港股下半年震荡或加剧，这些投资机会要关注

4
2
Favorite

港股下半年震荡或加剧，这些投资机会要关注

中国证券报2021-06-17

在年初南向资金大量涌入及风险偏好抬升等因素助推下，上半年港股走出一波凌厉的上涨行情，但随后持续震荡调整。 6月17日，恒生指数涨0.43%报28558.59点，今年以来涨幅为4.87%。随着市场预期美联储货币政策逐步正常化，美元流动性或将逐步见顶，下半年港股将有怎样的表现？有哪些机会值得关注？关注美联储举动业内人士表示，随着美国经济及就业市场逐步复苏，美联储货币政策将逐步回归正常化，美元...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（2）

Ariel1994
·2021-06-17
Hi
Reply
Like
Report
chokim
·2021-06-17
大家好
Reply
Like
Report

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/1163938915?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","is_english":false,"pubTime":"2021-06-17 19:29","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1163938915","market":"hk","top_or_hot":-1,"title":"港股下半年震荡或加剧，这些投资机会要关注","media":"中国证券报","content":"<div>\n<p>在年初南向资金大量涌入及风险偏好抬升等因素助推下，上半年港股走出一波凌厉的上涨行情，但随后持续震荡调整。\n6月17日，恒生指数涨0.43%报28558.59点，今年以来涨幅为4.87%。\n\n随着市场预期美联储货币政策逐步正常化，美元流动性或将逐步见顶，下半年港股将有怎样的表现？有哪些机会值得关注？\n关注美联储举动\n业内人士表示，随着美国经济及就业市场逐步复苏，美联储货币政策将逐步回归正常化，美元...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/75jil5mj0MX3-4z5KDjofA\">Source Link</a>\n\n</div>\n","source":"zgzqb","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>港股下半年震荡或加剧，这些投资机会要关注</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{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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港股下半年震荡或加剧，这些投资机会要关注\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 19:29 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/75jil5mj0MX3-4z5KDjofA><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在年初南向资金大量涌入及风险偏好抬升等因素助推下，上半年港股走出一波凌厉的上涨行情，但随后持续震荡调整。\n6月17日，恒生指数涨0.43%报28558.59点，今年以来涨幅为4.87%。\n\n随着市场预期美联储货币政策逐步正常化，美元流动性或将逐步见顶，下半年港股将有怎样的表现？有哪些机会值得关注？\n关注美联储举动\n业内人士表示，随着美国经济及就业市场逐步复苏，美联储货币政策将逐步回归正常化，美元...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/75jil5mj0MX3-4z5KDjofA\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"HSCEI","symbol_name":"国企指数","start_time":0,"source_url":"https://mp.weixin.qq.com/s/75jil5mj0MX3-4z5KDjofA","article_id":"1163938915","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7"],"rights":{"source":"zgzqb","url":"https://mp.weixin.qq.com/s/75jil5mj0MX3-4z5KDjofA","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1163938915","pubTimestamp":1623929375,"columns":[],"sourceInfo":{"source_id":"zgzqb","name":"中国证券报"},"weMediaInfo":null,"summary":"在年初南向资金大量涌入及风险偏好抬升等因素助推下，上半年港股走出一波凌厉的上涨行情，但随后持续震荡调整。\n6月17日，恒生指数涨0.43%报28558.59点，今年以来涨幅为4.87%。\n\n随着市场预","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"HSCEI":"国企指数","HSTECH":"恒生科技指数","HSCCI":"红筹指数","HSI":"恒生指数"},"translate_title":"Hong Kong stocks fluctuated or intensified in the second half of the year. These investment opportunities should be paid attention to","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/7bc645ee12c4fe1624ab8ce31b9ee27c","symbols_score_info":{"HSCCI":0.9,"HSCEI":0.9,"HSI":0.9,"HSTECH":0.9},"content_text":"在年初南向资金大量涌入及风险偏好抬升等因素助推下，上半年港股走出一波凌厉的上涨行情，但随后持续震荡调整。