>不过，美联储再度放水，预计人民币长期趋于升值。对于开放经济体而言，超额的货币投放会引起广义通胀，对货币形成长期贬值压力。国内货币政策稳健中性，利率水平吸引力强，经济复苏强劲，人民币有长期升值基础。</p>\n<p>明明还谈到，国内利率中枢下移，波动率下降，趋势本身也会塑造债市心理点位。对标2019年的基本面状况，即便经济回归正轨，利率中枢可能也将在3%附近震荡。若经济短期突破潜在水平，货币政策边际收紧，可能使利率上行，但预计难超3.5%。</p>\n<p>常态下，逆回购操作利率时货币市场利率的锚，资金利率围绕政策利率波动。在经济持续修复的情况下，短端利率向下脱离政策利率的空间不大。长端利率参考MLF利率，后者是十年国债到期收益率的锚，代表长期资金成本，十年国债到期收益率大多在MLF利率上下40bp以内波动。预计10年国债到期收益率在2.6%—3%的区间宽幅震荡，四季度可能出现较好交易窗口。</p>\n<p>2019年以来，股市上涨主要是估值驱动，国内股市与货币超发的相关性越来越强，美国股市与美联储资产负债表的关系越来越强。沪深300的风险溢价处于近10年来的较低水平，随着国债收益率的上行，债券性价比逐渐提升。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中信证券：A股中期上行将在9月中下旬启动，聚焦这三条主线</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中信证券：A股中期上行将在9月中下旬启动，聚焦这三条主线\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2020-09-09 09:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 最近资本市场表现较为波动，各大券商秋季策略会如期而至，为各路投资者“指点迷津”。\n</blockquote>\n<p>9月8日至10日，<a href=\"https://laohu8.com/S/06030\">中信证券</a>“新格局的机遇”秋季策略会在上海举行，宏观、策略、政策等数十位分析师轮番对下半年走势进行分析预测，值得一提的是，这是今年来<a href=\"https://laohu8.com/S/600030\">中信证券</a>首次举办线下策略会，逾千名投资者到场参会。同时，约2万人次合格投资者通过线上渠道观看了首日的策略会。</p>\n<p>近期A股走势比较关键，对于A股的策略预判则是本次策略会的重点。中信证券首席策略分析师秦培景认为，增量资金驱动的A股中期上行将在9月中下旬启动，中信证券明确看<a href=\"https://laohu8.com/S/TAL\">好未来</a>数月A股的趋势性上涨以及投资机会，建议投资者聚焦受益于弱美元和商品/能源涨价的板块、受益于经济复苏和消费回暖的可选消费品种以及绝对值足够低且已经相对充分消化利空因素的个股。</p>\n<p><b>秦培景：A股中期上行将在9月中下旬启动</b></p>\n<p>新格局下，投资者该如何把握A股的投资机遇，中信证券首席策略分析师秦培景对此分析阐述。</p>\n<p><img src=\"https://static.tigerbbs.com/b3451ef4353077a29dde2e88630ed863\" tg-width=\"553\" tg-height=\"368\"></p>\n<p>首先，在基本面因素方面，二季度A股盈利增速恢复表现在非金融板块是超预期的，整个基本面的趋势抬升是明确的。</p>\n<p>目前，疫情的阴霾难散，海外日增确诊约24万例，防控的核心是疫苗，未来一段时间内有效疫苗肯定会推广，但目前距离广泛接种仍有距离，不会很短时间内达到普遍免疫效果。在这个过程中，政策对经济的支持仍然非常重要。</p>\n<p>非典型周期，国内中期政策宽松基调不变，但是从整体性的信用宽松转变为结构性的信用宽松。整个A股非金融板块的盈利增速在未来逐级提升，金融板块盈利增速下行，这在二季度已经看到，盈利增速的逐级抬升是政策支持的，弹性预期提升。</p>\n<p>第二，增量资金来自哪里？秦培景表示，大家一定要搞清楚，A股目前是一个增量资金驱动的市场，绝不是存量资金在博弈的市场，所以在这种情况下风格切换思维本身是不利于获得更高收益的。