xixiwu personal page - To The Moon

xixiwu

xixiwu

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2024-09-10

$霍顿房屋(DHI)$

2024-07-10

$特斯拉(TSLA)$

2024-05-17

2024-04-29

$特斯拉(TSLA)$ finally

2024-03-31

$易方达白酒(03189)$

2024-03-29

$特斯拉(TSLA)$ oh, no

2024-02-20

$TLT 20250117 95.0 CALL$

2024-02-13

$TLT 20250117 95.0 CALL$

2024-01-28

$阿斯麦(ASML)$ done

2023-01-18

Not bad game, interesting

2023-01-17

OK

2023-01-17

OK

2023-01-16

Ok

2023-01-15

Ok

2023-01-14

Ok

2023-01-13

OK

2023-01-12

OK

2023-01-11

OK

2023-01-10

OK

2023-01-08

OK

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href=\"https://laohu8.com/S/BIDU\">百度</a>跌超3%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超2%，<a href=\"https://laohu8.com/S/JD\">京东</a>、美团、<a href=\"https://laohu8.com/S/00700\">腾讯</a>均跌超1%；</p><p>博彩股下跌，<a href=\"https://laohu8.com/S/01180\">汇彩控股</a>跌5.67%，金沙中国跌4.33%，<a href=\"https://laohu8.com/S/00880\">澳博控股</a>跌3.47%。</p><p>医药股下跌，<a href=\"https://laohu8.com/S/688180\">君实生物</a>跌7.65%，<a href=\"https://laohu8.com/S/BGNE\">百济神州</a>跌7.88%，<a href=\"https://laohu8.com/S/ZLAB\">再鼎医药</a>跌6.13%。</p><p>节假日概念股下跌，<a href=\"https://laohu8.com/S/06862\">海底捞</a>跌6.07%，<a href=\"https://laohu8.com/S/01992\">复星旅游文化</a>跌3.56%，携程跌2.94%。</p><p>内银股上涨，<a href=\"https://laohu8.com/S/601328\">交通银行</a>涨3.26%，<a href=\"https://laohu8.com/S/600016\">民生银行</a>涨2.68%，<a href=\"https://laohu8.com/S/600036\">招商银行</a>涨2.5%</p><p>化妆美容股上涨，<a href=\"https://laohu8.com/S/00653\">卓悦控股</a>涨58.47%，<a href=\"https://laohu8.com/S/00973\">欧舒丹</a>涨14.84%，<a href=\"https://laohu8.com/S/00178\">莎莎国际</a>涨1.09%。</p><p><a href=\"https://laohu8.com/S/00826\">天工国际</a>跌13.93%，天工国际公布，以先旧后新方式配售2亿股新股，每股作价4.22元，新股占已扩大后股份7.16%。每股配售价较昨日收市价折让约13.52%。预期认购事项所得款项总额及估计净额将分別为约8.44亿元及约8.34亿元。所得款项净额的约7%及43%，拟分別主要用于扩充集团于泰国的工业园，以及开发集团的新精密工具产品，而其余所得款项净额拟用作集团之一般营运资金。</p><p>酷派跌15.79%，<a href=\"https://laohu8.com/S/02369\">酷派集团</a>公布，建议进行二供一，发行最多36.72亿股；供股价0.28元，较上交易日（4日）收报折让41.05%。集资总额10.08-10.28亿元，所得净额9.81-10.01亿元，拟用于偿还现有债务；扩张业务；适时收购；及一般营运资金。</p><p><b>后市进攻方向主要立足业绩驱动机会</b></p><p>展望后市，兴业证券首席策略分析师张忆东认为，不论是A股还是港股，3月中旬开始构筑的股市黄金坑(2021年上半年重要的底部区域)4月底基本构建完成，最迟5月中旬有望出现新的上行行情，不是类似年初的吹泡沫拉高估值式的行情，而是聚焦盈利增长以及估值性价比的行情，更需要体现投资研究的专业能力。