\ 五大龙头股表现平平,两大风险需警觉!经济积重难返,美股还能扛多久?
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五大龙头股表现平平,两大风险需警觉!经济积重难返,美股还能扛多久?

简介:

五大龙头股表现平平,两大风险需警觉!经济积重难返,美股还能扛多久?

全球市场风险情绪大幅回暖。

市场情绪回暖 港股科技、汽车、医药股集体大涨

月日,受隔夜全球市场集体回暖的乐观情绪影响,港股市场连续......五大龙头股表现平平,两大风险需警觉!经济积重难返,美股还能扛多久?

正文:

全[quan]球[qiu]市[shi]场[chang]风[feng]险[xian]情[qing]绪[xu]大[da]幅[fu]回[hui]暖[nuan]。

市[shi]场[chang]情[qing]绪[xu]回[hui]暖[nuan] 港[gang]股[gu]科[ke]技[ji]、汽[qi]车[che]、医[yi]药[yao]股[gu]集[ji]体[ti]大[da]涨[zhang]

月[yue]日[ri],受[shou]隔[ge]夜[ye]全[quan]球[qiu]市[shi]场[chang]集[ji]体[ti]回[hui]暖[nuan]的[de]乐[le]观[guan]情[qing]绪[xu]影[ying]响[xiang],港[gang]股[gu]市[shi]场[chang]连[lian]续[xu]第[di]二[er]日[ri]高[gao]开[kai]。全[quan]日[ri]震[zhen]荡[dang]走[zou]高[gao],截[jie]至[zhi]收[shou]盘[pan],香[xiang]港[gang]恒[heng]生[sheng]指[zhi]数[shu]上[shang]涨[zhang].%,报[bao].点[dian],国[guo]企[qi]指[zhi]数[shu]涨[zhang].%,红[hong]筹[chou]指[zhi]数[shu]涨[zhang].%。

受[shou]美[mei]国[guo]科[ke]技[ji]股[gu]的[de]带[dai]动[dong],今[jin]日[ri]港[gang]股[gu]科[ke]技[ji]股[gu]今[jin]天[tian]几[ji]乎[hu]全[quan]面[mian]大[da]涨[zhang]。恒[heng]生[sheng]科[ke]技[ji]指[zhi]数[shu]收[shou]涨[zhang].%,报[bao].点[dian]。

中[zhong]芯[xin]国[guo]际[ji]成[cheng]为[wei]反[fan]弹[dan]领[ling]头[tou]羊[yang],盘[pan]中[zhong]一[yi]度[du]涨[zhang]超[chao]%,截[jie]至[zhi]收[shou]盘[pan],涨[zhang].%,报[bao].港[gang]元[yuan]/股[gu]。

比[bi]亚[ya]迪[di]电[dian]子[zi]收[shou]涨[zhang].%。

金[jin]山[shan]软[ruan]件[jian]收[shou]涨[zhang].%。

小[xiao]米[mi]收[shou]涨[zhang].%。

美[mei]团[tuan]收[shou]涨[zhang].%。

苹[ping]果[guo]概[gai]念[nian]股[gu]暴[bao]涨[zhang]。高[gao]伟[wei]电[dian]子[zi]涨[zhang].%,富[fu]智[zhi]康[kang]集[ji]团[tuan]涨[zhang].%,瑞[rui]声[sheng]科[ke]技[ji]涨[zhang].%。

汽[qi]车[che]股[gu]上[shang]涨[zhang]。长[chang]城[cheng]汽[qi]车[che]涨[zhang].%,北[bei]京[jing]汽[qi]车[che]涨[zhang].%,吉[ji]利[li]汽[qi]车[che]涨[zhang].%。

医[yi]药[yao]股[gu]方[fang]面[mian]上[shang]涨[zhang],百[bai]济[ji]神[shen]州[zhou]涨[zhang].%,阿[a]里[li]健[jian]康[kang]涨[zhang].%,康[kang]基[ji]医[yi]疗[liao]涨[zhang].%,信[xin]达[da]生[sheng]物[wu]涨[zhang].%,药[yao]明[ming]生[sheng]物[wu]涨[zhang].%。

事[shi]实[shi]上[shang],不[bu]仅[jin]仅[jin]是[shi]港[gang]股[gu],今[jin]日[ri]亚[ya]太[tai]股[gu]市[shi]整[zheng]体[ti]表[biao]现[xian]都[du]是[shi]暖[nuan]色[se]。截[jie]至[zhi]收[shou]盘[pan],日[ri]经[jing]指[zhi]数[shu]涨[zhang].%;韩[han]国[guo]综[zong]合[he]指[zhi]数[shu]涨[zhang].%;富[fu]时[shi]新[xin]加[jia]坡[po]海[hai]峡[xia]指[zhi]数[shu]涨[zhang].%。

