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华泰证券港股策略：金融和AH溢价仍有改善空间_我的网站

A |     华泰证券研报称，市场对港股中期走势受基本面影响的程度分歧不大，关键变量在全球流动性环境。华泰证券认为，美元因公信力挑战转弱、人民币升值强化，有助于港股AH溢价再度收窄及香港金融资产重估。

B |     CHICAGO -- A teenager who was shot and wounded during a 2019 shootout between suburban Chicago police and a bank robbery suspect inside a music school has reached a $1.9 million settlement with the city of Des Plaines.Rylan Wilder signed off this week on the settlement, nearly four years after a bullet fired by Des Plaines Officer James Armstrong tore a hole through his left arm, the Chicago Sun-Times reported.Armstrong was chasing an armed man who had shot another officer after a bank robbery in Des Plaines when the suspect ran into Upbeat Music & Arts on Chicago’s Northwest Side. Armstrong followed him inside, shooting and killing him. In the process, he also accidentally shot Wilder, who was 15 and working as an intern at the school.The bullet that hit the crook of Wilder's left elbow destroyed an artery, shredded a nerve and obliterated bone, threatening his guitar-playing dreams.Wilder's parents sued in Cook County circuit court, alleging that the officer's actions were excessive and that he displayed “reckless, willful and wanton conduct.” Armstrong wasn’t criminally charged in the shooting, was cleared of wrongdoing by the city, and is still with the department.Wilder, who's now 19 and a sophomore at Columbia College Chicago, needed more than a dozen operations and three years of physical therapy. He said he’s still playing guitar and writing music; he recently produced a song for his girlfriend. But he still suffers from his wound.“My whole arm still feels very numb. I can’t feel in most of my fingers or in my hand," Wilder told the Chicago Sun-Times Wednesday at his attorney’s office.Under the settlement with Des Plaines, the city doesn't admit wrongdoing or liability, according to a statement it released.。

C | 但对总体市场而言，本轮弱美元所处背景并非去年全球金融条件宽松和risk-on环境，流动性环境偏紧方向并未改变。海外10年美债利率大概率高位震荡，日元再度外汇干预或加息都有可能发生，8月央行年会是关注重点。香港在海外提短端控长端思路及港元汇率偏弱的情况下，HIBOR有可能进一步上行。因流动性难有增量支持，财报季尚未被充分定价，盈利兑现度更为重要。配置上维持均衡：低波红利（如银行）为底仓；关注中报或确认经营底部的乳品、部分零售；AI链（如晶圆代工）定位进攻品种、小仓位参与超跌反弹；CXO和创新药龙头兑现度高但短期性价比下降，行情斜率或放缓。

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Published on:08:25:56