</p><p>进攻的方向主要立足业绩驱动的机会。A股聚焦制造业的朱格拉周期，港股聚焦业绩高增长且性价比合适的新经济龙头(较高性价比的互联网龙头、医美和潮文化等新兴消费、物业、医药、品牌纺织服装、教育等)。次要方向精选周期股，结构性行情聚焦美国复苏、通胀以及中国“十四五规划”和碳中和，智能制造、半导体等先进制造业核心资产值得淘金。立足深度价值，防守反击，包括有能力和有意愿释放利润的国企龙头、券商、银行、地产、保险等。</p><p>中金公司首席策略分析师王汉锋仍然看好港股市场整体前景。只要基本长期趋势不变，H股的表现将好于A股。鉴于新的催化剂出现之前整体市场预计将保持盘整态势，建议在成长和价值风格间相对均衡配置。</p><p>不过，考虑到政策维持相对宽松和债券收益率下行总体上利好成长股，估值回调充分的质优成长股值得关注。板块上，看好受益于出口驱动链条(例如汽车、家电和家具家装等)以及受益于国内服务消费回暖的标的(如旅游和酒店等)。低估值的质优成长股亦值得关注。</p><p>川财证券首席经济学家、研究所所长陈雳指出，港股市场长期吸引力有两点：一是来自AH股之间的溢价，通常计算其剪刀差；二是港股中确实存在一些好的科技、医药、金融类资产。从当下最新情况看，考虑到现阶段全球经济复苏状况，预计未来港股中的金融、能源等板块会有进一步的上涨空间。</p><p>瑞信中国股票策略主管黄翔建议，从长期看，投资者仍应坚持配置新经济行业和新产业。“未来世界和中国的经济发展和政策还是将侧重于例如科技、新能源车等行业。</p><p>而传统行业需要有重大的转变，才能更加获得市场青睐。回顾去年港股的整体表现，其旧经济行业比例较高，也影响了总体表现。反观MSCI中国市场指数还包括了相当一部分的中概股和A股，其去年就创下新高，表现抢眼。”</p><p>招银国际则指出两大主要风险，首先，主要经济体的新冠病毒变异和/或新病例反弹；第二，通胀超预期；第三，早于预期的货币紧缩；第四，地缘政治风险，如俄罗斯与乌克兰之间的紧张局势可能导致风险规避和对油价飙升的担忧，从而导致高通胀。</p><p><b>A股</b></p><p>A股今日继续因五一假期休市，将于5月6日（周四）恢复交易。</p><p><b>美股</b></p><p>美国三大股指期货盘前上涨，截至发稿，道指期货涨0.23%；标普500指数期货涨0.25%；纳斯达克100指数期货涨0.26%。 <img src=\"https://static.tigerbbs.com/efe4af9baa5893e31620773e2103c3cd\" tg-width=\"828\" tg-height=\"255\" referrerpolicy=\"no-referrer\"><b>欧股</b></p><p>欧洲主要指数上涨，欧洲斯托克50指数涨1.21%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨1.13%，德国DAX30指数涨1.34%。<img src=\"https://static.tigerbbs.com/d078db65a5eef8c18ea855090370d4b7\" tg-width=\"919\" tg-height=\"360\" referrerpolicy=\"no-referrer\"><b>原油</b></p><p>国际油价上涨，美油报66.45美元/桶，日内涨幅1.17%；布油现报69.69美元/桶，日内涨幅1.18%。</p><p>近期随着欧美各国疫情逐步缓和，经济复苏成为主旋律，油市需求的预期也逐步提升，这成为油价上涨最主要的动力。短线多头有望乘热打铁再进一步，不过技术面也暗示可能有触顶风险。建议保守者暂时观望，激进者仍可以逢低入场做多。</p><p>黄金</p><p>现货黄金日内涨0.09%，报1777.55美元/盎司。</p><p>国际金价总体持平，美元时隔一天后再度走强及欧美疫情逐步缓解也给黄金带来压力。不过，贸易帐数据的低迷及纳指的大跌给金价一定的支撑。日内重点关注美国4月ADP就业人数，另外还有ISM非制造业PMI出炉，数据可能显示美国劳动力市场显著复苏，或对黄金利空。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>市场综述：发生了什么？阿里、百度等明星股集体下挫</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n市场综述：发生了什么？阿里、百度等明星股集体下挫\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-05 16:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>要闻</b></p><p><b>港交所对有关提高主板上市前盈利要求的计划做出让步</b></p><p>据南华早报援引知情人士称，在遭到业界强烈反对后，<a href=\"https://laohu8.com/S/00388\">香港交易所</a>对有关提高主板上市前盈利要求的计划做出让步。