不[bu]过[guo],目[mu]前[qian]已[yi]经[jing]开[kai]盘[pan]的[de]欧[ou]股[gu]市[shi]场[chang]走[zou]势[shi]偏[pian]弱[ruo],截[jie]至[zhi]发[fa]稿[gao],英[ying]国[guo]富[fu]时[shi]指[zhi]数[shu]跌[die].%;法[fa]国[guo]CAC指[zhi]数[shu]跌[die].%;德[de]国[guo]DAX指[zhi]数[shu]跌[die].%。

AH溢[yi]价[jia]创[chuang]年[nian]新[xin]高[gao],港[gang]股[gu]后[hou]市[shi]将[jiang]强[qiang]于[yu]A股[gu]?

华[hua]泰[tai]证[zheng]券[quan]近[jin]期[qi]研[yan]报[bao]认[ren]为[wei],沪[hu]港[gang]AH溢[yi]价[jia]指[zhi]数[shu]创[chuang]十[shi]年[nian]新[xin]高[gao],后[hou]续[xu]港[gang]股[gu]表[biao]现[xian]或[huo]强[qiang]于[yu]A股[gu]。研[yan]报[bao]认[ren]为[wei],AH溢[yi]价[jia]指[zhi]数[shu]能[nen]反[fan]映[ying]沪[hu]港[gang]两[liang]地[di]同[tong]时[shi]有[you]A股[gu]及[ji]H股[gu]上[shang]市[shi]公[gong]司[si]群[qun]体[ti]的[de]两[liang]地[di]股[gu]票[piao]交[jiao]易[yi]折[zhe]溢[yi]价[jia]水[shui]平[ping],近[jin]十[shi]年[nian]来[lai]A股[gu]相[xiang]对[dui]港[gang]股[gu]大[da]多[duo]呈[cheng]现[xian]溢[yi]价[jia]状[zhuang]态[tai]。经[jing]统[tong]计[ji]发[fa]现[xian],当[dang]AH溢[yi]价[jia]指[zhi]数[shu]从[cong]高[gao]位[wei]回[hui]落[luo]时[shi],沪[hu]深[shen]的[de]后[hou]续[xu]表[biao]现[xian]往[wang]往[wang]不[bu]及[ji]恒[heng]生[sheng]指[zhi]数[shu]。当[dang]前[qian]AH溢[yi]价[jia]指[zhi]数[shu]创[chuang]十[shi]年[nian]新[xin]高[gao],后[hou]续[xu]回[hui]落[luo]概[gai]率[lv]较[jiao]大[da],港[gang]股[gu]相[xiang]对[dui]A股[gu]或[huo]表[biao]现[xian]更[geng]优[you]。

投[tou]资[zi]主[zhu]题[ti]方[fang]面[mian],中[zhong]信[xin]证[zheng]券[quan]发[fa]布[bu]研[yan]报[bao]称[chen],港[gang]股[gu]产[chan]业[ye]主[zhu]题[ti]发[fa]生[sheng]变[bian]化[hua],地[di]产[chan]落[luo]幕[mu],消[xiao]费[fei]科[ke]技[ji]接[jie]棒[bang]。

该[gai]研[yan]报[bao]表[biao]示[shi],对[dui]比[bi]年[nian],年[nian]至[zhi]今[jin],科[ke]技[ji]、医[yi]药[yao]及[ji]大[da]消[xiao]费[fei]取[qu]代[dai]地[di]产[chan],涨[zhang]幅[fu]位[wei]列[lie]前[qian]茅[mao]。年[nian]港[gang]股[gu]通[tong]涨[zhang]幅[fu]前[qian]的[de]公[gong]司[si]中[zhong],互[hu]联[lian]网[wang]软[ruan]件[jian]占[zhan]据[ju]席[xi],大[da]消[xiao]费[fei]概[gai]念[nian](食[shi]品[pin]饮[yin]料[liao]+教[jiao]育[yu]+汽[qi]车[che]+其[qi]他[ta]可[ke]选[xuan]消[xiao]费[fei])合[he]计[ji]占[zhan]席[xi],医[yi]药[yao]股[gu]占[zhan]席[xi],G 半[ban]导[dao]体[ti]占[zhan]席[xi],物[wu]业[ye]股[gu]占[zhan]席[xi],新[xin]能[nen]源[yuan]占[zhan]比[bi]席[xi],仅[jin]有[you]一[yi]家[jia]金[jin]融[rong]及[ji]地[di]产[chan]入[ru]选[xuan]港[gang]股[gu]通[tong]涨[zhang]幅[fu]前[qian]。