</p>\n<p><b>当前阶段，增量资金主要来自两个方面，一是外资，二季度以来外资增配中国提速明显；第二是新发公募基金的被动配置，主动权益型基金新发持续处于高位，且股票与偏股混合型占比高。</b></p>\n<p>外资不断买入A股核心资产，1.9万亿市值中有70%的资金只买入50只个股，过去一年半时间获得的绝对收益约为81%。中信证券对北向资金拆分为配置型、交易型两类资金，最近流出的主要是一些交易性的资金，配置型资金整体来稳步流入，只要保持相对的经济恢复和疫情防控，人民币的相对升值，以及A股整体市值规模和在新兴市场里独特的竞争地位，A股依然是很重要的可以吸引增量资金入场的市场。</p>\n<p>同时，国内居民部门增配权益提速，新发基金配置需求和散户入市潜力都很大。一方面，竞争性资产收益率下降，银行理财、货币基金或余额宝的收益率在过去两三年下降了2.4—2.5个点；另一方面，“房住不炒”下政策压制房价，整体导致权益资产在居民配置中的吸引力在提升。</p>\n<p>第三，扰动因素消散打开了上行的空间。中美分歧在于美国为了转移内部矛盾，主动复杂化争端，当前，中美分歧维持“高频低压”的状态，影响的高峰已过。支持率差异缩小后，争端升级概率降低。此外，解禁减持只影响市场节奏和结构，不影响上行趋势。</p>\n<p>秦培景表示，具体在股票配置上，自2017年以来，A股的风格就是偏好龙头个股，本轮上涨各行业普涨，行业内的分化大，龙头占优；淡化风格切换思维，强化对顺周期与高弹性品种的配置。增量资金驱动的A股中期上行将在9月中下旬启动，中信证券明确看好未来数月A股的趋势性上涨以及投资机会，建议投资者聚焦这3条主线。</p>\n<p>一是受益于弱美元和商品/能源涨价的板块，包括黄金、有色金属和化工；</p>\n<p>二是受益于经济复苏和消费回暖的可选消费品种，包括汽车、家电、家居、装修、品牌服饰、院线；</p>\n<p>三是绝对估值足够低且已经相对充分消化利空因素的保险和银行。</p>\n<p>秦培景也提到了扰动A股上涨的风险因素，即海外疫情持续时间超预期，在部分经济体“二次爆发”；国内逆周期政策力度和基本面回补不及预期；海外货币政策宽松力度明显降低，全球资金再配置反复；中美分歧明显加剧，涉及范围扩大。</p>\n<p><b>杨灵修：港股传统经济价值板块配置性价比凸显</b></p>\n<p>中信证券首席海外策略师杨灵修认为，相较A股，港股传统经济价值板块配置性价比凸显。</p>\n<p><img src=\"https://static.tigerbbs.com/fa1b159611af704306778ac7e8d6d457\" tg-width=\"553\" tg-height=\"369\"></p>\n<p>杨灵修表示，市场在经历了上半年估值极端分化后，下半年的配置预计还是遵循“增量资金”模式，而非存量博弈（风格切换）。市场会给“确定性”一定溢价，但相关经济基本面复苏是下半年更重要变量。中国经济恢复下，“内循环”可能在三个领域持续超预期，分别是“境外消费”境内化的国内休闲和可选消费，投资驱动的周期品，高景气赛道的医药和线上化的科技龙头。</p>\n<p>在全球“零利率”背景下，海外配置<a href=\"https://laohu8.com/S/08171\">中国趋势</a>不会改变。从资金角度来看，短期风险偏好变化延缓海外对中国内地和香港市场配置节奏。历史上，每次金融市场动荡后，虽然美联储宽松，但美元短期都会走强，流动性外溢推高MSCI ACWI估值，但新兴市场受货币宽松影响较小。</p>\n<p>中信证券预计，在未来几年全球“零利率”大背景下，中国疫情缓和，美元逐步平稳，国际投资者（特别是被动资金）将再次增配有明显优势的中国资产。美国监管收紧，中概股回归料已成定局，反而可能提升其估值，有利于股价表现。</p>\n<p>杨灵修认为，相较A股，港股传统经济价值板块配置性价比凸显。不可忽略的是，当前港股估值分化严重，“新经济”集中的科技、消费等板块估值普遍位于过去三年50%以上分位点。而以金融、地产、能源以及材料为代表的“旧经济”板块估值水平均处于2017年以来估值中枢以下位置，从配置性价比来看，价值板块的优势显著提升。中国疫情得到有效控制，经济的复苏提速，这些复苏主要由投资拉动，消费、科技等行业虽然具备较良好的内生增长，但今年下半年投资端的复苏才是主要市场变量。</p>\n<p>“投资者应将注意力逐渐转向投资驱动的相关的行业，特别是成长板块，估值已处于阶段性的高位。