香港交易所现在计划要求主板上市前三年内合计盈利至少达到8000万港元，而最初的建议是把这一盈利要求从5000万港元提高到1.25亿港元。香港交易所将在香港证监会批准后公布这一调整。</p><p><b>美国3月对香港贸易顺差按月扩大1.53倍</b></p><p>据美国经济分析局最新公布的数据，3月美国对香港录得29.28亿美元货物贸易顺差，按月大增1.53倍，且为自去年3月全球新冠肺炎疫情爆发后，美国对港贸易顺差最多的一个月。</p><p><b>2021年五一档期票房创新纪录</b></p><p>据猫眼专业版，2021年5月5日12时28分，2021年五一档总票房（含预售）超15.2715亿，创中国影史五一档期总票房新纪录。</p><p><b>港股</b></p><p>港股三大指数全线收跌，科技股普遍弱势，致恒生科技指数大跌2.13%报8107点，恒指跌0.49%报28417点，国指跌0.41%报10721点。</p><p>盘面上，恒生科技指数跌2.13%，<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>跌超7%，<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌超3%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超2%，<a href=\"https://laohu8.com/S/JD\">京东</a>、美团、<a href=\"https://laohu8.com/S/00700\">腾讯</a>均跌超1%；</p><p>博彩股下跌，<a href=\"https://laohu8.com/S/01180\">汇彩控股</a>跌5.67%，金沙中国跌4.33%，<a href=\"https://laohu8.com/S/00880\">澳博控股</a>跌3.47%。</p><p>医药股下跌，<a href=\"https://laohu8.com/S/688180\">君实生物</a>跌7.65%，<a href=\"https://laohu8.com/S/BGNE\">百济神州</a>跌7.88%，<a href=\"https://laohu8.com/S/ZLAB\">再鼎医药</a>跌6.13%。</p><p>节假日概念股下跌，<a href=\"https://laohu8.com/S/06862\">海底捞</a>跌6.07%，<a href=\"https://laohu8.com/S/01992\">复星旅游文化</a>跌3.56%，携程跌2.94%。</p><p>内银股上涨，<a href=\"https://laohu8.com/S/601328\">交通银行</a>涨3.26%，<a href=\"https://laohu8.com/S/600016\">民生银行</a>涨2.68%，<a href=\"https://laohu8.com/S/600036\">招商银行</a>涨2.5%</p><p>化妆美容股上涨，<a href=\"https://laohu8.com/S/00653\">卓悦控股</a>涨58.47%，<a href=\"https://laohu8.com/S/00973\">欧舒丹</a>涨14.84%，<a href=\"https://laohu8.com/S/00178\">莎莎国际</a>涨1.09%。</p><p><a href=\"https://laohu8.com/S/00826\">天工国际</a>跌13.93%，天工国际公布，以先旧后新方式配售2亿股新股，每股作价4.22元，新股占已扩大后股份7.16%。每股配售价较昨日收市价折让约13.52%。预期认购事项所得款项总额及估计净额将分別为约8.44亿元及约8.34亿元。所得款项净额的约7%及43%，拟分別主要用于扩充集团于泰国的工业园，以及开发集团的新精密工具产品，而其余所得款项净额拟用作集团之一般营运资金。</p><p>酷派跌15.79%，<a href=\"https://laohu8.com/S/02369\">酷派集团</a>公布，建议进行二供一，发行最多36.72亿股；供股价0.28元，较上交易日（4日）收报折让41.05%。集资总额10.08-10.28亿元，所得净额9.81-10.01亿元，拟用于偿还现有债务；扩张业务；适时收购；及一般营运资金。</p><p><b>后市进攻方向主要立足业绩驱动机会</b></p><p>展望后市，兴业证券首席策略分析师张忆东认为，不论是A股还是港股，3月中旬开始构筑的股市黄金坑(2021年上半年重要的底部区域)4月底基本构建完成，最迟5月中旬有望出现新的上行行情，不是类似年初的吹泡沫拉高估值式的行情，而是聚焦盈利增长以及估值性价比的行情，更需要体现投资研究的专业能力。