\n6月17日，恒生指数涨0.43%报28558.59点，今年以来涨幅为4.87%。\n\n随着市场预期美联储货币政策逐步正常化，美元流动性或将逐步见顶，下半年港股将有怎样的表现？有哪些机会值得关注？\n关注美联储举动\n业内人士表示，随着美国经济及就业市场逐步复苏，美联储货币政策将逐步回归正常化，美元流动性见顶及回流，可能引发下半年港股市场波动加剧。\n在此背景下，美联储的一举一动备受关注。北京时间17日凌晨，美国联邦储备委员会宣布维持联邦基金利率目标区间在零至0.25%之间，符合市场预期，同时大幅上调今年美国通货膨胀率增长预期至3.4%。\n美联储主席鲍威尔在会后召开的新闻发布会上说，美国经济和就业指标持续走强，但经济增长风险仍然存在，经济复苏并不均衡。劳动力市场出现改善，但整体就业仍远低于疫情前水平。\n他表示，近几个月来，通胀水平虽已超过预期，但推高通胀的具体因素“似乎是暂时的”，调整政策立场时机尚不确定。\n国联证券研报分析指出，虽然美联储继续按兵不动，但点阵图显示美联储可能在2023年前加息两次。如果2023年加息，Taper（美联储缩减购债规模和缩小美联储资产负债表的动作）需要提前约1年启动，预期关于Taper的讨论将在8月前后开始，美国市场流动性正处于见顶的过程中。\n中信证券表示，美联储6月会议并未释放任何实质收紧的信号，但在表述上偏向鹰派，正常化预期渐起。下半年需要警惕实际利率上行和美元相对走强。\n平安证券研报指出，美联储货币政策正常化背景下，美元强势表现将导致资金从新兴市场回流美国市场，港股将受到冲击，下半年大概率将出现结构性行情。\n港股表现仍值得期待\n业内人士表示，此次美联储继续选择按兵不动，短期美元流动性仍有望保持相对宽松状态。且随着疫情缓解，香港经济复苏及企业盈利逐步修复，港股全年表现依然值得期待。\n天风证券研究所执行所长徐彪表示，经验表明，美联储从开始讨论货币正常化到正式实施QE缩减时间跨度至少在1年以上，因此今年全球流动性仍有望保持相对宽松的状态。同时，香港新兴经济不断发展将持续增强对南向资金和海外资金的吸引力，下半年香港市场资金面仍有望维持相对宽松和友好的状态。\n兴业证券研报表示，下半年经济与企业盈利修复将是支撑港股向好的基础，同时南向资金和海外资金也有望继续流入港股市场，因此继续看好全年港股市场表现。\n新经济核心资产是最大看点\n随着阿里、京东、美团、快手等越来越多的新经济股在港上市，香港市场上以科技、生物医药、新型消费等为代表的新经济核心资产规模日益壮大，未来有望持续扩容并获得资金关注。\n今年年初，这些具备高确定性、高成长能力的新经济股受到投资者热烈追捧，在大量资金流入推动下，港股新经济板块走出一波强势上涨行情，但此后多空分歧加大，新经济股开始震荡调整。业内人士表示，在结构性行情背景下，下半年港股新经济板块仍将是一大看点。\n\n广发证券近日发布的一份研报表示，目前港股新经济板块的调整已较为充分，具备估值性价比和长期布局价值。\n徐彪还指出，港股新经济成长股目前估值水平远低于纳斯达克，估值优势显著，有望吸引长线资金配置。\n兴业证券全球首席策略分析师张忆东表示，与A股的科创板、创业板一样，港股新经济板块同样是未来核心资产的孵化器，也是未来结构性长牛的发源地。美股波动虽会对港股带来短期扰动，但也将带来长期布局的良好机会。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":161244826,"gmtCreate":1623931677065,"gmtModify":1703823785350,"author":{"id":"3581594166433158","authorId":"3581594166433158","name":"Ariel1994","avatar":"https://static.tigerbbs.com/658a074b7b4067097b06c2a718d9df1e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581594166433158","authorIdStr":"3581594166433158"},"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161244826","repostId":1163938915,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":161222818,"gmtCreate":1623930104234,"gmtModify":1703823755845,"author":{"id":"3586854163859420","authorId":"3586854163859420","name":"chokim","avatar":"https://static.tigerbbs.com/77a59d5fd58cc0342b778ebfba10c3af","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3586854163859420","authorIdStr":"3586854163859420"},"htmlText":"大家好","listText":"大家好","text":"大家好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161222818","repostId":1163938915,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":4,"commentSize":2,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}