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Sacherla
Sacherla
·
2021-12-08
说了等于没说
港股2022年会有哪些机遇和挑战?机构预计迎估值修复
2021年临近尾声,在这一年中,全球金融市场持续动荡,A股不断演绎结构性行情,港股自今年以来出现大面积回调。从全球大类资产的表现来看,今年大宗商品原油、农产品的表现领涨大类资产,在发达市场尤其是美国市场的表现较为强劲,但对于国内,港股与A股之间分化较大,A股创业板指数表现较强,而港股以恒生科技指数为代表的成长股受影响较大,估值与盈利下探幅度较高。
港股2022年会有哪些机遇和挑战?机构预计迎估值修复
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Sacherla
Sacherla
·
2021-10-13
$富途控股(FUTU)$
富途准备申请回港上市,利好!买入机会!
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Sacherla
Sacherla
·
2021-09-13
$复星医药(02196)$
复星这是怎么回事?一直下跌?割?
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Sacherla
Sacherla
·
2021-09-10
$Robinhood Markets, Inc.(HOOD)$
泄了..
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Sacherla
Sacherla
·
2021-09-10
那复星的就没希望了吗?
非常抱歉,此主贴已删除
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Sacherla
Sacherla
·
2021-08-12
看好hood….👍
Robinhood(HOOD.O)跌5.5%,公司拟以约1.4亿美元现金收...
Robinhood(HOOD.O)跌5.5%,公司拟以约1.4亿美元现金收购投资者互动平台Say Technologies。
Robinhood(HOOD.O)跌5.5%,公司拟以约1.4亿美元现金收...
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Sacherla
Sacherla
·
2021-08-04
$富途控股(FUTU)$
卖飞了
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Sacherla
Sacherla
·
2021-07-30
开始下跌📉了
非常抱歉,此主贴已删除
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Sacherla
Sacherla
·
2021-07-30
A股市场的散户就不行。
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Sacherla
Sacherla
·
2021-07-29
牛👍
特斯拉涨超4%,特斯拉AI日定于8月19日召开
7月29日,特斯拉涨超4%,特斯拉CEO埃隆·马斯克表示,特斯拉AI日定于8月19日召开。预计特斯拉将在此次活动上宣布新的创新和自动驾驶技术的更新。 据悉,马斯克此前表示,特斯拉AI日将回顾特斯拉在A
特斯拉涨超4%,特斯拉AI日定于8月19日召开
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href=\"https://laohu8.com/S/000061\">农产品</a>的表现领涨大类资产,在发达市场尤其是美国市场的表现较为强劲,但对于国内,港股与A股之间分化较大,A股创业板指数表现较强,而港股以恒生科技指数为代表的成长股受影响较大,估值与盈利下探幅度较高。</p>\n<p>财经记者在建银国际2022年投资策略会上获悉,公司研究部董事总经理兼首席策略师赵文利表示,“明年政策的稳定性和可见度预计比今年要好,今年受政策影响比较大的行业,明年在政策的边际影响上应该比今年要弱化许多。”</p>\n<h3>港股2022年会有哪些机遇和挑战?</h3>\n<p>赵文利指出,从环境来讲,随着中央的惠港政策加码,香港未来将更好融入国家发展大局并开启经济发展新阶段,对港股有诸多利好。</p>\n<p>流动性方面,港元的流动性在绝对数量上变动并不会太大,但如果明年加息预期强化,港元的汇率有可能由目前的接近7.80回跌至6.85。</p>\n<p>估值方面,2021年港股遭遇了估值和盈利“双杀”,但目前恒指12倍市盈率的情况下,预测下行空间已十分有限。</p>\n<p>港股在经历过痛苦的一年后,相信明年上半年可见到“曙光”,有望迎来估值修复的窗口,预计全年恒指波动区间在22000~28600点,国指波动区间在7600~10500点,科指波动区间在5800~7500点。</p>\n<h3>2022年全球滞涨的风险有多大?</h3>\n<p>赵文利分析,明年上半年,全球经济类滞涨特征或继续强化。相比之下,中国经济面临的短期经济下行风险或将多于通胀压力,宏观政策上更具自主性,跨周期设计的财政货币政策有适度发力和放松空间。</p>\n<p>从全球经济的滞涨风险来看,尽管通胀水平还未达到上世纪70年代水平,但这一次的通胀上升速度更快,对市场的冲击非常强,预计明年上半年通胀还是大概率向上。