</p><p>进攻的方向主要立足业绩驱动的机会。A股聚焦制造业的朱格拉周期，港股聚焦业绩高增长且性价比合适的新经济龙头(较高性价比的互联网龙头、医美和潮文化等新兴消费、物业、医药、品牌纺织服装、教育等)。次要方向精选周期股，结构性行情聚焦美国复苏、通胀以及中国“十四五规划”和碳中和，智能制造、半导体等先进制造业核心资产值得淘金。立足深度价值，防守反击，包括有能力和有意愿释放利润的国企龙头、券商、银行、地产、保险等。</p><p>中金公司首席策略分析师王汉锋仍然看好港股市场整体前景。只要基本长期趋势不变，H股的表现将好于A股。鉴于新的催化剂出现之前整体市场预计将保持盘整态势，建议在成长和价值风格间相对均衡配置。</p><p>不过，考虑到政策维持相对宽松和债券收益率下行总体上利好成长股，估值回调充分的质优成长股值得关注。板块上，看好受益于出口驱动链条(例如汽车、家电和家具家装等)以及受益于国内服务消费回暖的标的(如旅游和酒店等)。低估值的质优成长股亦值得关注。</p><p>川财证券首席经济学家、研究所所长陈雳指出，港股市场长期吸引力有两点：一是来自AH股之间的溢价，通常计算其剪刀差；二是港股中确实存在一些好的科技、医药、金融类资产。从当下最新情况看，考虑到现阶段全球经济复苏状况，预计未来港股中的金融、能源等板块会有进一步的上涨空间。</p><p>瑞信中国股票策略主管黄翔建议，从长期看，投资者仍应坚持配置新经济行业和新产业。“未来世界和中国的经济发展和政策还是将侧重于例如科技、新能源车等行业。</p><p>而传统行业需要有重大的转变，才能更加获得市场青睐。回顾去年港股的整体表现，其旧经济行业比例较高，也影响了总体表现。反观MSCI中国市场指数还包括了相当一部分的中概股和A股，其去年就创下新高，表现抢眼。”</p><p>招银国际则指出两大主要风险，首先，主要经济体的新冠病毒变异和/或新病例反弹；第二，通胀超预期；第三，早于预期的货币紧缩；第四，地缘政治风险，如俄罗斯与乌克兰之间的紧张局势可能导致风险规避和对油价飙升的担忧，从而导致高通胀。</p><p><b>A股</b></p><p>A股今日继续因五一假期休市，将于5月6日（周四）恢复交易。</p><p><b>美股</b></p><p>美国三大股指期货盘前上涨，截至发稿，道指期货涨0.23%；标普500指数期货涨0.25%；纳斯达克100指数期货涨0.26%。 <img src=\"https://static.tigerbbs.com/efe4af9baa5893e31620773e2103c3cd\" tg-width=\"828\" tg-height=\"255\" referrerpolicy=\"no-referrer\"><b>欧股</b></p><p>欧洲主要指数上涨，欧洲斯托克50指数涨1.21%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨1.13%，德国DAX30指数涨1.34%。<img src=\"https://static.tigerbbs.com/d078db65a5eef8c18ea855090370d4b7\" tg-width=\"919\" tg-height=\"360\" referrerpolicy=\"no-referrer\"><b>原油</b></p><p>国际油价上涨，美油报66.45美元/桶，日内涨幅1.17%；布油现报69.69美元/桶，日内涨幅1.18%。</p><p>近期随着欧美各国疫情逐步缓和，经济复苏成为主旋律，油市需求的预期也逐步提升，这成为油价上涨最主要的动力。短线多头有望乘热打铁再进一步，不过技术面也暗示可能有触顶风险。建议保守者暂时观望，激进者仍可以逢低入场做多。</p><p>黄金</p><p>现货黄金日内涨0.09%，报1777.55美元/盎司。</p><p>国际金价总体持平，美元时隔一天后再度走强及欧美疫情逐步缓解也给黄金带来压力。不过，贸易帐数据的低迷及纳指的大跌给金价一定的支撑。日内重点关注美国4月ADP就业人数，另外还有ISM非制造业PMI出炉，数据可能显示美国劳动力市场显著复苏，或对黄金利空。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"01347":"华虹半导体","03086":"华夏纳指","09999":"网易-S","BIDU":"百度","NTES":"网易","QNETCN":"纳斯达克中美互联网老虎指数","HSI":"恒生指数","09888":"百度集团-SW","TTTN":"老虎中美互联网巨头ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194737945","content_text":"要闻港交所对有关提高主板上市前盈利要求的计划做出让步据南华早报援引知情人士称，在遭到业界强烈反对后，香港交易所对有关提高主板上市前盈利要求的计划做出让步。