中[zhong]信[xin]证[zheng]券[quan]认[ren]为[wei],恒[heng]生[sheng]指[zhi]数[shu]的[de]PB又[you]回[hui]到[dao]了[liao]/年[nian]的[de]x左[zuo]右[you],而[er]PE约[yue]x,均[jun]在[zai]历[li]史[shi]相[xiang]对[dui]低[di]位[wei]。加[jia]上[shang]AH股[gu]的[de]溢[yi]价[jia]指[zhi]数[shu]达[da]到[dao]历[li]史[shi]高[gao]位[wei]的[de]以[yi]及[ji]在[zai]美[mei]元[yuan]结[jie]构[gou]性[xing]向[xiang]下[xia]的[de]趋[qu]势[shi]中[zhong],港[gang]股[gu]的[de]长[chang]线[xian]配[pei]置[zhi]价[jia]值[zhi]显[xian]现[xian]。随[sui]着[zhou]近[jin]年[nian]来[lai]南[nan]下[xia]资[zi]金[jin]对[dui]港[gang]股[gu]的[de]话[hua]语[yu]权[quan]日[ri]益[yi]增[zeng]加[jia],港[gang]股[gu] A 股[gu]化[hua]趋[qu]势[shi]明[ming]显[xian]。叠[die]加[jia]国[guo]内[na]经[jing]济[ji]向[xiang]科[ke]技[ji]和[he]服[fu]务[wu]转[zhuan]型[xing]以[yi]及[ji]恒[heng]指[zhi]改[gai]革[ge]吸[xi]引[yin]大[da]量[liang]公[gong]司[si]赴[fu]港[gang]上[shang]市[shi],港[gang]股[gu]市[shi]场[chang]风[feng]格[ge]正[zheng]由[you]传[chuan]统[tong]的[de]低[di]估[gu]值[zhi]金[jin]融[rong]地[di]产[chan]往[wang]大[da]消[xiao]费[fei]及[ji]新[xin]经[jing]济[ji]板[ban]块[kuai]转[zhuan]移[yi],这[zhe]一[yi]趋[qu]势[shi]长[chang]期[qi]仍[reng]将[jiang]延[yan]续[xu]。

A股[gu]开[kai]市[shi]后[hou]如[ru]何[he]走[zou]?

全[quan]球[qiu]市[shi]场[chang]回[hui]暖[nuan]的[de]同[tong]时[shi],距[ju]离[li]A股[gu]开[kai]始[shi]也[ye]越[yue]来[lai]越[yue]近[jin]了[liao],开[kai]市[shi]后[hou]A股[gu]方[fang]向[xiang]如[ru]何[he]?

中[zhong]信[xin]建[jian]投[tou]认[ren]为[wei],月[yue]中[zhong]旬[xun]以[yi]来[lai]的[de]市[shi]场[chang]回[hui]调[diao]结[jie]束[shu],市[shi]场[chang]将[jiang]进[jin]入[ru]震[zhen]荡[dang]之[zhi]中[zhong]阶[jie]段[duan]性[xing]回[hui]升[sheng]的[de]过[guo]程[cheng]。这[zhe]个[ge]过[guo]程[cheng]在[zai]经[jing]济[ji]基[ji]本[ben]面[mian]和[he]流[liu]动[dong]性[xing]两[liang]个[ge]方[fang]面[mian]都[du]得[de]到[dao]了[liao]支[zhi]持[chi],这[zhe]个[ge]阶[jie]段[duan]的[de]上[shang]行[xing]是[shi]具[ju]备[bei]持[chi]续[xu]性[xing]的[de]。经[jing]济[ji]复[fu]苏[su]仍[reng]然[ran]是[shi]主[zhu]线[xian],所[suo]以[yi]金[jin]融[rong]周[zhou]期[qi]仍[reng]然[ran]是[shi]持[chi]续[xu]占[zhan]优[you]的[de]。沿[yan]着[zhou]这[zhe]条[tiao]主[zhu]线[xian],寻[xun]找[zhao]震[zhen]荡[dang]市[shi]下[xia]的[de]配[pei]置[zhi]思[si]路[lu]。