</p>\n<p>在经济指标低预期方面,经济意外指数在全球都是不断向下,而经济通胀的意外指数则是不断超预期。从经济本身的运行指标看,短期内增速放缓的压力还是比较大的。同时,通胀结构性推升的压力也比较强。</p>\n<p>从推升通胀的主要影响因素来看,短期看来,疫情影响了全球供应链,造成航运运费增加,劳动力短缺,成本上升,而原油和农产品存在涨价预期。</p>\n<p>赵文利表示,从全球的货币政策和流动性的角度来看,美国紧缩的货币政策速度可能比以往快,但对全球的影响力会逐渐减弱。从美元指数的波动区间来看,2022年,美元汇率在上半年进一步走强的可能性较大,但是到下半年,如果美国经济继续放缓,美国的通胀短时间内有一定回调,美元可能会重新向下走,所以全年的波动期间可能是在92~102之间。</p>\n<h3>中国经济及宏观政策有哪些新看点?</h3>\n<p>相比之下,中国的滞涨风险反而不大,只是在工业品方面体现较多,但PPI向CPI的传导始终是没有之前2008年的几次传导强烈。</p>\n<p>此外,目前猪肉价格整体上处于低位,预计明年下半年才会缓慢回升,但这一次的上涨斜率可能没之前那么快,所以中国在明年上半年面临的通胀压力是非常低的。</p>\n<p>赵文利指出,未来中国将为经济高质量发展营造更好的政策环境,新发展格局下政策能见度不断提升。反垄断市场监管进入常态化阶段,监管政策对有关行业的边际影响将会减弱。</p>\n<p>展望明年,人民币进一步升值空间应该是比较小的,特别是美国开始强化加息的情况下,美元还有进一步上升的可能性,所以预计明年人民币对美元的汇率在6.3~6.4之间,整体来讲波动幅度不是很大。此外在息差收窄之后,流入中国债券市场、股票市场的资金量可能也比以前要少一些。</p>","source":"eastmoney_highlight","collect":0,"html":"<!DOCTYPE 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}\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2022年会有哪些机遇和挑战?机构预计迎估值修复\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-08 11:31 北京时间 <a href=http://hk.eastmoney.com/a/202112082206476032_0.html><strong>银柿财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年临近尾声,在这一年中,全球金融市场持续动荡,A股不断演绎结构性行情,港股自今年以来出现大面积回调。\n从全球大类资产的表现来看,今年大宗商品原油、农产品的表现领涨大类资产,在发达市场尤其是美国市场的表现较为强劲,但对于国内,港股与A股之间分化较大,A股创业板指数表现较强,而港股以恒生科技指数为代表的成长股受影响较大,估值与盈利下探幅度较高。\n财经记者在建银国际2022年投资策略会上获悉,...</p>\n\n<a href=\"http://hk.eastmoney.com/a/202112082206476032_0.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/a106188796ec9abb78b8a3cfbae334a5","relate_stocks":{},"source_url":"http://hk.eastmoney.com/a/202112082206476032_0.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2189651410","content_text":"2021年临近尾声,在这一年中,全球金融市场持续动荡,A股不断演绎结构性行情,港股自今年以来出现大面积回调。\n从全球大类资产的表现来看,今年大宗商品原油、农产品的表现领涨大类资产,在发达市场尤其是美国市场的表现较为强劲,但对于国内,港股与A股之间分化较大,A股创业板指数表现较强,而港股以恒生科技指数为代表的成长股受影响较大,估值与盈利下探幅度较高。\n财经记者在建银国际2022年投资策略会上获悉,公司研究部董事总经理兼首席策略师赵文利表示,“明年政策的稳定性和可见度预计比今年要好,今年受政策影响比较大的行业,明年在政策的边际影响上应该比今年要弱化许多。”\n港股2022年会有哪些机遇和挑战?\n赵文利指出,从环境来讲,随着中央的惠港政策加码,香港未来将更好融入国家发展大局并开启经济发展新阶段,对港股有诸多利好。\n流动性方面,港元的流动性在绝对数量上变动并不会太大,但如果明年加息预期强化,港元的汇率有可能由目前的接近7.80回跌至6.85。\n估值方面,2021年港股遭遇了估值和盈利“双杀”,但目前恒指12倍市盈率的情况下,预测下行空间已十分有限。\n港股在经历过痛苦的一年后,相信明年上半年可见到“曙光”,有望迎来估值修复的窗口,预计全年恒指波动区间在22000~28600点,国指波动区间在7600~10500点,科指波动区间在5800~7500点。\n2022年全球滞涨的风险有多大?\n赵文利分析,明年上半年,全球经济类滞涨特征或继续强化。相比之下,中国经济面临的短期经济下行风险或将多于通胀压力,宏观政策上更具自主性,跨周期设计的财政货币政策有适度发力和放松空间。