香港交易所现在计划要求主板上市前三年内合计盈利至少达到8000万港元，而最初的建议是把这一盈利要求从5000万港元提高到1.25亿港元。香港交易所将在香港证监会批准后公布这一调整。美国3月对香港贸易顺差按月扩大1.53倍据美国经济分析局最新公布的数据，3月美国对香港录得29.28亿美元货物贸易顺差，按月大增1.53倍，且为自去年3月全球新冠肺炎疫情爆发后，美国对港贸易顺差最多的一个月。2021年五一档期票房创新纪录据猫眼专业版，2021年5月5日12时28分，2021年五一档总票房（含预售）超15.2715亿，创中国影史五一档期总票房新纪录。港股港股三大指数全线收跌，科技股普遍弱势，致恒生科技指数大跌2.13%报8107点，恒指跌0.49%报28417点，国指跌0.41%报10721点。盘面上，恒生科技指数跌2.13%，华虹半导体跌超7%，网易、百度跌超3%，阿里巴巴跌超2%，京东、美团、腾讯均跌超1%；博彩股下跌，汇彩控股跌5.67%，金沙中国跌4.33%，澳博控股跌3.47%。医药股下跌，君实生物跌7.65%，百济神州跌7.88%，再鼎医药跌6.13%。节假日概念股下跌，海底捞跌6.07%，复星旅游文化跌3.56%，携程跌2.94%。内银股上涨，交通银行涨3.26%，民生银行涨2.68%，招商银行涨2.5%化妆美容股上涨，卓悦控股涨58.47%，欧舒丹涨14.84%，莎莎国际涨1.09%。天工国际跌13.93%，天工国际公布，以先旧后新方式配售2亿股新股，每股作价4.22元，新股占已扩大后股份7.16%。每股配售价较昨日收市价折让约13.52%。预期认购事项所得款项总额及估计净额将分別为约8.44亿元及约8.34亿元。所得款项净额的约7%及43%，拟分別主要用于扩充集团于泰国的工业园，以及开发集团的新精密工具产品，而其余所得款项净额拟用作集团之一般营运资金。酷派跌15.79%，酷派集团公布，建议进行二供一，发行最多36.72亿股；供股价0.28元，较上交易日（4日）收报折让41.05%。集资总额10.08-10.28亿元，所得净额9.81-10.01亿元，拟用于偿还现有债务；扩张业务；适时收购；及一般营运资金。后市进攻方向主要立足业绩驱动机会展望后市，兴业证券首席策略分析师张忆东认为，不论是A股还是港股，3月中旬开始构筑的股市黄金坑(2021年上半年重要的底部区域)4月底基本构建完成，最迟5月中旬有望出现新的上行行情，不是类似年初的吹泡沫拉高估值式的行情，而是聚焦盈利增长以及估值性价比的行情，更需要体现投资研究的专业能力。进攻的方向主要立足业绩驱动的机会。A股聚焦制造业的朱格拉周期，港股聚焦业绩高增长且性价比合适的新经济龙头(较高性价比的互联网龙头、医美和潮文化等新兴消费、物业、医药、品牌纺织服装、教育等)。次要方向精选周期股，结构性行情聚焦美国复苏、通胀以及中国“十四五规划”和碳中和，智能制造、半导体等先进制造业核心资产值得淘金。立足深度价值，防守反击，包括有能力和有意愿释放利润的国企龙头、券商、银行、地产、保险等。中金公司首席策略分析师王汉锋仍然看好港股市场整体前景。只要基本长期趋势不变，H股的表现将好于A股。鉴于新的催化剂出现之前整体市场预计将保持盘整态势，建议在成长和价值风格间相对均衡配置。不过，考虑到政策维持相对宽松和债券收益率下行总体上利好成长股，估值回调充分的质优成长股值得关注。板块上，看好受益于出口驱动链条(例如汽车、家电和家具家装等)以及受益于国内服务消费回暖的标的(如旅游和酒店等)。低估值的质优成长股亦值得关注。川财证券首席经济学家、研究所所长陈雳指出，港股市场长期吸引力有两点：一是来自AH股之间的溢价，通常计算其剪刀差；二是港股中确实存在一些好的科技、医药、金融类资产。从当下最新情况看，考虑到现阶段全球经济复苏状况，预计未来港股中的金融、能源等板块会有进一步的上涨空间。瑞信中国股票策略主管黄翔建议，从长期看，投资者仍应坚持配置新经济行业和新产业。“未来世界和中国的经济发展和政策还是将侧重于例如科技、新能源车等行业。而传统行业需要有重大的转变，才能更加获得市场青睐。回顾去年港股的整体表现，其旧经济行业比例较高，也影响了总体表现。反观MSCI中国市场指数还包括了相当一部分的中概股和A股，其去年就创下新高，表现抢眼。”招银国际则指出两大主要风险，首先，主要经济体的新冠病毒变异和/或新病例反弹；第二，通胀超预期；第三，早于预期的货币紧缩；第四，地缘政治风险，如俄罗斯与乌克兰之间的紧张局势可能导致风险规避和对油价飙升的担忧，从而导致高通胀。A股A股今日继续因五一假期休市，将于5月6日（周四）恢复交易。美股美国三大股指期货盘前上涨，截至发稿，道指期货涨0.23%；标普500指数期货涨0.25%；纳斯达克100指数期货涨0.26%。 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