太[tai]平[ping]洋[yang]证[zheng]券[quan]认[ren]为[wei],月[yue]以[yi]来[lai]外[wai]资[zi]的[de]持[chi]续[xu]流[liu]出[chu]和[he]A股[gu]抱[bao]团[tuan]”股[gu]的[de]明[ming]显[xian]回[hui]调[diao]或[huo]已[yi]反[fan]应[ying]流[liu]动[dong]性[xing]边[bian]际[ji]偏[pian]紧[jin]的[de]悲[bei]观[guan]预[yu]期[qi]。虽[sui]然[ran]目[mu]前[qian]中[zhong] 美[mei]关[guan]系[xi]仍[reng]未[wei]明[ming]朗[lang],但[dan]短[duan]期[qi]资[zi]金[jin]扰[rao]动[dong]过[guo]后[hou],人[ren]民[min]币[bi]升[sheng]值[zhi]空[kong]间[jian]打[da]开[kai]将[jiang]重[zhong]新[xin]吸[xi]引[yin]外[wai]资[zi]回[hui]流[liu]A股[gu]。三[san]季[ji]报[bao]验[yan]证[zheng]经[jing]济[ji]稳[wen]步[bu]复[fu]苏[su],当[dang]下[xia]货[huo]币[bi]拐[guai]点[dian]未[wei]至[zhi],中[zhong]长[chang]期[qi]向[xiang]好[hao]格[ge]局[ju]未[wei]变[bian]。目[mu]前[qian]市[shi]场[chang]已[yi]回[hui]调[diao]至[zhi]区[qu]间[jian]震[zhen]荡[dang]下[xia]沿[yan],高[gao]估[gu]值[zhi]品[pin]种[zhong]估[gu]值[zhi]水[shui]位[wei]也[ye]有[you]所[suo]消[xiao]化[hua],市[shi]场[chang]中[zhong]期[qi]布[bu]局[ju]时[shi]机[ji]将[jiang]现[xian]。

光[guang]大[da]证[zheng]券[quan]认[ren]为[wei],月[yue]全[quan]球[qiu]风[feng]险[xian]资[zi]产[chan]价[jia]格[ge]多[duo]数[shu]下[xia]跌[die],A股[gu]市[shi]场[chang]也[ye]同[tong]步[bu]调[diao]整[zheng],市[shi]场[chang]情[qing]绪[xu]降[jiang]温[wen]明[ming]显[xian]。就[jiu]季[ji]度[du]来[lai]看[kan],如[ru]下[xia]因[yin]素[su]仍[reng]压[ya]制[zhi]风[feng]险[xian]偏[pian]好[hao]:第[di]一[yi],始[shi]于[yu]欧[ou]洲[zhou]的[de]疫[yi]情[qing]二[er]次[ci]蔓[man]延[yan],将[jiang]拖[tuo]慢[man]经[jing]济[ji]复[fu]苏[su]进[jin]程[cheng];第[di]二[er],美[mei]国[guo]大[da]选[xuan]的[de]不[bu]确[que]定[ding]性[xing];第[di]三[san],国[guo]内[na]货[huo]币[bi]政[zheng]策[ce]继[ji]续[xu]回[hui]归[gui]常[chang]态[tai]化[hua]。但[dan]在[zai]需[xu]求[qiu]尚[shang]未[wei]恢[hui]复[fu]至[zhi]疫[yi]情[qing]发[fa]生[sheng]之[zhi]前[qian]水[shui]平[ping]的[de]情[qing]况[kuang]下[xia],货[huo]币[bi]政[zheng]策[ce]不[bu]具[ju]备[bei]过[guo]度[du]收[shou]紧[jin]的[de]条[tiao]件[jian]。虽[sui]存[cun]在[zai]一[yi]些[xie]风[feng]险[xian]事[shi]件[jian],但[dan]顺[shun]周[zhou]期[qi]行[xing]业[ye]估[gu]值[zhi]仍[reng]在[zai]历[li]史[shi]低[di]位[wei],国[guo]内[na]需[xu]求[qiu]延[yan]续[xu]回[hui]暖[nuan]、信[xin]用[yong]相[xiang]对[dui]宽[kuan]松[song]、汇[hui]率[lv]升[sheng]值[zhi]的[de]环[huan]境[jing]下[xia],市[shi]场[chang]有[you]望[wang]维[wei]持[chi]震[zhen]荡[dang],超[chao]跌[die]后[hou]有[you]反[fan]弹[dan]机[ji]会[hui]。

原标题:

五大龙头股表现平平,两大风险需警觉!经济积重难返,美股还能扛多久?

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