\n从全球经济的滞涨风险来看,尽管通胀水平还未达到上世纪70年代水平,但这一次的通胀上升速度更快,对市场的冲击非常强,预计明年上半年通胀还是大概率向上。\n在经济指标低预期方面,经济意外指数在全球都是不断向下,而经济通胀的意外指数则是不断超预期。从经济本身的运行指标看,短期内增速放缓的压力还是比较大的。同时,通胀结构性推升的压力也比较强。\n从推升通胀的主要影响因素来看,短期看来,疫情影响了全球供应链,造成航运运费增加,劳动力短缺,成本上升,而原油和农产品存在涨价预期。\n赵文利表示,从全球的货币政策和流动性的角度来看,美国紧缩的货币政策速度可能比以往快,但对全球的影响力会逐渐减弱。从美元指数的波动区间来看,2022年,美元汇率在上半年进一步走强的可能性较大,但是到下半年,如果美国经济继续放缓,美国的通胀短时间内有一定回调,美元可能会重新向下走,所以全年的波动期间可能是在92~102之间。\n中国经济及宏观政策有哪些新看点?\n相比之下,中国的滞涨风险反而不大,只是在工业品方面体现较多,但PPI向CPI的传导始终是没有之前2008年的几次传导强烈。\n此外,目前猪肉价格整体上处于低位,预计明年下半年才会缓慢回升,但这一次的上涨斜率可能没之前那么快,所以中国在明年上半年面临的通胀压力是非常低的。\n赵文利指出,未来中国将为经济高质量发展营造更好的政策环境,新发展格局下政策能见度不断提升。反垄断市场监管进入常态化阶段,监管政策对有关行业的边际影响将会减弱。\n展望明年,人民币进一步升值空间应该是比较小的,特别是美国开始强化加息的情况下,美元还有进一步上升的可能性,所以预计明年人民币对美元的汇率在6.3~6.4之间,整体来讲波动幅度不是很大。此外在息差收窄之后,流入中国债券市场、股票市场的资金量可能也比以前要少一些。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822826640,"gmtCreate":1634116651306,"gmtModify":1634117838559,"author":{"id":"3567491290301415","authorId":"3567491290301415","name":"Sacherla","avatar":"https://static.tigerbbs.com/7d6baeb5f5002aa887a7fb65d0a3c847","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567491290301415","authorIdStr":"3567491290301415"},"themes":[],"htmlText":"<a 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Inc.(HOOD)$泄了..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883565899","isVote":1,"tweetType":1,"viewCount":2315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":883379650,"gmtCreate":1631210457670,"gmtModify":1631210457670,"author":{"id":"3567491290301415","authorId":"3567491290301415","name":"Sacherla","avatar":"https://static.tigerbbs.com/7d6baeb5f5002aa887a7fb65d0a3c847","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567491290301415","authorIdStr":"3567491290301415"},"themes":[],"htmlText":"那复星的就没希望了吗?","listText":"那复星的就没希望了吗?","text":"那复星的就没希望了吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883379650","repostId":"2165753334","repostType":2,"isVote":1,"tweetType":1,"viewCount":2849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":895912902,"gmtCreate":1628704249606,"gmtModify":1628704249606,"author":{"id":"3567491290301415","authorId":"3567491290301415","name":"Sacherla","avatar":"https://static.tigerbbs.com/7d6baeb5f5002aa887a7fb65d0a3c847","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567491290301415","authorIdStr":"3567491290301415"},"themes":[],"htmlText":"看好hood….👍","listText":"看好hood….👍","text":"看好hood….👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895912902","repostId":"2158289900","repostType":2,"repost":{"id":"2158289900","kind":"news","pubTimestamp":1628605129,"share":"https://www.laohu8.com/m/news/2158289900?lang=&edition=full","pubTime":"2021-08-10 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href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-08-10/doc-ikqcfncc2100328.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0ab00f49d2515ea77cf502014070887d","relate_stocks":{},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-08-10/doc-ikqcfncc2100328.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158289900","content_text":"Robinhood(HOOD.O)跌5.5%,公司拟以约1.4亿美元现金收购投资者互动平台Say 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22:37","market":"other","language":"zh","title":"特斯拉涨超4%,特斯拉AI日定于8月19日召开","url":"https://stock-news.laohu8.com/highlight/detail?id=1187281619","media":"老虎资讯综合","summary":"7月29日,特斯拉涨超4%,特斯拉CEO埃隆·马斯克表示,特斯拉AI日定于8月19日召开。预计特斯拉将在此次活动上宣布新的创新和自动驾驶技术的更新。\n据悉,马斯克此前表示,特斯拉AI日将回顾特斯拉在A","content":"<p>7月29日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨超4%,特斯拉CEO埃隆·马斯克表示,特斯拉AI日定于8月19日召开。预计特斯拉将在此次活动上宣布新的创新和自动驾驶技术的更新。</p>\n<p>据悉,马斯克此前表示,特斯拉AI日将回顾特斯拉在AI软件和硬件上取得的进展,包括训练和推理。特斯拉全自动驾驶系统的安全性将是分析师和投资者关注的重点。而马斯克称,说服最优秀的人工智能人才加入特斯拉是此次活动的“唯一目标”。</p>\n<p><img src=\"https://static.tigerbbs.com/74d1b26608e783e7e36c64e7bbaa0d81\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>特斯拉涨超4%,特斯拉AI日定于8月19日召开</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特斯拉涨超4%,特斯拉AI日定于8月19日召开\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-29 22:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月29日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨超4%,特斯拉CEO埃隆·马斯克表示,特斯拉AI日定于8月19日召开。预计特斯拉将在此次活动上宣布新的创新和自动驾驶技术的更新。</p>\n<p>据悉,马斯克此前表示,特斯拉AI日将回顾特斯拉在AI软件和硬件上取得的进展,包括训练和推理。特斯拉全自动驾驶系统的安全性将是分析师和投资者关注的重点。而马斯克称,说服最优秀的人工智能人才加入特斯拉是此次活动的“唯一目标”。</p>\n<p><img src=\"https://static.tigerbbs.com/74d1b26608e783e7e36c64e7bbaa0d81\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8541380317eba7ef07da7c529e879c07","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187281619","content_text":"7月29日,特斯拉涨超4%,特斯拉CEO埃隆·马斯克表示,特斯拉AI日定于8月19日召开。预计特斯拉将在此次活动上宣布新的创新和自动驾驶技术的更新。\n据悉,马斯克此前表示,特斯拉AI日将回顾特斯拉在AI软件和硬件上取得的进展,包括训练和推理。特斯拉全自动驾驶系统的安全性将是分析师和投资者关注的重点。而马斯克称,说服最优秀的人工智能人才加入特斯拉是此次活动的“唯一目标”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}