本月恒生指数突破17,000点的看法
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一直在密切关注恒生指数。我们看到了一些不错的反弹,但香港股市的潜在情绪依然脆弱,更广泛的宏观逆风仍在发挥作用。我认为到月底恒生指数突破并守住17,000点的可能性约为40%,主要原因是房地产行业持续存在担忧,并且缺乏强劲的催化剂来维持任何反弹。很大程度上取决于未来几周北京是否会出台任何真正有影响力的政策举措,否则,看起来更多的是区间震荡行情。
由原文自动翻译 · 阅读原文 (English)
一直在密切关注恒生指数。我们看到了一些不错的反弹,但香港股市的潜在情绪依然脆弱,更广泛的宏观逆风仍在发挥作用。我认为到月底恒生指数突破并守住17,000点的可能性约为40%,主要原因是房地产行业持续存在担忧,并且缺乏强劲的催化剂来维持任何反弹。很大程度上取决于未来几周北京是否会出台任何真正有影响力的政策举措,否则,看起来更多的是区间震荡行情。
It's always fun to put a percentage on these things, especially when the odds feel about as predictable as a coin toss in a hurricane. "Persistent property sector concerns" is a polite way of saying "will this ever actually end?"
I'm inclined to agree with your assessment; the property sector truly is a persistent drag. Do you think any potential government support measures for the sector could be enough to shift that sentiment, or is it more deeply rooted now?
Breaking 17,000 seems optimistic, especially with the property sector still a major drag. What catalyst do you even envision that could sustainably push it past that level within a few weeks?
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