因此我们认为在美元走弱、中国经济修复和大宗商品价格上涨的基本逻辑下，低估值、现金状况良好的传统经济板块值得关注。”杨灵修表示。</p>\n<p><b>诸建芳：下半年经济增速至少恢复至疫前水平</b></p>\n<p>中信证券首席经济学家诸建芳以“迈向新格局”为主题发表演讲，对宏观经济形势进行展望。</p>\n<p><img src=\"https://static.tigerbbs.com/5d40e6315c416a36fa8936fa0d80a09d\" tg-width=\"553\" tg-height=\"369\"></p>\n<p>诸建芳首先对近月来备受关注的“两个循环”概念进行深入剖析，他表示，过去四十年，我国在“国际大循环”战略下蓬勃发展，核心是“两头在外，大进大出”，利用国外的资金与技术和国内丰富的劳动力，使得劳动密集型产业得到大发展，积累了丰富的外汇储备，成为外商投资首选目的地，成长为全球第一大出口国。</p>\n<p>但是，在生产、分配、流通、消费等各环节目前仍受到多重阻碍，比如消费潜力未得到释放，收入分配格局不合理，服务贸易逆差较高折射出服务产业竞争力弱等问题。</p>\n<p>今年来，面对新的国际国内环境，我国提出“以畅通国民经济循环为主，推动形成以国内大循环为主体、国内国际双循环相互促进的新发展格局” 具有重要战略意义。诸建芳认为，预计未来三到五年间，我国经济讲升级为“国内国际双循环”新格局，将围绕着城市深化、产业链重塑和消费升级等方面进一步做大做强国内市场，通过要素市场化改革持续优化经济发展动能，以更高水平的对外开放加深国际合作，带动全球经济增长。</p>\n<p>值得注意的是，“双循环”战略下，居民收入改善将带动消费升级，建议重点关注四类人群的消费特点。预计到2025年，我国人均GDP将由当前的1万美元左右增长到1.2万美元左右，并且将通过更完善的再分配政策调节贫富差距，促使低收入人群可支配收入进一步上升，中产收入群体有望超5.6亿人。收入的增长将带来消费结构的调整，促使消费向高端化、高品质、智能化方向升级。未来五年，预计我国将有3亿老年人、5.6亿中产阶级、1.8亿“90后”以及2.5亿“00后”，这四类人群对应着巨大的市场规模并各自具有鲜明的消费特点。</p>\n<p>诸建芳还特别提到了要素市场改革中的资本要素，他认为，加大对多层次金融体系建设的支持力度，扩大直接融资比例，进一步加快资本市场改革，从多方面多维度服务实体经济。资本市场的扩大是为了实体经济做强做大。</p>\n<p>诸建芳认为，短期经济前景来看，我们预计政策将加速落地，经济将趁势而上。预计政策并未转向，而是更注重定向，其中货币政策将更加注重宽信用，在保持宏观流动性合理宽裕的前提下，定向支持小微、民营、制造业企业，预计全年社融增速将达13%；财政政策支出节奏料将加快，下半年公共财政支出增速有望达14%以上，并加快特别国债和专项债募集资金的使用，以支撑经济恢复。</p>\n<p>在政策的呵护下，中信证券预计三四季度经济将恢复到疫情前的合理状态，增速有望达到6%左右，今年中国将有望成为全球唯一保持正增长的主要经济体。</p>\n<p><b>明明：人民币有长期升值基础</b></p>\n<p>6月份以来，美元指数持续下行，冲击90大关；与此同时，人民币汇率持续升值，突破6.85附近的阻力位，升至16周新高。那么，人民币接下来会进入长期升值区间吗？</p>\n<p>中信证券首席FICC分析师明明在谈到大类资产配置时表示，人民币资产吸引力明显增强，国内不断扩大金融开放，放开外资准入，近期外资持续流入国内金融市场；中美利差处于历史区间顶部，超过200BP。</p>\n<p><img src=\"https://static.tigerbbs.com/888ae8a13fea78f8f103f6822cfa1216\" tg-width=\"553\" tg-height=\"368\"></p>\n<p>短期来看，受欧洲疫情复发、美国大选进入关键期、国内资产管制难以完全放开等因素影响，预计人民币升值斜率放缓。</p>\n<p>不过，美联储再度放水，预计人民币长期趋于升值。对于开放经济体而言，超额的货币投放会引起广义通胀，对货币形成长期贬值压力。国内货币政策稳健中性，利率水平吸引力强，经济复苏强劲，人民币有长期升值基础。</p>\n<p>明明还谈到，国内利率中枢下移，波动率下降，趋势本身也会塑造债市心理点位。