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港股弱勢低量下的結構機會 | 格隆彙集結令147期
格隆匯 08-20 08:59

港股自2021年初,便開始了長達一年多的回調之路,其中恆生科技的區間最大回撤一度超過了60%,下半年的港股築底完成後或將走向震盪市。究其原因,俄烏衝突、聯儲加息週期、海外和內地疫情發展、東亞地緣局勢均對其產生了不同程度的影響。港股是一個純跨境資本構建而成的市場,受外資影響較大,因此中美戰略競爭,美證監對中國公司的投資限制等等對港股也會產生較大影響。三季度以來,港股再次開啟下跌模式,市場情緒相對悲觀。

一、港股年初以來走勢回顧

二、流動性的變化

三、港股展望

四、低流動性下的投資策略

關於以上要點,格隆匯研究院特邀興證國際財富管理部投資服務策略分析師田勇為我們帶來專業的解讀~

 

直播主題:

港股弱勢低量下的結構機會

重磅嘉賓:

田勇,興證國際財富管理部投資服務策略分析師,擁有20年豐富的研究和投資經驗,先後在中外資行、券商從事外匯、證券、財富管理工作。投資風格是行業為王,精選順應時代潮流的優勢行業,精選黑馬

直播看點:

一、港股年初以來走勢回顧

二、流動性的變化

三、港股展望

四、低流動性下的投資策略

直播時間:

2022年8月20日 上午10點

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