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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 |     PITTSBURGH -- The Andy Warhol Museum in Pittsburgh has announced plans to expand with a $45 million events venue.The entertainment project is part of the museum's ‘Pop District’ initiative and would be built on an existing museum parking lot, according to Dan Law, the museum’s associate director. Museum officials presented plans for the project to the city's Planning Commission on Tuesday.The proposed site would be around 58,000 square feet (17,500 square meters), including a first-floor concert venue with standing room for up to 1,000 people, a second-floor mezzanine, and an events space that could hold up to 360 people on the fourth floor. The third floor would be used for offices and support spaces.Rick Armstrong, a museum spokesman, said work on the project could begin as soon as spring 2024, but the timelines are “still flexible” as the project moves through the planning and design processes.。    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。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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