对标2019年的基本面状况，即便经济回归正轨，利率中枢可能也将在3%附近震荡。若经济短期突破潜在水平，货币政策边际收紧，可能使利率上行，但预计难超3.5%。</p>\n<p>常态下，逆回购操作利率时货币市场利率的锚，资金利率围绕政策利率波动。在经济持续修复的情况下，短端利率向下脱离政策利率的空间不大。长端利率参考MLF利率，后者是十年国债到期收益率的锚，代表长期资金成本，十年国债到期收益率大多在MLF利率上下40bp以内波动。预计10年国债到期收益率在2.6%—3%的区间宽幅震荡，四季度可能出现较好交易窗口。</p>\n<p>2019年以来，股市上涨主要是估值驱动，国内股市与货币超发的相关性越来越强，美国股市与美联储资产负债表的关系越来越强。沪深300的风险溢价处于近10年来的较低水平，随着国债收益率的上行，债券性价比逐渐提升。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124115600","content_text":"最近资本市场表现较为波动，各大券商秋季策略会如期而至，为各路投资者“指点迷津”。\n\n9月8日至10日，中信证券“新格局的机遇”秋季策略会在上海举行，宏观、策略、政策等数十位分析师轮番对下半年走势进行分析预测，值得一提的是，这是今年来中信证券首次举办线下策略会，逾千名投资者到场参会。同时，约2万人次合格投资者通过线上渠道观看了首日的策略会。\n近期A股走势比较关键，对于A股的策略预判则是本次策略会的重点。中信证券首席策略分析师秦培景认为，增量资金驱动的A股中期上行将在9月中下旬启动，中信证券明确看好未来数月A股的趋势性上涨以及投资机会，建议投资者聚焦受益于弱美元和商品/能源涨价的板块、受益于经济复苏和消费回暖的可选消费品种以及绝对值足够低且已经相对充分消化利空因素的个股。\n秦培景：A股中期上行将在9月中下旬启动\n新格局下，投资者该如何把握A股的投资机遇，中信证券首席策略分析师秦培景对此分析阐述。\n\n首先，在基本面因素方面，二季度A股盈利增速恢复表现在非金融板块是超预期的，整个基本面的趋势抬升是明确的。\n目前，疫情的阴霾难散，海外日增确诊约24万例，防控的核心是疫苗，未来一段时间内有效疫苗肯定会推广，但目前距离广泛接种仍有距离，不会很短时间内达到普遍免疫效果。在这个过程中，政策对经济的支持仍然非常重要。\n非典型周期，国内中期政策宽松基调不变，但是从整体性的信用宽松转变为结构性的信用宽松。整个A股非金融板块的盈利增速在未来逐级提升，金融板块盈利增速下行，这在二季度已经看到，盈利增速的逐级抬升是政策支持的，弹性预期提升。\n第二，增量资金来自哪里？秦培景表示，大家一定要搞清楚，A股目前是一个增量资金驱动的市场，绝不是存量资金在博弈的市场，所以在这种情况下风格切换思维本身是不利于获得更高收益的。\n当前阶段，增量资金主要来自两个方面，一是外资，二季度以来外资增配中国提速明显；第二是新发公募基金的被动配置，主动权益型基金新发持续处于高位，且股票与偏股混合型占比高。\n外资不断买入A股核心资产，1.9万亿市值中有70%的资金只买入50只个股，过去一年半时间获得的绝对收益约为81%。中信证券对北向资金拆分为配置型、交易型两类资金，最近流出的主要是一些交易性的资金，配置型资金整体来稳步流入，只要保持相对的经济恢复和疫情防控，人民币的相对升值，以及A股整体市值规模和在新兴市场里独特的竞争地位，A股依然是很重要的可以吸引增量资金入场的市场。\n同时，国内居民部门增配权益提速，新发基金配置需求和散户入市潜力都很大。一方面，竞争性资产收益率下降，银行理财、货币基金或余额宝的收益率在过去两三年下降了2.4—2.5个点；另一方面，“房住不炒”下政策压制房价，整体导致权益资产在居民配置中的吸引力在提升。\n第三，扰动因素消散打开了上行的空间。中美分歧在于美国为了转移内部矛盾，主动复杂化争端，当前，中美分歧维持“高频低压”的状态，影响的高峰已过。支持率差异缩小后，争端升级概率降低。此外，解禁减持只影响市场节奏和结构，不影响上行趋势。\n秦培景表示，具体在股票配置上，自2017年以来，A股的风格就是偏好龙头个股，本轮上涨各行业普涨，行业内的分化大，龙头占优；淡化风格切换思维，强化对顺周期与高弹性品种的配置。增量资金驱动的A股中期上行将在9月中下旬启动，中信证券明确看好未来数月A股的趋势性上涨以及投资机会，建议投资者聚焦这3条主线。