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600302股吧_深港通渐行渐近(2015-01-09)


600302股吧——鑫科材料股票行情

  昨天(1月8日),在“2015亚洲投资峰会”上,《每日经济新闻》记者与齐鲁国际首席战略总监徐灿杰和香港其他业内人士就“深圳-香港链接”的热门话题以及香港股票和A股2015的投资机会进行了深度交流。记者了解到,一带一路等相关个股仍备受业界推崇。从中长期来看,随着深圳香港通信的深化,新经济股A股和中小板有望得到基金的青睐。
  恒生指数未来下行空间有限

600302股吧

  在昨天的“2015亚洲投资峰会”上,考虑到2015的股票市场趋势,建行国际执行董事刘博士将引用CCB国际研究所的观点,并说A股和香港股票在2015上半年有强劲的上扬势头,但A股可能表现更好。她指出,如果a股拟在2015年纳入摩根士丹利资本国际指数,下半年a股的势头将是可持续的。不过,刘宏宽也提醒,我们要注意,2015年下半年美联储加息导致新兴市场资金外流,形成系统性风险,并冲击股市。
  2014年,恒生指数市盈率为10.6倍,市盈率为1.3倍,均接近近20年来的新低。随着内地经济的逐步稳定,企业的利润将会提高。预计恒生指数每股收益增长率将由2014年的1.4%上升至2015年的8.8%。建行国际认为,恒生指数未来下行空间有限。

600302股吧——519694

  Xu canjie, chief strategic director of Qilu international, analyzed and pointed out, “in 2015, if investors want to buy safer Hong Kong stocks, they will choose some bank stocks, if they want to buy more volatile stocks, they will buy securities companies; insurance stocks are in the middle of the two, because there will be linkage with a shares.In addition, the second and third line of plate stocks are also worthy of attention, such as gem But he also reminded that if investors are not familiar with the Hong Kong stock market, they may also buy “Laoqian shares” by buying second – and third tier stocks, which is not so easy to distinguish for new investors in Hong Kong stocks.

  Talking about Shenzhen Hong Kong link, Xu canjie told the daily economic news that Shenzhen Hong Kong link should be opened in the second half of 2015.”I think we should make some good achievements before Shenzhen Hong Kong link is opened.In this way, the opening of Shenzhen Hong Kong link will be the finishing touch.”.Whether Shenzhen Hong Kong link will be opened in May is not so important.The important thing is that Shenzhen growth enterprise market is booming.
  Liu hongkuai quoted the view of CCB International Research Institute, saying that the regulatory authorities should consider opening Shenzhen Hong Kong link as soon as the first half of 2015, and the A-share listed in Shenzhen and the corresponding H-share companies will benefit.Hong Kong growth stocks may expand in valuation and the stock price will rise significantly.

600302股吧——600982宁波热电

  Liu hongkuai believes that in the first half of 2015, whether Hong Kong stocks or A-shares, the opportunities may be concentrated in finance, large advantageous real estate stocks and some stocks related to “one road and one belt”, which is a short-term opportunity.”In the medium term, there is no decision on what kind of target Shenzhen Hong Kong stock connect will use.If it is a large target like Shanghai Hong Kong stock connect, it may promote large low price stocks, such as Vanke.If it is a small and medium-sized stock, it is obvious that it is more favorable for the growth of Hong Kong stocks with larger discount.In particular, Baima stock, which is in the new economy industry, still has an annual growth rate of 30% ~ 40%, and its P / E ratio has fallen below 30 times.This kind of stock is the favorite stock of international investors.As more and more international investors enter, these stocks may be the plates that we need to pay attention to in the medium and long term.”
  Differences in investor preferences between the two places

  《每日经济新闻》记者从上海香港证券交易所开盘后发现,上海股票的资金与机构投资者接轨,继续看好蓝筹股投资策略,追求高股息率的金融股和大盘股。他们。如中国平安、大秦铁路、上汽集团等个股更受关注。香港证券交易所的资本偏好倾向于购买具有相对较小市场价值的个人股票,尤其是以消费类股票为代表的稀缺股票,如中芯国际和腾讯控股。

600302股吧——002111

  至于两地投资者的投资习惯,徐灿杰认为,香港投资者更愿意选择高安全边际的目标。根据我的观察,许多来香港的内地投资者并不购买市值较大的股票,而是倾向于购买市值较小的股票。大多数香港投资者通过上海香港股票交易所购买A股都是机构。虽然普通香港投资者没有购买A股的资本限制,但他们对内地股市的了解并不多。他们中的大多数人会购买A股etf,因为它们相对简单。”
  此外,根据香港证券交易所(港交所)发言人,本星期六(1月10日),港交所将对上海证券交易所A股的卖空功能进行市场测试,以期为海外和香港的上海证券交易所提供A股担保卖空服务。尽快吸引投资者。

  对于本周六将进行的a股卖空测试,徐灿杰昨日在会后接受《每日经济新闻》记者专访时表示,测试制度的要求相对简单,但从操作层面来说难度相对较大。

  “在香港市场,也有卖空的情况,所以测试是非常重要的。如果一只成交量很低的股票必须找到商品平仓,这是非常困难的。因此,卖空测试必须在市值较大的股票上进行。”徐说。
  同时,徐灿杰表示,不建议普通投资者进行卖空操作。风险相对较高。当香港股市下跌时,投资者仍可以使用“WOLUN”,但内地的衍生品却不多。

  对于沪股通旗下a股卖空机制对a股市场的影响,徐灿杰认为,未来要做空,需要对很多金融产品的交易规则进行改革,让卖空做得更好。例如,内地10%的涨跌仍带来一些限制。

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