兴业张忆东：港股积极变化有望延续 优质央国企价值股是中长期配置核心

恒大物业转跌，现跌超3%，此前一度涨14%。中国恒大现涨21%，此前一度上涨42%。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/507/w1080h1827/20231003/def7-e1fe17e7e3e1c77d41467df55af98478.jpg"]},"commentid":"live:finance-152-3260705:0","compere_id":0,"creator":"yongsheng6@staff.sina.com.cn","mender":"yongsheng6@staff.sina.com.cn","create_time":"2023-10-03 09:48:25","update_time":"2023-10-03 09:50:36","is_need_check":"0","check_time":"1970-01-01 08:00:01","check_status":"1","check_user":"","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"20231003094913","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[{"market":"hk","symbol":"06666","key":"u6052u5927u7269u4e1a"},{"market":"hk","symbol":"03333","key":"u4e2du56fdu6052u5927"},{"market":"us","symbol":"egrny","key":"u4e2du56fdu6052u5927"}],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"0","docurl":"https:\/\/finance.sina.com.cn\/7x24\/2023-10-03\/doc-imzpuuir8021683.shtml","docid":"mzpuuir8021683"}","old_live_cid":"0","tab":"","tag":[{"id":"3","name":"公司"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"https://finance.sina.cn/7x24/2023-10-03/detail-imzpuuir8021683.d.html","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":3260704,"zhibo_id":152,"type":0,"rich_text":"【兴业张忆东：港股积极变化有望延续 优质央国企价值股是中长期配置核心】兴业证券张忆东发布研究报告称，当前来看，港股面临的中短期变量，国内的短期经济、股市环境以及外部的地缘政治、无风险收益率，都已经发生了积极变化并有望延续。展望海外，中短期美债长端利率上升对港股的冲击，已经到了强弩之末，四季度，美债收益率将开启阶段性的下行窗口期，美元也有望走弱。展望国内四季度经济有望超预期改善，资本市场政策利多效果由量变到质变。张忆东认为低波红利资产持续重估，其中优质央国企价值股是港股中长期核心配置标的。