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港股反彈,係唔係迎嚟底部配置機會?

10月12日港股延續漲勢,恒生指數收漲1.93%,恒生科技指數收漲1.68%。市場上匯金時隔8年增持四大行的消息引起熱議,資本市場信心有望提振。對於“港股見底”的討論再度升溫,華西證券策略團隊10月7日發佈的報告顯示,當前港股從估值的角度來看確實已處於“底部”區間。高盛在最新一份 Show More
10月12日港股延續漲勢,恒生指數收漲1.93%,恒生科技指數收漲1.68%。市場上匯金時隔8年增持四大行的消息引起熱議,資本市場信心有望提振。對於“港股見底”的討論再度升溫,華西證券策略團隊10月7日發佈的報告顯示,當前港股從估值的角度來看確實已處於“底部”區間。高盛在最新一份中國股票策略報告中指出,在亞太除日本以外的市場繼續建議超配中國股票,以押注可能在今年年底前出現的反彈。對此你怎麼看港股當前行情?是否迎底部配置機會?有哪些標的可關注呢?
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    Last night, the national team finally took the lead! Surely everyone has already been screened by the news that Huijin has increased its holdings in the four major banks?
    On October 11, the Central Huijin Company increased its holdings in four major industrial and agricultural China Construction banks. Based on the closing price of the day, the increase in holdings was 130 million yuan, 136 million yuan, 94 million yuan, and 117 million yuan respectively, for a total of about 477 million yuan, and continued to increase holdings for 6 months.
    So what is Huijin? Why is Huijin a national team? What other national teams are there? We'll talk about these few questions again later.
    Let's first take a look at what everyone is concerned about. After Huijin increased its holdings in history, let's take a look at the A-share trend!
    Historically, between 2008 and 2015, Huijin increased its holdings 6 times. Therefore, there has been an interval of 8 years since 2015, and no action has been taken in 8 years, which shows the importance attached above to the current active capital market.
    Aunt Mei made a special list. Let's first take a look at the trend after Huijin took action:
    We saw that after Huijin's launch, the performance of the T+1 day index had mixed ups and downs in other years, with the exception of 2008, 2009, and 2011, which had a lot of positive stimulus.
    Moreover, taking the above stock index as an example, after the national team took the lead, in the long run, except for a relatively obvious rebound in 2008 and 09, in other years, the market continued to fluctuate and rebound, and remained stagnant for a while.
    Therefore, although the national team's move is a positive signal, everyone also needs to view it rationally; this does not mean that the market will immediately hit bottom and rebound. Everyone still follows...
    In history, have all of the national team's shots hit bottom and rebounded?
    In history, have all of the national team's shots hit bottom and rebounded?
    In history, have all of the national team's shots hit bottom and rebounded?
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