港股又行了？恒科指一度飙涨5%，后续关键看什么？

格隆汇2022-12-22

昨日盘后多项重磅利好落地，今日港股“咸鱼翻生”，高开高走，恒生科技指数一度飙涨5%，恒指上涨529点，或2.74%，报19683点。国指涨超3%。消息面上，受助于耐克(Nike)和联邦快递公布乐观的季度盈利，以及消费信心改善和投资者的通胀预期下降。美国股市三大股指周三收高，三大指数均涨超1%，创12月迄今最大单日涨幅，中概股大涨近4%。政策面也迎来多项利好消息。证监会提出推动形成中美审计监管常态化...

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（3）

thomaschai
·2022-12-22
ZZZ7,/ok,
Reply
Like
Report
Paggie
·2022-12-22
閱
Reply
Like
Report
宛若一
·2022-12-22
房地產拉不動！不要出手，忍住，股市樓市會跌的稀里嘩啦的！不要怕
Reply
1
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/2293725143?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/cc3c5eecabc22a565a773e3dd9ba0631","is_english":false,"pubTime":"2022-12-22 11:37","share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","id":"2293725143","market":"hk","top_or_hot":-1,"title":"港股又行了？恒科指一度飙涨5%，后续关键看什么？","media":"格隆汇","content":"<div>\n<p>昨日盘后多项重磅利好落地，今日港股“咸鱼翻生”，高开高走，恒生科技指数一度飙涨5%，恒指上涨529点，或2.74%，报19683点。国指涨超3%。消息面上，受助于耐克(Nike)和联邦快递公布乐观的季度盈利，以及消费信心改善和投资者的通胀预期下降。美国股市三大股指周三收高，三大指数均涨超1%，创12月迄今最大单日涨幅，中概股大涨近4%。政策面也迎来多项利好消息。证监会提出推动形成中美审计监管常态化...</p>\n\n<a href=\"https://www.gelonghui.com/p/570137\">Source Link</a>\n\n</div>\n","source":"gelonghui_highlight","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>港股又行了？恒科指一度飙涨5%，后续关键看什么？</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港股又行了？恒科指一度飙涨5%，后续关键看什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-22 11:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/570137><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>昨日盘后多项重磅利好落地，今日港股“咸鱼翻生”，高开高走，恒生科技指数一度飙涨5%，恒指上涨529点，或2.74%，报19683点。国指涨超3%。消息面上，受助于耐克(Nike)和联邦快递公布乐观的季度盈利，以及消费信心改善和投资者的通胀预期下降。美国股市三大股指周三收高，三大指数均涨超1%，创12月迄今最大单日涨幅，中概股大涨近4%。政策面也迎来多项利好消息。证监会提出推动形成中美审计监管常态化...</p>\n\n<a href=\"https://www.gelonghui.com/p/570137\">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":"FT_SY_MCH","symbol_name":"小H股指","start_time":0,"source_url":"https://www.gelonghui.com/p/570137","article_id":"2293725143","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/cc3c5eecabc22a565a773e3dd9ba0631"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2293725143","pubTimestamp":1671680253,"sourceInfo":{"source_id":"gelonghui_highlight","name":"格隆汇"},"weMediaInfo":null,"summary":"珍惜复苏的窗口期","collect":0,"end_time":0,"defaultTopTitle":"gelonghui.