\n一是受益于弱美元和商品/能源涨价的板块，包括黄金、有色金属和化工；\n二是受益于经济复苏和消费回暖的可选消费品种，包括汽车、家电、家居、装修、品牌服饰、院线；\n三是绝对估值足够低且已经相对充分消化利空因素的保险和银行。\n秦培景也提到了扰动A股上涨的风险因素，即海外疫情持续时间超预期，在部分经济体“二次爆发”；国内逆周期政策力度和基本面回补不及预期；海外货币政策宽松力度明显降低，全球资金再配置反复；中美分歧明显加剧，涉及范围扩大。\n杨灵修：港股传统经济价值板块配置性价比凸显\n中信证券首席海外策略师杨灵修认为，相较A股，港股传统经济价值板块配置性价比凸显。\n\n杨灵修表示，市场在经历了上半年估值极端分化后，下半年的配置预计还是遵循“增量资金”模式，而非存量博弈（风格切换）。市场会给“确定性”一定溢价，但相关经济基本面复苏是下半年更重要变量。中国经济恢复下，“内循环”可能在三个领域持续超预期，分别是“境外消费”境内化的国内休闲和可选消费，投资驱动的周期品，高景气赛道的医药和线上化的科技龙头。\n在全球“零利率”背景下，海外配置中国趋势不会改变。从资金角度来看，短期风险偏好变化延缓海外对中国内地和香港市场配置节奏。历史上，每次金融市场动荡后，虽然美联储宽松，但美元短期都会走强，流动性外溢推高MSCI ACWI估值，但新兴市场受货币宽松影响较小。\n中信证券预计，在未来几年全球“零利率”大背景下，中国疫情缓和，美元逐步平稳，国际投资者（特别是被动资金）将再次增配有明显优势的中国资产。美国监管收紧，中概股回归料已成定局，反而可能提升其估值，有利于股价表现。\n杨灵修认为，相较A股，港股传统经济价值板块配置性价比凸显。不可忽略的是，当前港股估值分化严重，“新经济”集中的科技、消费等板块估值普遍位于过去三年50%以上分位点。而以金融、地产、能源以及材料为代表的“旧经济”板块估值水平均处于2017年以来估值中枢以下位置，从配置性价比来看，价值板块的优势显著提升。中国疫情得到有效控制，经济的复苏提速，这些复苏主要由投资拉动，消费、科技等行业虽然具备较良好的内生增长，但今年下半年投资端的复苏才是主要市场变量。\n“投资者应将注意力逐渐转向投资驱动的相关的行业，特别是成长板块，估值已处于阶段性的高位。因此我们认为在美元走弱、中国经济修复和大宗商品价格上涨的基本逻辑下，低估值、现金状况良好的传统经济板块值得关注。”杨灵修表示。\n诸建芳：下半年经济增速至少恢复至疫前水平\n中信证券首席经济学家诸建芳以“迈向新格局”为主题发表演讲，对宏观经济形势进行展望。\n\n诸建芳首先对近月来备受关注的“两个循环”概念进行深入剖析，他表示，过去四十年，我国在“国际大循环”战略下蓬勃发展，核心是“两头在外，大进大出”，利用国外的资金与技术和国内丰富的劳动力，使得劳动密集型产业得到大发展，积累了丰富的外汇储备，成为外商投资首选目的地，成长为全球第一大出口国。\n但是，在生产、分配、流通、消费等各环节目前仍受到多重阻碍，比如消费潜力未得到释放，收入分配格局不合理，服务贸易逆差较高折射出服务产业竞争力弱等问题。\n今年来，面对新的国际国内环境，我国提出“以畅通国民经济循环为主，推动形成以国内大循环为主体、国内国际双循环相互促进的新发展格局” 具有重要战略意义。诸建芳认为，预计未来三到五年间，我国经济讲升级为“国内国际双循环”新格局，将围绕着城市深化、产业链重塑和消费升级等方面进一步做大做强国内市场，通过要素市场化改革持续优化经济发展动能，以更高水平的对外开放加深国际合作，带动全球经济增长。\n值得注意的是，“双循环”战略下，居民收入改善将带动消费升级，建议重点关注四类人群的消费特点。预计到2025年，我国人均GDP将由当前的1万美元左右增长到1.2万美元左右，并且将通过更完善的再分配政策调节贫富差距，促使低收入人群可支配收入进一步上升，中产收入群体有望超5.6亿人。收入的增长将带来消费结构的调整，促使消费向高端化、高品质、智能化方向升级。未来五年，预计我国将有3亿老年人、5.6亿中产阶级、1.8亿“90后”以及2.5亿“00后”，这四类人群对应着巨大的市场规模并各自具有鲜明的消费特点。\n诸建芳还特别提到了要素市场改革中的资本要素，他认为，加大对多层次金融体系建设的支持力度，扩大直接融资比例，进一步加快资本市场改革，从多方面多维度服务实体经济。资本市场的扩大是为了实体经济做强做大。\n诸建芳认为，短期经济前景来看，我们预计政策将加速落地，经济将趁势而上。