Stock Connect
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Stock Connect
美联储9月降息预期升至85%：全球热钱重估港股配置性价比，高股息与AI成长双线突围
随着美国7月非农数据走弱，美联储9月降息预期攀升至85%。降息周期开启叠加港股处于全球估值洼地，南向资金与外资形成共振。本文深度解析为何在当前宏观节点配置港股，探讨高股息防御与AI成长进攻的双线策略。
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Stock Connect
全球资金加速流向港股“避风港”：估值洼地叠加南向资金创年内新高，配置逻辑再强化
2026年8月初，全球资本市场面临美联储政策摇摆与地缘政治的双重压力，港股凭借其历史低位的估值、超5%的高股息率以及南向资金创纪录的净流入，正成为全球资金的“避风港”。本文深度解析当前港股配置的核心逻辑，揭示其与A股互补及国际化优势。
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Stock Connect
港股通标的年内第三次扩容，科技消费龙头纳入，配置窗口再开启
2026年7月31日，港股通标的名单年内第三次扩容，新纳入多只科技与消费龙头。本文解读扩容详情及对内地投资者的意义，分析港股配置价值与策略。
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Stock Connect
全球资管巨头贝莱德力挺港股：低估值高股息成配置优选
2026年7月30日，贝莱德发布报告称港股估值处于历史底部，恒生指数市盈率不足9倍，股息率超4%，建议全球投资者增配。本文从低估值、高分红、互联互通等角度解析港股配置价值，并提示汇率与地缘风险。
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Stock Connect
港交所再推改革：简化第二上市门槛，中概股回归浪潮下港股配置价值凸显
港交所于2026年7月28日宣布简化第二上市规则，降低市值及行业准入要求，此举将加速中概股回流。本文深入解读改革细节，分析其对港股市场结构、估值及资金流动的影响，并探讨当前为何是配置港股的关键窗口期。
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