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"513600":"恒生指数ETF","HSI":"恒生指数","02833":"恒指ETF","HSTECH":"恒生科技指数"},"translate_title":"Hong Kong stocks are OK again? Hengke once soared by 5%. What is the key to follow up?","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/bd94a93469d46a9de3357dcfb0894735","symbols_score_info":{"513600":0.6,"HSI":1,"HSTECH":0.9,"02833":0.6,"HHImain":0.6,"MCHmain":0.6},"content_text":"昨日盘后多项重磅利好落地，今日港股“咸鱼翻生”，高开高走，恒生科技指数一度飙涨5%，恒指上涨529点，或2.74%，报19683点。国指涨超3%。消息面上，受助于耐克(Nike)和联邦快递公布乐观的季度盈利，以及消费信心改善和投资者的通胀预期下降。美国股市三大股指周三收高，三大指数均涨超1%，创12月迄今最大单日涨幅，中概股大涨近4%。政策面也迎来多项利好消息。证监会提出推动形成中美审计监管常态化合作机制，加快平台企业境外上市“绿灯”案例落地；国常会强调坚持“两个毫不动摇”，支持民营企业提振信心、更好发展。支持平台经济健康持续发展。港股近日高位盘整港股昨日三大指数震荡收涨，继前一日大跌后有止跌迹象。但由于港股在11月的疫情防疫优化后强势反弹，恒生科指累计涨幅甚至高达50%随后资金纷纷选择获利了结，离场观望。整个市场气氛随着没有新热点而急降，昨日港股成交跌至不足700亿，仅有692亿元。叠加日本央行出人意料突然“转鹰”带来的资金回流，因此在存量资金的限制下，整个港股并没有明显的亮眼板块。随着防疫政策“二十条”以及“新十条”的陆续落地，后续政策的进一步调整带来的边际改善效应也会有所减小，市场目前最为关注的是在短期在疫情的冲击下，社会面的经济活动的回恢复情况。展望一季度，除了存在与香港通关的可能性外，能寄望的就是社会面活动恢复正常，这当中先复苏的是餐饮旅游，所以该板块昨日相当活跃，今日假日概念股持续拉升，呷哺呷哺涨超14%，海底捞涨超10%，颐海国际涨近7%，美团涨超5%，华住集团、同程旅行等跟涨。12月21日，呷哺集团披露最新堂食消费情况，呷哺华北市场迎来恢复堂食的首个消费小高峰，部分餐厅客流迅速回暖，重现排队等位的场景。据海底捞介绍，门店的客流量正在逐步恢复，12月16日起客流开始出现回升，这几天客流量较上周同期增长近五成。海底捞表示，预计未来2周会持续回暖，尤其是像周末、圣诞节、元旦节这样的节假日，会迎来一波高峰期。证监会、国常会重磅发声另外，昨日盘后，证监会、国常会关于房地产、平台经济均有最新的的支持措施。证监会召开会议强调，扩大资本市场高水平制度型开放。推动沪深港通互联互通扩大标的、优化交易日历落地。中美审计方面，证监会指出推动形成中美审计监管常态化合作机制，营造更加稳定、可预期的国际监管合作环境。推动企业境外上市制度改革落地实施，加快平台企业境外上市“绿灯”案例落地。深化内地与香港资本市场务实合作，支持香港巩固国际金融中心地位。值得一提的还是，当地时间12月15日上午，美PCAOB发布报告，确认2022年度可以对中国内地和香港会计师事务所完成检查和调查，撤销2021年对相关事务所作出的认定。市场普遍认为这标志着中美审计监管合作取得积极成效，对中国企业在美上市释放出积极信号。另外，国务院常务会议再度强调坚持“两个毫不动摇”，支持民营企业提振信心、更好发展。支持平台经济健康持续发展。巨丰投顾高级投资顾问谢后勤认为，国常会各项措施的实施将有助于改善和促进经济的平稳发展，对提振民营企业和市场信心有重要作用。本次会议还提到“支持平台经济健康持续发展”。平台经济背后关系到千千万万的就业岗位。在经过过去一段时间的监管治理之后，在政策支持下，相信未来平台经济企业将会发挥更大作用。今日科技股全面爆发，哔哩哔哩-W涨超9%，快手、京东、美团涨超5%，百度、阿里巴巴涨超4%，网易、腾讯涨超3%。关于房地产，证监会召开会议强调，大力支持房地产市场平稳发展。全面落实改善优质房企资产负债表计划，继续实施民企债券融资专项支持计划和支持工具，更好推进央地合作增信共同支持民营房企发债。落实好已出台的房企股权融资政策，允许符合条件的房企“借壳”已上市房企，允许房地产和建筑等密切相关行业上市公司实施涉房重组。加快打造保障性租赁住房REITs板块。央行召开会议强调，支持刚性和改善性住房需求，引导金融机构支持房地产行业重组并购，推动防范化解优质头部房企风险，改善头部房企资产负债状况。受益于此，内房股高开高走。融信中国涨超22%，正荣地产涨超8%。科技股、内房股、餐饮等消费股的大涨带动港股三大指数涨幅亮眼。这是因为金融地产、科技等行业在恒指成分股的占比较大。根据恒指三季度的季检结果显示，从行业划分来看，金融业在恒指中的比重从34.66%降至33.98%，公用事业由3.21%降至3.13%，地产由7.03%升至7.05%，工商业由55.1%升至55.84%。