预计政策并未转向，而是更注重定向，其中货币政策将更加注重宽信用，在保持宏观流动性合理宽裕的前提下，定向支持小微、民营、制造业企业，预计全年社融增速将达13%；财政政策支出节奏料将加快，下半年公共财政支出增速有望达14%以上，并加快特别国债和专项债募集资金的使用，以支撑经济恢复。\n在政策的呵护下，中信证券预计三四季度经济将恢复到疫情前的合理状态，增速有望达到6%左右，今年中国将有望成为全球唯一保持正增长的主要经济体。\n明明：人民币有长期升值基础\n6月份以来，美元指数持续下行，冲击90大关；与此同时，人民币汇率持续升值，突破6.85附近的阻力位，升至16周新高。那么，人民币接下来会进入长期升值区间吗？\n中信证券首席FICC分析师明明在谈到大类资产配置时表示，人民币资产吸引力明显增强，国内不断扩大金融开放，放开外资准入，近期外资持续流入国内金融市场；中美利差处于历史区间顶部，超过200BP。\n\n短期来看，受欧洲疫情复发、美国大选进入关键期、国内资产管制难以完全放开等因素影响，预计人民币升值斜率放缓。\n不过，美联储再度放水，预计人民币长期趋于升值。对于开放经济体而言，超额的货币投放会引起广义通胀，对货币形成长期贬值压力。国内货币政策稳健中性，利率水平吸引力强，经济复苏强劲，人民币有长期升值基础。\n明明还谈到，国内利率中枢下移，波动率下降，趋势本身也会塑造债市心理点位。对标2019年的基本面状况，即便经济回归正轨，利率中枢可能也将在3%附近震荡。若经济短期突破潜在水平，货币政策边际收紧，可能使利率上行，但预计难超3.5%。\n常态下，逆回购操作利率时货币市场利率的锚，资金利率围绕政策利率波动。在经济持续修复的情况下，短端利率向下脱离政策利率的空间不大。长端利率参考MLF利率，后者是十年国债到期收益率的锚，代表长期资金成本，十年国债到期收益率大多在MLF利率上下40bp以内波动。预计10年国债到期收益率在2.6%—3%的区间宽幅震荡，四季度可能出现较好交易窗口。\n2019年以来，股市上涨主要是估值驱动，国内股市与货币超发的相关性越来越强，美国股市与美联储资产负债表的关系越来越强。沪深300的风险溢价处于近10年来的较低水平，随着国债收益率的上行，债券性价比逐渐提升。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":942708976,"gmtCreate":1596206084195,"gmtModify":1704211788248,"author":{"id":"3473941797177256","authorId":"3473941797177256","name":"虎跳侠","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3473941797177256","authorIdStr":"3473941797177256"},"themes":[],"title":"","htmlText":"$英特尔(INTC)$幸亏先跑了，等等再买进","listText":"$英特尔(INTC)$幸亏先跑了，等等再买进","text":"$英特尔(INTC)$幸亏先跑了，等等再买进","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/942708976","isVote":1,"tweetType":1,"viewCount":1889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":929692995,"gmtCreate":1585315841417,"gmtModify":1704357845022,"author":{"id":"3473941797177256","authorId":"3473941797177256","name":"虎跳侠","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3473941797177256","authorIdStr":"3473941797177256"},"themes":[],"htmlText":"$辉瑞(PFE)$ 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