港股风云 | 恒指剑指30000点,“一支烟”玩“蹦极”

职场故事 阅读(821)
申搏官网app

RCSybdd740MIuU

由于假期原因,本周港股仅开盘4天。本周恒指并未波动,本周累计涨幅仅为0.81%。但是,我们可以看到市场情绪持续改善。自今年5月以来,恒生指数跌破3万大关,并在近期继续反弹,近3万点即将到来。

RVXpc4iB6H959d

首个上海证券策略部门指出,港股仍将继续保持稳定格局。在指数股继续突破新高的情况下,我认为整体市场可以提供动力。另一方面,板块旋转的状态也出现,这也有助于板块中的资金保持活跃。在这一趋势中,恒生指数从6月开始仍然保持稳定趋势。短期支撑位在27,986点。 28,400点仍然是目前良好而轻盈的分水岭。稳定可以维持短期上行势头。

此外,经纪人还指出,现阶段市场谨慎气氛并未减弱,但从他们的观察来看,情况已经慢慢改变。尽管全球经济仍面临下行压力,但随着G20会议的召开,全球贸易纠纷已进入新常态,市场紧张局面有所缓解,央行的货币政策已走向宽松方向。有迹象显示全球主要股市的复苏力逐渐增强。从该板块的股票,板块轮换的状况也出现,包括国内需求消费股,如美国集团评论 - W和波司登,以及天然气股也看到该集团进一步拉升,中国燃气,华润天然气和新奥地利能源,它们进一步上升到最近的高位,国家发展和改革委员会发布了关于规范城市燃气项目安装费用的最新指导,进一步消除了自去年10月以来的政策不确定性。此外,波罗的海干散货BDI指数创8个月新高,中远海运和太平洋航运等航运股均呈现低位复苏态势。

RVXpc552LoaYLk

Professionals also said that due to the good atmosphere of the G20 meeting, the HSI once tried and broke the level of 29,000 points. Although it has some retreat in the short term, I believe that after the consolidation, there will be a chance to re-test the 30,000-point mark. The main reason is that the Hang Seng Index fell below 25,000 points last year because of global trade problems. However, after the HSI fell below 27,000 points in May this year, it will rebound. Obviously, the market is more digestive of trade issues, or everyone believes that Hong Kong stocks The uptrend is not over, so under the influence of the Sino-US trade agreement, the reinflow of funds, and the interest rate cuts, the HSI can definitely try another 30000 points.

RCSybez30ZuDYk

Hong Kong stocks keywords this week: Transaction

Compared with this week's Hong Kong stock market, the performance of Hong Kong stocks is much more exciting, and the key word is.

The first thing to say is that the amplitude of 115.8% in a new stock in Hong Kong is enough to illustrate the problem. As a company with an absolute moat, China Tobacco Hong Kong has received much attention before it went public, and the rising after the listing has made the company the focus of the market. However, the huge fluctuations of China and Hong Kong this week can be described as thrilling. First, on Tuesday, China Tobacco Hong Kong rose by 52.3%. Such a big increase surprised the market and attracted more investors' attention. Then the stock rose and then fell on Wednesday, although it fell by 3.42% on the day, but all day. The amplitude is as high as 67.47%. Under such an amplitude, for investors, it is certainly someone who likes someone to marry. In the following two trading days, China Tobacco Hong Kong fell by 28.15% and rose by 20.9%, which is not seen in A shares. For the hype of China Tobacco Hong Kong, some investors said: "I don't have much opinion about this kind of stocks that supply and demand pure speculation. I will gamble to a certain extent; but gambling is like smoking, it is best not to make myself addicted. It is king!"

RVXpc5L2EyW11J

xx新城发展控股和新城悦服务股价的大幅下跌应该是本周资本市场的最大新闻。新城发展控股有限公司周三下跌23.86%,两个交易日分别下跌10.57%和6.68%。新城悦服务周三至周五也下跌23.72%,13.11%和10.88%。

香港机构在下半年考虑投资机会:A股相对便宜

本周,香港知名投资机构Value Partners Group发布了对下半年投资机会的分析。

该公司的投资总监和中国业务总裁表示,与过去十年相比,未来全球投资环境的不确定性将相对较高。在这种市场环境中,投资应该回归本质,即寻找优秀的公司,找到能够创造价值的公司。

公司的最终价值体现在其业绩,现金流和未来增长上。由于未来市场的风险可能会持续,我们将在股票选择上更加严谨,并进行更深入的研究。在平衡收益和风险之后,寻找更好的风险与价格比率。

他们重视公司自身业务产生的内生现金流量,而不是估值扩张。由于资本成本上升,借贷,政府补贴和风险基金支持的业务在当前环境下难以维持。投资应该回归源头,减少估值扩张的假象。

RQvPdHcGPu8mto

拍摄网络)

目前,A股市场的估值低于历史平均水平,与其他全球市场相比相对便宜。而且由于市场普遍认为中国经济将放缓,目前的股价实际上反映了这一预期。可以看出,为了稳定经济,内地管理层将采取一系列积极的财政和货币政策,以缓解经济放缓和贸易摩擦带来的压力,如央行的降准,加息继续下降,地方债务加速。随着MSCI显着增加A股因素,海外资金可能在未来继续流动。

因此认为,中国经济的韧性仍强,产业升级和消费升级的空间较大,A股在大类资产中的性价比较高,只要做好深度价值投资,当前市场是可以寻找到优质的投资标的。

一周港股

本周港股通涨跌幅排名榜

RVXpc5iHA30UMtRVXpcEG59SH0sG

港股本周大事:

1,本周新股故事多,飞鹤即将登陆港股,百威亚太开始招股。业内人士对记者表示,如果企业能拿到生产婴幼儿配方奶粉的资质,基本说明企业已经具有了核心竞争力,说明这类企业的已较为优质。百威亚太也将成为近几年港股市场最大的IPO项目。

2,内地体育用品企业被投行关注:德银发表报告,继续看好并提升李宁,安踏体育,申洲国际的目标价

下周大事早知道:

1,优衣库母公司将于7月11日公布季度业绩。

每经记者袁东每经编辑吴永久

摄图网)

投资有风险,独立判断很重要

本文仅供参考,不构成买卖依据,入市风险自担。

RJGIpbJGBijUMQ

欢迎转发,分享,点赞支持

RVGZh5C3wvTJy6

XX