来源：中金证券此次调整后，地产建筑业和非必需性和必需性消费的覆盖度分别从48.1%和48.4%提升至50.5%和50.7%。；恒指新经济市值占比达到48%。因此微观来看，有关于新经济、地产、金融等方面的消息对港股的走势影响较大。后续投资价值怎么看？整体上看，在海外流动性、国内经济状况、宏观政策因素等多方面预期转好的情况下，大多数券商分析师认为港股性价比凸显，料明年走势充满希望。平安证券分析指，明年恒指高点在23000-25000之间，推荐逢低配置港股优质资产。国海证券认为在内部政策释放利好信号、美联储加息影响将逐渐减弱的情况下，看好外围因素回暖、后续疫情和宏观边际改善后的互联网业绩提振，维持行业“推荐”评级。浙商证券则表示，23年是互联网版块戴维斯双击之年，利润端和估值端都将有超预期表现。此外，外资机构同样建议超配中国股市。小摩预计2023年MSCI中国指数的上涨空间为10%；高盛则认为中国股票将在2023年跑赢其他市场，建议增持。大摩更是时隔近两年再次看多中国股市，将恒指的目标点位从18200点提高到21200点。","kind":null,"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":9922394013,"gmtCreate":1671684827532,"gmtModify":1676538576154,"author":{"id":"4090730840029950","authorId":"4090730840029950","name":"thomaschai","avatar":"https://static.tigerbbs.com/60d0ea90d448581d311ba0fca8614ef4","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4090730840029950","authorIdStr":"4090730840029950"},"htmlText":"ZZZ7,/ok,&nbsp;&nbsp;","listText":"ZZZ7,/ok,&nbsp;&nbsp;","text":"ZZZ7,/ok,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922394013","repostId":2293725143,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9922307836,"gmtCreate":1671683383926,"gmtModify":1676538575833,"author":{"id":"4111640372193142","authorId":"4111640372193142","name":"Paggie","avatar":"https://community-static.tradeup.com/news/34e78ada667e7b63c0632c8f2d0fc95f","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"4111640372193142","authorIdStr":"4111640372193142"},"htmlText":"閱","listText":"閱","text":"閱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922307836","repostId":2293725143,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":623785864,"gmtCreate":1671683338659,"gmtModify":1676538575850,"author":{"id":"3439498180568292","authorId":"3439498180568292","name":"宛若一","avatar":"https://static.tigerbbs.com/e2d546312891fb2eee822e9aaed7184f","vip":1,"crmLevel":9,"crmLevelSwitch":0,"idStr":"3439498180568292","authorIdStr":"3439498180568292"},"htmlText":"房地產拉不動！不要出手，忍住，股市樓市會跌的稀里嘩啦的！不要怕","listText":"房地產拉不動！不要出手，忍住，股市樓市會跌的稀里嘩啦的！不要怕","text":"房地產拉不動！不要出手，忍住，股市樓市會跌的稀里嘩啦的！不要怕","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/623785864","repostId":2293725143,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":20,"commentSize":3,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false}}