说说你对这篇新闻的看_老虎社区_美港股上老虎

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":198596746526976,"tweetId":"198596746526976","gmtCreate":1689508083944,"gmtModify":1689508905992,"author":{"id":3464488664157513,"idStr":"3464488664157513","authorId":3464488664157513,"authorIdStr":"3464488664157513","name":"lswh","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>说说你对这篇新闻的看法...</p></body></html>","htmlText":"<html><head></head><body><p>说说你对这篇新闻的看法...</p></body></html>","text":"说说你对这篇新闻的看法...","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/198596746526976","repostId":1104198653,"repostType":2,"repost":{"id":"1104198653","kind":"news","pubTimestamp":1689505456,"share":"https://www.laohu8.com/m/news/1104198653?lang=&edition=full","pubTime":"2023-07-16 19:04","market":"hk","language":"zh","title":"中金：港股市场存在结构性机会，可以偏积极一些","url":"https://stock-news.laohu8.com/highlight/detail?id=1104198653","media":"智通财经网","summary":"抓手在中央财政和地产放松。","content":"<html><head></head><body><p>中金公司发布研究报告称，港股市场存在结构性机会，可以相对偏积极一些，关注对消费和增长更为敏感的板块。不过此前的整体策略思路依然奏效，即：</p><p><strong>1)做波段</strong>，即市场超卖时(如在目前水平)逢低配置，预期较为充分时获利回吐；</p><p><strong>2)做结构</strong>，不确定性中坚持“哑铃型”策略，能够兼具平衡和对冲效果(高分红比例加优质成长板块)。与此同时，业绩期到来，企业盈利也有望成为市场关注的焦点。</p><p style=\"text-align: justify;\">中金公司称，海外中资股上周创2023年1月以来最大单周涨幅，验证了其近期观点，即<strong>美债和港股在关键政策窗口期前先行大幅回调也非完全坏事</strong>。美国通胀回落、国内金融数据好于预期、国内平台经济积极信号等是主要驱动力。站在当前时点，市场普遍关注的问题是，<strong>本轮反弹的持续性如何?还是像此前一样又是昙花一现?</strong></p><p style=\"text-align: justify;\">中金公司认为，<strong>可以略微更积极一些，对应其判断的18,000-22,000区间偏中枢向上</strong>。这倒不是因为美国通胀回落(相反，<strong>该机构提示美债和美元都超调且计入预期太多</strong>)，更重要因素是国内政策的边际变化。</p><p style=\"text-align: justify;\">中金此前一直提示，要看到对宽信用真正切实有效的政策才能彻底扭转当前增长和市场的震荡格局，而抓手在中央财政和地产放松。例如，央行上周五提出鼓励下调存量按揭贷款约定加点，如能得到广泛贯彻，相当于LPR下调15bp，节省人均月供约400元。<strong>虽然经济增长动能和市场盘整走势的彻底改观恐怕还需要更多中央财政和地产相关政策的支持，但此举有助于提振部分消费，尤其是大众和中等消费</strong>，建议关注实际执行效果及7月底前后政治局会议。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: 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中金：港股市场存在结构性机会，可以偏积极一些\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-16 19:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/961691.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中金公司发布研究报告称，港股市场存在结构性机会，可以相对偏积极一些，关注对消费和增长更为敏感的板块。不过此前的整体策略思路依然奏效，即：1)做波段，即市场超卖时(如在目前水平)逢低配置，预期较为充分时获利回吐；2)做结构，不确定性中坚持“哑铃型”策略，能够兼具平衡和对冲效果(高分红比例加优质成长板块)。与此同时，业绩期到来，企业盈利也有望成为市场关注的焦点。中金公司称，海外中资股上周创2023年1...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/961691.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0cf777090175126e4590c3b8afdfe41e","relate_stocks":{"HSI":"恒生指数"},"source_url":"https://www.zhitongcaijing.com/content/detail/961691.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1104198653","content_text":"中金公司发布研究报告称，港股市场存在结构性机会，可以相对偏积极一些，关注对消费和增长更为敏感的板块。不过此前的整体策略思路依然奏效，即：1)做波段，即市场超卖时(如在目前水平)逢低配置，预期较为充分时获利回吐；2)做结构，不确定性中坚持“哑铃型”策略，能够兼具平衡和对冲效果(高分红比例加优质成长板块)。与此同时，业绩期到来，企业盈利也有望成为市场关注的焦点。中金公司称，海外中资股上周创2023年1月以来最大单周涨幅，验证了其近期观点，即美债和港股在关键政策窗口期前先行大幅回调也非完全坏事。美国通胀回落、国内金融数据好于预期、国内平台经济积极信号等是主要驱动力。站在当前时点，市场普遍关注的问题是，本轮反弹的持续性如何?还是像此前一样又是昙花一现?中金公司认为，可以略微更积极一些，对应其判断的18,000-22,000区间偏中枢向上。这倒不是因为美国通胀回落(相反，该机构提示美债和美元都超调且计入预期太多)，更重要因素是国内政策的边际变化。中金此前一直提示，要看到对宽信用真正切实有效的政策才能彻底扭转当前增长和市场的震荡格局，而抓手在中央财政和地产放松。例如，央行上周五提出鼓励下调存量按揭贷款约定加点，如能得到广泛贯彻，相当于LPR下调15bp，节省人均月供约400元。虽然经济增长动能和市场盘整走势的彻底改观恐怕还需要更多中央财政和地产相关政策的支持，但此举有助于提振部分消费，尤其是大众和中等消费，建议关注实际执行效果及7月底前后政治局会议。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1120,"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":25,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":8040169,"commentId":"8040169","gmtCreate":1689513347043,"gmtModify":1689513394003,"authorId":4117432878270300,"author":{"id":4117432878270300,"idStr":"4117432878270300","authorId":4117432878270300,"name":"飞飞1288888","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":198596746526976,"objectIdStr":"198596746526976","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<span class=\"s1\">翻译：没什么希望 已经开始大萧条 但是我要告诉你 也没死透😋 要有信心</span>","text":"<span class=\"s1\">翻译：没什么希望 已经开始大萧条 但是我要告诉你 也没死透😋 要有信心</span>","html":"<span class=\"s1\">翻译：没什么希望 已经开始大萧条 但是我要告诉你 也没死透😋 要有信心</span>","likeSize":0,"commentSize":1,"subComments":[{"id":8040507,"commentId":"8040507","gmtCreate":1689552317120,"gmtModify":1689554372272,"authorId":4145501395559100,"author":{"id":4145501395559100,"idStr":"4145501395559100","authorId":4145501395559100,"name":"wawahaha","avatar":"https://static.tigerbbs.com/f6b3d39db27ff26af097195db3d3290f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":198596746526976,"objectIdStr":"198596746526976","type":1,"supId":8040169,"supIdStr":"8040169","prevId":0,"prevIdStr":"0","content":"……难怪人说港股债券论","text":"……难怪人说港股债券论","html":"……难怪人说港股债券论"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}

中金：港股市场存在结构性机会，可以偏积极一些

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